Trezor Reports 600% Surge in Wallet Sales Amid Bitcoin Price Rally

Self-custody is experiencing significant growth, evidenced by hardware wallet provider Trezor reporting a 600% increase in weekly wallet sales. This surge coincided with Bitcoin nearing the anticipated $100,000 mark.

On November 22, Bitcoin reached an all-time high of $99,645, leading to Trezor's highest single-day sales, surpassing its previous record from May 2023.

Regulatory Shifts and US Presidential Election Drive Trezor Wallet Demand

Trezor’s chief commercial officer Danny Sanders indicated that the demand for hardware wallets may not solely stem from Bitcoin's rally. Factors such as the recent United States presidential election outcomes also contribute to this trend.

Donald Trump’s victory is viewed positively within the crypto industry, signaling a shift toward more favorable regulations. Sanders noted:

“It promises to offer more regulatory clarity, which leads to an improved environment for businesses to operate in the space and increased institutional adoption.”

Despite this regulatory shift, the majority of Trezor's growing customer base is international rather than U.S.-based. However, the improved regulatory environment in the U.S. may be driving Bitcoin prices higher, increasing global demand for self-custody solutions.

Additionally, factors like Bitcoin halving and global macroeconomic conditions continue to influence the bullish trend in the crypto market.

Are Exchanges Losing Their Relevance?

The trend towards self-custody is evident as Bitcoin reserves on centralized exchanges are decreasing significantly. According to CryptoQuant, investors withdrew 427,000 BTC (approximately $40 billion) from exchanges this year, resulting in the lowest reserve levels on platforms like Binance and Coinbase in six years.

Sanders highlighted that past collapses of exchanges have made investors cautious, suggesting that demand for secure hardware wallets like Trezor is likely to continue growing.