IP Strategy Transitioned to Custodied Long-Term Staking to Increase Blended Yields

IP Strategy transitioned its validator operations to a custodied, long-term staking configuration in December 2025 according to their update. The company reported 247,662.50 $IP tokens earned in December and staked 39.9 million $IP tokens by December 31, 2025. The dual revenue model includes staking rewards and commission income from third-party delegations, with an estimated 5.64% blended yield.

IP Strategy transitioned its validator operations to a custodied, long-term staking model in December 2025 according to their update. This strategic shift is expected to increase blended staking yields over time while maintaining institutional-grade custody and security. The transition marks a key upgrade to its validator infrastructure and is expected to improve validator yield performance and operational resilience.

Validator performance metrics for December 2025 include 247,662.50 $IP earned from staking and 99.98% uptime. As of December 31, 2025, the company had staked 39.9 million $IP tokens, generating 913,569.39 $IP in validator rewards. The company estimates a 5.64% blended yield, which could potentially generate 2.25 million $IP tokens annually.

The dual revenue model, combining treasury yield and staking commissions, is expected to be highly margin accretive. Staking the current 39.9 million unlocked $IP tokens could generate approximately $3.78 million in illustrative potential annualized revenues at $1.68 per token. The gross margins for this model are expected to exceed 90%.

The Story ecosystem demonstrated significant progress in 2025, with applications such as Poseidon and Aria expanding its use cases in AI-native data. These developments directly support long-term network activity, staking participation, and demand for the $IP token according to their update.

IP Strategy plans to continue releasing monthly validator and ecosystem updates to maintain transparency for stockholders and disclose performance metrics. This approach supports stakeholder confidence and aligns with the company's commitment to institutional-grade standards.

The transition to a custodied staking model aims to provide higher institutional-grade custody, security, and resilience while expanding validator rewards over time. This upgrade is expected to provide higher institutional-grade custody, security, and resilience while expanding validator rewards over time.

What are the projected financial impacts of the new staking configuration?

The new staking configuration could generate up to $3.78 million in potential annualized revenues at a $1.68 token price. This would equate to approximately $3.78 million in illustrative potential annualized revenues at $1.68 per token, with estimated gross margins above 90%.

How does the custodied staking model impact institutional-grade custody and security?

The custodied staking model enhances institutional-grade custody and security by maintaining institutional-grade custody and security. The upgrade to the custodied staking model is expected to increase blended staking yields over time compared to prior flexible staking arrangements while maintaining institutional-grade custody, security, and operational resilience.

Why is the dual revenue model significant for the Story ecosystem?

The dual revenue model, combining treasury yield and staking commissions, is significant for the Story ecosystem as it supports long-term network activity, staking participation, and demand for the $IP token. Applications such as Poseidon and Aria expanding its use cases in AI-native data and real-world IP tokenization further support the ecosystem's growth.