Bakkt’s Crypto Makeover Is Complete: Inside Its $3B Bet on Digital Asset Infrastructure

Bakkt has spent the past year rebuilding its business around digital assets. Now, it is betting that its infrastructure can generate billions of dollars in transaction volume. On September 9, 2026, the company raised its full-year transaction-volume target to approximately $3 billion, up 20% from its earlier outlook of $2.5 billion. Bakkt attributed the revision