Apple’s longtime CEO sat out the crypto revolution. His successor should choose a different path
The article argues that Tim Cook’s 15-year tenure at Apple (AAPL.OQ) produced massive shareholder value but left the company absent from crypto and blockchain product leadership. Under Cook Apple’s market cap rose from $350 billion to about $4 trillion while services became a roughly $110 billion business, yet the company avoided adding crypto to its balance sheet and made no major moves on stablecoins, non-custodial wallets or hardware crypto products. The author suggests incoming CEO John Ternus—seen as more product-focused and of a younger cohort—could pivot Apple toward crypto-enabled payments and hardware wallet integration, which would leverage Apple’s payments footprint and privacy brand. The piece is market commentary and speculative: any concrete market impact would depend on strategic decisions by the new CEO, but a crypto push could reshape Apple’s product roadmap and influence both AAPL investor expectations and broader crypto adoption.