Cryptocurrency custodians have long been forced to make a contradictory choice: they store their assets in cold wallets disconnected from the internet for security, but then have to transfer them to exchanges for trading. This process entails time, costs, and the risk of hacking.
CompoSecure, a US hardware wallet company, has solved this problem with technology. It has transformed its wallet, "Aculus," from a security tool to a trading platform. By integrating with N.Exchange, users can trade directly at competitive prices while maintaining their cold wallet assets. This provides the security of self-storage and the liquidity of an exchange.
MetaMask is expanding this strategy through a partnership with VanX. The recently launched MetaMask Metal Card enables tap-to-pay payments directly from a cold wallet, enabling users to spend assets while still in self-storage.
The market response has been positive. CompoSecure's stock price has risen 62% this year, outperforming the S&P 500 (by about 13%). Benchmark raised its target price to $24 and forecasted sales of $522.9 million and operating profit of $174.8 million for 2026.
CompoSecure's changes offer implications for the Korean blockchain industry. At a time when demand for self-storage is increasing, building a platform that offers both security and convenience will become a truly competitive advantage.
