The US May Be Closer Than Expected to a Strategic Bitcoin Reserve
There’s a “strong chance” that the United States will announce the creation of a Strategic Bitcoin Reserve (SBR) before the end of 2025, according to Alex Thorn, head of research at Galaxy Digital.
“Market seems to be completely underpricing the likelihood of such an announcement,” Thorn posted on X.
While formal details remain unconfirmed, multiple signals suggest momentum is building for the world’s first state-backed Bitcoin stockpile in a major economy.
What We Know So Far
- 🏛️ In March, President Trump signed an executive order establishing the Strategic Bitcoin Reserve and a US Digital Asset Stockpile
- 🏛️ In September, US lawmakers introduced a bill ordering the Treasury to assess the feasibility and technical challenges of building the reserve
- 📜 In July, a crypto policy report from the administration briefly mentioned the reserve, signaling continued interest
These moves suggest strategic planning is underway — but some believe the US may be accumulating BTC quietly before making anything public.
Strategic Accumulation: A Deliberate Delay?
Dave Weisburger, former chairman of CoinRoutes, argued that it’s “too smart” for the administration to announce holdings before accumulation is complete.
“It’s more likely to happen in 2026 once initial targets are reached,” Weisburger said.
This theory has parallels in central banking and gold strategy, where governments often buy quietly to avoid front-running by competitors.
Global Pressure Is Mounting
While the US deliberates, others are moving:
- 🇰🇬 Kyrgyzstan advanced legislation to create a state crypto reserve
- 🇮🇩 Indonesia held high-level talks with Bitcoin advocates on national reserve plans
- 🇵🇰 Pakistan is rumored to be exploring BTC accumulation
- 🇸🇻 El Salvador already holds BTC in its treasury and has launched a Bitcoin-backed visa program
“The risk is that the US is front-run by countries like Pakistan,” warned Samson Mow, founder of Jan3.
Could This Be the Catalyst for Bitcoin’s Next Big Move?
If the US were to publicly confirm BTC holdings, it would be a monumental shift:
- 🔐 Legitimizes Bitcoin as a strategic asset
- 💵 Signals a hedge against fiat debasement
- 🌎 Sets a precedent for other G20 nations
Given institutional inflows and ETFs surging, a US announcement could act as a macro tailwind, driving BTC to new highs.
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