"Prediction made by the expert: "States are likely to commence purchasing Bitcoin!"
The United States is contemplating the establishment and expansion of a Strategic Bitcoin Reserve, with the potential to position the nation as a global leader in Bitcoin adoption. This move, initiated by an executive order in March 2025, could mark a significant shift in the relationship between traditional currencies and cryptocurrencies.
The reserve, currently valued at an estimated $15–20 billion, primarily consists of Bitcoin confiscated from criminal operations. To avoid market volatility and political backlash, the U.S. government is exploring budget-neutral methods to grow the reserve, such as revaluing gold reserves or future confiscations.
One such legislative effort is the proposed BITCOIN Act, which mandates systematic Bitcoin acquisition over time. This approach is supported by several factors, including the potential for Bitcoin to gain a higher level of trust earlier or later than major currencies like the dollar or the Chinese yuan, and its ability to reduce the debt burden that has no upper limit.
Roman Reher, a well-known figure in the cryptocurrency community, predicts that 2025 could be the year when Bitcoin's potential as a strategic asset is fully realized. He also suggests that if Donald Trump is elected, he plans to hold and expand a Bitcoin reserve in the U.S. Reher emphasizes that no nation can ultimately escape Bitcoin.
If major economies like the U.S. follow suit to build official reserves, demand for Bitcoin would likely increase substantially. This institutional demand, coupled with a capped supply of Bitcoin, could put upward pressure on prices. However, the pace and scale of purchases matter; slow, budget-neutral accumulation might smooth out price impact.
Public government backing may also increase Bitcoin's legitimacy, encouraging broader adoption and potentially driving longer-term price stability and growth. Conversely, any uncertainty or mixed messaging about acquisition strategies might cause short-term price volatility.
In summary, while the U.S. and other major economies are seriously exploring Bitcoin as a strategic reserve asset, actual large-scale buying is tentative and being carefully managed to avoid market disruption. If strategic reserves expand meaningfully over the next several years, this could contribute to stronger institutional demand and higher Bitcoin prices over time.
[1] CoinDesk (2025). U.S. to Maintain and Expand Strategic Bitcoin Reserve. [online] Available at: https://www.coindesk.com/us-to-maintain-and-expand-strategic-bitcoin-reserve/
[2] Reuters (2025). U.S. Treasury Secretary Clarifies Bitcoin Reserve Plans. [online] Available at: https://www.reuters.com/us-treasury-secretary-clarifies-bitcoin-reserve-plans/
[3] Bloomberg (2025). Treasury Comments Trigger Sharp Market Reaction. [online] Available at: https://www.bloomberg.com/news/articles/2025-08-01/treasury-comments-trigger-sharp-market-reaction
[4] Forbes (2025). U.S. Government Committed to Finding Ways to Increase Bitcoin Holdings. [online] Available at: https://www.forbes.com/sites/jasonbrett/2025/03/01/us-government-committed-to-finding-ways-to-increase-bitcoin-holdings/
[5] Business Insider (2025). U.S. Budget-Neutral Methods to Grow Bitcoin Reserve Explored. [online] Available at: https://www.businessinsider.com/us-budget-neutral-methods-to-grow-bitcoin-reserve-explored/
- The U.S. government is considering boosting its Bitcoin reserve, which primarily consists of Bitcoin confiscated from criminal operations, through budget-neutral methods such as revaluing gold reserves or future confiscations, as a strategic move to increase its Bitcoin holdings.
- Roman Reher, a prominent figure in the cryptocurrency community, thinks that Donald Trump may hold and expand a Bitcoin reserve if he is elected, and predicts that 2025 could mark the year when Bitcoin's potential as a strategic asset is fully realized as other major economies may follow suit, potentially driving up Bitcoin prices.
