U.S. Strategic Bitcoin Reserve

You've got a treasury secretary who has called himself a gold bug in the past.

And interestingly as well, we've got a strategic Bitcoin reserve now.

You've got a treasury secretary who has said Bitcoin is acknowledged.

It's becoming a store of value.

But there are other priorities that need to get done that the White House has vocalized itself, said these are going to be priorities One of them is the tax package, like I mentioned before.

The other one is the Bitcoin Reserve, the Strategic Bitcoin Reserve.

And there's a bill in Congress right now that deals with that.

But there will be sort of a missing piece if there's no one in the White House to kind of have that liaison between Congress, between the regulators, the SEC and the CFTC, the OCC.

I thought we were going to get a strategic reserve.

And you just brought up ARMA, the American Reserve Modernization Act.

which would cement Trump's strategic vision for a Bitcoin reserve, kind of the fulfillment of this executive order into law.

Are you hearing that it has any chances going further? It sounds like there's some uncertainty in that last answer.

He's not the only one with some 'splaining to do.

The White House said the strategic Bitcoin reserve was coming in a few weeks, and that was 19 months ago.

And it appears the White House just fired their crypto advisor, the head crypto advisor, for leaking some very bullish information.

Speaking of, uh, bullish information, the same week Bank of America pays 1.2 billion for money laundering, the bond market could need a bailout that could revalue gold to 22K, which means, if the current ratio holds, 430K Bitcoin is on the table.

Uh, I think we have a bit of a breakthrough there.

Uh, in the meantime, uh, we do believe we're gonna be able to take a, a big step forward, uh, from the executive branch side in the next few weeks.

With the formalization of the SBR, um, which we'll be rolling out over the next weeks, you know, couple weeks and months, uh, um, we've made a tremendous amount of progress that's gonna happen in the background, and we'll be making an announcement in the next few weeks, next few weeks, next few weeks, uh- We will be making an announcement around the strategic Bitcoin reserve, digital asset stockpile, in the coming weeks, um...

That, so, uh, we'll have an announcement.

Supporting the Bitcoin industry was one thing, putting Bitcoin on the US government's balance sheet was something else entirely.

And yet, on the 6th of March 2025, President Trump signed an executive order establishing a strategic Bitcoin reserve.

Just let that sink in.

The US government was now formally treating Bitcoin as a reserve asset, placing it in the same conversation as gold, foreign currencies and other strategic holdings that could serve government's long-term economic or geopolitical interests.

Governments didn't need to buy Bitcoin en masse for this to matter.

Once the US treated it as a strategic asset, finance ministries, central banks, and lawmakers elsewhere had to consider the same question.

Is owning no Bitcoin still the safest option, or does that create its own risk? That's why America's strategic Bitcoin reserve mattered even before widespread sovereign adoption.

Its importance went beyond the BTC it held.

Over a three to five-year horizon, the shift in US policy toward Bitcoin could become an important factor shaping its long-term value.

The creation of a strategic Bitcoin reserve in March twenty twenty-five marked a significant change in how the US government approaches its Bitcoin holdings.

The US is treating Bitcoin differently.

The US government is estimated to hold three hundred twenty-nine thousand three hundred seventy-two BTC, according to CoinGecko.

At recent market prices, that represents tens of billions of dollars in Bitcoin.

However, the figure should not automatically be interpreted as the amount already sitting inside the strategic Bitcoin reserve.

A recent Coinpedia research report found that the government's holdings largely stem from federal forfeiture actions.

Three major cases, the Bitfinex investigation, the James Zhong seizure, and the Silk Road case together account for roughly two hundred fourteen thousand BTC.

New rumors are circulating surrounding America's strategic Bitcoin reserve plans after the man in charge, Patrick Witt, just dropped a bombshell on his way out of the White House.

On the exact day that he officially left his position as...

It's a long one.

It's like executive director of the presidential's crypto advisory.

We saw a clip of him saying... what they're going to do with the strategic Bitcoin reserve.

I'm going to play it for you guys.

But before we listen to it, I want you to ask yourself, one, was he fired because he leaked America's Bitcoin plan? Or did he simply just give us a nugget before leaving the White House? And so before I speculate, let's watch this clip.

We'll see how this moves on.

Yeah, Clarity Act is behind us.

One of the things he mentioned that really jumped out at me was the Strategic Bitcoin Reserve, the SBR.

Think about it.

If the US does start pivoting to refocus on that in the absence of Clarity, and if they can figure it out, and my understanding it's with the Department of Treasury right now, they're kind of moving it between Commerce and Treasury.

But I think this is starting to build towards where we think this is going to go.

You know, China is still, as far as we know, the second largest strategic Bitcoin reserve in the world.

Even when they haven't really added to it, we don't get very clear information of what's going on in China in regards to Bitcoin.

Obviously, they banned it for their citizens.

That's not funny at all.

But we've seen this play out in Bitcoin.

Second, I think we will start seeing a further push from not only Hong Kong, but China, mainland China as well, into the strategic Bitcoin reserve.

And this, you know me, I haven't been too favorable of the Trump administration.

Uh, shout out to the Trumpster.

He did sign the executive order for the Strategic Bitcoin Reserve, I believe it was back in March of 2025, also for the crypto stockpile.

Unfortunately, we haven't made any acquisitions.

All the current Bitcoin in which is held by the US government has been through confiscation.

The Strategic Bitcoin Reserve proposal is ultimately suggesting acquiring one million Bitcoin over the course of five years, which is two hundred thousand Bitcoin per year, and then HODLing for twenty years, which is a twenty-five-year game plan.

Just imagine the type of nation-state game theory that will set off if they actually move forward and start making massive acquisitions.

'Cause I don't believe China, Russia, the other powerful nations in the planet are just gonna sit back and watch.

We also have Saylor tapping into digital credit.

I'm just reporting the news to you guys.

But could they seize this crypto and then put it into the digital stockpile? So depending on which assets the Iran holds, they can allocate accordingly to the Bitcoin Reserve and then altcoins to the digital stockpile.

So we'll see how this plays out.

But this could have huge implications on the U.S.'s crypto holdings.

Because as you all recall, while we do have a Bitcoin reserve set up, there's no legislation in place to talk about how the U.S. would buy Bitcoin or buy crypto assets.

Right.

That has been left out.