Talk of a Strategic Bitcoin Reserve in the United States has returned to the spotlight, with some analysts convinced Washington could reveal plans before the year is out.
Alex Thorn, head of research at Galaxy Digital, argues that the market is “underpricing” the chance of such an announcement and believes a formal unveiling could come sooner than expected.
The Political Backdrop
President Trump signed an executive order in March outlining the creation of both a Strategic Bitcoin Reserve and a broader Digital Asset Stockpile. While the order did not provide a detailed plan, it effectively put the idea on the policy agenda. Since then, lawmakers have introduced a bill directing the Treasury to evaluate the feasibility and technical requirements of running such a reserve.
Trump’s crypto envoy has also reiterated that the administration remains interested, despite the project receiving only brief attention in its official policy papers. These signals have fueled speculation that Washington may already be laying the groundwork behind closed doors.
Doubts About Timing
Not everyone buys the 2025 timeline. Dave Weisberger, former chairman of CoinRoutes, says it makes more sense for the government to quietly build a position before announcing anything. “Why tip your hand before hitting the accumulation target?” he argues, pointing instead to 2026 as the more likely launch window.
Others see the hesitation as risky. Jan3 founder Samson Mow has repeatedly warned that the U.S. risks losing ground if it drags its feet. In his view, competitors such as Pakistan could move first, undermining America’s position in the digital economy.
Global Momentum Builds
Indeed, momentum is already building abroad. Kyrgyzstan recently advanced a bill to establish a national crypto reserve, while in Indonesia, advocates have been in talks with officials about how Bitcoin reserves might fuel economic growth. These moves suggest that sovereign Bitcoin strategies are no longer theoretical but actively being explored by emerging economies.
What’s at Stake
For the U.S., the debate goes beyond short-term price moves. Supporters frame a Bitcoin reserve as a strategic hedge — a way to protect the country’s balance sheet, ensure financial sovereignty, and maintain global influence in a monetary system that is rapidly evolving. Critics counter that the political deadlock in Washington could delay any meaningful progress until after the next election cycle.
Whether or not the reserve is formally unveiled this year, one conclusion is hard to avoid: the race among nations to secure Bitcoin has already begun, and the cost of waiting could be measured not just in dollars but in geopolitical leverage.
The information provided in this article is for educational purposes only and does not constitute financial, investment, or trading advice. Coindoo.com does not endorse or recommend any specific investment strategy or cryptocurrency. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.
Alex is an experienced financial journalist and cryptocurrency enthusiast. With over 8 years of experience covering the crypto, blockchain, and fintech industries, he is well-versed in the complex and ever-evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His approach allows him to break down complex ideas into accessible and in-depth content. Follow his publications to stay up to date with the most important trends and topics.
Source: https://coindoo.com/bitcoin-news-u-s-reserve-debate-global-competition-timeline-uncertainty/