US Strategic Bitcoin Reserve Nears, Analysts Say Market Underprices It

The prospect of the United States establishing a strategic Bitcoin reserve is gaining traction, with key industry analysts suggesting the market significantly undervalues its imminent realization. This strategic shift could fundamentally reshape digital assets' role in national economic policy and global finance, potentially positioning Bitcoin as a vital component of national security and economic strategy. Alex Thorn, Head of Research at Galaxy Digital, publicly stated on X (formerly Twitter) on September 11, 2025, that he anticipates the U.S. government could announce the formation of a strategic Bitcoin reserve by year-end. Thorn contends that current market valuations significantly undervalue this possibility, asserting that the primary cryptocurrency is increasingly seen as a strategic asset in national policy discussions. This initiative is supported by a Presidential Executive Order signed by President Donald Trump in March, directing the establishment of a strategic reserve for Bitcoin and other digital assets. While detailed plans are still evolving, these directives clearly signal governmental intent. Further demonstrating governmental engagement, a recent Congressional bill mandates the U.S. Treasury Department to report on the feasibility and risks of such a reserve. A representative from President Trump’s administration has also reaffirmed the White House’s sustained interest in the strategic reserve concept, despite its brief mention in a recent digital asset policy report. These actions collectively underscore the project's continued relevance and potential for future policy implementation.

Differing Timelines and Strategic Considerations

The timeline for the formal establishment of a U.S. strategic Bitcoin reserve remains debated among industry experts. Dave Weisberger, formerly of CoinRoutes, suggests a definitive announcement is more likely in 2026, attributing this to the administration's pragmatic approach of prioritizing other objectives before accelerating such a significant policy shift. This viewpoint emphasizes the complex logistical and regulatory hurdles inherent in integrating a novel asset class into national reserves. Conversely, Bitcoin proponents advocate for a more immediate approach, highlighting the potential for the U.S. to cede leadership in the rapidly evolving digital asset space. Samson Mow, founder of Jan3, warned in June that delays in initiating Bitcoin acquisitions could allow other nations, potentially including Pakistan, to gain a strategic advantage, emphasizing a broader geopolitical competition. This perspective suggests that proactive engagement is crucial for maintaining a competitive edge in global economic influence. The international landscape further accentuates these strategic considerations. Several other nations are actively pursuing plans for national cryptocurrency reserves, with some rapidly developing regulatory frameworks. For example, Kyrgyzstan recently enacted legislation to regulate its digital asset sector and create a crypto reserve. This global trend highlights the imperative for major economies to define their stance on digital asset reserves to maintain competitive relevance and potentially influence future international financial architectures.