Galaxy Digital Expects US Bitcoin Reserve to Form by End of 2025
- Galaxy Digital's head of research says the market is underestimating the likelihood of a strategic bitcoin reserve announcement.
- The White House and Congress have already taken steps in this direction, including an executive order and a bill.
- Experts disagree on the timing, with some expecting a decision in 2025, while others expect it only in 2026.
Galaxy Digital's head of research Alex Thorn said the US could announce the creation of a strategic bitcoin reserve by the end of this year. According to him, the market is currently underestimating the likelihood that the first cryptocurrency will receive the status of a strategic asset in national policy.
In March, President Donald Trump signed an executive order to create a strategic Bitcoin reserve and a U.S. digital asset reserve. However, a full plan has not yet been approved, and the project remains in development. This week, a bill was introduced in Congress that would require the U.S. Treasury Department to prepare a technical report on the possibilities and risks of creating a reserve.
i still think there's a strong chance the US government will announce this year that it has formed the strategic bitcoin reserve (SBR) and is formally holding BTC as a strategic asset
market seems to be completely underpricing the likelihood of such an announcement
— Alex Thorn (@intangiblecoins) September 11, 2025
Earlier, the Trump administration’s cryptocurrency official confirmed that the White House remains interested in the strategic reserve. Although it was briefly discussed in a recent digital asset policy report, sources say the project remains relevant.
The industry remains divided on the timing of implementation. Former CoinRoutes CEO Dave Weisburger believes that an official decision will likely not be made until 2026. He emphasized that the administration is “too pragmatic” to rush an announcement until the immediate goals are achieved.
Bitcoin advocates warn of risks for the US if the process drags on. Jan3 founder Samson Mow said in June that Washington risks losing its lead to other countries. If the US does not start buying bitcoin this year, he said, “the risk is that Pakistan will beat us to it.”
The international backdrop is heightening tensions. Several other countries have also announced plans to create a national cryptocurrency reserve. In some of them, authorities are actively moving in this direction, developing relevant regulations.
Let us recall that we wrote that Kyrgyzstan adopted a bill on regulating the digital asset industry and creating a crypto reserve.
Source: cryptonews.net
