Alex Thorn, the head of research at Galaxy Digital, has made a bold prediction regarding the U.S. government’s potential establishment of a Strategic Bitcoin Reserve, forecasting that it could happen before the close of 2025. Thorn expressed his beliefs through social media comments, asserting that the current market sentiment is underestimating the probability of such an announcement. He remains optimistic that the government may reveal the creation of this reserve within the year.
Earlier this year, an executive order signed by former President Trump laid the groundwork for both the Strategic Bitcoin Reserve and a U.S. Digital Asset Stockpile. However, the specifics of a strategic plan are still unclear, and no formal implementation timelines have been established. Recent legislative movements have begun to shape the landscape, as U.S. lawmakers introduced a bill that directs the Treasury Department to investigate the feasibility and technical aspects of creating a Strategic Bitcoin Reserve.
In July, an official from the Trump administration who is focused on cryptocurrency emphasized that the desire to move forward with the reserve initiative remains strong among government officials, despite its minimal coverage in a recent crypto policy report.
Nevertheless, not all experts share Thorn’s enthusiasm regarding the timeline. Dave Weisburger, former chairman of CoinRoutes, suggested that any announcement regarding the reserve might be more plausible in 2026. Weisburger’s cautious outlook stems from a belief that the administration might prefer to refrain from public announcements until sufficient reserves are accumulated to meet initial targets. This strategy could enable the government to stockpile Bitcoin before openly committing to the initiative.
Some Bitcoin advocates have raised concerns that delays in the U.S. reserve’s development could leave the country vulnerable. Samson Mow, founder of Jan3, warned that the U.S. could risk being “front-run by Pakistan” if accumulation efforts don’t commence soon.
The urgency surrounding this discussion is further amplified by global developments in cryptocurrency reserves. Recently, Kyrgyzstan moved forward with legislation aimed at establishing a state cryptocurrency reserve, while Indonesian officials are also exploring similar strategies, underscoring the competitive landscape in which the U.S. operates. As the conversation about a U.S. Strategic Bitcoin Reserve unfolds, industry participants and lawmakers alike are closely monitoring these developments to gauge their potential implications for the future of digital assets in the U.S.
