#USSeeksStrategicBitcoinReserve

Will the US Stockpile Bitcoin as “Digital Oil”?
Signals from Washington in recent weeks are clear: The US is moving step by step toward making Bitcoin an official reserve asset. White House officials and members of Congress say the “Strategic Bitcoin Reserve,” established by a 2024 executive order, may evolve from a passive stockpile of seized BTC into an active national asset policy.

1. Current Situation: The Process That Began with the Executive Order
With an executive order signed in March 2025, the “Strategic Bitcoin Reserve” and the “United States Digital Asset Stockpile” were officially established. According to the order, the reserve will be capitalized with all Bitcoin from criminal and civil forfeitures and will not be sold; it will be held as a US reserve asset. White House “crypto czar” David Sacks said at the time that the government held roughly 200,000 BTC. As of February 2026, that figure is estimated to be around 328,372 BTC.

In other words, while the US is already the world’s largest known state holder of Bitcoin, there is now debate about turning this into a model similar to the “Strategic Petroleum Reserve.”

2. Congress in Play: The BITCOIN Act and the 1 Million BTC Plan
It’s not limited to the executive branch. The BITCOIN Act being discussed in Congress envisions purchasing up to 1 million BTC over several years through budget-neutral methods. Senator Cynthia Lummis’s bill includes buying 200,000 BTC per year for 5 years and a 20-year holding requirement. Formulas like revaluing the Fed’s gold reserves are on the table for financing.

If the law passes, the reserve could not be changed by executive action alone; Congressional approval would be required. That increases the policy’s permanence.

3. Why Now? Debt, the Dollar, and Geopolitics
U.S. debt has exceeded 100% of GDP, and the government spends $1.33 for every $1 of revenue. Analysts note that the 100% debt-to-GDP threshold has historically resulted in inflation or currency devaluation. This picture strengthens Bitcoin’s thesis as a “hedge against debt-driven dollar erosion.”

The defense side is also involved. It was disclosed that the Pentagon has classified work on Bitcoin and crypto, and that Indo-Pacific Command is running a Bitcoin node for network security. Representative Lance Gooden directly defines Bitcoin as a “national security issue.”

4. What Are Markets and Institutions Saying?
The corporate treasury trend is accelerating. Corporate Bitcoin holdings hit a record in early 2026, reaching 2.8x the mining supply. Inflows into Strategy’s STRC shares surpassed net inflows into all US spot Bitcoin ETFs. In other words, capital is shifting from ETFs to companies that hold Bitcoin directly.

BlackRock, in a 17-page letter to the OCC, also asked that a 20% cap not be placed on tokenized reserve assets. Rationale: Risk comes from credit quality and liquidity, not from whether the asset is on a blockchain.

5. What Is the World Doing?
The U.S. is not alone. Taiwan is considering allocating part of its $602 billion in foreign exchange reserves to Bitcoin. Rationale: Overreliance on dollar assets is risky in a crisis, and Bitcoin is seizure-resistant.

6. What’s Next?
1. White House Announcement: Patrick Witt, Director of the Digital Assets Advisory Council, said at the “Bitcoin 2026” conference that a “significant breakthrough” will be announced soon. 2. Clarity Act: The Senate resolved the snag over stablecoin yields and cleared the path for crypto market structure legislation. This could also pave the way for the reserve law. 3. Acquisition Method: The order allows additional BTC to be acquired via “budget-neutral strategies that impose no extra cost on taxpayers.” Eyes are on the Treasury and Commerce Departments.
In Summary
The U.S. decided not to sell its seized BTC and defined it as a strategic reserve. The debate now is to expand this to 1 million BTC through active purchases and lock it into a legal framework. The rationale has three pillars: fiscal discipline, diversifying the dollar, and national security. Risks are also on the table: custody, volatility, reporting, and geopolitical reactions.

It’s important to follow this topic on Gate Square, because state-level BTC buying could create a supply shock. While corporate purchases already exceed weekly mining production several times over, if the US Treasury steps in, the picture changes entirely.

Always do your own research (DYOR)
$BTC ‌$ETH ‌$ACH ‌

#GateSquareMayTradingShare
#Gate广场五月交易分享
#USSeeksStrategicBitcoinReserve