What determines the fate of the US Bitcoin reserve and Trump’s attitude to crypto: a clear answer from an analyst

Earlier, representatives of the crypto industry have already shared their doubts regarding the creation of a national Bitcoin reserve. According to the former head of the BitMEX exchange Arthur Hayes, one should not count on the accumulation of BTC by America.

However, this is not so scary. Still, expectations and speculations around this topic will force other countries and companies to pay attention to the digital asset. In turn, interest will grow into buyer pressure and will obviously affect the coin rates.

Now, CryptoQuant platform CEO Ki Young Ju has shared a more in-depth analysis of the topic of a national Bitcoin reserve for the United States.

Will the US Buy Bitcoin?

According to Dju, the newly elected US president’s policy towards Bitcoin and cryptocurrencies in general will depend on the strength of the American economy and the dollar. More precisely, we are talking about the global investment community’s perception of these components.

Popular store-of-value assets like gold and Bitcoin rise sharply when wealth holders begin to doubt the economic hegemony of the United States, according to the head of CryptoQuant. That is, uncertainty about the near-term prospects of the world’s leading fiat currency is causing investors to shift funds to other assets.

However, there are no such trends now, and major market players continue to believe in the stability of the American economy.

Ultimately, the US’s strong position on the world stage may end with the Trump administration abandoning its plans to accumulate bitcoins. After all, the coins are needed to protect the dollar’s dominance around the world. And if the fiat currency retains its leading position, then its additional support may simply not be needed. Moreover, buying crypto for this purpose can harm the dollar’s reputation.

Here is a comment from Ki Young Ju, as reported by Cointelegraph .

Since his inauguration, Trump has been constantly reminding world leaders of the gap in capabilities between the U.S. and other countries. This rhetoric, coupled with increased capital flows into the dollar, could bolster confidence in its superiority.


This theory confirms the version that there will be no point in additional concern for the dollar given the strengthened position of the American economy.


The CryptoQuant CEO notes that many South Koreans choose the US dollar as a store of value rather than gold or Bitcoin, a trend that is especially pronounced during periods of weakening of the Korean won.

Young Ju adds that this trend is also relevant for people in developing countries, where stablecoins help people by making it much easier to access the value of the world’s leading fiat currency.

What should we expect from Bitcoin next year if the Trump administration and Congress do not create a national cryptocurrency reserve? Experts from the mining company Blockware Solutions shared their forecast for such a scenario .

According to their version, the refusal of the US to accumulate bitcoins will mean a bearish or negative scenario for the first cryptocurrency. In this case, the peak of the BTC value in 2025 will be at the level of 150 thousand dollars .

Bitcoin’s poor performance will also be helped by the US Federal Reserve’s reluctance to significantly lower the base interest rate, which will trigger a significant drain on coins by their long-term holders. We are talking about investors who hold bitcoins for at least 155 days.

Now let’s move on to more positive scenarios. If the US government starts creating a Bitcoin reserve, the US Federal Reserve continues to lower interest rates, and large companies continue to choose BTC as a reserve asset, then the target level of the first cryptocurrency at this stage of growth will be the 225 thousand line .

Well, if the listed factors influence the market in the best possible way, then the maximum BTC on this bull run will be 400 thousand dollars .


To do this, the US Federal Reserve must significantly ease the current restrictions in the American economy. And the world's largest companies, i.e. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia or Tesla, will be forced to buy BTC.


Unfortunately, on December 10, Microsoft shareholders came out against the company’s direct investment in BTC. This happened despite an attempt by MicroStrategy founder Michael Saylor to convince them otherwise with a three-minute presentation. We wrote about it in more detail in a separate article.


So far, everything indicates that the issue of creating a Bitcoin reserve has not yet been resolved. However, Trump has already managed to surprise the crypto community with his support during the election campaign. It is possible that he will do something similar this time.