Strategic Bitcoin Reserve: US Set to Launch SBR Before 2026, Research Chief Confirms

Washington's playing catch-up—and Bitcoin's the new gold standard.

The Federal Reserve's quietest revolution yet kicks into high gear as insiders confirm plans for a national Bitcoin treasury. No more watching from the sidelines while other nations stack SATs.

Why the sudden urgency?

Research chiefs point to dollar diversification demands and institutional FOMO hitting critical mass. When BlackRock's ETF approval sparked the last bull run, Treasury officials took notes—now they're writing the playbook.

Operational details remain classified, but sources hint at cold storage solutions that'd make Satoshi nod approvingly. Think multi-sig protocols, geographic distribution, and audit trails transparent enough to make traditional banks blush.

Timeline? Aggressive. Target launch before New Year's Eve—because nothing says 'monetary innovation' like overhauling reserve assets during holiday trading lulls.

Market impact? Expect volatility spikes as government buys dip—and sell orders—on scale previously unimaginable. Private whales suddenly look like minnows.

The irony? After decades dismissing crypto as 'casino money,' the world's largest economy now bets its strategic future on SHA-256 hashes. Wall Street's spinning this as prudent diversification—because nothing says 'prudent' like allocating taxpayer funds to assets that can swing 20% before lunch.

Game theory just went nuclear. When nation-states HODL, everyone else adapts or gets left behind.

Reports Have Disclosed Progress On Multiple Fronts

Based on reports, the administration’s crypto liaison confirmed interest remains in moving forward, even if the topic received only a brief mention in a recent policy paper.

yes, i mean the U.S. government announcing, not bessent’s offhand comment on tv

that comment gave us hints of where they think the size of the reserve stands but is not a formal announcement of the SBR https://t.co/ADxguLJ8vH

— Alex Thorn (@intangiblecoins) September 11, 2025

On Aug. 6, Bitcoin Indonesia said it had met with officials to talk about how a state-level strategy could boost the economy. And on Wednesday, Kyrgyzstan advanced a bill aimed at creating a country-level crypto reserve — a signal that other governments are not standing still.

Skeptics Say The Timeline Could Slip To 2026

Samson Mow, founder of Jan3, has urged faster action, warning in June that delays risk letting other nations secure large Bitcoin holdings first.

Dave Weisburger, former chairman of CoinRoutes, said that it is more likely any formal US holding will take place in 2026.

He argued that an administration wanting to build a position WOULD probably avoid public disclosure until an initial accumulation target is reached.

Thorn wrote on X that the market appears to be underpricing the chance of a US announcement. That matters because a clear signal from the government that it holds Bitcoin as a strategic asset could change demand dynamics sharply.

Some traders would see such a MOVE as a bullish shock; others would worry about new rules, taxes, or custody frameworks that could follow.

The secrecy around any acquisition plan also complicates market reads: if accumulation is underway but hidden, prices could react strongly when the government goes public.

Beyond timing and market effects, the story has a geopolitical edge. Countries in Central and Southeast Asia are actively discussing national crypto reserves, and officials in Jakarta have shown interest in using Bitcoin-related strategy as an economic tool.

That international activity increases the political stakes for Washington. For now, the picture is mixed: executive orders and bills point to progress, while public comments from officials and analysts show real disagreement over when — or if — the US will formalize holdings.

At the time of writing, Bitcoin was trading at $$116,058, up 0.9% and 4.8% in the daily and weekly frames.

Featured image from Meta, chart from TradingView