Why Alex Thorn Predicts the U.S. Will Launch a Strategic Bitcoin Reserve in 2025
The U.S. Treasury might just become the world's biggest Bitcoin whale—and sooner than anyone expected.
Alex Thorn, head of research at Galaxy Digital, drops a bombshell prediction: Washington could establish a national Bitcoin reserve as early as 2025. Not as some fringe experiment, but as a strategic move to secure monetary sovereignty.
Why Now? Why Bitcoin?
Geopolitical shifts are accelerating. Dollar dominance faces challenges from digital yuan initiatives and BRICS currency talks. Thorn argues Bitcoin's neutral, decentralized nature offers a hedge against currency wars—a digital gold play with 21st-century advantages.
The Mechanics: How Would It Work?
Think strategic petroleum reserve, but digital. The government could acquire Bitcoin through mining seizures, tax settlements, or direct purchases. Thorn suggests a gradual accumulation strategy to avoid market disruption—because nothing says 'stable monetary policy' like quietly hoarding volatile assets.
The Regulatory Paradox
Here's the kicker: the same administration that sued crypto companies might become its largest holder. Talk about wanting a seat at both sides of the table—classic Washington move.
Market Implications: Beyond the Hype
Institutional validation would skyrocket. Sovereign adoption could trigger a cascade of national Bitcoin reserves globally. Price discovery would enter uncharted territory—maybe finally justifying those 'number go up' memes.
Of course, this assumes politicians understand Bitcoin better than they understand their own printer go brrr habits. But when has that ever stopped them?
One thing's clear: if Thorn's right, 2025 won't just be another bull market—it'll be the year nation-states finally capitulate to sound money.
