Galaxy Digital Chief Predicts U.S. Strategic Bitcoin Reserve Announcement in 2025

BREAKING: Nation-state Bitcoin accumulation enters uncharted territory as institutional heavyweight drops bombshell prediction.

The Sovereign Pivot

Galaxy Digital's CEO just declared the U.S. will formally unveil a national Bitcoin reserve strategy before year-end—marking the ultimate institutional endorsement. No more whispers. No more speculation. The world's reserve currency nation is positioning to hold digital gold.

Market Implications

This isn't another corporate treasury allocation. We're talking strategic national reserves—the kind that shifts global monetary policy discussions overnight. Traditional finance veterans are scrambling to recalibrate models that never accounted for sovereign digital asset accumulation.

The Irony Alert

Watch legacy institutions—who spent years dismissing Bitcoin as a speculative toy—suddenly rebrand as 'digital asset experts' once the Treasury Department starts stacking sats. Nothing converts skeptics like the smell of freshly printed dollars flowing into crypto markets.

Game theory dictates other nations follow suit within months. The race for digital sovereignty begins now—and ironically, the most innovative financial move might come from the same bureaucracy that brought you endless paperwork and April 15th deadlines.

The momentum for a Strategic Bitcoin Reserve in the U.S. is fast becoming reality, backed by hard numbers, new legislation, and concrete progress in both Congress and the Treasury.  

Alex Thorn, head of research at Galaxy Digital, says there’s a strong chance the U.S. could create a Strategic bitcoin Reserve this year.

Here’s how the plan stands as of September 2025.

U.S. To Form a Strategic Bitcoin Reserve This Year

Alex Thorn, suggested that the U.S. government might soon make a historic announcement. According to Thorn, there is a strong chance that officials will reveal the creation of a “Strategic Bitcoin Reserve” (SBR) before the end of this year.

The idea may sound bold, but Thorn says people are underestimating how possible it is.

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

If it happens, it WOULD mean the U.S. sees Bitcoin not just as an investment, but as a national asset, much like its gold reserves.

Bitcoin Treasury Plan Is Progressing

The momentum for a federally-backed Bitcoin reserve began in March 2025 when President TRUMP signed an executive order directing the Department of the Treasury to consolidate seized Bitcoin and digital assets into a centralized “Strategic Bitcoin Reserve.

The MOVE was designed to treat Bitcoin as a sovereign-grade asset, similar to the gold treasury at Fort Knox or the Strategic Petroleum Reserve, rather than simply auctioning seized coins to the public.

Just this week, the U.S. House advanced Bill H.R. 5166, requiring Treasury to report within 90 days on frameworks for holding and securing federal Bitcoin assets

How Much Bitcoin Could the U.S. Be Holding?

Alex Thorn estimates the U.S. government’s Bitcoin reserve could be worth $15–20 billion, equal to about 120,000–160,000 BTC at today’s prices.

In reality, the U.S. already controls a massive stash. Over the years, agencies have seized coins from the Silk Road, the Bitfinex hack, and other criminal cases. Altogether, that’s about 198,000 BTC, nearly $23 billion, making the U.S. the largest known state holder of Bitcoin.

Skepticism Still Remains

Still, not everyone expects a quick announcement. Dave Weisberger of CoinRoutes says the government may stay quiet until it has quietly built a reserve, with 2026 a more likely date.

But others warn delay could be risky. Samson Mow, founder of Jan3, argues waiting too long could let other countries get ahead. 

While no clear roadmap is out yet, recent moves in Washington suggest momentum is building.

Bitcoin Price Will Skyrocket 

If the U.S. confirms a Strategic Bitcoin Reserve this year, it would be one of the most significant financial policy shifts in decades. This will skyrocket the Bitcoin price to nearly $200K.

As of now, bitcoin price is trading around $115,822 reflecting a jump of 4% in a week.