Galaxy predicts the US government will not buy Bitcoin in 2025

As a seasoned analyst with decades of experience in the financial sector, I find the current developments surrounding Bitcoin and government adoption intriguing. The US government’s decision not to purchase Bitcoin in 2025 but to safeguard its existing supply suggests a cautious yet strategic approach. This move is reminiscent of a wise gambler who knows when to hold ’em and when to fold ’em.

According to Galaxy Digital’s research team, it is expected that the U.S. government will not acquire any Bitcoin in 2025, instead focusing on protecting its current Bitcoin holdings.

According to Alex Thorn, the chief of research at Galaxy Research, the US government won’t buy Bitcoin in 2025. Instead, he explained in a report on December 27th, the government plans to accumulate Bitcoin through its existing holdings, while conversations about establishing a Bitcoin reserve policy will persist.

US government will explore Bitcoin reserve policy

As a researcher, I’m excited to share that there are plans underway for a comprehensive review of Bitcoin reserve policies across various departments and institutions, with a focus on potential expansions.

Based on information from Spot on Chain, it’s estimated that the U.S. government owns approximately 183,850 Bitcoins, which currently equates to about $17.36 billion in value, distributed among numerous identified wallets.

Senator Cynthia Lummis’ proposed Bitcoin Act of 2024, if enacted, allows the U.S. government to purchase Bitcoin as a reserve asset by acquiring approximately 200,000 Bitcoins each year for five consecutive years. This acquisition would result in a total holding of one million Bitcoins. The government intends to keep these Bitcoins for at least twenty years.

According to a Galaxy analyst identified as “JW,” it’s plausible that approximately five companies from the Nasdaq 100 index and five national governments could consider adding Bitcoin to their financial portfolios or governmental wealth funds.

According to JW, if the United States takes a more aggressive stance towards adopting Bitcoin, it might spark a competition among nations to mine or obtain Bitcoin.

“Competition among nation states, particularly unaligned nations, those with large sovereign wealth funds, or even those adversarial to the United States, will drive the adoption of strategies to mine or otherwise acquire Bitcoin.”

Other countries may wait to see US move on Bitcoin

On December 26th, Japan’s Prime Minister Shigeru Yoshida expressed that he lacks sufficient comprehension of the actions taken by nations such as the U.S., among others, concerning the potential adoption of Bitcoin as a national reserve.

“It is difficult for the government to express its views,” Ishiba said.

Currently, Changpeng “CZ” Zhao, the previous CEO of Binance, stated that China is likely to establish a strategic Bitcoin reserve as part of its financial strategy.

At the Bitcoin MENA gathering in Abu Dhabi on the 9th of December, Zhao expressed his opinion that it was probable that smaller nations might lead the way in adopting a Bitcoin reserves system. However, he also suggested that this transition could occur gradually.

Read More

2024-12-28 05:22