Trump's Bitcoin Reserve Signals U.S. Policy Shift, Bitcoin Long-Term Holders Reach 14.7 Million, Public Companies Outpace ETFs in Bitcoin Purchases

's latest price was $, in the last 24 hours. The establishment of a Strategic Bitcoin Reserve at the White House by Donald Trump signifies a pivotal change in U.S. cryptocurrency policy. This move highlights the government's increasing involvement with digital assets, with key congressional figures such as Chairs Hill, Steil, and Thompson playing active roles in policy changes. The initiative aims to maintain U.S. leadership in the digital asset sector, potentially leading to increased regulatory clarity and broader adoption of digital currencies in U.S. financial systems. The federal reserve opens new regulatory pathways, positioning the nation favorably in global crypto discourse and ensuring continued technological advancement and economic inclusion. President Trump's remarks underscore his positive stance towards cryptocurrency companies and the burgeoning industry, emphasizing the need for the U.S. to lead in this field.

Arthur Hayes, the former BitMEX CEO, has proposed a significant financial strategy involving stablecoins and U.S. banks. According to Hayes, the eight largest U.S. banks hold approximately $6.8 trillion in deposits, which could be transformed into zero-duration Treasury buyers through the issuance of stablecoins. This strategy would allow banks to cycle user deposits into Treasuries, addressing Treasury funding gaps without causing a spike in yields. Hayes predicts that banks like JPMorgan will launch their own blockchain-powered dollars, attracting customers with perks and reducing operational costs through AI and on-chain compliance. The potential market cap boost for these banks could be substantial, with an estimated increase of $3.91 trillion, or 184%. Hayes also suggests that ending the Fed's interest on reserves (IORB) policy could free up an additional $3.3 trillion, further boosting T-bill demand. This strategy, dubbed "debt monetization dressed in Ethereum drag," aims to fund government debt without triggering a market crisis, though Hayes warns that it may not bode well for crypto freedom.

Bitcoin long-term holders, defined as those who have kept their BTC for more than 155 days, have reached a new milestone, now owning 14.7 million BTC. This record holding indicates growing confidence in Bitcoin's future, as these investors are known for their resilience and low likelihood of selling during volatility. Many coins purchased near Bitcoin's recent attempt at breaking the $100,000 level remain untouched, suggesting long-term goals and a strong belief in higher future prices. This dormancy among coins bought at premium levels typically points to a market dominated by participants with strong conviction, potentially reducing volatility and creating upward pressure on prices if demand rises. The presence of strong hands in the market can act as a stabilizing force, suggesting a bullish outlook for Bitcoin's medium-to-long-term prospects.

Publicly traded companies have outpaced ETFs in Bitcoin purchases for the third consecutive quarter, according to analysts at QCP Capital. This trend highlights the growing demand for Bitcoin from institutional investors, who see it as a valuable addition to their portfolios. The SEC's acceleration in approving exchange-traded funds based on crypto-assets further supports this trend, providing more regulated investment options for institutional and retail investors alike. The increasing adoption of Bitcoin by publicly traded companies and the approval of crypto-based ETFs indicate a maturing market, with more participants seeking exposure to digital assets through regulated channels.