The Strategic CRYPTO Reserve is finally coming

Now Trump has properly let the cat out of the bag, the next steps are time frame and details. It’s a near-certainty this is going to happen. Trump wants a strategic reserve...

Author

Adam Atlantic
March 03, 2025 • Estimated Reading Time: 5 minutes

I’ll admit, Friday was a bad day.

Bitcoin was heading south at rapid pace, it was getting very close to $75,000. I even had a friend (relatively new to crypto) message and say, “$70,000 has some support, load up there.”

I even had to revisit my essay from 27 January where I said:

Of course there will be pullbacks. And what we’ve seen recently is nothing really. The swing from $108,000 to $99,000 is just over 8%. Ha. A real pullback would be 30% down to $75,600. We’ve seen that in previous cycles and may well see it again.

But that’s ok. It’s how the Bitcoin price moves in mega bull markets, higher. And with demand still far outstripping supply, and some perspective, the long-term view for Bitcoin’s price is still up.

Reassuring myself with my own editorial is saying something…

The $75,000 dip didn’t last long. 16 hours to be precise.

For the rest of the weekend, bitcoin’s price just traded around $85,000.

Then Trump posted to social media…

The Strategic Reserve is back!

This from President Trump on Truth Social on Sunday.

Source: President Trump via Truth Social[1] 

Shortly after, Trump’s Crypto Czar, David Sacks posted on X.com

Source: David Sacks via X.com[2] 

Okay, let’s just clear up the bleedingly obvious first…

This will be a strategic crypto reserve. Not just bitcoin, but a bunch of crypto or “digital assets” that’s often referred to.

We had anticipated a bitcoin reserve leading into Trump’s election and inauguration. But then after he’d been sworn in and the likes of David Sacks, Howard Lutnick and Scott Bessent were appointed to their positions, the narrative changed ever so slightly.

As I explained on 24 January, just days after Trump was sworn in,

This [executive order] is the biggest step forward to date, in making America the world capital of crypto. There are some key points in this historic executive order that we must cover.

1. The abundant use of ‘digital assets’. Bitcoin is not mentioned once in this EO. It’s all about ‘digital assets’ in other words, crypto. This is intentionally broad. It means the whole industry is covered now, not just one aspect of it.

And then on 7 February when I highlighted seven reasons this bull market is only just starting and noted one of those reasons was the, “incoming federal stockpile of digital assets and/or Bitcoin to sure up the U.S. treasury.”

You could tell that it was always going to be more than just bitcoin. Lutnick’s deep involvement in crypto, the way Sacks spoke of digital assets, even the involvement that Trump via his kids with World Liberty Financial. This is not just a bitcoin administration; it’s a crypto administration.

Is this finally the start of the bull market?

Now Trump has properly let the cat out of the bag, the next steps are time frame and details. It’s a near-certainty this is going to happen. Trump wants a strategic reserve, it’s likely to be made of crypto including bitcoin, Ethereum, Solana, XRP and Cardano.

We’ve already seen the impact with bitcoin’s price bouncing back to $95,000, XRP up 30%, Cardano up 78% at one point, Solana up 28% and Ethereum up around 16%.

That’s before any kind of major buying has taken place and before the market opened and ETF flow for bitcoin has started. In short, the market was a little shaky about the idea of a strategic reserve even happening.

Not here, not us.

We saw this coming, and we still see bitcoin heading higher towards the $1 million mark. And when it does, it will drag the wider market along with it to market peaks that will take everyone’s breath away.

Trust in crypto,

Adam Atlantic