Trump’s Bitcoin Plan: Groundbreaking Move or Just Hype?

Institutional Crypto Research Written by Experts

Author

Markus Thielen
March 07, 2025

👇1-22) The news is out—Trump has signed an Executive Order to establish a Strategic Bitcoin Reserve. While this marks an initial step, the details fell far short of what many had anticipated. Although additional measures could be announced later, the latest development highlights the significant gap between an ideal scenario and the actual policy rollout.

👇2-22) We would have issued a bearish report this morning in anticipation of the announcement, as we assessed the risk of disappointment to be higher than the likelihood of a broadly bullish outcome. While this is progress—formalizing the U.S. government's indefinite holding of confiscated Bitcoin—there is still no clear guidance on the reserve's size. Based on our estimates, the actual Bitcoin allocation could be 50% lower than the headlines suggest.

Bitcoin rallied back to the trendline resistance but failed.

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