Matrixport Investment Research: A brief analysis of the feasibility of BTC strategic reserve implementation from the White House Crypto Summit

In a lack of strong and effective catalysts, the narrative driven by event expectations of BTC continues (e.g., BTC strategic reserves). As the White House cryptocurrency summit approaches, any positive headlines could drive short-term momentum, but structural weaknesses in the market and macroeconomic headwinds remain key risks.

If Trump conveys a message that strongly supports cryptocurrencies, it may inject new vitality into the market, but its sustainability depends on the broader economic and policy environment. We will briefly analyze the possibility and potential impact of BTC strategic reserves in this Matrixport investment research.

White House Cryptocurrency Summit Impacts U.S. Crypto Policy in the Next

Four Years

President Trump positioned the upcoming White House cryptocurrency summit as a key step in building the United States into the "world's crypto assets capital." The summit is scheduled to be held in Washington, D.C. on Friday, March 7, 2025, the first summit in White House history dedicated to cryptocurrencies. This is consistent with the Trump administration’s efforts to push for support for the cryptocurrency agenda, reversing strict regulatory stances in the Biden era.

The White House Cryptocurrency Summit is crucial to Trump's cryptocurrency agenda and may impact U.S. crypto policy over the next four years. The summit reiterated Trump's commitment to simplify regulations, ban central bank digital currency (CBDC) and build the United States into a global blockchain leader. However, as the 2026 midterm election approaches, the window period for major legislative reforms may be limited, so this summit may lay the foundation for the rapid advancement of relevant policies.

Is the US strategic cryptocurrency reserve "active" or "passive" holding

BTC?

A key focus of the White House crypto summit is expected to be Trump’s proposed US strategic cryptocurrency reserves. On March 2, 2025, Trump announced through his personal social media Truth Social that the reserve will include Bitcoin (BTC), Ethereum (ETH), Ripple (XRP), Solana (SOL) and Cardano (ADA), where BTC and ETH will form the "core" of the reserve. Trump’s March 2 announcement sent cryptocurrency prices soaring, with XRP, SOL and ADA initially rising as much as 60%, while BTC and ETH rose by more than 10%. The market is currently closely watching the results of the summit and expects further price volatility in the future.

Trump’s social media posts sparked speculation about building a strategic reserve of BTC, but the difference is crucial.

• The legislative process for establishing strategic reserves of cryptocurrencies is long and full of variables. At the same time, the US president has no right to directly purchase cryptocurrency assets. The relevant measures still need to be approved by Congress and follow legislative procedures. Before any substantive actions are taken, funds need to be obtained through the Treasury Department's issuance of debts to obtain.

• "Reserve" means active accumulation. The executive order in January focused on evaluating digital asset reserves, suggesting a more passive strategy —mainly holding $20 billion in seizure cryptocurrency (97.9% of which is BTC) rather than further purchases.

Will the United States use gold reserves to purchase BTC?

The U.S. government may use gold reserves to fund purchases of BTC, especially as strategic BTC reserve plans are advanced. The Bitcoin Act proposed by Senator Cynthia Loomis recommends that the market value of gold—currently around $688 billion, well above its $11 billion book value—acquires 1 million BTC in five years. This may mean the need to sell gold at market prices and redistribute the proceeds.

If the U.S. sells its 15% gold reserves, it is expected to raise about $110 billion, which can buy about 1.05 million BTC at the current BTC price. However, due to the large demand for purchasing in the market, making such a large scale BTC purchase will not be able to maintain a stable price, which will inevitably have a significant impact on the market price.

_Disclaimer: The market is risky, so be cautious when investing. This article does not constitute investment advice. Digital asset trading can have great risks and instability. Investment decisions should be made after careful consideration of personal circumstances and consulting a financial professional. Matrixport is not responsible for any investment decisions based on the information provided on this content. _