Michael Saylor, founder of Strategy, has suggested that the U.S. government acquire 25% of Bitcoin’s total supply by 2035, aiming to create a Strategic Bitcoin Reserve. He proposes systematic purchases of 5-25% of Bitcoin’s supply from 2025 to 2035, when 99% of Bitcoin will have been issued.
At the White House Crypto Summit, he encouraged President Trump to adopt a “Never sell your Bitcoin” policy, stating that this reserve could yield between $16 trillion and $81 trillion by 2045, which may aid in reducing national debt.
Strategic Bitcoin Reserve Proposal
Trump has signed an executive order to create a Strategic Bitcoin Reserve initially funded by seized cryptocurrency, with further acquisitions planned. If the U.S. follows Saylor’s proposal, it would acquire 5.25 million BTC, significantly more than Senator Cynthia Lummis’ suggestion of 1 million BTC.
Saylor’s Strategy recently invested $2 billion in Bitcoin, increasing its total holdings to nearly 500,000 BTC. However, the idea of establishing a reserve is currently on hold, as a more general stockpile approach has been adopted instead. Following Trump’s reversal on the reserve, Bitcoin prices fell below $83,000.
Saylor has put forward a plan where the U.S. government would amass a quarter of Bitcoin’s total supply over the next decade, with the goal of fortifying national wealth. These purchases, ranging from 5% to 25% of the total supply, would continue until the overwhelming majority of coins have been distributed. The potential value projected by Saylor ranges from $16 trillion to $81 trillion, a figure he believes could assist in alleviating the national debt.
During the White House Crypto Summit, the founder of Strategy urged the president to take a long-term stance on Bitcoin retention, arguing that selling should not be an option. Instead, he advocated maintaining holdings indefinitely to maximise appreciation. Following these discussions, an executive order was signed to establish a Strategic Bitcoin Reserve. Initially, the reserve will be funded by confiscated digital assets, with further purchases planned down the line. If this initiative mirrors the proposal put forth, the U.S. government would eventually control over five million Bitcoin—far exceeding the suggestion made by Lummis, who proposed a far smaller reserve of just one million coins.
In the meantime, Strategy infused an additional $2 billion into Bitcoin, pushing its holdings close to half a million coins. While a dedicated reserve remains off the table for now, the administration has opted for a more general approach to Bitcoin accumulation rather than committing to a fixed reserve strategy. Shortly after the president stepped back from the original concept, Bitcoin’s price slipped below $83,000.
Market Impact And Uncertainty
Saylor’s plan—whether or not it is revived in its original form—carries immense market consequences. While allocations on such a scale would likely drive sustained accumulation, the administration’s hesitant stance is creating short-term uncertainty. Recent developments point to a shift from structured acquisition plans toward a more opportunistic purchasing strategy. The influence of government policy on price stability is therefore stronger than ever, setting the stage for adjustments that will shape expectations in the weeks ahead.
The impact of these decisions is already visible. Bitcoin’s decline following the latest policy shift suggests a period of recalibration. If further updates reinforce uncertainty over the government’s purchasing intentions, downward pressure could persist. On the other hand, signs of renewed institutional commitment may quickly reverse any retracement. Given the scale of potential acquisition, any indication of follow-through on buying activity could cause volatility that must be accounted for.
Analysing these movements, it is clear strategy must be recalibrated accordingly. The possibility of renewed upward momentum hinges on whether the administration reignites structured acquisition plans or maintains an unpredictable approach. Long-term positioning will require adjusting expectations based on whether clarity returns to government involvement in Bitcoin markets. Until clearer signals emerge, these fluctuations are likely to continue.
