The Bitcoin holdings of U.S. corporations have reached an all-time high! Trump's push for Bitcoin, along with strong institutional inflows, has pushed the U.S. BTC holdings to historic levels.
According to CryptoQuant CEO Ki Young Ju, the share of U.S. entities in global Bitcoin reserves has reached a historic high, exceeding U.S. non-entities by 65%. This data is derived from an analysis of Bitcoin holdings of U.S. entities, including miners, MicroStrategy (MSTR), ETFs, exchanges, and government accounts, compared with known offshore entities.
Analysis indicates that the increase in Bitcoin reserves in the United States is closely related to a series of significant events. First is Trump's re-election, his support for cryptocurrencies, and his proposal to establish a national strategic Bitcoin reserve, which pushed the Bitcoin price to a historic high of over $108,000.
Secondly, institutional investors' interest in Bitcoin has significantly increased, with inflows and trading volumes of spot Bitcoin ETFs reaching all-time highs. In light of this trend, MicroStrategy continues to increase its Bitcoin holdings, recently purchasing 1,070 BTC, bringing its total holdings to 447,470 BTC, and announcing plans to raise $42 billion over the next three years to further expand its Bitcoin portfolio.
Inspired by this strategy, other companies like Thumzup Media Corporation, Solidion Technology, and Genius Group are also beginning to actively participate in Bitcoin investment, with Thumzup Media Corporation investing nearly $1 million this week to purchase 9.783 BTC, demonstrating strong market interest in Bitcoin.
As the U.S. Bitcoin reserves grow and are driven by significant events, non-U.S. entities and governments around the world are also beginning to show strong interest in establishing their own strategic Bitcoin reserves. For example, Japan's Metaplanet venture capital fund has set a goal of purchasing 10,000 BTC as part of its vision for 2025.
The CEO of Metaplanet even predicts that if Trump successfully establishes a strategic Bitcoin reserve for the U.S., it could trigger a wave of Bitcoin reserves globally. He points out that Japan and other Asian countries might follow the U.S. in viewing Bitcoin as a strategic national asset.
This trend indicates that governments around the world are beginning to consider the possibility of incorporating Bitcoin into reserve assets. For instance, the president of the Czech National Bank recently proposed purchasing Bitcoin for reserve diversification. Additionally, countries and regions such as Switzerland, Germany, and Hong Kong are also following suit and exploring cryptocurrency reserves.
In summary, the growth of Bitcoin reserves in the U.S. is leading a global trend, with more and more countries and institutions beginning to consider Bitcoin as a strategic asset, which could change the traditional foreign exchange reserve landscape.
What are your thoughts on the trend of global Bitcoin reserves? Do you think Bitcoin can become a mainstream reserve asset in the future? Feel free to share your views in the comments.