Featured image created with DALL.E, chart from TradingView.com<\/div>\n","protected":false},"excerpt":{"rendered":"
The market finds itself at a pivotal crossroads as US President Donald Trump has not issued a crypto or strategic Bitcoin reserve (SBR) related executive order yet. Renowned crypto analyst MacroScope (@MacroScope17) has reignited the debate via X, questioning whether such a reserve is already \u201cpriced in\u201d by current market valuations. Is Trump\u2019s Bitcoin Reserve Priced In? The concept of an asset being \u201cpriced in\u201d refers to the idea that all known information about a potential event is already reflected in its current price. MacroScope draws parallels between the current speculation surrounding an SBR and the period leading up to the introduction of Bitcoin exchange-traded funds (ETFs). \u201cIn some ways, the discussion about a US strategic Bitcoin reserve mirrors the ETF debate we saw earlier,\u201d MacroScope shared on X. He emphasized that just as ETFs broadened access and increased participation by institutional investors, a government-backed reserve could exponentially expand the pool of capital entering the market. Related Reading: US Bitcoin Reserve: Eric Trump\u2019s Deleted Tweet Raises Eyebrows MacroScope\u2019s analysis is rooted in his observations before the advent of Bitcoin ETFs. During that time, he asserted that ETFs would catalyze a new wave of investment by making Bitcoin more accessible to a broader range of investors. \u201cI posted the below at BTC 44k, a few days before the ETFs started trading,\u201d he recalled. The introduction of ETFs indeed facilitated easier access to Bitcoin, attracting significant institutional and retail interest. MacroScope believes that a similar, albeit more impactful, scenario could unfold with an SBR. Unlike ETFs, which primarily enhance liquidity and accessibility, an SBR would signal a strong governmental endorsement of Bitcoin. According to the analyst, a Bitcoin reserve would expand the \u201cpool of participants, certainly in terms of available capital.\u201d This would have major global implications. [It] would be due to the arms race mentality that would develop. […] The ETFs impacted Bitcoin\u2019s price via easier access. A US strategic reserve will impact price via global psychology and urgency,\u201d he added. Related Reading: Coinbase Joins Push For US Bitcoin Reserve To Strengthen Economy MacroScope referenced a post from the previous year to bolster his argument: \u201cIt\u2019s impossible for something to be \u2018priced in\u2019 if a huge amount of capital literally doesn\u2019t have access yet. Yes, currently eligible speculators and their available capital can buy ahead of an event. But that\u2019s as far as any \u2018pricing in\u2019 goes if the pool of participants is about to greatly expand.\u201d Nick Moran, Founder & CEO of Space Race Energy, responded enthusiastically to MacroScope\u2019s assertions. \u201cMacroscope, you\u2019re dead on with this one,\u201d Moran affirmed. She elaborated on the likelihood of a \u201cmass scale SBR\u201d under a potential \u201cTrump 2.0\u201d administration, suggesting that such a move would set a precedent for other nations to follow. Political support, though still in nascent stages, appears promising. Senator Cynthia Lummis, a prominent pro-Bitcoin voice on Capitol Hill and author of the Bitcoin Act, recently stated in a podcast: \u201cWouldn\u2019t it be fun if the US is buying Bitcoin and it scares China and Russia so they start buying Bitcoin and we have an arms race over Bitcoin instead of over weapons.\u201d Adding to the optimism, David Bailey, CEO of BTC Inc. and a key advisor to Trump\u2019s campaign on crypto assets, shared his expectations on X following President Trump\u2019s pardon of Ross Ulbricht. \u201cI\u2019m still expecting dedicated bitcoin+crypto EOs in coming days,\u201d Bailey stated, hinting at forthcoming executive orders that could formalize the establishment of an SBR. He further projected: \u201cI also fully expect the President to deliver on the SBR in his first 100 days.\u201d At press time, BTC traded at $102,295. Featured image created with DALL.E, chart from TradingView.com<\/p>\n","protected":false},"author":571,"featured_media":681529,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5651],"tags":[428,656,679,94009,1119,89185,1122,93725],"class_list":["post-681525","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin","tag-bitcoin","tag-bitcoin-news","tag-bitcoin-price","tag-bitcoin-reserve-news","tag-btc","tag-btc-news","tag-btc-price","tag-strategic-bitcoin-reserve-news"],"acf":[],"yoast_head":"\n
US Bitcoin Reserve Priced In? Analyst Shares Eye-Opening Facts<\/title>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\t\n\t\n\t\n