Donald Trump has announced that the United States will also create a strategic reserve in the form of cryptocurrencies, based on his executive order from January 2025. The move thus represents the first ever attempt to include digital assets in the US National Reserve. The reserve is likely to contain cryptocurrencies such as Ripple, Solana, and Cardano, with the two main coins – Bitcoin and Ethereum – being the basis. Moreover, this move confirms their leading role in the cryptocurrency ecosystem, as well as the potential for future growth.

Market reaction

The announcement of the creation of the reserve immediately affected the entire cryptocurrency market. Bitcoin's price rose 11% to nearly $95,000, while Ethereum gained 13% to $2,500. Thus, the total value of the crypto market increased by 10%, which amounts to about $300 billion, according to data from CoinGecko. This growth suggests that investors see Trump's policies as positive for the cryptocurrency sector and expect further similar moves from the administration.

Regulatory changes and policy context

Trump's approach to regulating cryptocurrencies differs significantly from the previous Biden administration, which imposed stricter rules due to concerns about fraud and money laundering. The new administration has already taken several key steps, such as dropping investigations against multiple crypto-companies, dropping a lawsuit against the largest crypto exchange in the US, Coinbase, and announcing the first White House Crypto Summit, which will take place as early as Friday. These measures indicate that the new administration is very benevolent and friendly to the issue of cryptocurrencies.

Major investors in the market

Investment activity in the cryptocurrency sector is growing, and hedge funds dominate among the major cryptocurrency traders in the US. Banks and sovereign wealth funds are also increasing their allocation to crypto assets, while asset managers are stepping up investments in Bitcoin ETFs, also supporting demand for Bitcoin in the spot market.

Cryptocurrency reserve funding options

There are several options for how a cryptocurrency reserve could be created. One of them is the use of the U.S. Treasury's Exchange Stabilization Fund, a fund to stabilize the currency, mostly through foreign exchange interventions. Another option is the use of cryptocurrencies seized in investigations. However, some lawyers argue that congressional approval will be required to create the reserve.

Impact on investors and the future of the market



Trump's new cryptocurrency policy creates an undeniably favorable environment for crypto-investors and traders. If the cryptocurrency reserve is approved and implemented, it could lead to a longer-term rise in the prices of major cryptocurrencies. Investors should keep a close eye on the White House Crypto Summit and other regulatory decisions that may affect the market. For long-term investors, Bitcoin and Ethereum may continue to be an attractive option, as they form the core of the future U.S. crypto-reserve. Conversely, more dynamic investors may find interesting trading opportunities in cryptocurrencies such as Ripple, Solana, and Cardano.