Bitcoin is no longer a speculative game for Reddit outcasts. Since early 2025, Bitcoin ETFs have attracted over a billion dollars in inflows each day. The BlackRock IBIT fund alone has accumulated more than 700,000 BTC, equivalent to over 83 billion dollars. A silent yet massive offensive.
This change is not just financial. It is also political. Since Donald Trump's return to the political stage, the discourse around cryptocurrencies has changed tone. The United States no longer fights against cryptocurrencies, but regulates them to better integrate them. The U.S. Treasury now owns bitcoin. The GENIUS Act regulates stablecoins and requires them to be backed by U.S. Treasury bonds.
This structural change makes the dollar more exportable than ever.
This is not a passing trend. Giants like Fidelity and dozens of pension funds are diversifying between 1 and 3% of their portfolios with crypto assets.
It is no longer a curiosity; now it is a key piece of the financial architecture.
This movement does not stop at the gates of Wall Street. It has reached the halls of power. In March 2025, the United States created a strategic reserve of bitcoin, on par with gold or oil. Texas, Arizona, and New Hampshire followed suit with their own funds, independent of federal treasuries. With Senate Bill 21 in hand, Texas is a recognized pioneer.
Why this shift? Because BTC offers what few assets guarantee in times of geopolitical turmoil: resistance to sanctions, digital resilience, and global mobility. During the war in Ukraine, NGOs raised over 100 million dollars in bitcoin to avoid banking blockades.
In March 2023, the collapse of Silicon Valley Bank saw BTC rise by 40%, while U.S. bank stocks fell by 25%. In every crisis, bitcoin gains credibility. It is no longer a wild card: it is a trump card.
Central banks, usually cautious, are watching closely. For some, bitcoin has become a sign of technological power. It shows that the country is ready for the finance of the future.
David Sacks, the 'crypto czar' of the White House, summarizes the U.S. strategy as follows:
The United States will not sell any bitcoin deposited in the Reserve. It will be kept as a store of value. The Reserve is like a digital Fort Knox for the cryptocurrency often referred to as 'digital gold.'
