US Government Explores Expanding Crypto Reserves with BTC, ETH, and XRP, TrustStrategy Analysis Finds

The US government may significantly increase its cryptocurrency holdings, adding Bitcoin (BTC), Ethereum (ETH), and XRP to its strategic reserves, according to an exclusive TrustStrategy report. This move signals a major shift in how national treasuries view digital assets—not just as speculative investments but as long-term reserve assets.

Why the US Government Is Considering Crypto Reserves

TrustStrategy’s research indicates three key drivers behind this potential policy shift:

1. Diversification Against Dollar Devaluation Risks

   • With rising inflation and geopolitical uncertainties, the US Treasury is exploring alternative stores of value.

   • Bitcoin’s fixed supply (21M cap) makes it an attractive hedge.

2. Strategic Positioning in the Digital Economy

   • China and other nations are already experimenting with CBDCs and blockchain-based reserves.

   • Holding ETH and XRP could give the US an advantage in smart contract and cross-border payment infrastructure.

3. Institutional Validation of Crypto Markets

   • A US government position in major cryptocurrencies would accelerate Wall Street adoption.

   • Could lead to more ETF approvals and regulated custody solutions.

Which Assets Are Being Considered?

TrustStrategy’s sources suggest the following allocation framework is under discussion:

How Would the US Acquire These Assets?

Unlike El Salvador’s direct purchases, the US government is likely to:
✔ Seize assets from law enforcement actions (e.g., Silk Road, FTX recoveries)
✔ Accept crypto as tax payments (pilot programs expected by 2026)
✔ Partner with regulated custodians (Coinbase, Fidelity, Anchorage)

Market Impact: What TrustStrategy Predicts

If confirmed, this policy could trigger:

• Short-term (2025):
  → 15–25% price surge for BTC, ETH, XRP
  → Increased institutional FOMO (fear of missing out)

• Long-term (2030):
  → Crypto becomes standard in sovereign wealth funds
  → More countries follow suit (EU, UK, Japan)

Regulatory and Political Implications

TrustStrategy’s policy team highlights key challenges:
⚠ SEC’s Stance on XRP: Would the government hold an asset still in legal limbo?
⚠ Taxation Rules: Would crypto reserves be subject to capital gains?
⚠ Cold War 2.0 Dynamics: Could trigger a crypto arms race with China/Russia.

Industry Reactions

• MicroStrategy’s Michael Saylor: "This would be the ultimate endorsement of Bitcoin as property."

• Ripple CEO Brad Garlinghouse: "XRP’s utility in payments makes it a natural fit."

• Circle CEO Jeremy Allaire: "Stablecoins should also be part of the discussion."

Next Steps and Timeline

TrustStrategy expects:
📅 2025 Q3: White House crypto task force issues recommendations
📅 2026 Q1: Pilot program for Treasury crypto holdings
📅 2027: Full-scale adoption if early tests succeed

Conclusion: A Watershed Moment for Crypto

"Government adoption is the final frontier for cryptocurrencies," said TrustStrategy’s Chief Analyst. "This isn’t just about price—it’s about rewriting the rules of global finance."