Market Strategists React as Trump’s Bitcoin Reserve Plan Absorbs $17B in Possible BTC Sales

Trump’s Bitcoin Reserve Order Removes $17B in Selling Pressure, Market Reacts Cautiously

White House crypto and AI czar David Sacks confirmed Thursday that the U.S. government’s newly established Strategic Bitcoin Reserve will consist of BTC seized through law enforcement actions, along with other forfeited digital assets.

President Donald Trump’s executive order, signed earlier in the day, cements Bitcoin’s role as a national reserve asset while clarifying that taxpayer funds will not be used to acquire additional holdings.

According to Arkham Intelligence, the U.S. currently holds 198,000 BTC valued at approximately $17.3 billion—removing this supply from potential liquidation could significantly ease selling pressure in the market.

However, Bitcoin initially extended losses, dropping to $84,700 before rebounding to $87,600 as investors looked ahead to possible pro-crypto tax policy announcements at Friday’s White House crypto summit.

Market Experts React to the U.S. Bitcoin Reserve

Valentin Fournier, Analyst, BRN:
“The executive order has left some investors disappointed, as it does not outline plans for new BTC acquisitions. However, Commerce Secretary Howard Lutnick has been tasked with exploring a budget-neutral strategy, which could hint at a potential accumulation play over time.”

Dick Lo, CEO, TDX Strategies:
“While some initial disappointment is understandable, this move is a net positive. The U.S. is formally recognizing Bitcoin’s role in its reserves, setting it apart from altcoins.”

Andrew O’Neill, Managing Director, S&P Global Ratings:
“This is more of a symbolic shift than an immediate market catalyst. The reserve legitimizes Bitcoin but does not signal aggressive accumulation.”

Sean Farrell, Head of Digital Asset Strategy, Fundstrat:
“This removes the idea of taxpayer-funded BTC purchases, which is a reasonable approach. However, the implications of a U.S. government Bitcoin reserve extend far beyond this initial policy move.”

The market continues to watch for further developments, particularly around regulatory clarity and tax policies that could impact institutional participation in crypto.