🟠 How to Position for a US Strategic Bitcoin Reserve (SBR)

[johnblockbuster]

If the U.S. announces a Bitcoin reserve this year—as Galaxy Digital’s Alex Thorn suggests—the ripple effects could be huge.
Here are 3 money-making angles to consider:

1️⃣ Accumulate Early — Before State-Level Buying

Why: A U.S. reserve would create a new, price-insensitive buyer.

Play: Dollar-cost-average BTC now, or layer bids below key support.

Target: Think 12–24 month horizon; don’t chase short-term spikes.

2️⃣ Position in the Bitcoin Supply Chain

Mining & Infrastructure:

BTC miners (RIOT, MARA, CLSK) stand to benefit from higher hash-price economics.

Equipment makers & hosting firms gain from renewed demand.

Self-custody & custody tech: Hardware wallets, MPC/threshold signing, and post-quantum solutions will see increased institutional demand.

3️⃣ Trade the “Reserve Narrative” on Alt Layers

Correlated assets:

BTC Layer 2 ecosystems (Stacks, Rootstock, Lightning liquidity tokens).

Native DeFi protocols that can prove BTC collateralization (e.g., tBTC, DLC platforms).

Tactical play: Watch for sudden volume spikes on BTC-centric DeFi when the SBR story hits mainstream outlets.

Pro Tip:
The smart move isn’t to gamble on an announcement date—it’s to front-run liquidity demand. Quiet accumulation and selective exposure to Bitcoin-adjacent infrastructure let you profit whether the U.S. acts in 2025 or waits.

Bottom line:
A U.S. Strategic Bitcoin Reserve would flip BTC from “risk asset” to sovereign-grade reserve. The market isn’t priced for that. Get positioned before the headline drops.