U.S. Strategic Asset Adoption & Bitcoin's Future
The U.S. government's policy on Bitcoin is undergoing a paradigm shift, moving from simple management to inclusion as a national strategic asset. This report analyzes how this change impacts Bitcoin's supply-demand dynamics, presenting its value over the next decade in three scenarios. Click the buttons below to explore each scenario's analysis.
Policy Shifts: The New Catalyst
Discover how U.S. administrative and legislative actions are redefining Bitcoin's status.
📜 Strategic Bitcoin Reserve Executive Order
An executive order to stockpile seized Bitcoin as a national reserve asset under a 'No Sale' principle. This effectively removes potential sell-side pressure, creating a 'supply shock' by converting circulating supply into a permanent reserve.
🏛️ BITCOIN Act & Regulatory Clarity Bills
A groundbreaking bill proposing the direct purchase of 1 million BTC over 5 years with a 20-year mandatory holding period. This creates predictable, massive demand and, combined with regulatory clarity efforts, acts as a catalyst for institutional capital inflow.
On-Chain Data Dashboard
See how key on-chain metrics and market sentiment change based on the selected scenario.
Projected Price (2025)
MVRV Ratio
Exchange Reserve
NUPL Sentiment
Future Price Path Simulation
HODL Waves (Long-Term Holder Trends)
An increasing proportion of coins held for longer periods (cool colors) signifies stronger long-term investor conviction.
Valuation Frameworks
Explore the key models used to analyze Bitcoin's intrinsic value from multiple perspectives.
Scarcity-Based Valuation (S2F)
Measures scarcity by dividing the total supply (Stock) by annual production (Flow). Strategic U.S. purchases reduce supply, maximizing scarcity and potentially reinforcing the S2F model's predictive power.
Expert Views: The Debate of Titans
Compare the diverse perspectives of global leaders on the future of Bitcoin.
Michael Saylor
MicroStrategy
"Bitcoin is the ultimate treasury reserve asset and digital property. It will absorb the value of all weaker assets."
Cathie Wood
ARK Invest
"Could reach $2.4 million by 2030 based on institutional adoption and expanded use cases."
Larry Fink
BlackRock
"As 'digital gold,' it could be a potential hedge against a weakening dollar."
Ray Dalio
Bridgewater
"An amazing invention, but there's a regulatory risk that governments will 'try to kill it' if it succeeds."
Brian Armstrong
Coinbase
"Building a trusted infrastructure for institutional adoption is key. We are that gateway."
Jack Dorsey
Block
"Bitcoin is the native currency of the internet. It will evolve beyond a store of value to a medium of exchange."
