Meanwhile, the U.S. political landscape is also evolving. Recent discussions among U.S. states about establishing a Bitcoin reserve have intensified, following the new administration’s formalization of the plan. The idea is to utilize Bitcoin already confiscated by the U.S. Treasury alongside a separate stockpile of other digital assets. With an estimated 200,000 BTC held by the government as of March 2025, the U.S. could become the largest state holder of the cryptocurrency.
Although some critics argue that such political maneuvers could further destabilize Bitcoin’s price, Schwartz dismisses these concerns. He contends that while debates continue over Bitcoin’s broader purpose beyond speculation, his approach is simple: focus on long-term value and seize the opportunity during temporary price drops. This divide between skeptics seeking concrete benefits and long-term believers ready to buy during dips remains a defining feature of the current crypto sentiment.
As reserve debates intensify and institutional strategies evolve, market watchers will keep a close eye on whether continued accumulation can offset ongoing volatility. The discussion about Bitcoin’s role in state reserves is far from settled, ensuring that the debate—and the buying opportunities—will persist.