Bitcoin gets its own Fort Knox.

Trump officially launches Bitcoin strategic reserve.

Last Friday, the first-ever ‘White House Crypto Summit’ took place, personally hosted by Donald Trump. During the event, he declared that the “war on crypto” is over and that the U.S. aims to take a leading role in the digital economy. To back this up, he announced a two-part strategy for state-owned crypto assets: a Bitcoin Strategic Reserve and a Digital Asset Stockpile.

The Bitcoin Strategic Reserve will serve as the digital equivalent of Fort Knox, filled with bitcoins that the U.S. government has seized over the years. The idea: these coins will never be sold and will function as a strategic reserve. The administration has also left the door open to purchasing more Bitcoin in the future, as long as it doesn’t place a burden on taxpayers. Meanwhile, the Digital Asset Stockpile will be actively managed and include other cryptocurrencies. This means the U.S. is now treating digital assets as a strategic investment—a major shift in the country’s crypto policy and a clear signal that crypto is here to stay.

New wave of crypto IPOs marks industry maturity.

Several major crypto companies have announced plans to go public in 2025 or shortly after. Kraken, Circle (the company behind USDC), Gemini, Consensys, and Digital Currency Group (DGC) are among the biggest names considering an IPO. This marks a significant milestone—until now, only a handful of crypto companies have been publicly traded, with Coinbase being the most notable example.

The timing of these announcements is no coincidence. U.S. regulations are shifting, finally creating more opportunities for crypto companies to operate legally and transparently. A public listing means access to more capital, but also increased oversight and institutional investor confidence. This signals a new phase of maturity for the industry—moving from an experimental market to a fully integrated part of the financial system.

More money in the market, good news for bitcoin.

In recent weeks, global money supply has increased, measured by M2, a key indicator of total liquidity in the financial system. This is partly driven by China injecting capital into its economy and the European Central Bank lowering interest rates. Additionally, the U.S. dollar has weakened, making risk assets like stocks and Bitcoin more attractive to investors.

Historically, an increase in M2 has almost always led to higher crypto prices, typically with a delay of a few weeks. If this trend continues, it could once again act as a catalyst for further growth in the crypto market.