White House Plans to Establish a Bitcoin Strategic Reserve System to Lead Digital Assets (Issue 1 · Week 28, 2026)

01Event Overview

On July 7, 2025, while launching a savings initiative at the White House, Trump hinted at integrating Bitcoin into the system, reiterating that the U.S. needed to take control of digital assets to counter China. On the same day, Vanguard Group announced its plans to connect its $12 trillion in assets under management to tokenization and stablecoin infrastructure, signaling a full-scale shift by this major asset management firm toward crypto infrastructure. These series of high-level policy signals and capital movements are driving the U.S. to build a strategic reserve system centered around Bitcoin, thereby reshaping the global landscape of digital assets.

02Course of the incident

• [07-02] The GENIUS act is set to reshape the compliance landscape, coming into effect in August 2026. It bans prediction markets involving real currencies and imposes restrictions on AI tools, aiming to strengthen data privacy. This measure will significantly increase compliance costs, leading to the withdrawal of smaller issuers and accelerating market concentration among larger players.
• [07-05] Ripple has received approval from Luxembourg’s CSSF for a CASP license under the MiCA framework. This allows it to operate across all 30 countries in the European Economic Area without having to apply separately in each country, establishing a solid foundation for compliant operations within the EU and greatly enhancing its global compliance competitiveness.
• [07-07] While launching a savings initiative at the White House, Trump hinted at the possibility of including Bitcoin, reiterating that the U.S. needs to take control of digital assets to counter China. He also recalled various pro-crypto policies from his second term, seeking to gain dominance in the crypto space.
• [07-07] Vanguard Group has shifted from rejecting Bitcoin ETFs to hiring executives specializing in digital assets. It plans to integrate its $12 trillion in asset management assets into tokenization and stablecoin infrastructure, aiming to reshape industry rules and signaling a reversal in the attitude of this major asset management firm.
• [07-07] New Hampshire established a blockchain dispute tribunal through legislation HB639, modeled after Delaware’s judicial system. Following Kraken’s relocation to Wyoming, states are shifting from tax rate competition to judicial infrastructure development in order to secure jurisdiction over disputes related to blockchain activities.

03Impact Analysis

The White House is considering establishing a strategic Bitcoin reserve system, and Trump’s reiteration on July 7 that the U.S. needs to take control of digital assets to counter China has significantly strengthened the overall narrative. On the market side, driven by signals of easing policy from the Federal Reserve and weaker-than-expected employment data, Bitcoin rebounded to $64,000. Bitfinex noted that approximately 10.83 million Bitcoins are currently in a loss-making state, a phenomenon that historically tends to occur ahead of market bottoms during bear markets, suggesting a potential turning point in the next 2–3 months. In terms of regulation, competition among states over judicial infrastructure is intensifying. New Hampshire established a blockchain dispute tribunal via法案HB639 on July 7, aiming to rival Delaware’s system in governing disputes related to blockchain technologies. Meanwhile, Tennessee’s ban on cryptocurrency ATMs took effect on July 9, with violators facing minor criminal charges. Within the ecosystem, Vanguard plans to integrate its $12 trillion in asset management assets into tokenization and stablecoin infrastructure on July 9. ARK Invest went against the trend by investing $77 million more in crypto-related stocks, indicating that institutional capital is increasingly getting involved through various channels to reshape industry rules.

04Key points to watch going forward

1. Macroeconomic policies and liquidity turning points. Close attention should be paid to the CPI data for July and the decision made by the Federal Reserve regarding interest rates. If inflation declines and Walsh maintains signals of monetary easing, Bitcoin is likely to continue its upward trend. Meanwhile, it is important to monitor whether the White House’s savings initiative will officially include Bitcoin, as well as the legislative progress of HB639 in New Hampshire’s blockchain court—this marks an expansion of the battle over judicial infrastructure from Delaware to other states.

2. Institutional holdings and the risk of selling pressure. Keep a close eye on Strategy (MSTR)’s mNAV metric; if it remains below 1, it could undermine the fund’s business model. There is a need to be vigilant against the possibility of it selling large amounts of Bitcoin again to pay preferred stock dividends. Additionally, watch to see if Vanguard implements its plan to integrate its $12 trillion in assets into tokenized facilities, as well as the actual actions taken after Tim Draper’s associated wallet deposited 1,000 BTC into exchanges, to assess the credibility of his pledge not to sell ever.

3. On-chain profit and loss structure and quantum threats. Monitor the number of Bitcoin coins in loss—currently around 10.83 million are in a loss state. Historical data shows that this phenomenon often occurs ahead of market bottoms during bear markets, with the next 2–3 months being a critical period. In the long term, keep an eye on the countdown to Q-Day. If Google or IBM makes significant breakthroughs in quantum computing before 2032, it could directly threaten the safety of those $180 billion in dormant assets, prompting the implementation of BIP-based protection measures.

05Related Reads

1. “Trump Aims to Take Control of Cryptocurrencies; Bitcoin May End Up in Children’s Accounts”
2. “Asset Management Giants Reverse Course: $12 Trillion Involved in Cryptocurrency Infrastructure”
3. “Countdown to Q-Day: How Quantum Computing Threatens Bitcoin and $452 Billion in Assets”
4. “New Hampshire Establishes Blockchain Court, Aiming to Challenge Delaware’s 200-Year Registration Fee Dominance”
5. “Job Data Plummets; Could Bitcoin Rebound to $64,000?”
6. “Bitfinex Claims Bitcoin’s Profit/Loss Pattern Shows Signs of Bottoming Out”
7. “Tennessee’s Ban on Cryptocurrency ATMs Takes Effect as Planned”
8. “ARK Invest Spends $77 Million Against the Trend: Are Cryptocurrency Stocks a Safe Haven or a Double Trap?”
9. “mNAV Drops Below 1, Triggering Sell-Offs; MSTR Breaks Promise to Cash Out $216 Million”