Cathie Wood revelação bombástica! O governo dos EUA pode comprar diretamente 1.000.000 de bitcoins

ARK Invest founder Cathie Wood revealed in the “Bitcoin Brainstorm” podcast that the US government may begin directly purchasing Bitcoin to bolster national strategic reserves, rather than relying solely on enforcement asset seizures. The reserve established by Trump’s executive order currently contains only seized BTC, but the initial target of 1 million Bitcoin far exceeds existing inventory. If the vote passes on January 22, the government will enter the market to accumulate.

Policy Shift from Seizure to Active Purchasing

Cathie Wood pointed out that although the Trump administration has established a national Bitcoin reserve through executive order, the reserve’s source has so far been limited to seized BTC, with no market purchases made. “It appears that various parties have had reservations about actually purchasing Bitcoin as a strategic reserve. To date, these Bitcoin are all seized,” she emphasized. “The initial target was to hold 1 million Bitcoin, so I think they will eventually start buying.”

This policy shift carries profound significance. Currently, the US government has seized approximately 200,000 Bitcoin through enforcement actions against Silk Road, hacking groups, and fraud cases, leaving an 800,000 Bitcoin gap to reach the 1 million target. If relying solely on enforcement seizures, it could take years or even decades to reach the goal. Therefore, active market purchases become the only realistic path forward.

The Bitcoin reserve order is essentially a holding mechanism designed to treat seized Bitcoin as strategic national assets, similar to gold stored at Fort Knox. The reserve order also directs the Treasury and Commerce Department to explore strategies for increasing Bitcoin holdings without expanding the budget. No purchases have been made yet, but Wood’s prediction suggests this window may be closing soon.

If the US government truly enters the market to purchase, it would have a massive impact. 800,000 Bitcoin at current prices is worth approximately $88 billion, and buying pressure of this magnitude would significantly drive up prices. More importantly, government purchases would send a clear signal to global markets: Bitcoin has been recognized by the US as a strategic national asset, which would attract other nations to follow suit, triggering a sovereign nation “Bitcoin arms race.”

Three Possible Pathways for Government Bitcoin Purchases

Direct Market Acquisition: Purchasing in installments through designated exchanges or OTC counters to avoid market impact from large single transactions

Budget Reallocation: Converting portions of gold or foreign exchange reserves into Bitcoin for diversified asset allocation

Converting Seized Assets: Selling other seized cryptocurrencies (such as ETH, stablecoins) to acquire Bitcoin

A July report from the Crypto and AI Working Group led by David Sacks indicated that Bitcoin reserves and cryptocurrency reserves would be managed by the Treasury Department and funded solely “from seized digital assets.” However, Wood’s prediction suggests this constraint may change under political pressure.

Midterm Election Pressure Driving Crypto Politicization

Cathie Wood believes that Trump will continue to prioritize cryptocurrency issues under midterm election pressure, which is bullish for Bitcoin strategic reserves. On one hand, Trump and his family’s interests in the crypto industry continue to deepen; according to Financial Times investigations, the Trump family profited over $1 billion through crypto business in the past year. On the other hand, the crypto community played an important role in Trump’s presidential election victory.

“He doesn’t want to be a ‘lame duck president’; he wants to have one or two more productive years in office, and he sees crypto as the pathway to the future,” Wood said. This statement precisely captures the Trump administration’s instrumental attitude toward cryptocurrency: it’s not just an ideological choice, but a combination of political mobilization and economic interests.

The cryptocurrency industry demonstrated remarkable political mobilization capacity in the last US election. Political action committees like “Stand With Crypto” invested hundreds of millions of dollars to support crypto-friendly candidates, and several key senators in swing states were elected with crypto community support. This political influence makes the Trump administration unwilling to ignore crypto voters’ demands.

Wood stated that cryptocurrency was “part of the reason Trump won the presidential election” and could become a politically significant topic in the upcoming midterm elections. If Trump wants to maintain Republican congressional majorities in the midterms, he must continue advancing policies favorable to the crypto community, and actively purchasing Bitcoin to bolster national reserves is the most direct statement.

Additionally, the Trump administration has signed multiple executive orders establishing Bitcoin reserves and cryptocurrency asset inventories, and established a Crypto and AI Working Group led by David Sacks to advance industry legislation including the GENIUS Act (stablecoin legislation). These measures show that cryptocurrency has become one of the Trump administration’s core policy initiatives.

Beyond the federal level, several US states including Florida and Texas are working to pass similar cryptocurrency reserve legislation. This state-level legislative movement further reinforces Bitcoin’s legitimacy as a strategic asset, paving the political path for direct federal purchases.