Cathie Wood: Trump May Buy Bitcoin For US Reserve | Crypto News
Cathie Wood, ARK Invest’s founder and CEO, said she expects the Trump administration might transfer past merely holding seized bitcoin and start buying BTC to construct a US strategic reserve, a shift she argued might grow to be a catalytic signal for markets and other governments.
Speaking on ARK’s “Bitcoin Brainstorm” podcast in an episode dated Jan. 08, Wood framed authorities shopping for as a potential inflection level at a time when she believes institutional participation stays “just beginning” and bitcoin’s provide dynamics are getting more durable to ignore.
“We have seen very little institutional buy-in, it is just beginning,” Wood said. “And I think if we get the US, for example, not adding just confiscated bitcoin to a strategic reserve but, you know, out there buying, and we don’t know if that’s going to be the case. But if they were to do so, I have a feeling that would set off what we’re all waiting for, which is, you know, the scarcity value to reassert itself again now that we’re near 20 million bitcoin outstanding and we only have one more million to go.”
In the dialogue, Wood advised the administration’s posture so far has successfully been restricted to confiscated holdings. She contrasted that with what she described as an earlier ambition for scale, noting “the original intent was to own a million bitcoin,” before including her view that a pivot toward purchases is believable.
Midterms Could Drive US Bitcoin Reserve Buys
Wood linked that risk to political incentives heading into the 2026 US midterm elections, describing Trump as motivated to keep momentum and keep away from being politically sidelined. “President Trump does not want to be a lame duck,” she said. “So I have a feeling that he is going to work with his crypto and AI czar to do a few things… [and] it seems as though there’s been reticence about actually buying bitcoin for the strategic reserve. So far, so far it’s confiscated… So I actually think they will start buying.”
Wood also pointed to what she sees as aligned constituencies around the president, arguing he has “all kinds of reasons” to lean into crypto while emphasizing that the political calculus issues because of the midterm timeline.
When the dialog turned to how such purchases could possibly be executed, Wood echoed the concept that any reserve strategy would need to be budget-neutral. She didn’t define a mechanism, but handled the constraint as a key gating issue for feasibility.
Wood argued that specific US shopping for wouldn’t just be a home market event. Iit might power other capitals to revisit reserve coverage. “Something that’s really important… we thought that countries would adopt it much earlier than they have,” she said. “I think if the US actually says, ‘Okay, now we’re going to buy,’ that’s going to spur a lot of other governments to think this thing through. Do they want to be hostage to the dollar…? And you know, no, they don’t. So put some bitcoin in your reserves.”
If that dynamic accelerates, Wood warned emerging-market currencies might face renewed strain, describing a state of affairs where reserve diversification toward bitcoin reshapes volatility across weaker fiat regimes, a downstream impact, she advised, of Washington making the first overt transfer from holding seized BTC to competing in the open market.
At press time, BTC traded at $90,578.
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