What if US states had invested in Bitcoin in 2018?
I recently led the writing for a Satoshi Action Education report, coauthored with Eric Peterson and Dennis Porter, entitled "Strategic portfolio allocations for
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Strategic reserve
Analysis of Bitcoin strategic-reserve proposals, state and corporate holdings, monetary policy, and institutional implications
Strategic Bitcoin Reserve: Senator Cynthia Lummis' Policy & Security Blueprint
On July 31, 2024, The Bitcoin Layer featured Senator Cynthia Lummis discussing the Bitcoin Act of 2024 and its plan to establish a Strategic Bitcoin Reserve as a hard asset to bolster the US balance sheet and reduce national debt.
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Strategic Bitcoin Reserve: Bridging Fiscal Policy and Digital Innovation
The February 1, 2025 episode of Simply Bitcoin, featuring Senator Cynthia Lummis and Dennis Porter, outlines a proposal to establish a Strategic Bitcoin Reserve aimed at reducing national debt and protecting digital asset rights, emphasizing bipartisan legislative support and state-level innovation.
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Strategic portfolio allocations for financial resilience: a counter-factual analysis of Bitcoin and gold in US state Rainy Day Funds
Rainy Day Funds (RDFs) help U.S. states manage fiscal shortfalls and shocks but often rely on low-risk, low-yield investments that erode under inflation. In this paper, we test whether partial allocations to Bitcoin and gold bolster RDF performance from 2018 to 2024.
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Bitcoin as a Strategic Reserve: U.S. Policy, Market Tensions, and Geopolitical Shifts
The December 18, 2024 episode of the TFTC podcast features Matthew Mežinskis discussing a proposed U.S. strategic Bitcoin reserve that could disrupt markets and accelerate global monetary competition.
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Bitcoin-Backed Monetary Renewal: Stablecoins, Deficit Policy, and Global Financial Leadership
The December 16, 2024 episode of the David Lin Report features Jim Thorne outlining a new Bretton Woods 2.0 phase in global monetary arrangements.
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State-Level Bitcoin Reserves: Emerging Legislative Momentum in the United States
The December 13, 2024 episode of the Blockstream Talk podcast features Dennis Porter outlining how ten U.S. states are exploring the option of adding Bitcoin to their public treasuries.
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Bitcoin Reserves and New Money Creation: U.S. Policy Turning Point
In the December 14, 2024 episode of The Bitcoin Layer, host Nik Bhatia explores the emerging concept of a U.S. strategic Bitcoin reserve, highlighting the interplay between new capital creation and the evolving rationale behind Bitcoin’s growth beyond the “digital gold” narrative.
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States, Federal Ambitions, and the Coming Wave of Strategic Bitcoin Reserves
The December 10, 2024 episode of the McNallie Money podcast features Dennis Porter discussing a surge in policymaker interest in strategic Bitcoin reserves at both U.S. state and federal levels.
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Assessing Bitcoin’s New Milestones and MicroStrategy’s Strategic Treasury Initiatives
The December 11, 2024 episode of the Galaxy Brains podcast features Michael Saylor discussing MicroStrategy’s aggressive capital strategies, the interplay between US political changes and Bitcoin adoption, and the evolving narrative of Bitcoin as digital capital rather than currency.
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Bitcoin 2025 Outlook: Strategic Reserve Potential, Fiscal Policy, and Corporate Innovation
The December 11, 2024 episode of the Bitcoin Fundamentals podcast explores Jack Mallers’ views on Bitcoin’s economic potential, U.S. fiscal policy, and the launch of new Bitcoin-based financial services through Strike.
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Bitcoin as the New Oil: U.S. Fiscal Strategy and Global Market Rebalancing
The December 3, 2024 episode of The Coin Stories podcast features Luke Gromen discussing the U.S. fiscal crisis, rising global trade tensions, and Bitcoin’s potential adoption as a strategic reserve asset.
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