The White House encryption advisor announced the release of a significant policy report on July 30, revealing details of the strategic Bitcoin reserve.

White House cryptocurrency advisor Bo Hines confirmed that the crypto policy report, completed by the President's Digital Asset Working Group over a period of 180 days, will be officially released on July 30. The core content of the report includes the U.S. strategic Bitcoin reserve construction plan and proposals for a federal regulatory framework. The delayed release of the report has garnered significant market attention, as previous President Trump’s executive order in January requested a study on using law enforcement seized Bitcoin to establish a national reserve. At the congressional level, the "BITCOIN Act" is also being advanced, which proposes to authorize the government to purchase one million BTC over five years; if implemented, it will trigger massive buying pressure.

Policy Report Finally Scheduled, Strategic Reserves Become the Focus White House Crypto Assets advisor Bo Hines announced on social platform X that the President's digital asset working group has completed a 180-day encryption policy report, which will be publicly released on July 30. He also stated that the United States is leading the global digital asset policy formulation. This release is highly anticipated, as it was originally scheduled for July 22 with a 180-day deadline. In January this year, Trump signed an executive order requiring a task force to study the specific path for establishing a "Strategic Bitcoin Reserve" ( Strategic Bitcoin Reserve ). The report will disclose key information:

• Source of Reserves: Clarify the stock of Bitcoin confiscated by federal law enforcement agencies in accordance with the law.
• Operational Framework: How to Utilize Existing Seized Assets to Establish National Reserves
• Implementation Steps: Reserve Management and Usage Mechanism

Regulatory Framework Proposal: Collaborating with Congressional Legislation In addition to Bitcoin reserves, the report will also propose a federal regulatory framework for digital assets to standardize the issuance and use of digital assets by enterprises. The U.S. Congress has made progress in this area:

• Stablecoin Regulation: Trump has signed the "GENIUS Act" to regulate the stablecoin industry.
• Market Structure Bill: The Senate Banking Committee recently released a crypto market structure bill aimed at establishing a comprehensive regulatory framework. The report proposal will create a policy synergy with the existing legislative process.

Congress Takes Action: Legislation to Accelerate the Deployment of One Million BTC Apart from the executive branch, the legislative body is actively promoting the construction of Bitcoin reserves. Senator Cynthia Lummis proposed the key points of the "BITCOIN Act":

• Quantitative Goal: Authorize the US government to purchase 1 million Bitcoins within 5 years.
• Implementation Path: Establish a legal procurement mechanism and reserve management system If the bill is passed, it will create unprecedented institutional buying pressure in the Bitcoin market (approximately $109 billion at current prices). Lummis stated that Congress will review this proposal after handling the CLARITY Act and the anti-CBDC Act. The policy report may incorporate this legislative trend into the strategic reserve implementation plan.

Core Timeline and Market Impact

• July 30: Presidential Task Force Policy Report Released
• Q3 2025: The "Bitcoin Act" enters Congressional review process.
• Short-term impact: The report discloses that the confiscation of BTC stock may trigger market volatility.
• Mid-term impact: The procurement plan for one million BTC, if implemented, will reshape the supply and demand pattern.
• Regulatory Expectations: Federal framework proposal may accelerate the compliance process of the crypto industry.

Conclusion: The release of the policy report on July 30 will unveil the mystery of the U.S. strategic bitcoin reserves, and the enforcement of the confiscation of bitcoin stocks and disposal plans will become the primary focus of the market. THE BITCOIN BILL, WHICH IS BEING PUSHED FORWARD BY CONGRESS, ALSO PROPOSES AN AGGRESSIVE PURCHASE TARGET OF ONE MILLION BTC IN FIVE YEARS, DEMONSTRATING THE STRATEGIC IMPORTANCE OF BITCOIN ASSETS AT THE NATIONAL LEVEL IN THE UNITED STATES. Investors should pay attention to: 1) the size of the confiscated BTC disclosed in the report (which may become a potential market supply variable); 2) the competitive impact of reserve establishment on spot ETFs and other products; and 3) the integration path of the regulatory framework with existing legislation. If the executive and legislative branches form a joint force, the United States may quickly build the world's largest bitcoin reserve through the "confiscation + procurement" dual-track system, profoundly changing the ecology of the crypto market. During the expected game period before the policy is implemented, market volatility may increase significantly.