Bitaigen Research In this article we outline Michael Saylor’s core arguments for the United States to systematically hold Bitcoin through a trust‑based mechanism over the next decade, analyze the underlying asset‑allocation logic and potential policy implications, and help readers comprehensively assess the feasibility and long‑term significance of this strategy. It is worth a careful read.
Michael Saylor recommends that the United States, by 2035, hold between 5 % and 25 % of the total Bitcoin supply through a continuous, programmatic, trust‑based approach. He presented this view at the White House Digital Assets Summit and also introduced a complete classification framework for digital assets.
Acquiring 5‑25 % of the Total Bitcoin Supply Before 2035
The Strategic Bitcoin Reserve (SBR) is presented as a key tool for competing for future dominance of the digital network space. Saylor argues that the U.S. government should, between 2025 and 2035, gradually purchase Bitcoin via a trust structure, eventually accumulating 5 %‑25 % of the total supply. By that time roughly 99 % of all Bitcoin will have already been minted.
He further estimates that, if this pathway is followed, the Strategic Bitcoin Reserve could generate $16 trillion to $81 trillion in wealth for the U.S. Treasury by 2045, offering a viable avenue for reducing national debt. Saylor also stresses never to sell your Bitcoin, because he expects the reserve to produce more than $10 trillion per year by 2045, with revenues continuing to grow and becoming a long‑term source of prosperity for future generations of Americans.
U.S. Constraints on Expanding the Bitcoin Reserve with a “Budget‑Neutral” Strategy
An executive order titled the Strategic Bitcoin Reserve signed during the Trump administration stipulates that the government will confiscate roughly 200,000 Bitcoin through law‑enforcement actions for the reserve, but it does not specify the use of additional fiscal funds to purchase Bitcoin. While the Treasury and Commerce Departments are authorized to conduct supplementary acquisitions, they are required to keep the operation budget‑neutral—meaning no extra burden on taxpayers and no need for new budget allocations. Specific implementation details have not been disclosed.
Saylor mentioned on the X platform that he possesses several budget‑neutral accumulation plans, yet he also refrained from revealing the particulars. Consequently, the practicality of reaching a 25 % Bitcoin ownership level by 2035 remains a subject for further observation.
Four New Digital‑Asset Categories and Their Opportunities
Saylor introduced four classes of digital assets, explaining how each can integrate smoothly with the traditional financial system and outlining the potential opportunities they embody:
- Digital Tokens: Issued by a creator, supported by digital utility, and used for capital creation and innovation.
Opportunity: Provide U.S. enterprises with an additional $10 trillion in capital, enhancing the competitiveness of American products and services worldwide.
- Digital Securities: Issued by a creator, backed by securities or commodities, aimed at improving capital efficiency and global reach.
Opportunity: Expand the U.S. securities market by $20 trillion, strengthening America’s leadership in equities, bonds, and derivatives on a global scale.
- Digital Currencies: Issued by a creator, backed by a fiat currency, intended for digital commerce and reinforcing dollar hegemony.
Opportunity: Grow the U.S. Treasury market by $10 trillion, cementing the dollar’s dominant role in global banking, credit, and monetary markets.
- Digital Commodities: Not tied to a specific issuer, powered by digital scarcity, used for capital preservation and appreciation.
Opportunity: Add $20 trillion to the United States’ long‑term capital assets, driving wealth growth for American households and businesses.
The above constitutes a detailed interpretation of Michael Saylor’s viewpoint that the United States should purchase 5‑25 % of the total Bitcoin supply before 2035, together with his broader digital‑asset framework. For more information on Saylor’s projected annual revenue of $10 trillion and related analyses, please follow coverage from Bitaigen (比特根).
*Note: Gains from cryptocurrency transactions may be subject to tax in your local jurisdiction; consult a tax professional for guidance.*
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