Treating Bitcoin as an asset of strategic importance could catalyze a ripple effect for the United States, according to a report by Grayscale.
What Happened: “If the U.S. signals that it views Bitcoin and public blockchain technology as strategically important, other countries may reconsider their own approach,” the report said.
This framing is part of Grayscale’s broader argument that Bitcoin BTC/USD is evolving from a speculative investment into a geopolitical asset with long-term economic and strategic implications.
The report points to China as a key country to watch, noting that while China currently bans most crypto activities, recent discussions by its Supreme Court and judicial bodies in February 2025 suggest a possible reevaluation of the legal treatment of digital assets.
The company noted that rising institutional interest and sovereign engagement with Bitcoin are setting the stage for a new era of competition and cooperation around decentralized technologies.
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“The opportunity to shape the future of public blockchain technology is not unlike the early days of the internet,” Grayscale added. “Countries that dismissed it fell behind. Those that embraced it became digital leaders.”
Grayscale’s report outlines how the alignment of national interest with blockchain innovation could unlock substantial benefits — not just for economic growth, but also for national security and digital sovereignty.
It also points to the growing number of state actors exploring central bank digital currencies (CBDCs) and Bitcoin treasury reserves as evidence of the changing tide.
However, the firm cautioned that regulatory clarity remains key to unlocking the next phase of institutional participation.
“A coherent and proactive U.S. strategy could serve as a model globally,” Grayscale stated.
The firm also highlighted the growth in stablecoins and asset tokenization as further evidence of institutional momentum.
The total amount of tokenized assets, excluding stablecoins, hit a record $19.5 billion in March, driven largely by BlackRock‘s tokenized Treasury product BUIDL, which reached a market cap of nearly $2 billion.
Meanwhile, companies like Fidelity and World Liberty Financial are reportedly planning to launch Dollar-backed stablecoins, and PayPal‘s stablecoin PYUSD/USD now has a market cap of $725 million.
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