Gold vs Bitcoin: Multiple countries accelerating the adoption of Bitcoin strategies may build a global reserve system alongside gold.

In 2025, Bitcoin (BTC) is no longer just a speculative asset, but has gradually become an important component of strategic reserves for various countries. The latest report from the Bitcoin Policy Institute shows that 32 countries around the world are actively promoting Bitcoin initiatives, among which 27 countries already hold Bitcoin, and 13 countries are formulating related legislation. The United States, Argentina, the United Arab Emirates, and other countries are accelerating the adoption of Bitcoin through national reserves, energy-driven mining, and payment and ETF investments. Meanwhile, enterprises and fintech companies are also incorporating Bitcoin into their asset portfolios and consumer financial products, signifying that Bitcoin is gradually moving towards a global reserve asset status alongside gold (XAU).

###National strategic reserves accelerate, Bitcoin welcomes policy turning point

According to statistics from the Bitcoin Policy Institute, 16 countries have initiated or proposed the establishment of a "Strategic Bitcoin Reserve" (SBR). This trend has accelerated following former U.S. President Trump's signing of an executive order that requires the federal government to retain rather than sell confiscated Bitcoin. Previous cases of losses due to sales, resulting in missing out on approximately $17 billion in profits, have also become important factors driving strategic adjustments at the national level.

Argentina is utilizing the flaring natural gas from the Vaca Muerta oil field for Bitcoin mining, which not only reduces methane emissions but also creates economic incentives for the energy sector. The UAE is leading globally by promoting government-supported mining programs, ETF investments, and payment scenarios. Some states in the US, such as Texas, New Hampshire, and Arizona, have also established state-level Bitcoin reserves.

###Bitcoin and Gold Coexist, Entering Global Reserve Portfolio

As institutional demand continues to rise, Bitcoin has surpassed the $100,000 mark in 2025. The report indicates that Bitcoin is expected to become an important component of the global reserve portfolio alongside gold by 2030. Although gold will still dominate official reserves of central banks, Bitcoin's digital advantages and anti-inflation properties are enabling it to expand rapidly in private and alternative reserves.

Establishing Bitcoin reserves at the national level not only symbolizes confidence in digital assets but will also become a new marker of currency credibility. Bitcoin will not replace the US dollar, but it is becoming an important risk hedging tool for central banks, alongside gold, in the face of global economic uncertainty.

###Corporate Treasuries Imitate Central Banks, Bitcoin Enters Mainstream Balance Sheets

At the corporate level, the status of Bitcoin is also rising. The Brazilian financial management company OranjeBTC recently acquired 3,650 Bitcoins, worth approximately $385 million, continuing the precedent set by MicroStrategy in 2020 for corporate Bitcoin holdings. Currently, more than 190 publicly traded companies globally have included Bitcoin on their balance sheets, holding a total of over 1.5 million Bitcoins, with a total value of hundreds of billions of dollars.

These companies generally view Bitcoin as a tool for hedging against inflation and the devaluation of fiat currencies, similar to the historical logic of central banks accumulating gold. However, Bitcoin has the advantages of a supply cap and digital transferability on a global scale.

###Financial technology drives daily consumption scenarios, Bitcoin enters the lives of the public

Bitcoin is not only rising on a macro level but is also rapidly penetrating the consumer finance sector. Fold Holdings (FLD) has launched a Bitcoin credit card based on the Visa network and supported by Stripe, allowing users to earn up to 3.5% Bitcoin cashback on every purchase, with no specific spending categories or deposits required. Fold has issued a total of $83 million in Bitcoin rewards, processing over $3.1 billion in transaction volume, with partner brands including Amazon, Starbucks, Uber, and Best Buy.

This trend indicates that Bitcoin is gradually integrating into daily life in the form of rewards and payments, driving a broader demand for self-held coins.

###Conclusion

Bitcoin is evolving from a speculative asset into a core component of a multi-layered financial system for nations, enterprises, and individuals. The parallel positioning of Bitcoin with gold, from strategic reserves and corporate treasuries to consumer finance, signifies that the global financial system is entering a new stage of diversification. Its limited supply, anti-inflation capabilities, and digital characteristics make it a promising pillar of global reserves in the next decade.

Disclaimer: This article is for informational purposes only and does not constitute any investment advice. The cryptocurrency market is highly volatile, and investors should make decisions with caution.