Скачать или смотреть From Rare Earths to Bitcoin: The Strategic Case for a U.S. Stake in MicroStrategy

From Rare Earths to Bitcoin: The Strategic Case for a U.S. Stake in MicroStrategy

As Bitcoin matures into a globally recognized reserve asset, its strategic importance now rivals that of rare earth minerals and semiconductors — domains where the U.S. has already intervened to secure supply chains and national advantage. Following the Trump administration’s precedent of acquiring stakes or golden shares in critical industries like MP Materials, Intel, and U.S. Steel, a similar logic could extend to MicroStrategy ($MSTR) — the largest corporate holder of Bitcoin.

Such a move would allow Washington to gain indirect exposure to Bitcoin without forming a formal sovereign wealth fund or seeking congressional approval. It would also serve as a defensive measure, ensuring America maintains a foothold in the emerging digital reserve economy. By extending its national security doctrine from physical resources to digital scarcity, the U.S. could transform MicroStrategy into a strategic proxy for Bitcoin — effectively placing a floor under its stock price while reinforcing U.S. dominance in the next monetary frontier.

Only time will tell, but the precedent — from rare earths to digital gold — is already written.