

The White House Is Building a Strategic Bitcoin Reserve—w/ Arch Lending
Aug 1, 2025
In this discussion, Dhruv Patel, CEO of Arch Lending, and Himanshu Sahay, CTO, delve into the White House's groundbreaking move towards establishing a strategic Bitcoin reserve. They examine Bitcoin's shift from a fringe asset to a critical component of U.S. financial strategy. The duo also tackles the rise of Bitcoin-backed companies and the systematic risks in cryptocurrency custody, especially concerning major players like Coinbase. Additionally, they highlight innovative financial strategies and the importance of managing risks in the rapidly evolving Bitcoin lending landscape.
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White House's Strategic Bitcoin Reserve
- The White House recognizes Bitcoin's uniqueness and aims to build infrastructure for a strategic Bitcoin reserve.
- They seek budget-neutral ways to accumulate Bitcoin, signaling serious government support.
Government Reveres Bitcoin Publicly
- The government report reveres Bitcoin, quoting Satoshi multiple times, showing regulatory respect and distinction.
- The lack of public Bitcoin audit reflects strategic timing for accumulation and disclosure.
Bitcoin Sets Public Company Floor
- Public companies now build their business floor price by accumulating Bitcoin, creating a new business model.
- This shows Bitcoin's strategic adoption by influential financial actors unlike past cycles.