Opinion: U.S. Budget-Neutral BTC Plan Could Unlock $874B in Bitcoin Demand, Pushing Prices to $398K

In a bold policy concept that could reshape sovereign crypto strategy, White House advisor Bo Hines has floated the idea of a “budget-neutral Bitcoin purchase plan.” According to analysis by OKG Research, the initiative could potentially unlock between $764 billion and $874+ billion in BTC buying power—without expanding the federal deficit.5 Budget-Neutral Strategies to Fuel Bitcoin DemandOKG Research outlines five possible channels for enabling large-scale BTC accumulation without triggering fiscal imbalance:Tariff Income RedistributionRedirecting revenue from newly introduced tariffs into Bitcoin reserves.Gold Reserve RevaluationReassessing U.S. gold holdings to unlock unrealized capital gains for BTC acquisition.Public Asset TokenizationDigitizing government-held assets to create tokenized value flow into BTC.Unused Budget ReallocationRedirecting unspent federal funds from previous fiscal cycles.Pension Fund Allocation GuidanceIntroducing BTC exposure limits for federally managed or affiliated pension funds.Market Impact: $1.5T to $4.4T Bitcoin Market Cap Surge?Based on OKG Research's projections, the injection of $874B in budget-neutral BTC purchases, paired with a conservative market multiplier of 2x to 5x, could drive total Bitcoin market capitalization up by $1.5 trillion to $4.4 trillion.This would imply a theoretical BTC price anchor between $207,000 and $398,000, assuming current circulating supply and velocity models hold.Beyond the Numbers: A Sovereign Repricing of Digital AssetsAccording to OKG, “budget neutrality is not just a fiscal trick—it's a signal of sovereign restructuring.” The concept implies that the government no longer views digital assets as speculative tools, but rather as core value anchors in the global financial system.“The expectation alone is already powerful enough to drive price revaluation,” the report emphasized.Why It Matters:A budget-neutral BTC strategy could legitimize sovereign crypto reserves without raising debt ceilings or inflation risk.Institutional and retail investors may front-run the move, betting on aggressive future price appreciation.It sets a precedent for other nations to digitize sovereign reserves, accelerating global adoption.