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Created March 13, 2026 09:29
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sovereign-btc-investments.md

Sovereign Bitcoin Investments (Mar 2025 -- Mar 2026)

Direct Holdings / Purchases

Entity Action BTC / Value Notes
United States Strategic Bitcoin Reserve (exec order Mar 2025) ~328,372 BTC Seeded from forfeiture assets; BITCOIN Act proposes Treasury buy up to 1M BTC
El Salvador Continued daily purchases 7,560 BTC ($504M) Buying 1 BTC/day since 2021; portfolio peaked ~$800M in Oct 2025
Bhutan Mining-based accumulation, partial sells 5,600 BTC ($381M) Druk Holding & Investments; sold ~$42M in early 2026
Czech National Bank First-ever central bank BTC purchase (Oct 2025) $1M test portfolio Pilot to evaluate BTC as reserve diversification; results in 2-3 years
Pakistan Announced Strategic Bitcoin Reserve TBD Announced 2026; details still emerging
Brazil RESBit legislation reintroduced (Feb 2026) Target: 1M BTC over 5 years Proposed, not yet enacted

Indirect / ETF Exposure

Entity Vehicle Exposure Notes
Abu Dhabi (Mubadala) BlackRock IBIT ~$567M (Q3 2025) Total UAE ETF exposure nearing $1B
Abu Dhabi (ADIC / Al Warda) Bitcoin ETF ~$480M (Q2-Q3 2025) Separate from Mubadala
Norway (NBIM) Indirect via MicroStrategy, MARA, Coinbase, etc. 9,573 BTC ($837M) 192% increase in 2025; ~0.04% of fund assets
Luxembourg (FSIL) Bitcoin ETFs 7M EUR ($9M) First Eurozone sovereign fund; 1% of holdings
Texas (US state) BlackRock IBIT ~$5M State-level allocation

Key Trends

  • Larry Fink (BlackRock) confirmed at Dec 2025 DealBook Summit that sovereign wealth funds were "buying the dip" at $100K-$120K levels
  • Gulf states (Saudi PIF, Qatar, Singapore) reportedly exploring or testing positions quietly
  • 23 governments now hold BTC globally, controlling ~600,000+ BTC (~3.1% of supply)
  • The Czech National Bank became the first central bank to directly purchase Bitcoin

Sources

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