A quiet policy shift in Washington may set the stage for the most aggressive Bitcoin price surge yet if the US acts on it. Experts from the Bitcoin Policy Institute believe the federal government could ignite a parabolic BTC rally by accumulating a massive Bitcoin reserve, with one estimate placing the price at $1 million per coin.

US Government Bitcoin Purchase

In a recent podcast appearance, Zach Shapiro, head of policy at the Bitcoin Policy Institute (BPI), explored the implications of the US government buying 1 million Bitcoin. He described the scenario as a potential "global seismic shock" that could instantly send the price surging to seven figures, Cointelegraph reported.

The comments came in the wake of a March 7 executive order from former President Donald Trump, who directed the creation of a Strategic Bitcoin Reserve and a broader digital asset stockpile.

That policy, aimed at positioning the US as a “Bitcoin superpower,” instructs agencies to explore budget-neutral strategies for accumulating Bitcoin without burdening taxpayers.

This “Bitcoin arms race” could reframe national power in digital terms. Pines added that strategic assets like oil, gold, and land sales could help fund Bitcoin purchases. Revenues from tariffs and royalties are also considered non-tax sources of funding.

Tariffs as a Tool for Bitcoin Acquisition

On April 2, Trump issued another executive order imposing a baseline 10% tariff on all imports. While the broader impact on trade remains uncertain, Pines pointed to tariffs as a potential budget-neutral method to fund BTC accumulation.

Senator Cynthia Lummis also reintroduced the BITCOIN Act, which advocates for increasing US BTC reserves beyond the 1 million mark. The combination of policy proposals, tariffs, and legislative momentum signals a shifting approach to how the US might integrate Bitcoin into national reserves.

On April 15, spot Bitcoin ETFs saw $76.42 million in inflows, marking a second consecutive day of gains, according to data from Sosovalue. Blackrock, Ark 21Shares, and Bitwise led the charge. In contrast, ether ETFs lost $14.18 million, continuing a weeks-long outflow trend.

Total net assets in Bitcoin ETFs now sit near $93.72 billion, highlighting a growing divergence in investor sentiment between BTC and ETH. While bitcoin ETF activity suggests recovering confidence, Ether’s continued outflows signal persistent skepticism from institutional players.