US Accumulates Bitcoin as Dollar Stablecoins Gain Global Ground
A new revelation claims that the US is hoarding bitcoin while also sending stablecoins pegged to the dollar to other countries. The blockchain data indicated in its Wednesday report, “North America: Inside the Growth of Agentic Commerce,” that the U.S. became a net importer of Bitcoin in 2026 – marking the first occurrence since 2022. According to the numbers, institutional investors have been buying bitcoin this year, while individual traders have been selling most of their holdings. “A dollar stablecoin is a way to hold dollars without an American bank account, and Americans already have one,” the report read.
“The rest of the world is pivoting to a digital dollar because it meets a need that American users don’t share. Meanwhile, Americans are leaning harder on bitcoin as an infinitely scarce store of value.” U.S. dominance is growing, according to the report. Since spot bitcoin exchange-traded funds were introduced in 2024, the share of Bitcoin activity in the US has grown every reporting period. This is happening despite a 2.2% contraction in the US crypto economy ($2.78 trillion) during a difficult bear market, and the US still managed to hold onto most of the near-doubling in 2025.
In January 2024, after ten years of denial, the U.S. Securities and Exchange Commission finally approved bitcoin ETFs. The funds had the most successful debut of any exchange-traded fund ever managed by illustrious financial organisations like BlackRock, Fidelity, and, more lately, Morgan Stanley. Funds that monitor the price of bitcoin and handle the buying and selling of the digital coin are now available for purchase by institutions and Wall Street. According to the report, the market has matured thanks to the ETFs’ approval, and the United States is now a greater investor in bitcoin overall. Stablecoins, meanwhile, have turned U.S. debt into a “currency-of-choice for peer-to-peer economies as well as businesses working across borders,” the report continued.
“In the 2026 period we continued to see stablecoins enter new use cases most especially abroad, benefitting the U.S. companies, and the U.S. government, with billions of dollars in economic activity,” it added. Trump has enacted several pro-crypto laws and administrative actions since taking office. If they promise to back their stablecoins with assets like U.S. Treasuries and disclose their reserves on a regular basis, banks and other businesses can issue stablecoins according to the GENIUS Act, which was enacted in 2025.
