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Brazil's Current Intentions on Bitcoin (2024)

Strategic Bitcoin Reserve:

  • Legislative Proposals: Brazil's Chamber of Deputies has seen the introduction of a bill to establish a "Sovereign Strategic Reserve of Bitcoins" (RESBit). This initiative, proposed by Federal Deputy Eros Biondini, aims to allocate up to 5% of Brazil's international reserves to Bitcoin, positioning it as a hedge against currency fluctuations and geopolitical risks. This move would make Brazil one of the few countries with an official Bitcoin reserve strategy, inspired by El Salvador's approach.

Regulatory Environment:

  • Regulation of Cryptocurrencies: Brazil has progressed in creating a regulatory environment for cryptocurrencies. A significant step was taken in 2022 when President Jair Bolsonaro signed a law recognizing cryptocurrencies as a means of payment and introducing licensing requirements for virtual asset service providers (VASPs). This framework aims to balance innovation with consumer protection, ensuring that digital assets are used legally and transparently.

  • Central Bank Involvement: The Central Bank of Brazil has been given authority to regulate the use of Bitcoin for payments, while the securities regulator (CVM) oversees investments in digital assets. This dual approach seeks to manage both the payment system integration and the investment aspect of cryptocurrencies.

Economic and Financial Strategy:

  • Economic Diversification: The introduction of Bitcoin into Brazil's strategic reserves is seen as part of a broader strategy to diversify economic assets and to promote financial sovereignty. The proposal includes using blockchain technology for transparent management of these reserves and potentially supporting the development of Brazil's CBDC, the Real Digital (Drex).

  • Public Education and Adoption: There are provisions within the proposed bills for educational programs to increase public understanding of digital assets, aiming to foster greater adoption and use among the populace.

Market and Adoption:

  • Crypto Market Growth: Brazil has one of the largest and fastest-growing cryptocurrency markets in Latin America. There's significant interest from fintechs, traditional banks, and the public in using cryptocurrencies for payments and investments. Local exchanges like Mercado Bitcoin have reported substantial user bases, indicating a robust local market.

  • Tourism and Local Economies: Some Brazilian cities have started accepting Bitcoin for local transactions, particularly in tourist areas, showcasing a grassroots level of adoption that could be expanded with national support.

Challenges and Criticisms:

  • Volatility and Security: Critics point to Bitcoin's volatility as a risk to national reserves and highlight the need for strong cybersecurity measures given the proposed use of cold storage for Bitcoin reserves.

  • Legislative Process: The bill still needs to navigate through Brazil's legislative process, including approval by the Senate and the President, which could introduce changes or delays to the initiative.

Outlook:

Brazil's approach to Bitcoin reflects a forward-thinking yet cautious strategy, aiming to leverage the cryptocurrency for economic benefits while establishing a regulatory framework to mitigate risks. If the RESBit bill passes, Brazil would join the ranks of nations actively engaging with Bitcoin on a national level, potentially influencing other countries in Latin America and beyond to consider similar strategies. However, the actual implementation and impact will depend on legislative outcomes, the global crypto market's behavior, and the effectiveness of Brazil's regulatory oversight.

El Salvador's Bitcoin Profile

Adoption as Legal Tender:

  • First Country to Adopt Bitcoin: In September 2021, El Salvador became the first country in the world to adopt Bitcoin as legal tender, alongside the US dollar, with the passing of the Bitcoin Law. This initiative was spearheaded by President Nayib Bukele.

Government Holdings:

  • Bitcoin Treasury: El Salvador has significantly invested in Bitcoin, holding thousands of BTC. As of recent reports, the government has around 5,939 BTC in its treasury. This figure includes both direct purchases and Bitcoin acquired through various means like selling citizenship or mining with geothermal energy.

Economic Impact:

  • Economic Strategy: The adoption was aimed at promoting financial inclusion, reducing the cost of remittances (which make up a substantial part of El Salvador's GDP), and attracting foreign investment. However, the actual use among Salvadorans has been limited, with only a small percentage of transactions being conducted in Bitcoin.

  • Tourism and Investment: The move has rebranded El Salvador, leading to a significant increase in tourism by 95% as reported by President Bukele in 2023. This also includes initiatives like the Freedom Visa program, aimed at attracting high-net-worth individuals with Bitcoin investments.

Infrastructure and Projects:

  • Chivo Wallet: To facilitate Bitcoin use, the government introduced the Chivo wallet app, offering $30 in Bitcoin to each citizen who registered, although adoption rates have varied, with many not continuing to use the wallet beyond spending their initial bonus.

  • Bitcoin City: Plans for a Bitcoin City, powered by geothermal energy from the Conchagua volcano, were announced to promote crypto mining and provide tax incentives to residents. However, as of early 2024, this project has not yet seen physical development.

Public and International Reception:

  • Public Sentiment: Within El Salvador, the adoption has been met with mixed reactions. While some see it as an innovative move, others are skeptical due to Bitcoin's volatility and the perceived lack of transparency in government operations.

  • International Critique: The IMF and other international bodies have criticized the decision, citing risks to financial stability and integrity. However, there's acknowledgment that the feared financial risks have not fully materialized, though the IMF still advises caution regarding further exposure to Bitcoin.

Current Market Position:

  • Profitability: Despite initial skepticism, El Salvador's Bitcoin investments have turned profitable with the cryptocurrency's price surge. Recent estimates suggest the government's Bitcoin holdings are now in the black, with significant unrealized profits.

Mining:

  • Geothermal Mining: El Salvador leverages its volcanic energy for Bitcoin mining, which has been part of its strategy to accumulate more Bitcoin without purchasing it directly. This has been both an economic and environmental move, aiming to use renewable energy for mining.

El Salvador's embrace of Bitcoin represents a bold experiment in national cryptocurrency adoption, with implications for financial sovereignty, international relations, and local economic development. However, the long-term impact and success of this policy remain subjects of debate and ongoing observation.

Russia and Bitcoin 

In modern Russia, which is the largest successor state of the USSR, Bitcoin's legal classification has evolved:

  • Recent Legal Classification (2024): Russian President Vladimir Putin signed a law in November 2024 that officially classifies Bitcoin as property for tax purposes. This new legislation also sets the stage for formal taxation of Bitcoin mining and transactions, exempting them from value-added tax (VAT) but subjecting them to income tax at rates depending on the amount earned. 

  • Previous Considerations: Before this, there was no singular classification. Discussions and legislative drafts oscillated between recognizing cryptocurrencies as currency, investment instruments, or even criminalizing their use as money substitutes.

Thus, in the context of what would have been the USSR's legal framework, Bitcoin would be classified as property under the newer Russian laws, which can be seen as an extension or evolution of Soviet legal frameworks in modern Russia. However, this classification comes from contemporary Russian legislation rather than any direct Soviet-era law.

The US Strategic Bitcoin Reserve

Welcome to our official resource page for the US Strategic Bitcoin Reserve initiative.

Overview

The US Strategic Bitcoin Reserve (SBR) is a proposed initiative aimed at establishing a reserve of Bitcoin by the US government to act as a hedge against inflation, enhance national security, and bolster the country's economic stability in a digital asset era.

Senator Cynthia Lummis introduced a bill aimed at setting up a strategic Bitcoin reserve, which would involve the U.S. government acquiring up to 200,000 Bitcoin annually for five years, potentially culminating in holding about 1 million BTC, approximately 5% of Bitcoin's total supply. This proposal is part of broader efforts to make Bitcoin a recognized asset in the U.S. financial system.

Bipartisan Interest: There's growing bipartisan support for the concept of a strategic Bitcoin reserve. Democratic Representative Ro Khanna has publicly endorsed the idea, suggesting that Bitcoin seized by the U.S. government should be held as a reserve asset rather than sold, indicating a wider acceptance across the aisle.

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