The US?  If they stole and then HODLed, the supply shock would, logically, skyrocket globally, probably recking many even weaker currencies.  

That would not be a popular move at all and there would be pressure to sell to pay debts and meet spending without raising taxes.  One can imagine campaigns based on the idea.

This is entirely speculation of course.  The global political economy is a wildly diverse and unpredictable system.  But I don’t default to “The Feds are going to steal all the corn and that’s the end of it.”

Everything in this inflationary world is good for Bitcoin.