战略储备

The second half of December is usually the second strongest period for US stocks.
Due to Christmas, US stocks will close early at 1 pm local time on Tuesday, reopen on Thursday, and close again on New Year's Day.
Trading activity is often sluggish during holidays, so after the Christmas holiday, BTC is likely to return to the high of 100,000.

Be patient and hold the currency. It is easy to blow up during this period.
Mainly hold spot

1. Grayscale series: ZEN, LPT, BAT

2. SEC concept: RSR, DYDX

3. Trump family: ONDO (heavy position), LINK, ENA (position building)

4. Payment sector: XRP, ALGO, XLM, HBAR, ADA (light position)

5. Musk concept: DOGE (medium position)

6. COW: Trump's strict selection

#战略储备

March 7, 2025: Events in the Crypto World

On March 7, the Trump administration hosted a closed-door summit on the cryptocurrency industry to discuss regulatory frameworks, cross-border enforcement, and the integration of AI with cryptocurrencies. The SEC insists on applying the “Howey Test” principle to determine token characteristics, while companies like Coinbase advocate for flexible classification based on functionality.

Trump signed the Strategic Bitcoin Reserve Plan, where the U.S. government included approximately 200,000 Bitcoins seized through criminal/civil forfeiture into its strategic reserves, clearly stating that they are “for long-term value storage only” and will not be sold off. This move aims to optimize the U.S. dollar credit system, but market concerns about a lack of incremental funding support led to a 4% drop in Bitcoin's price to $84,807 on that day.

Institutional Trend: The Bitcoin ETF scale of asset management giants like BlackRock may exceed $500 billion, while retail investors gradually shift towards compliant DeFi products (such as tokenized government bond funds).

AI agents (like TruthGPT) could become autonomous blockchain nodes or large investors in the crypto market, enhancing the reliability of decentralized prediction markets (like PolyMarket).

The market capitalization of stablecoins is expected to approach $3 trillion, with companies (such as Visa and Stripe) accelerating the integration of stablecoin payments, leading to a surge in cross-border B2B transaction volumes.

The tokenization scale of RWA (Real World Assets) increased from $8.4 billion to $13.5 billion, expanding coverage to real estate, private credit, and more, with traditional institutions (like BlackRock) actively participating.

Bitwise launched a mixed ETP product of Bitcoin and gold, attracting diversified investment demand.

Dr. Ni's Web3 mainnet migration reached 7.046 billion tokens, with 5.319 billion locked and 1.726 billion in circulation.

Dr. Ni's digital token entered the CMC market cap at 11th place with a circulation rate of 7% (approximately 1.6 billion tokens), becoming the token with the lowest circulation rate among the top 100 projects.

South Korea: Accelerating the drafting of the second phase of the cryptocurrency legislation, strengthening regulation on the behavior of market participants.

Japan: Planning to classify crypto assets into a new category and reduce taxes to 20%, exploring loose policies.

Summary: March 7 marks a critical turning point for global crypto policies and the Web3 ecosystem: U.S. policy trends dominate market sentiment, Dr. Ni's Web3 continues to break barriers through compliance and technological innovation, while adjustments in Asian regulatory frameworks indicate a deepening of regional competitive dynamics. The next two weeks should focus on the progress of ecosystem implementation and disclosure of policy details.

#加密峰会 #战略储备 #比特币 #政策预期

💰Bitcoin Strategic Reserves, a New Antidote to U.S. Government Debt?

Recently, a widely discussed viewpoint on social media platform X has sparked heated debate. The core argument of this viewpoint is whether establishing a strategic Bitcoin reserve (SBR) can enable the U.S. to clearly and strategically repay its government debt.

Senator Cynthia Lummis clearly stated on X that the purpose of the strategic Bitcoin reserve is to repay the government debt hanging over every American, freeing future Americans from the burden of debt they never supported or benefited from. She suggested that by holding Bitcoin for at least 20 years and establishing proof of reserves, it will then be clear that using Bitcoin to offset the debt will be the next logical step.

However, this viewpoint has also faced skepticism. Mago PhD questioned whether debt needs to be repaid if there are offsetting assets. Cynthia Lummis responded by stating that the language of the bill requires holding for at least twenty years and establishing proof of reserves. Han Solo argued that the reserves themselves are not inherently strategic; they are simply savings.

In terms of supporting data, there are charts comparing the value of Bitcoin reserves with the value of U.S. Treasury bonds, as well as projections of Bitcoin's compound annual growth rate (CAGR). Analysts believe that if the U.S. Treasury were to purchase 1 million Bitcoins at a starting price of $200,000 over a period of 3 years, it could potentially offset a portion of the U.S. government debt.

Another tweet analyzed that over the past 15 years, Bitcoin has attracted $790 billion in investment, driving its market capitalization to soar to $2 trillion. This year, it has seen an inflow of $352 billion, resulting in a market cap surge of $1 trillion.

Considering that 70% of U.S. debt is domestic, if the government views Bitcoin as a strategic asset, it is entirely possible to offset 36% of the debt by purchasing 1 million Bitcoins by 2050. Although the remaining 30% of foreign-held debt may not accept this approach, this plan does not require Bitcoin to repay all debts, so it remains feasible.

However, the concept of using Bitcoin as a strategic reserve to offset U.S. debt, while innovative, still raises questions about its feasibility and long-term impact on the economy, warranting in-depth discussion and attention.

Countdown to the Cryptocurrency Summit

Trump chose to sign an executive order before the White House cryptocurrency summit, essentially defining the core agenda of the meeting in advance to prevent it from being dominated by industry interest groups. By presenting the 'Bitcoin Strategic Reserve' as an established fact, Trump demonstrated policy execution capability while shifting the summit focus from 'industry demands' to 'government planning', weakening the agenda-setting ability of attending companies like Coinbase and MicroStrategy.

Such 'pre-meeting raids' are common tactics in political maneuvering. The core of Trump's signed executive order is to allocate approximately 200,000 bitcoins (worth about $17 billion) confiscated by the U.S. government through judicial means into the strategic reserve, explicitly stating 'no proactive accumulation or sale'.

This policy is more of a political symbol than a practical one. First, by elevating bitcoin to the status of a 'quasi-sovereign asset', it caters to cryptocurrency voters (about 20% of U.S. voters hold crypto assets), solidifying his image as the 'crypto president'.

Secondly, it does not involve fiscal appropriations to purchase new coins (only confiscated assets), thus avoiding Congressional budget disputes while laying the groundwork for a subsequent narrative of 'dual reserves of USD and Bitcoin'.

The market interprets this as a 'zero-sum game'—with no new fiat currency purchase demand, it instead freezes 200,000 bitcoins in circulation (about 1% of the total), leading to a contraction in short-term liquidity. The price of bitcoin plummeted by 5% to $85,000 following the announcement.

Bitcoin is defined as 'digital gold', but its role on the national balance sheet (such as whether it counts as foreign exchange reserves or alternative assets) is not clearly defined, lacking direct stimulation for incremental market funds.

The market previously anticipated that the U.S. government might increase its holdings of bitcoin through purchases or tax incentives, but after the policy was implemented, speculative funds withdrew, resulting in a single-day drop of over 5% in bitcoin, falling below the critical support level of $85,000.

Investors should be wary of such 'policy expectation gaps': the asymmetry between political statements and substantive actions may become a major driver of future market volatility.

Despite short-term market pressure, the long-term impact of the executive order should not be overlooked. The summit has entered its countdown phase, awaiting the bloom.

Blockchain strategic reserves continue to be implemented
Tonight is really going to be big
Avatar follow Xiao Ye for the strongest strategy
95% high win rate dominates the game
#战略储备

#战略储备

Trump's crypto company launched a strategic reserve. Will it bring a glimmer of hope to the long-quiet market? Keep a close eye on market changes, don't act impulsively, don't fantasize, the market decides.

🌐 Breaking news! #比特币大会 A big drama of strategic reserve asset proposal is about to be staged! 🎉

🇺🇸 Senator Cynthia Lummis of Wyoming 👩‍🦰 may be ready to make a big move at the conference! She wants to announce a proposal at the Bitcoin Conference to make Bitcoin a strategic reserve asset of the country. This is a big move!

🔑 Imagine that if the bill is passed, Bitcoin will no longer be a niche toy, but will become part of the national reserve like gold and foreign legal currencies. This will also bring unprecedented legitimacy and status to Bitcoin!

🤔 But the question is, will the volatility of Bitcoin become a stumbling block to this plan? Moreover, will the bigwigs in Congress nod their heads to let the Federal Reserve buy Bitcoin?

👀 Moreover, it is said that Cynthia Loomis is planning to bring former President Trump to support her at the Bitcoin Conference. Will the combination of these two people make this bill more likely?

📈 If this bill is really possible, will the price of Bitcoin soar? Will this be a major benefit to the cryptocurrency industry?

🗣️What do you think of this potential bill? Do you support or oppose it? Or do you have any unique insights? Please leave your thoughts in the comment section, let's discuss this conference that may change the rules of the game together!

#战略储备 #特朗普 #卢米斯 #2024比特币大会