Policy Arbitrage, Institutional Harvesting, Sovereign Capital Betting—a power game in cryptocurrency triggered by the Trump Media Technology Group is tearing open the cracks in the traditional financial system.
News Nuclear Explosion: 2 billion USD is just a 'warm-up barrage.'
Trump Media Technology Group (DJT.O) announced that Bitcoin holdings have surpassed 2 billion USD, and vowed to continue accumulating, converting options to spot BTC—this is not ordinary institutional allocation, but a strategic confluence of political power and crypto capital.
More deadly is that this action occurs at the center of the three major policy storm eyes:
(Genius Bill) Implementation: Trump signed the bill on July 18, mandating 100% dollar reserves for stablecoins, creating an annual demand for 2 trillion USD in government bonds, providing systemic credit support for BTC.
The White House Bitcoin Strategic Reserve starts: In March, an executive order required the establishment of a 'US Strategic Bitcoin Reserve,' prohibiting the government from selling BTC and authorizing the Treasury to hold at low cost—currently, the federal government holds 200,000 BTC (1% of circulation!).
Policy Ultimate Report 24-hour Countdown: On July 22, the White House will release a digital asset policy framework, officially disclosing details of BTC reserves for the first time, and may authorize budget-neutral balance sheet expansion methods such as replacing government bonds with Bitcoin.
When the President's family business leads the charge, you should read the signal: the channel for national capital entry has been floored!
Crypto Circle Dark War: Who is using good news to 'blood wash leverage'?
After the bill signing, Bitcoin plummeted to 116,788 USD, with 190,000 people across the network liquidated in a tragic incident of 814 million USD, which is by no means coincidental; the logic behind it is threefold harvesting.
'Smart Money' Policy Arbitrage: On the eve of the House voting on the bill, BTC surged to 120,000 USD, with stablecoin issuers and whales concentrating on selling to create a liquidity vacuum, forming a precise 'scissors difference' with the bill signing.
Liquidation Death Spiral: The support at $117,500 has broken, triggering over 620 million longs to be forcefully liquidated, and 2,300 BTC collateralized by a certain whale at $116,800 was automatically sold off, creating a 'downward → liquidation → selling pressure' meat grinder cycle on-chain.
Political Black Swan Raid: On the same day, Trump sued Murdoch for 10 billion USD; his family was revealed to hold shares in stablecoin company USD1, and the Democratic Party accused of 'legislative profiteering'—policy credit is instantly clouded.
Remember: Top players always nurture bulls with positive expectations and kill leverage with landing news!
Sancai Prediction: Three waves of mad bulls are about to break through the ceiling.
Sovereign-level Buying Surge: The US government has a reserve of 200,000 BTC that is banned from being sold, and will initiate the 'government bond replacement with BTC' plan—USD machines are injecting national credit into Bitcoin.
ETF Accumulation Nuclear Power: BlackRock's IBIT holdings have surpassed 731,515 BTC (87 billion USD), with another 2.39 billion USD flowing in last week; institutional accumulation is far from over.
Mortgage Revolution: The Federal Housing Finance Agency (FHFA) evaluates allowing cryptocurrency collateral to apply for home loans, enabling long-term holders to leverage tens of billions of fiat liquidity without liquidation.
Standard Chartered Bank warns: After the reserve construction starts in August, BTC buying will make a strong comeback!
Operation Alert: Follow closely the crushing trajectory of the national machine.
Emergency Deployment of Spot: The 117,500-116,800 range has become the policy bottom iron gate, and any pullback presents an opportunity to increase positions.
Targeting Compliance Dividend Stocks: Lock in US Treasury reserve-type stablecoin issuers (Tether holds 12 billion USD in government bonds), Bitcoin mining stocks (BITF), and custody giants (Coinbase).
Short Selling 'Trump Concept Coin': The $TRUMP coin plummeted 50% in a single day, revealing the celebrity coin trap—there is a fatal conflict of interest between policy legislators and family coin issuance!
When Trump signs the bill to ban CBDCs with his left hand, and smashes 2 billion BTC from his family business onto the battlefield with his right hand, you should see the truth: the dollar hegemony is being reborn through Bitcoin.
This is not a bull-bear turning point, but rather the moment of the fiat currency empire's colonization of the blockchain—once the gears of national strategic buying begin to turn, the liquidation tears at the 120,000 threshold will merely be dust under the wheels of history.
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