The news just released by U.S. Treasury Secretary Bessent has directly sparked a new storm in the crypto market — the U.S. government holds Bitcoin worth $15-20 billion and has announced a complete stop to sales. This is not just a simple policy adjustment; it feels more like an official stamp of approval on Bitcoin's 'hard currency status'. The bull market may truly be entering a 'frenzy mode'.

1. Why did the U.S. suddenly 'stop selling Bitcoin'? The signal is more crucial than the action.

Bessent specifically emphasized in his statement: 'The U.S. will not reassess its gold reserves but will continue to monitor the strategic value of Bitcoin' — this statement carries deep meaning.
In the past, gold was the 'strategic reserve cornerstone' for countries worldwide, and now the U.S. is 'staying put' with gold but is highlighting Bitcoin separately, essentially sending a core signal: Bitcoin is becoming a national-level strategic reserve asset.
It's important to note that the U.S. government previously sold Bitcoin occasionally, mainly to 'test market liquidity'; now suddenly halting sales equates to a clear signal for 'long-term holding' — this isn't short-term speculation but treating Bitcoin like gold, as a tool to hedge against fiat risk and stabilize national asset structure. This level of official recognition is more impactful than any institutional accumulation.

2. What does a holding of $15-20 billion + a sales halt mean for the market?

These two actions combined bring a 'triple boost' effect to the market.


  1. Directly reduce massive selling pressure, allowing prices to relax.
    The amount of Bitcoin held by the U.S. government is equivalent to about 1% of the current Bitcoin circulating supply. Previously, occasional sales would trigger short-term corrections; now, with a complete lock-up, the market has one less 'potential large short', dramatically reducing selling pressure and making it easier for prices to go up.

  2. Ignite institutional FOMO sentiment, and capital will be even crazier.
    Even the 'most cautious player' (the U.S. government) has chosen to hold Bitcoin long-term, Wall Street institutions will only become more aggressive. Previously, institutions buying Bitcoin were still 'testing the waters'; now, with 'official endorsement', giants like BlackRock and Fidelity are likely to increase ETF purchase efforts, or even directly buy up spot — after all, 'following the direction of national asset allocation' is a safe bet for institutions.

  3. Spot ETF demand is about to explode, further pushing up coin prices.
    The news of the U.S. government halting sales will make ordinary investors more confident in the 'long-term bullish outlook for Bitcoin', leading them to enter through spot ETFs. Previously, ETF inflows peaked at about $1 billion in a single day, and it is likely to break that record next; the continued increase in ETF buying will directly consume circulating chips in the market, forming a 'buying squeeze' that accelerates price increases.

3. What should we do now? Don't chase the rise, but 'buy on dips'.

Tang San reminds everyone: in a bull market, what you fear most is not volatility, but 'missing out', and even more so, 'blindly going all in'.


  • In the short term, the news has just come out, and the market may experience 'emotional spikes'. Don't chase the rise at this time — corrections are the opportunity, for example, a Bitcoin pullback to the $125,000-130,000 range is a relatively safe entry point.

  • In the long term, since the U.S. government considers Bitcoin a strategic asset, ordinary investors should adjust their thinking: don't treat it as a 'short-term speculative product', but rather as a 'long-term allocation asset' that can be built up in batches, like investing a fixed percentage of funds each month to reduce volatility risk.


It's important to know that it took decades for gold to become a globally recognized 'hard currency', and Bitcoin is now on that path. The U.S. has bet on 'holding + halting sales', and the next question is who can seize the benefits from this 'official endorsement'.
To be frank: the crypto market has never been about 'who makes money fastest', but rather 'who sees the farthest'. The U.S. government's move has already put Bitcoin's 'long-term value' on the table. Now, entering at a low point is not about gambling on the market but following the trend — after all, 'national-level asset allocation direction' won't change easily.
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