The details of the U.S. strategic reserve for BTC are not bearish! I want to tell everyone not to short, and before I finished writing, it rebounded 😅😅

However, with Trump doing this, I actually feel it's bullish, as it ensures there’s no sell-off, doesn’t tighten the nervous treasury, and shifts the focus from the pressure on the U.S. dollar and bonds, effectively holding the world hostage, and re-evaluating cryptocurrency. Some countries that originally had insufficient reserves will have to stock up.

'In the future, anyone who says BTC is a scam, remember that it’s a national strategic reserve, got it?'

The potential sell-off of the 200,000 BTC held by the U.S. government has been eliminated, confirming the implementation of policy details, locking up without selling, which still represents a short-term bearish signal, but is good news in the long run. Moreover, this strategic reserve action will force other countries to follow suit, as strategic reserve funds are a matter of national-level resource competition.

The U.S. dollar could depreciate, accelerating de-dollarization.

Other countries may view cryptocurrency as a tool to diversify dollar risks, especially against the backdrop of the U.S. frequently using financial sanctions (such as freezing foreign exchange reserves). This may prompt some countries (such as Russia, Iran, and some Middle Eastern countries) to incorporate Bitcoin into their reserves to reduce reliance on the U.S. dollar.

1. Some countries follow the U.S.

For example: Financial centers like Singapore and Switzerland may also announce that they will add Bitcoin as a reserve supplement to strengthen their global asset management status; emerging market countries may see it as a hedge option under foreign exchange controls.

2. Traditional reserve countries remain cautious

Countries like China and India, which have a cautious attitude towards cryptocurrency, may continue to rely on gold and sovereign currency reserves, and strengthen their domestic stablecoin arrangements to hedge against the impact of crypto assets.