Human values are in a constant state of flux, making it difficult to accurately assess value trends in detail, 'just like you can never see through whether the NFT printed on my underpants is Pikachu or Ultraman.'
Gold, oil, and pharmaceuticals are common strategic reserves, but most people in the world currently cannot understand how a string of characters in a ledger can become a national strategic reserve.
But the reality is so magical. On March 6th local time, U.S. President Trump signed an executive order to establish a strategic Bitcoin reserve.
The gist is that the strategic reserve will use approximately 200,000 Bitcoins owned by the federal government as capital, which will be kept as a means of value storage. The U.S. will not sell any Bitcoins deposited in the reserve. Furthermore, this executive order also establishes a U.S. digital asset repository, which includes digital assets other than Bitcoin that have been confiscated in criminal or civil cases.
Upon the release of this news, the market experienced a slight drop, seemingly expressing dissatisfaction with the 'empty-handed wolf-catching' strategy, as the plan clearly stated that taxpayer funds would not be used for accumulation.
In the short term, good news landing is actually bad news, as the market has already priced in the rally beforehand.
In the long run, the U.S. government's logic of 'zero-cost hoarding' will lead to the freezing of 200,000 seized Bitcoins as strategic assets. This seemingly understated policy is, in fact, a fatal blow from digital civilization to the traditional financial system—this is the first time the state apparatus has bowed to decentralized assets.
Trump understands the deal between power and capital. He packages 'confiscated assets' as 'strategic reserves,' thereby avoiding the political risks of congressional appropriations and giving Bitcoin a legitimate guise of 'digital gold.' This 'empty-handed wolf-catching' operation essentially uses national credit to back cryptocurrency—just as the decoupling of the dollar from gold in 1971 reshaped the global monetary system, the Bitcoin strategic reserve in 2025 is tearing open the cracks of fiat currency hegemony.
More intriguingly, the U.S. is simultaneously establishing a 'digital asset repository' that will include tokens like ETH, XRP, SOL, ADA as part of its reserves. This seemingly contradictory decision actually hides deeper meanings: Bitcoin is the 'digital gold' that anchors value, while other tokens serve as experimental fields for technological innovation. This layered strategy not only maintains Bitcoin's kingly status but also reserves space for the wild growth of the blockchain ecosystem.
When the Federal Reserve's gold reserves are placed alongside the Treasury's Bitcoin cold wallet, crypto assets are no longer just 'geek toys.' The Trump administration's policy essentially grants Bitcoin a 'sovereign currency passport.' Global sovereign wealth funds, pension funds, and other conservative capital will be forced to reassess asset allocation—
As Ray Dalio of Bridgewater Fund said: 'Not holding Bitcoin is the biggest risk.'
The U.S. government's promise to 'never sell' 200,000 Bitcoins is equivalent to permanently freezing 1% of the circulating supply. Under the dual pressure of halving cycles and institutional accumulation, the deflationary characteristics of Bitcoin will be amplified to the extreme. This single policy eliminates approximately 18 billion dollars of selling pressure, providing a natural booster for the bull market.
The establishment of a strategic reserve for crypto assets allows for the bold prediction—
1. The scale of Bitcoin ETFs has exceeded one trillion dollars, becoming an important option for foreign exchange reserves of central banks worldwide;
2. The crypto reserve war is heating up, with China, Russia, and Europe forced to follow suit in establishing sovereign digital vaults;
3. The dollar hegemony has completed its digital transformation, with USDT, USDC, and the Federal Reserve's digital currency forming a trinity;
4. Compliance slaughter begins, with 90% of altcoins becoming worthless due to their inability to enter the national reserve list;
5. Blockchain sovereignty conflicts are erupting, and the Bitcoin network is becoming new infrastructure for geopolitical confrontation.
In summary, it is a pump, a huge pump, an unimaginable surge.
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