Bitcoin: The Leap from Financial Tool to Strategic Reserve Asset
The United States is positioning Bitcoin from a "national strategic" perspective. While Wall Street's actions to clean up speculative trades through market fluctuations intensify short-term risks, they pave the way for long-term value accumulation. Currently, Bitcoin has transcended traditional asset categories and has been officially defined by the U.S. government as a "strategic asset" for the first time. This change in identity is triggering a global chain reaction—organizations like Japan's Metaplanet have already taken the lead in establishing Bitcoin reserves (with a projected return of 45.1% in 2025), and it is expected that Europe and more countries will follow suit, creating a global wave of strategic reserves.
In the process of the Web3 revolution, the RWA (Real World Asset tokenization) driven by Trump and Musk will become a key variable. As U.S. stocks are expected to become the third-largest RWA asset, the future crypto market will form a four-dimensional structure consisting of Bitcoin (value anchoring), application-based public chains (infrastructure), altcoins (high-risk speculation), and RWA tokens (physical mapping). For investors, the "golden pit" within short-term volatility actually provides a strategic opportunity for accumulation; the real risk lies in misjudging industry trends.
The Federal Reserve's "Data Dependence" Predicament
Trump's tariff policy is tearing apart the Federal Reserve's decision-making logic. The traditional decision-making framework reliant on inflation/employment data is facing a shock: new tariffs both raise prices (requiring interest rate hikes) and weaken employment (requiring interest rate cuts), creating a policy hedging dilemma. Although interest rates are likely to remain unchanged this week, Powell must walk a tightrope between soothing market confidence and retaining policy flexibility—emphasizing economic resilience while hinting at preparedness for unexpected risks.
The market has already voted with its feet: U.S. stocks are volatile, U.S. Treasury yields are declining, and consumer confidence is waning, reflecting concerns over "policy unpredictability." This economic shift triggered by political maneuvering may force the Federal Reserve to transition from a "data follower" to a "trend forecaster," reshaping the monetary policy navigation system amid the fog.
