Trump's Bitcoin Gamble: A National 'All In'

The recent actions of the U.S. government resemble a debt-ridden gambler pushing their last chips on the table—Bitcoin.

1. A Desperate Gamble Amid Debt Crisis

The U.S. national debt has surpassed $36 trillion, and the recently passed tax cut is expected to add another $3-4 trillion in deficit. Traditional methods (like tariffs and interest rate hikes) can no longer fill this black hole; the Federal Reserve can't just print dollars to buy renminbi or euros, right?

Thus, assets not controlled by any country—gold and Bitcoin—have become the last lifeline.

2. Why Bitcoin?

Gold reserves are too 'heavy': The U.S. has 8,000 tons of gold (accounting for 4% of the global total), but the cost to manipulate is high, and liquidity is poor.

Bitcoin is more 'lightweight': The U.S. government and institutions already hold 2.5 million BTC (15% of the circulating supply), making it easier to control than gold.

Strong signaling effect: Trump only needs a single tweet to cause BTC to surge 20%, whereas gold requires coordination from global central banks.

3. The U.S.'s 'Market Manipulation' Logic

Imagine this:

The U.S. government acts like the 'national team' in the A-share market, buying low and selling high, manipulating the market.

First, they signal to attract global funds to take over, then cash out at high prices.

Even if they don't sell, as long as BTC increases 10-20 times, the value of the Bitcoin held by the U.S. can offset part of the debt.

4. The Craziest Moment Hasn't Arrived Yet?

If the U.S. publicly announces a 'Strategic Bitcoin Reserve' (SBR), BTC could instantaneously surpass $200,000.

Global central banks, sovereign funds, and wealthy individuals will go into a frenzy of FOMO, creating a positive feedback loop.

Ultimately, the U.S. could become the 'largest player in Bitcoin,' backing the dollar's credibility with crypto assets.

5. The Biggest Risk: Trump's Departure

The core driver of this strategy is Trump. If he suddenly leaves office or is assassinated, the policy could reverse, and the bull market narrative could collapse. But as long as he remains, this gamble will continue—perhaps the ultimate frenzy of Bitcoin is just beginning.