The source of the United States ‘strategic reserves is the confiscation of Bitcoin. The market has been prepared for this and is not lower than expected.
TLNR:
1. The source of the United States ‘strategic reserves is the confiscation of Bitcoin. The market has been prepared for this and is not lower than expected.
2. Considering that the United States is still enforcing laws, in the future, holding Bitcoin = receiving dividends from the United States in combating encryption crimes in disguise.
3. In the past 10 years, the United States has sold more than 20,000 bitcoins, and no longer selling them is equivalent to soft lockups, which is greater than expected.
4. The worst soft lock will be 4 years, and if it goes smoothly, it will be 12 years.
5. Strategic reserves have a great positive impact on other countries and will gradually begin to follow suit.
The market should be prepared in advance for the United States to use confiscated bitcoins as a strategic reserve. After all, this was what Trump promised in Bitcoin 2024.
Secondly, simply not buying is already a strong support. According to Grok3 statistics, from 2014 to last year, the United States has dumped more than 20w bitcoins. This is actually a hidden selling pressure.
As strong as micro-strategy, after so many years of accumulation, it can only absorb 1/3 of the bitcoin selling pressure from U.S. law enforcement.
Now these selling pressure will not flow to the market for at least four years. If Vance successfully takes over, it will be a 12-year hard lock.
Although it is not as effective as the United States buying 100w bitcoins in situ, you must know that the United States may continue to enforce the law in the future, and every time it collects bitcoins, it will go into this reserve.
So over time, this is equivalent to a slow repurchase.
As long as you are not the one who does evil things, and I believe that 99% of people are not, if you hold Bitcoin, you are sharing the dividends of the United States ‘fight against encryption crimes.
Because every time you crack down on encryption crimes, the bitcoin in your hand is slowly rising in the entire network.
In addition, as the amount of Bitcoin in this strategic reserve continues to increase, we all know that positions determine the brain, and the United States will give more and more favors to Bitcoin.
At the same time, this has a decisive impact on the attitudes of other small countries. So in the next 1-2 years, we may see a country adopting the Bitcoin strategic reserve every once in a while, and it has the effect of Fomo, because the later the reserve is established, the higher the costs may be.
After asking Grok3 to sort it out, these countries are starting to prepare quickly or slowly. With the lead effect of the United States, these countries will advance much faster.
Keep your faith and be calm