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Significant signals are emerging in the market. The attitude of U.S. policymakers towards BTC is subtly shifting—from previously passive asset confiscation to actively accumulating and establishing a national-level reserve.
The key time window for this shift is around 2026. On the eve of the midterm elections, advancing the BTC reserve strategy becomes a realistic option. The logic behind this is clear: first, political considerations; second, interest binding; third, long-term asset allocation. The goal is to reach a volume of 1 million BTC.
This is not just an isolated move by a single country. Once this sovereign coin-hoarding model is officially implemented, how will the global central banking system respond? Will it trigger a new round of national-level asset allocation competitions? These are real questions facing the market.
As a scarce digital asset, BTC’s long-term logic seems to be reinforced once again. Policy support + sovereign demand + asset allocation pressure—these factors stacking together are rewriting the position of crypto assets within the national financial system.