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#Solana #TreasuryRevolution #Bitcoin Remember back in 2020, when Michael Saylor led MicroStrategy (then Strategy) to boldly put Bitcoin onto its balance sheet? At that time, many people were whispering: “Are they crazy?” And the result? Reality slapped the doubters in the face. Bitcoin skyrocketed, MicroStrategy’s market cap soared to $100 billion, and it became the flagship name of the “Bitcoin corporate play.” Soon, more and more companies followed suit, and a brand-new term appeared — “Treasury Company.” Today, it’s Solana’s turn to step onto the stage. Solana treasury companies are rising with unstoppable momentum. Some even say this is the new round of “Treasury Revolution” after Bitcoin. What Is a Treasury Company, and Why Is It Becoming Popular? Let’s clarify the concept first. A “treasury company” refers to a publicly listed enterprise or large institution directly holding cryptocurrencies (such as BTC, ETH, SOL) on its balance sheet as strategic reserve assets. The logic behind it is actually very straightforward: 1. Hedging against inflation Fiat money keeps depreciating — cash left idle just evaporates. Instead of holding fiat, why not replace it with digital gold or high-growth crypto assets? Traditionally, corporate treasuries relied on U.S. bonds or gold for hedging. But increasingly, companies now regard BTC and ETH as the “gold of the 21st century,” capable of resisting inflation over the long term. 2. Valuation premium from capital markets MicroStrategy has already proven the point: once your financial report says “we hold Bitcoin,” the stock market instantly assigns a valuation premium. Investors see you as forward-looking and reward you with higher multiples. That’s why “treasury companies” once became such a hot capital market narrative. 3. Brand endorsement Being a treasury company is essentially telling the market: “We stand with crypto natives.” This not only attracts younger crypto investors but also adds brand hype. Especially for tech firms, it’s a way of declaring: “We don’t just understand future trends, we’re willing to bet on future assets.” 4. Liquidity management Many listed companies have huge cash piles — think Apple, Tesla. In the past, this money went into buybacks or dividends. Crypto assets now offer a brand-new option. Compared with the low interest rates of traditional financial markets, holding BTC or other crypto assets provides high-risk, high-reward alternative allocation. So when Bitcoin treasury companies went viral back then, it wasn’t without reason. It was both a financial innovation and a capital markets marketing play. For enterprises, this was a way to turn cold cash into a strategic lever that could boost valuation and tell a better story. The Precedent of Bitcoin Treasuries Real-world cases are always more convincing than theory. Let’s quickly review the timeline of Bitcoin treasury adoption: 2020: MicroStrategy was the first mover, stuffing Bitcoin into its treasury. Traders immediately treated MicroStrategy as a proxy for Bitcoin: when Bitcoin rose, its stock price followed. At one point, MicroStrategy’s market cap soared to $100 billion, even though its revenue was only $115 million. In comparison, Starbucks had $7.8 billion in revenue at the time, but the market didn’t care about revenue — it cared about the narrative. Soon after, other companies began imitating. In 2024, even a Japanese budget hotel chain announced support for Bitcoin payments. According to Architect Partners’ data, just this year, 184 listed companies announced they had purchased cryptocurrencies, with a combined value close to $132 billion. In one sentence: Bitcoin treasuries = turning enterprises into amplifiers of cryptocurrency. The Rise of Solana Treasury Companies So here’s the key question: why is everyone’s attention now shifting to Solana (SOL)? 1. SOL breaks above $200 Just yesterday, SOL broke through the $200 mark, now trading at $200.02, with a 24-hour gain of 6.49%. This kind of momentum undoubtedly gave treasury companies a major boost of confidence. 2. SOL treasury holdings surpass $820 million According to Sentora data, the total funds held in SOL-related treasuries have surpassed $820 million. For comparison, Ethereum treasuries were at a similar level back in April this year, but have since soared to $20 billion. This means SOL treasuries are currently at the stage Ethereum was just months ago — with massive room to grow. 3. Backed by capital giants The newly established “Solana Co” was jointly launched by Pantera Capital, Summer Capital, and Avenir Group. Pantera Capital: a veteran crypto fund managing tens of billions. Summer Capital: involved in digital assets since 2017, invested in Hashkey, Immutable, Upbit, Animoca, and other leading projects. Avenir Group: founded by Li Lin, with a focus on financial innovation and global reach. What’s even more explosive is that Pantera is raising $1.25 billion to acquire listed companies and convert them into SOL treasury companies. In other words, capital giants are directly stepping in to expand Solana’s footprint. Market Impact: A New Wealth Effect? Let’s imagine the potential future scenario: as more listed companies announce “we bought SOL”, investors may begin to treat these companies as proxies for Solana stock — just like they once viewed MicroStrategy as a proxy for Bitcoin. This could push SOL’s price to new highs. Picture this: when today’s $820 million treasury holdings swell to $20 billion, what kind of astronomical market cap could SOL achieve? Secondary market FOMO in full swing: Retail investors seeing institutions pile in will naturally follow, triggering a self-reinforcing cycle. In short, Solana treasury companies are not just about asset allocation — they could become the next catalyst for a massive wealth effect.But don’t forget, wealth effects don’t appear out of thin air. They’re amplified by several factors: 1. Information spillover effect When a leading company publicly announces “we bought SOL”, peer companies will face pressure from shareholders and the market: “Why haven’t you?” This creates a chain reaction, driving more firms to follow suit. 2. Capital markets’ magnifying lens In secondary markets, corporate treasury size isn’t valued at face value — it’s amplified. For example, if a company holds $500M worth of SOL, investors might grant it a $5B valuation premium. What they’re buying isn’t just assets, but the narrative and growth potential. 3. Retail investors’ wealth fantasy When corporations openly accumulate, retail investors naturally think: “Maybe SOL is the next Bitcoin.” This accelerates SOL’s journey from being seen as a tech token to a reserve asset in the public imagination. In other words, the Solana treasury company model isn’t just asset strategy — it’s a narrative-driven wealth amplifier. It creates a closed loop between capital markets and crypto markets: Companies buy → Market hype → Price surges → Corporate valuations rise → More companies follow → Price rises further. This spiral of positive feedback, once set in motion, could trigger a “fast-forward effect” similar to Bitcoin’s 2020 bull run. And the Solana treasury story might just be the core engine of the next wealth boom. Potential Risks: Don’t Only See the Glamour Of course, every new trend comes with risks, and Solana treasuries are no exception. 1. High Price Volatility SOL is far more volatile than Bitcoin. For treasury companies holding SOL, a sudden price crash could wreak havoc on their balance sheets. 2. Regulatory Risks While Bitcoin can still be framed as “digital gold,” SOL is positioned much closer to securities in nature. Whether it will face regulatory crackdowns in the future remains unknown. 3. Ecosystem Stability Solana has suffered multiple outages in the past — this remains its Achilles’ heel. For treasury companies, the question isn’t just short-term price swings, but whether Solana can sustain long-term strategic reserves without critical failures. Conclusion: Will Solana Treasuries Become the Next Bitcoin Treasuries? Looking back at history, the rise of Bitcoin treasuries created the legendary story of MicroStrategy. Today, Solana treasuries are retracing a similar path — but with some fresh elements: backing from capital giants and the acceleration of a fast-growing ecosystem. Can Solana evolve into the next $20 billion-class treasury phenomenon? At this stage, no one can say for certain.What is clear, however, is that Solana treasury companies have already ignited both market curiosity and capital appetite.

#BlackSeptember #Bitcoin #Fed “Black September” is a meme most of us know well. Each time the calendar flips to September, Bitcoin, Ethereum, and the broader market seem cursed: weak rallies, frequent sell-offs. As the most infamous risk month of the year, September’s poor performance isn’t unique to crypto — traditional markets like equities can’t escape it either. Amusingly, the phrase “Black September” actually originated from the stock market. This September delivered on that reputation again. Bitcoin broke key support, on-chain stablecoins rushed for the exits, and fear spread. As some joked: “Black September isn’t a legend — it’s a required course every year.” The September Curse: Seasonal Anxiety in Crypto 1. The market memory of an “unlucky September” Historical stats in U.S. equities show September has the lowest average monthly return, and the effect is even more pronounced in crypto. From 2017 to 2022, Bitcoin posted negative returns six Septembers in a row. Although this seasonal effect eased somewhat in 2023 and 2024, the “September curse” remains deeply etched in investors’ minds. Come September, even a small gust of wind can amplify fear. This time, BTC slipping below $110,000 and ETH breaking under $3,900 is a textbook case of “historical shadow + market expectations” applying dual pressure. 2. Why does September so often underperform? • Tighter liquidity: Overseas markets enter earnings season, capital tilts toward traditional assets, and risk appetite falls. • Macro policy sensitivity: The Fed, ECB, and others often hold rate meetings in September; markets are hypersensitive to rate expectations. • Market psychology: History nudges investors to take profits or cut exposure early, creating a self-fulfilling loop. In other words, September is often not a “trend-deciding month,” but a “risk-pre-release month.” Behind the BTC and ETH Plunge: Liquidations Are Only the Surface This sell-off once again reveals crypto’s brutality. Many headlines emphasized “longs and shorts liquidated” in derivatives. Data show over 250,000 traders liquidated in 24 hours, with more than $1.1 billion wiped out. On the tape, it looks like a classic leverage cascade. But pinning the drop solely on liquidations only grasps the surface. What truly drove the abrupt downturn was an imbalance of inflows vs. outflows, cooling narratives, a tighter macro backdrop, and the stacking effect of black swans. 1. Institutional flows cool: ETF net outflows exacerbate the drop Over the past two years, “institutionalization” was the market’s biggest certainty. Spot ETFs opened the gates for Wall Street capital, directly propelling BTC and ETH to new highs. Many investors even viewed ETFs as a “base-position backstop.” But in September, the tide turned: • ETH ETFs recorded multiple consecutive days of net outflows, totaling over $500 million. • Bitcoin ETFs also posted net outflows three times this week, totaling around $480 million. Translation: institutions trimmed risk and left. The “backstop bid” vanished. Remember, ETFs are merely pipes for money in and out — they don’t only flow one way. Plenty of retail traders fantasized that “with ETFs, it won’t drop,” but reality shows that when institutions see risk > return, they pull liquidity too. In short, ETFs are a double-edged sword. They can bring incremental capital, and they can also amplify downside when the market cools. 2. The DAT narrative cools: valuations re-anchor to NAV Beyond institutions, “narratives” powered this summer’s rally — especially the Digital Asset Treasury (DAT) model, which gave ETH a sizable premium. • In the hot July–August phase: weighted mNAV for ETH DATs once exceeded 5×, capital poured in, and volumes hit records. • By September: that story’s pull faded quickly; mNAV fell back near 1×, with almost no premium left. • Related projects’ on-chain activity dropped sharply; investor enthusiasm ebbed fast. This means the market is de-story-fying, re-anchoring capital to true net asset value (NAV). Without narrative support, ETH struggled to maintain lofty valuations — so a break below $3,900 became natural. It’s a reminder that crypto narratives are highly cyclical. From “AI + Crypto” to “RWA” to “DAT,” each story has a shelf life. When the buzz fades and capital turns rational, prices correct. 3. Macro factors: The Fed’s uncertainty Macro remains an inescapable variable. Recent U.S. data stayed strong — especially jobs and consumption — reinforcing views of a resilient economy. The fallout: • Hopes for an October rate cut were clearly reduced. • The Fed is split internally on whether to cut this year. • The U.S. dollar index strengthened, and global risk appetite fell. For BTC and ETH, that’s undeniably bearish. In global investors’ eyes, they remain high-volatility risk assets. When rate expectations wobble and the dollar strengthens, capital naturally flows out of crypto and back into more stable assets. Put simply, macro headwinds formed the essential backdrop for this drop. Without macro “help,” the negatives from ETF outflows and narrative cooling might not have been amplified so quickly. 4. Black swans: On-chain attacks fan the flames To make matters worse, recent security incidents on-chain helped fuel panic: • UXLINK was attacked, losing $11.3 million, alongside malicious minting. • On BNB Chain, GAIN was exploited for 5 billion tokens, and the price instantly plunged 90%. • The Hyperdrive stablecoin protocol account was attacked; all money markets were paused. By dollar value, these weren’t massive. But amid fragile sentiment, any black swan can be magnified into a stampede. Especially for retail, seeing “hack, crash, mint” triggers first-order selling. In that sense, exploits acted as fuses that fully released fear. In sum, calling this BTC and ETH plunge a derivatives liquidation cascade only captures the result, not the cause. The core logic was a turn in flows and sentiment: • Institutions withdrew via ETFs, draining liquidity. • The DAT narrative cooled, and valuations reverted to rational anchors. • Macro tightened, with Fed policy expectations unstable. • Black swans added fuel, amplifying panic. For investors, it’s another reminder: no single variable explains crypto price action. To understand volatility, you must track capital flows, narrative strength, and the macro — otherwise it’s easy to be fooled by appearances. Can October Bring a Turnaround? Here’s What the Market Is Saying 1. The bull case • Seasonality reversal: History shows October is often a “turnaround month” for Bitcoin, with mostly positive returns in recent years. • Policy catalysts: The U.S. Congress and regulators are advancing market-structure legislation for crypto; passage could lift confidence. • Institutional holding trend intact: VanEck data show 290+ companies hold a combined $163+ billion in BTC; institutional demand remains a long-term support. • A new ETH narrative: As treasury assets tilt toward ETH allocation, ETH could become the next institutional favorite. 2. The cautious view • Technicals not yet stabilized: BTC’s key support is near $109,500; a break could trigger a second leg down. • Unsteady flows: ETF inflows remain choppy; another stretch of net outflows would keep pressure on. • Macro risks linger: The Fed’s policy uncertainty is still the Sword of Damocles overhead. Conclusion This BTC and ETH sell-off once again validated the power of the September curse. In the short run, the market may keep chopping in fear; in the long run, crypto’s foundational logic hasn’t changed: • BTC remains the world’s strongest store-of-value asset. • ETH remains the most promising on-chain economic infrastructure. • Black September is a cyclical wobble point, not the end of the trend. After weathering storms, healthier rallies can follow. October just might be the next rebound’s starting point.

#BitcoinAsia #Bitcoin #Trump Just a couple of days ago, we did a deep dive into the Tokyo WebX Summit — often hailed as Asia’s most important crypto event — a stage that brought together global regulators, industry leaders, and policymakers. Heath Tarbert, former CFTC Chairman and now Circle’s Chief Legal Officer, along with Satsuki Katayama, Japanese Senator and Chair of the Budget Committee, represented two of the world’s most important economies and engaged in a fiery dialogue on crypto regulation and the development of stablecoins. If the 2025 Tokyo WebX Summit ignited the atmosphere for Asia’s crypto industry, then the 2025 Hong Kong Bitcoin Asia Conference was nothing short of a complete upgrade. Unlike previous conferences that often spoke vaguely about “blockchain applications,” this event kept the spotlight firmly on Bitcoin itself — and the grand narratives it represents: global reserve asset, institutional adoption, protocol evolution, and wealth preservation. From the Trump family on stage, to CZ, Balaji, and countless institutions and startups, Bitcoin is no longer just “digital gold.” It is being positioned as the underlying logic of future financial order. And this time, the story is no longer an echo chamber of insiders — it is a symphony of global institutions, national capital, and top-tier enterprises. This article will break down the core signals of Bitcoin Asia 2025, and show how Bitcoin is moving from idealism to reality. Click to register SuperEx Click to download the SuperEx APP Click to enter SuperEx CMC Click to enter SuperEx DAO Academy — Space Macro Narrative: Bitcoin’s “Victory Moment” 1. The Trump Family: From “De-banked” to Full Bitcoin Embrace One of the biggest highlights of the conference came from Eric Trump’s remarks. As Executive Vice President of the Trump Organization, he shared an ironic story: for political reasons, the Trump family was “de-banked” by U.S. financial institutions. In other words, they were marginalized by the traditional banking system, even denied normal financial services. And that ironically became their entry point into Bitcoin. Eric bluntly stated that Bitcoin hitting $1 million is just a matter of time, and he advised investors to “buy and hold for five years.” Even more interestingly, he floated a wild idea — maybe one day, tariffs could be paid in Bitcoin. Behind this is a strong political signal: When the traditional financial system shuts the door on certain groups, Bitcoin becomes the alternative. In the dilemma of being “de-banked,” Bitcoin is no longer just a wealth allocation tool, but a kind of financial refuge. Eric also revealed that he now spends 90% of his time in the Bitcoin community, and he highly praised his father’s administration for its digital asset policy pivot. In just 7 months, progress in U.S. digital assets has exceeded that of the past 10 years. The signal is very clear: Bitcoin is shifting from rebel outsider to policy tool, entering a true state-level narrative. 2. Balaji: Bitcoin’s Algorithmic Revolution and New Challenges Another heavyweight guest, Balaji, presented an even more extreme vision: Bitcoin will end the Federal Reserve’s control, replacing human decision-making with algorithmic monetary policy. Imagine a world where there are no longer “Fed rate hikes or cuts” as macro gambles, but instead completely transparent algorithmic rules. What would the global financial system look like then? Balaji even predicted that when Bitcoin’s price breaks from $100,000 to $1 million, half of the world’s billionaires will come from crypto. The traditional wealth structure will be completely overturned. But he didn’t ignore risks either: Quantum computing could threaten Bitcoin’s cryptographic foundation. 51% attacks remain a potential black swan. Developer security and system backdoors are issues that must be solved in the future. This reminds us: Bitcoin’s victory is not the end of the story, but the beginning of new challenges. Market Sentiment: Bullish Consensus vs. Altcoin Awkwardness 1. The Signal of a “Long Bull” for Bitcoin Podcast host Stephan Livera predicted that this Bitcoin cycle will last longer than any before. He even cited the “power law model,” arguing that by 2045, Bitcoin could reach $10 million per coin, with a market cap of $200 trillion. Sounds like fantasy? Don’t forget: Central banks like Switzerland’s are already holding Bitcoin ETFs. More and more countries are experimenting with “sovereign mining.” This means Bitcoin demand is no longer just “speculation,” but has entered the level of national strategic reserves. 2. The “Value Dilemma” of Altcoins Compared to Bitcoin’s spotlight, most altcoins appear awkward. Livera was blunt: “The utility token theory is wrong. Just because a token is used as gas doesn’t mean it has value.” In other words, 99% of altcoins are either speculative plays or just tech experiments. Very few can truly sustain long-term value. Meanwhile, Mike Jarmolish from Lightning Ventures was even more extreme in his optimism: “There are no bearish reasons.” He argued that Bitcoin’s OTC buyer base is so massive that it’s impossible to go back to the kind of deep pullbacks we saw in the past. The core signal here: in 2025, the main storyline is Bitcoin — everything else is just side quests. CZ’s Forward-Looking Thoughts: Stablecoins, RWA, DEX, and AI Stablecoins: Every Country Will Have Its Own CZ’s first point cut straight to the heart: stablecoins are blockchain’s native application, and in the future, every country will have at least a few. The logic is simple: stablecoin = digital dollar at the national level. It’s not a matter of if, but when. RWA: Liquidity Challenges and Regulatory Hurdles CZ described Real-World Asset tokenization (RWA) as something that must be explored, but hasn’t yet proven itself. The main problems are: Insufficient liquidity. Complex regulation. Obvious flaws in product mechanisms. This means RWA still has a long way to go before it becomes an institutional narrative on par with Bitcoin. DEX: Inevitable Rise Over CEX Even though Binance remains the largest centralized exchange, CZ openly admitted: within 5–10 years, DEXs will surpass CEXs. Why? DEXs offer higher transparency and no KYC. User demand for self-custody is getting stronger. Though DEXs today have issues with UX and fees, technological progress is inevitable. AI + Web3: Crypto as AI’s Native Currency Perhaps the most eye-catching point was CZ’s view on AI: in the future, AI agents will generate massive volumes of micropayments, and crypto is the only viable payment form. In other words, AI’s financial system will inevitably be blockchain-based. This isn’t just a merging of two tracks, but potentially the most important tech convergence of the next few decades. Institutional Wave Another standout highlight of Bitcoin Asia 2025 was the repeated emphasis on the concept of “Bitcoin Treasury Companies.” Since 2020, the U.S. money supply has grown 30%. Bitcoin is the most effective hedge against inflation. And yet, currently only about 175 listed companies globally have adopted Bitcoin treasury strategies — a mere 0.3%. In other words, this wave has only just begun. Tech Upgrades: New Directions for the Bitcoin Protocol Eric Wall, founder of Taproot Wizards, raised a thought-provoking point: Bitcoin is undergoing an “enterprise acquisition.” What does that mean? As more institutions and listed companies join in, influence over Bitcoin protocol upgrades is shifting from community to enterprise. He highlighted the potential of the op_cat upgrade, as well as using Stark/ZK proofs to improve privacy and scalability. This sends a crucial signal: the Bitcoin of the future won’t just be “digital gold,” but an evolving financial operating system. Conclusion Looking back at the whole conference, several clear threads emerge: Macro level: Bitcoin has upgraded from “people’s money” to a strategic asset for nations and institutions. Market level: The bullish consensus is overwhelming, while altcoins are gradually being sidelined. Tech level: Protocol upgrades, AI integration, and DEX growth are all pushing the Bitcoin ecosystem to new heights. Institutional level: Bitcoin treasury companies and ETFs are prying open the gates of traditional capital markets. In one sentence: Bitcoin Asia 2025 didn’t just let people see the future of price — it showed us that Bitcoin is already starting to shape a new financial order.

#Bessent #Gold #Bitcoin On August 14, a few seemingly off-the-cuff remarks from U.S. Treasury Secretary Bessent sent the global crypto market on an emotional roller coaster within just a few hours. First, he made it clear that the U.S. “will not increase its Bitcoin purchases,” instantly sparking investor panic and triggering a sharp sell-off. Moments later, when pressed by reporters, he added that “the plan has not been terminated,” which brought a slight recovery in market sentiment. Sometimes, you can’t help but marvel at the weight of the U.S. economy in global markets. But let’s stay on track — for those familiar with macro policy, this was far from a simple “slip of the tongue.” Rather, it felt like an accidental reveal of a policy thermometer, reflecting shifts in the U.S.’s strategic reserve asset allocation, Bitcoin’s evolving role in the national asset basket, and potential subtle adjustments in future monetary and fiscal policy. Core Event Breakdown: Three Key Remarks in Full View First wave: Gold firmly at the “store of value” center stage Bessent stated in a media interview that the U.S. is unlikely to reassess its gold reserve holdings, emphasizing that gold remains an important part of the country’s strategic reserves. He also mentioned that the value of Bitcoin reserves is roughly $15–20 billion, and that the government will stop selling its Bitcoin holdings. This statement effectively acted as a “bleeding stop” for Bitcoin — at least in the short term, there would be no further selling pressure. Second wave: Budget-neutral Bitcoin accumulation In another speech, Bessent added that the U.S. would incorporate seized Bitcoin into its strategic reserves and explore ways to acquire more Bitcoin on a “budget-neutral” basis. The key phrase here is “budget-neutral,” meaning the government will not use taxpayer funds directly to buy Bitcoin, but will look for ways to expand holdings without increasing the deficit — such as through law-enforcement seizures, asset swaps, or debt structure adjustments. Third wave: Media interpretation flip Later, in a Fox Business interview, Bessent once again mentioned “no direct purchases of additional Bitcoin,” and the market quickly took this as a sign of a pullback in the government’s Bitcoin strategy. But a few hours later, he clarified on social media that this did not mean the accumulation plan was ending — the Treasury would still explore budget-neutral paths for increasing holdings. His spokesperson further explained that it was merely an “off-hand, non-policy statement” and should not be over-interpreted by the market. Gold and Bitcoin: A Subtle Shift in Reserve Structure The most intriguing aspect of these remarks is how the U.S. is now making clear distinctions between gold and Bitcoin in its reserve strategy. Gold: The stable value anchor For nearly a century, U.S. gold reserves have held steady at around 8,000 tons, serving as a backbone of international credit. Bessent’s “no reassessment” comment is not a rejection of gold — it underscores its continued role as the defensive core of reserves, unlikely to see major changes. Bitcoin: A strategic experiment The U.S.’s current Bitcoin holdings (around $15–20 billion) mostly come from law-enforcement seizures, such as the Silk Road case, dark-web operations, and fraud cases. These sources mean acquisition costs are virtually zero, but quantities are limited. Budget-Neutral Accumulation: Technical Pathways and Practical Challenges “Budget-neutral” is the core keyword of Bessent’s speech, but also the biggest uncertainty. Possible approaches include: Law-enforcement seizures: Using agencies like the FBI and Department of Homeland Security to crack down on illegal crypto activity, seizing Bitcoin and transferring it directly into reserves. Asset swaps: Selling or exchanging non-core assets (e.g., certain Fannie Mae or Freddie Mac equity) for BTC. Mining partnerships: Collaborating with domestic Bitcoin mining firms via strategic agreements to obtain BTC revenue shares. De-leveraging portfolio adjustments: Reducing high-risk investments to make room for crypto assets. Challenges are equally clear: Limited supply: Seized BTC volumes are unpredictable and shrinking as a proportion of total supply. Market impact: If the U.S. is perceived as a steady BTC buyer, prices may rise ahead of time, increasing acquisition costs. Political resistance: Congress remains divided on the idea of national BTC holdings, with some lawmakers citing money-laundering and tax-evasion concerns. Since Trump’s executive order establishing a Bitcoin strategic reserve, the U.S. has been trying to give BTC an official role — neither currency nor pure speculation, but a reserve asset with potential strategic value. The Subtext of Evolving Reserve Structure Gold is “stock safety,” Bitcoin is “incremental game.” The government will not recklessly use taxpayer funds to make massive BTC purchases, but will use seizures and asset swaps to gradually increase the Bitcoin share — potentially forming an early “gold + Bitcoin” dual-reserve structure. Market Reaction: Tension First, Then Recovery Bessent’s morning “will not purchase Bitcoin” line briefly drove BTC prices lower, amid fears that the strategic reserve plan was dead. But after the clarification, sentiment quickly recovered. Short-term traders: Exploited emotional swings for both long and short trades, with volumes spiking. Long-term investors: Focused more on the positive signals — “no more selling” and “budget-neutral accumulation” — viewing the overall stance as Bitcoin-friendly. Institutional players: Began reassessing BTC’s role as a macro hedge, especially given the U.S.’s parallel emphasis on both gold and Bitcoin. Deeper Implications for the Crypto Market Bessent’s statements may seem straightforward, but the signals behind them are worth deeper thought. 1. Policy risk is being repriced In the past, many investors viewed U.S. Bitcoin holdings as a “potential sell-off risk” — a market sentiment barometer. But Bessent’s remarks suggest the U.S. sees BTC more as a strategic reserve than a trading asset. This means that even if market volatility occurs, investors may focus less on short-term government selling and more on the evolution of long-term reserve policy. In other words, Bitcoin is being given a gold-like, sovereign value role, with its price reflecting macro policy expectations more than pure market speculation. 2. Bitcoin could enter more international political and economic negotiations When a country places BTC in its strategic reserves, its role extends beyond value storage — it could become a bargaining chip in cross-border settlements, trade deals, and even sanctions. In the future, trade agreements or global payment arrangements may use Bitcoin, much like gold, as a measure of value and settlement medium. This would mean BTC market behavior is shaped not only by supply and demand but also by geopolitics and international finance. 3. Bitcoin-gold correlation may strengthen If both assets become national reserves, sentiment spillovers will be sharper. Historically, gold tends to rally in times of global uncertainty. If BTC is integrated into reserve portfolios, we could see a “gold up → Bitcoin up” cross-asset reaction pattern. This could change asset allocation strategies and tighten the link between crypto and traditional markets. 4. Compliance in the crypto sector will accelerate If the U.S. keeps expanding BTC reserves, it will inevitably require higher transparency and on-chain traceability for related transactions. Exchanges, wallet providers, and other infrastructure operators will need to build compliance frameworks that meet national regulatory demands. Over time, this will raise market trust and pave the way for institutional capital, accelerating the industry’s shift from “wild exploration” to “mature normalization.” Conclusion Bessent’s “remark storm” was both a media misinterpretation and a rare policy signal. It shows Bitcoin’s evolution from a grassroots speculation asset toward a sovereign strategic reserve role. For the crypto market, this brings both opportunity and pressure — opportunity from official endorsement boosting confidence, and pressure from rising compliance and regulatory thresholds. In the future, Bitcoin may no longer be the “decentralized rebel,” but a new and unavoidable member of the global reserve system.

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Welcome to Billions Investments LTD Looking for highest returns on your investments? Billions Investments LTD is an automatic online investment platform, part of Billions Investments LTD – team of professional traders focusing mainly on Bitcoin and other crypto currencies trading over multiple Exchanges and markets. Thanks to the extraordinary diversification of our investments, we are able to deliver steady income for our investors. Headquartered in London in 2020, Billions Investments LTD is already becoming the Panam's fastest growing trading company. Our name is synonymous with effective and profitable trading solutions where our investors need little to no trading experience at all. With Billions Investments LTD, investors choose one of our four simple investment plans, make a deposit and sit back while our experts go to work. They can withdraw their profit any time and schedule withdrawals quickly and easily through our website. If you have been looking for an easy to use investment platform, choose Billions Investments LTD now and let our professionals help you choose an investment plan that meets your needs today!

Welcome to Billions Investments LTD Looking for highest returns on your investments? Billions Investments LTD is an automatic online investment platform, part of Billions Investments LTD – team of professional traders focusing mainly on Bitcoin and other crypto currencies trading over multiple Exchanges and markets. Thanks to the extraordinary diversification of our investments, we are able to deliver steady income for our investors. Headquartered in London in 2020, Billions Investments LTD is already becoming the Panam's fastest growing trading company. Our name is synonymous with effective and profitable trading solutions where our investors need little to no trading experience at all. With Billions Investments LTD, investors choose one of our four simple investment plans, make a deposit and sit back while our experts go to work. They can withdraw their profit any time and schedule withdrawals quickly and easily through our website. If you have been looking for an easy to use investment platform, choose Billions Investments LTD now and let our professionals help you choose an investment plan that meets your needs today!

When are you used to browsing Twitter for Bitcoin or other Cryptocurrency?Please tell me.Thank you everyone!

When are you used to browsing Twitter for Bitcoin or other Cryptocurrency?Please tell me.Thank you everyone!

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Hello! On the Internet, I search for and attract partners for joint earning in the network. The biggest hobbies are crypto currency, mining and economic games with withdrawal of money.

Hello! On the Internet, I search for and attract partners for joint earning in the network. The biggest hobbies are crypto currency, mining and economic games with withdrawal of money. Â

hello forumite!, i'm bryceluke, l just registered on topgold forum and i will love some guidance.

hello forumite!, i'm bryceluke, l just registered on topgold forum and i will love some guidance.

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