
0xTodd🟥🟨🟦|Mar 07, 2025 01:51
TLNR:
1. The source of the US strategic reserve is the confiscation of Bitcoin, and the market has long been prepared, which is not lower than expected.
2. Considering that the United States is still enforcing the law, holding Bitcoin will indirectly receive dividends from the US crackdown on cryptocurrency crimes in the future.
In the past 10 years, the United States has sold over 200000 bitcoins, and no longer selling them is equivalent to a soft lock, with a greater intensity than imagined.
4. The worst soft lock up period is 4 years, and if everything goes smoothly, it is expected to be 12 years.
5. Strategic reserves have a significant positive impact on other countries and will gradually begin to follow suit.
----Dividing line----
The market should be prepared in advance for the fact that the United States will use the confiscated Bitcoin as a strategic reserve. After all, Trump first made such a commitment in Bitcoin 2024.
Secondly, simply not buying is already a strong support. According to Grok3's statistics, from 2014 to last year, the United States has dumped over 200000 bitcoins, which is actually a hidden selling pressure.
Strong as a micro strategy, after so many years of accumulation, it can only digest one-third of the Bitcoin selling pressure from US law enforcement.
Now these selling pressures will not flow into the market for at least 4 years. If Vance successfully takes over, it will be a 12 year hard lock up.
Although it may not have the immediate effect of buying 100000 bitcoins in place in the United States, you should know that the United States may continue to enforce the law in the future, and every confiscated bitcoin will enter this reserve.
Over time, this is equivalent to a slow repurchase.
As long as you are not the one who does evil, I believe 99% of people are not. Holding Bitcoin is equivalent to sharing the dividends of the US crackdown on cryptocurrency.
Because every time we crack down on cryptocurrency crimes, the proportion of Bitcoin in your hands that accounts for the entire network is slowly increasing.
In addition, as the amount of Bitcoin in this strategic reserve continues to increase, we all know that the position determines the head, and the United States will give more and more tilt to Bitcoin.
Meanwhile, this has a decisive impact on the attitudes of other small countries.
So in the next 1-2 years, we may see a country passing a Bitcoin strategic reserve every once in a while, and it has a Fomo effect, because the later the reserve is established, the higher the cost it may face.
Grok3 casually organized it and found that these countries have started preparing quickly or slowly. With the leading role of the United States, these countries will advance much faster.
Keeping The Faith
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