Author: 0xTodd

TL;DR

1. The source of the US strategic reserve is the confiscation of Bit, the market is well prepared, and it is not lower than expected.

2. Considering that the US is still continuing law enforcement, in the future, holding Bit = obtaining a dividend from the US's crackdown on crypto crimes.

3. Over the past 10 years, the US has cumulatively sold more than 20w Bit, not selling it anymore is equivalent to a soft lock-up, and the strength is greater than expected.

4. The worst soft lock-up is 4 years, and if everything goes well, it may be 12 years.

5. The strategic reserve will have a significant positive impact on the attitudes of other countries, and they will gradually start to emulate it.

The market should have been prepared in advance for the fact that the US will use the confiscated Bit as a strategic reserve, after all, Trump promised this as early as Bitcoin 2024.

Secondly, not buying alone is already a strong support, according to Grok3's statistics, from 2014 to last year, the US has cumulatively dumped more than 20w Bit, which is actually hidden selling pressure.

As strong as Microstrategy, its accumulation over the years can only digest 1/3 of the Bit selling pressure from US law enforcement.

Now, this selling pressure will not flow into the market for at least 4 years, and if Vance succeeds in taking over, it will be a 12-year hard lock-up.

Although it is not as immediate as the US buying 100w Bit directly, you should know that the US may continue to enforce the law, and each time they confiscate Bit, it will enter this reserve.

Over time, this is equivalent to a slow buyback.

As long as you are not the one who committed the crime, I believe 99% of people are not, holding Bit is equivalent to sharing the dividends of the US's crackdown on crypto crimes.

Because, every time the US cracks down on crypto crimes, the Bit in your hands is equivalent to a slowly rising proportion of the entire network.

Furthermore, as the Bit in this strategic reserve continues to increase, we all know - position determines the outcome, the US will give more and more tilt to Bit.

At the same time, this will have a decisive impact on the attitudes of other small countries. So in the next 1-2 years, we may see a country establish a Bit strategic reserve every now and then, and it will have a FOMO effect, because the later the reserve is established, the higher the cost may be.

Grok3 quickly summarized these countries that are preparing, either quickly or slowly, and with the US as the leader, the progress of these countries will be much faster.

Keep the faith, and don't be impatient.