#美联储降息预期升温 $BTC, $ETH, $XRP have recently been topics of discussion again. The US political landscape is quietly shifting its stance on Bitcoin.

Some senators have openly stated that the US government is still liquidating Bitcoin, which seems somewhat unreasonable in the context of international competition. Especially when other countries are actively building up their crypto asset reserves, the US is still reducing strategic assets, which is clearly not very wise.

Specifically, the Department of Justice involved Bitcoin payments in a developer’s plea agreement, which ultimately was sold. This has sparked reflection in political circles—since policy-level statements have indicated that confiscated Bitcoin should be incorporated into the national strategic reserve, yet the execution side is still cashing out, the signals here are indeed intriguing.

This reveals a deeper issue: major global economies are re-evaluating the strategic value of crypto assets, while US policy implementation has yet to catch up with this shift in understanding. From both asset allocation and geopolitical competition perspectives, this is an interesting point of observation.

For investors, such policy trends often signal adjustments in market expectations, especially amid the Federal Reserve’s rate cut cycle and increasing economic uncertainty. Reassessing safe-haven assets becomes even more critical in this context.