Ethan 港美澳实盘
01-06

🇺🇸 President Trump Revives “Never Sell” — and Reframes Bitcoin as a Strategic Asset

Donald Trump made a pointed statement that cuts straight to Bitcoin’s long-term narrative.

“Unfortunately, in recent years, the U.S. Government sold tens of thousands of Bitcoin that would have been worth billions of dollars.”

Then came the line that resonated across the crypto market:

“From this day on, America will follow the rule that every Bitcoiner knows very well — NEVER SELL YOUR BITCOIN.”

This isn’t just rhetoric about missed gains.

It reframes how Bitcoin is being discussed at the state level.

Bitcoin has spent years oscillating between being labeled a speculative asset, a hedge, or a technological experiment. Statements like this push it into a different category entirely: strategic reserve thinking.

Governments selling seized Bitcoin into the market was once treated as neutral housekeeping. In hindsight, those sales functioned as forced supply injections at precisely the wrong times. Trump’s comment acknowledges that mistake explicitly.

The deeper implication isn’t about price nostalgia.

It’s about policy posture.

“Never sell” implies scarcity awareness.

Scarcity awareness implies long-duration thinking.

And long-duration thinking is how assets transition from tradeable instruments into strategic holdings.

For Bitcoiners, this language is familiar.

For governments, it’s new.

What’s notable is how closely this mirrors Bitcoin-native culture rather than traditional fiscal language. That convergence matters.

If major governments begin treating Bitcoin less like inventory and more like an asymmetric reserve asset, the supply-demand dynamics don’t just tighten — they structurally change.

The key question isn’t whether the U.S. sold too early in the past.

It’s whether future policy decisions will quietly remove Bitcoin from circulation rather than recycle it back into markets.

Once that shift happens, the conversation around Bitcoin stops being about cycles — and starts being about stockpiles.

Do you think this is political messaging, or an early signal of how sovereigns may ultimately treat Bitcoin once adoption matures?

📮 I track moments when narrative shifts precede structural changes in asset behavior and policy treatment.

If you’re watching Bitcoin evolve from trade to strategy, this is a signal worth noting.

$BTC #Bitcoin #Crypto #DonaldTrump #DigitalAssets #StoreOfValue #Blockchain #Macro

MSTR Rallies As MSCI Backs: Is 2026 of BTC Institutional Supercycle?
Shares of Strategy Inc (MSTR) moved higher Wednesday after MSCI reversed plans to remove crypto-treasury firms from its global indexes, easing fears of forced institutional selling. Institutions are buying 76% more BTC than miners are producing, creating a supply deficit. 1. With MSCI’s reversal, does MSTR regain its appeal for institutional portfolios? 2. If Bitcoin pushes toward $150K, is current crypto exposure still underpriced? 3. Looking ahead to 2026, do you favor Bitcoin proxies like MSTR, spot ETFs, or miners?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
1