The market is once again flooded with a major policy news, this time involving not ordinary market speculation but a national-level topic that could impact the entire cryptocurrency ecosystem.

According to ARK Invest's analysis, the U.S. government may directly purchase Bitcoin in the future as part of its national strategic reserves. The significance of this shift should not be underestimated.

From a mechanism perspective, this marks a fundamental change in Bitcoin's role within the national financial strategy. Previously, the Bitcoin held by the U.S. government mainly came from seized illegal assets, representing passive accumulation. Active purchasing, on the other hand, means incorporating Bitcoin into the official strategic asset allocation framework — a completely different logic.

More importantly, this narrative resonates with the current political cycle. The policy tendencies of the Trump team in the cryptocurrency field have become increasingly clear. Once these policies are implemented, they could have a profound impact on the long-term development trajectory of the entire industry.

It is important to emphasize that such policy-level positive signals reflect industry trend changes over a multi-year horizon, rather than short-term trading signals. The anchoring of Bitcoin's value is evolving from a pure commodity attribute to a strategic asset attribute, and this process has only just begun. For ordinary investors, understanding this broader context is more important than chasing short-term fluctuations.