The crypto market has recently stirred up again. A well-known investor made a big reveal in a recent podcast interview: the US government might change its strategy, no longer relying solely on law enforcement seizures, but directly using the US Treasury's funds to buy Bitcoin on the market, in order to bolster the country's BTC strategic reserves.

This is not fabricated. As early as March 2025, the US government signed an executive order to establish a BTC strategic reserve, aiming to accumulate 1 million coins. However, the current approach is quite straightforward—mainly relying on law enforcement to seize illegal assets for accumulation, and market purchases have not been initiated at all.

The investor's analysis logic is as follows: with the 2026 midterm elections approaching, the government might want to stabilize the crypto community's support by directly entering the market to buy BTC, while also protecting related interest groups and preventing itself from becoming a "lame duck." From a political perspective, there is some reasoning behind this.

However, there is a major premise— all these purchase actions must be "budget-neutral," meaning they cannot increase the US fiscal deficit. The investor believes that this funding could be raised through tax reforms, but the White House has not yet provided a specific timetable or funding plan. The US Treasury has made no official statement, and whether this can actually be implemented depends on how the political and fiscal environment develops.

Interestingly, if the US actually proceeds with this, it could trigger a global trend of sovereign states competing to increase their BTC reserves, potentially reshaping expectations for the future monetary system.

But it is important to emphasize: this is only personal opinion and market analysis, not any official plan or decision. The attitude of the US Congress and regulatory agencies will be the decisive factor.