Analyst Helen McCaw, who comes from the Bank of England, recently raised an interesting topic—how would the market react if the government suddenly announced some major news?

She believes it would be very grim in the short term. Investors are likely to sell off Bitcoin and high-risk assets to raise cash. This is easy to understand—when in urgent need of money, sell the easiest assets to liquidate. But this is only a surface reaction.

The truly interesting part is the long-term logic. Once institutions lose confidence in the traditional financial system, they might instead turn their attention to decentralized assets like Bitcoin. Why? Because its scarcity is fixed and cannot be changed. In comparison, gold becomes awkward—if space mining technology really takes off, gold supply could double, which would significantly undermine its store of value properties.

So this is not just an emergency contingency plan issue, but also involves the redefinition of the role of the entire crypto asset ecosystem in the face of market upheavals.