U.S. Treasury Secretary Janet Yellen recently stated on Fox Business Channel: the United States has officially established a Bitcoin strategic reserve framework. The key point is that the government is not adopting an active purchase strategy, but rather transferring all Bitcoin confiscated by law enforcement into the national treasury reserve, and has promised to "completely cease selling such assets."

What does this shift mean? Simply put, the U.S. government has just officially recognized Bitcoin's long-term strategic value. The treasury, from a passive liquidator, has transformed into the largest "buy-only" whale in the market. This is not only a signal but also the official kickoff of a Bitcoin accumulation movement led by the national level.

Once a national-level holder begins HODLing, market liquidity will inevitably tighten. This will have a profound impact on the long-term trajectory of assets within ecosystems like SOL, XRP, and others, as well as the overall rebound rhythm of the crypto market. In other words, the supply-side pressure brought by policy tilt could become the driving force behind the next wave of market trends.