#国家战略比特币储备 I recently came across a piece of news and have some thoughts I want to share. The US government sold 57.5 Bitcoins confiscated from the Samourai wallet developer, worth over $6 million, but this directly violates the executive order signed by Trump—those Bitcoins obtained through criminal forfeiture should have been included in the national strategic reserve, not liquidated.

This incident reminds me of an important principle: no matter how perfect the system is, poor enforcement renders it useless. Just like asset allocation, no matter how good the plan is, if something goes wrong in the process, the results will be significantly affected. What’s more thought-provoking is that this reflects ongoing disagreements among different departments regarding digital assets—some still see Bitcoin as something to be quickly cleared out rather than a strategic asset.

For ordinary investors, the lesson from this event is straightforward—don’t be swayed by short-term policy noise. The fact that the country is building a strategic reserve indicates that, in the long run, the status of this asset class is rising. But at the same time, it’s important to recognize that any asset carries risks and uncertainties. So, what truly matters is to allocate assets reasonably and hold steadily according to your risk tolerance, rather than betting everything on one direction. Long-term mindset and position management are always the best insurance.