Recently, a message has been flooding the crypto community: the US government may actively purchase Bitcoin to bolster the national strategic reserve. This news comes from Cathie Wood of ARK Invest and indeed sounds quite substantial.

But first, let's clarify—this is completely different from the US government passively seizing illegal proceeds of BTC. What does active purchasing mean? It implies that Bitcoin could be classified as a national strategic asset, and its long-term value anchoring would fundamentally change. Coupled with a series of recent actions by the Trump team in the crypto space—hosting crypto summits, interacting with crypto funding sources, and the approaching election—there is indeed considerable room for the narrative of "US holding BTC" to ferment.

However, it must be made clear: this is a long-term positive, not a signal for you to go all-in today. Many retail investors get overly excited at the mention of "government intervention," often leading to pitfalls when chasing high prices. The key level at BTC 91,600 is indeed critical, but short-term fluctuations still exist. The process from policy expectation to actual purchase involves a long timeline. Rationally assessing market cycles and controlling risk exposure are more important than blindly following the trend and chasing rallies.