币圈“能量不小”？贝森特称“美国政府不会新买比特币”，几个小时后改口

Core Viewpoint - The U.S. Treasury Secretary's statements regarding Bitcoin strategic reserves have undergone a dramatic shift, indicating a potential exploration of expanding reserves without new budget allocations [1][3]. Group 1: U.S. Government's Bitcoin Strategy - On August 14, the Treasury Secretary initially stated that the U.S. government would not purchase new Bitcoin but would utilize seized Bitcoin valued between $15 billion to $20 billion for reserves [1]. - Shortly after, the Secretary softened the stance, indicating that seized Bitcoin would form the basis of strategic reserves, and the Treasury would explore "budget-neutral" paths to acquire more Bitcoin [1][4]. - The establishment of a strategic Bitcoin reserve aligns with a directive from President Trump, who signed an executive order in March to create such reserves [1]. Group 2: Market Implications - The uncertainty surrounding U.S. government purchases has left the market in a state of confusion, but some analysts view the situation positively, suggesting that seized Bitcoin will be treated as non-saleable reserve assets [3]. - The disappearance of the U.S. government as a potential seller from the market could alleviate long-standing supply surplus concerns, as evidenced by past sales from other governments impacting market prices [3]. - The prospect of the U.S. government entering the Bitcoin market is seen as a significant milestone, potentially setting a psychological price floor and boosting institutional confidence [4]. Group 3: Future Outlook - The U.S. government's commitment to becoming a "world Bitcoin superpower" remains intact, despite the lack of clarity on specific plans [4]. - Analysts believe that the current administration may be the most supportive of Bitcoin in U.S. history, fostering optimism among cryptocurrency advocates regarding future policy directions [4].