After thoroughly analyzing the UAE's official moves, the more I think about it, the more I believe that the most important signal this year might be severely underestimated.

This is not just a matter of "another country making a statement." Looking at these three specific actions: UAE officially declaring Bitcoin as a financial strategic pillar, formally including it in national reserves, holding 6,333 BTC, Mubadala increasing its position by $500 million through IBIT, and Dubai officially accepting Bitcoin payments for public services starting December 5—these three events together are not experimental; they are directly pushing chips onto the gambling table.

In plain terms, the rules of sovereign-level adoption game have completely changed.

Remember El Salvador in 2021? Back then, it was like a lone hero. Now? By 2025, it’s become a collective effort: Pakistan using idle electricity for mining reserves, Russia’s VTB launching crypto trading, Brazil’s Congress proposing to allocate 5% of foreign exchange reserves to Bitcoin... The UAE’s move directly injecting Middle Eastern oil wealth into this signals to future players. If Saudi Arabia, Qatar, or Singapore follow suit, then breaking $100,000 per Bitcoin won’t be big news—it will be the new baseline.

What’s the outlook now? Very clear. Next week, Bitcoin ETFs are likely to see an influx of another $3-5 billion, leveraged products (like BITX, BITO) will initially surge 20-30% to attract retail follow-on, then a violent shakeout will follow. In the short term, gold and silver will be diverted.

I am aware of the risks. If the Federal Reserve signals a more hawkish stance on December 18, or if there’s more turmoil in the Middle East, Bitcoin could still crash to $80-85K—that would be my last entry point. Holding 15% cash is for this purpose.

But in the long run, my conviction has never been stronger: Bitcoin is transforming from "digital gold" into "digital oil." Today’s moves by the UAE are actually telling the world—the next phase of national-level currency competition is: whoever gets Bitcoin into their treasury first will simultaneously hold the commanding heights of energy and finance.

Final words: This is not the 13th month of a bull market, but the 1st month of a new order.

The Bitcoin allocation originally planned for 2026 has been fully in place this month. I don’t want to miss any more opportunities for sovereign entry.