2026-01-06 00:24:33

According to the latest reports, the U.S. government may face the option of confiscating a foreign government's Bitcoin reserves. Once these digital assets are frozen, it is difficult to predict where they will ultimately flow—possibly frozen in legal gray areas or directly entering the U.S. strategic Bitcoin reserve. In any case, these coins are no longer visible in the market.

What does this mean? Roughly estimating, the circulating supply of Bitcoin could disappear by about 3% overnight. It may not seem like a large proportion, but from another perspective—this is equivalent to a significant liquidity withdrawal from the market.

By 2026, when the halving cycle overlaps with increased supply pressure, Bitcoin may face an epic supply gap. This passive "locking" effect, combined with natural halving, could become a major driving force behind market trends.

Ultimately, that old saying now takes on new meaning—assets without absolute control can be lost in an instant, no matter how much they hold. This wave of changes is redefining the value logic of sovereign assets in the digital age.

BTC1.5%

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ruggedNotShrugged

· 01-08 20:13

Well... Basically, it's just great power games taking cryptocurrencies as chips. Now, the supply is really going to become tight. Wait, isn't the US secretly accumulating coins to go long? That's hilarious. The 2026 halving + coin freezing... this timing is just too perfect. No one really believes this is a coincidence, right? Sovereign assets? Ha, it seems there's no absolute control now, so everything is pointless. Now I really understand: you have to self-custody. No matter how many coins are on exchanges, it's all in vain.

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airdrop_huntress

· 01-08 18:56

Hmm... That's why I've always said that self-custody wallets are the way to go. Wait, the US can stockpile coins and freeze others' assets? That's a bold move. Will 2026 really be that intense? I feel like it's all just hype in advance. Sovereignty is nonsense; in the end, it's all about who has the bigger fist. 3% may not sound like much, but when you follow the logical chain, it’s actually quite terrifying. Without control, there’s no sense of security. The same applies on the blockchain. Oh my God, the US's combined tactics are really brilliant. I need to recalculate my holdings.

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GrayscaleArbitrageur

· 01-06 14:05

Wait, the US directly confiscates other countries' BTC reserves? That's pretty harsh, it feels like the risks in the crypto world are escalating again. The 2026 halving combined with a supply gap? We'll have to see how each country's policies tilt by then. No absolute control means getting frozen? Sounds like it's emphasizing the importance of self-custody. 3% doesn't sound like much, but if on-chain liquidity suddenly evaporates, can the market still move? If this move is truly executed, will other countries also start hoarding BTC for defense? No wonder some say the safest coin is the one in your own wallet. The supply gap is large, but there are still so many coins on exchanges—does that make sense? Political interference in digital assets... Looking ahead, the attitudes of central banks around the world will definitely change; that's the trend indicator. In the era of digitalization of sovereign assets, it's a new battleground for major powers.

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BearMarketNoodler

· 01-06 00:54

3% liquidity disappears, and with the 2026 halving combined with the supply gap, this logic is quite solid. Not having absolute control indeed poses significant risks.

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RektCoaster

· 01-06 00:43

The US move is really ruthless, directly "borrowing" other people's coins. Now the halving market in 2026 is about to take off. In the crypto world, you still have to keep it in your own hands, or it will truly become someone else's spoils. That's why I never keep my assets on exchanges; cold wallets are home. 3% may not sound like much, but when a dump happens, you'll realize what a liquidity black hole really is. Without sovereignty, there is no ownership. This time, they hit the nail on the head. With sovereignty in hand, BTC is truly yours; otherwise, it's all just illusions.

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ApeEscapeArtist

· 01-06 00:34

Damn, this is the real black swan. Political risk has directly turned into a supply-side issue. Wait, the US is hoarding coins and then freezing others' coins? That's a pretty... clever move. If the 2026 halving really causes a shortage, early holders like us are probably going to take off. Speaking of which, now holding coins depends on whose custody is safer, which is the most ironic part. Without self custody, there is no freedom. I truly understand this now. Large holders are all considering cold wallets. I bet five cents. Supply shortages combined with policy uncertainties—who wrote this script... Now I understand, the biggest risk for Bitcoin is not technology, but politics. Market liquidity evaporates out of thin air, retail investors are still tangled up in technicals. It's mind-blowing.

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MrRightClick

· 01-06 00:31

Damn, does the US directly confiscate Bitcoin? That's why holding tokens is less reliable than holding rights. --- 3% may not sound like much, but if they really confiscate it, trading would be impossible. The supply would tighten directly, and with the 2026 halving combined with this wave... there is indeed room for imagination. --- So, national-level holdings are completely unreliable; a single statement from the US can freeze assets. This is the real systemic risk, right? --- By the way, isn't this indirectly endorsing BTC? The fact that officials are rushing in shows that its value is recognized haha. --- The lack of absolute control is a real punch to the gut. Self-managed keys are truly the only way out. --- Wait, this logic doesn't add up. If the circulation volume really shrinks like this, wouldn't the major holders actually profit handsomely? --- Got it. No wonder some countries are eager to buy BTC, afraid of being wiped out by the US.

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