Here's an interesting data point: the total amount of crypto assets held by the US government has surpassed $30 billion, with Bitcoin accounting for as much as 97%.

At first glance, it's just a cold, hard statistic, but think about what it reflects behind the scenes. First, it shows that sovereign nations have truly become holders of cryptocurrencies. Regardless of whether these assets were seized through law enforcement, recovered, or acquired through other channels, the fact that they are held is significant in itself.

From an investment perspective, this makes the story even more compelling. Governments typically don't rush to sell assets due to price fluctuations—most of the time, they are long-term holders. What does this imply? The narrative of Bitcoin's scarcity is further reinforced. When the holders shift from retail investors and institutions to the national level, how will liquidity change? How fierce will the competition on the supply side become?

A deeper logic is that if, in the future, discussions about establishing strategic Bitcoin reserves come to fruition, these holdings will naturally serve as the foundation. This isn't just speculation; it's a reasonable inference based on current facts.

In simple terms, this data signals a trend—crypto assets are gradually moving from the fringe to mainstream asset allocation. No matter what your stance is, this momentum is worth paying attention to.