#比特币2026年行情展望 The US national strategic stance on cryptocurrencies is undergoing subtle changes, with related remarks from industry professionals and mainstream financial institutions also warming up.

Trump explicitly stated in public that the goal of the United States is to take a leading position in the global cryptocurrency competition, revealing that the US plans to continue increasing its strategic Bitcoin reserves while committing that these assets will not be sold. The Vice President subsequently publicly confirmed that Bitcoin holds strategic importance for the US. At the institutional level, JPMorgan predicts that by the end of 2026, $130 billion will flow into related markets; BlackRock CEO Fink even stated that it would not be surprising if Bitcoin rises to $700,000.

These signals converge on one point: Bitcoin's market positioning is being redefined. It was once widely recognized as "digital gold" or a safe-haven asset, but now it may evolve into a national-level strategic reserve asset. When the largest institutional investors not only continue to absorb assets but also publicly declare long-term holding strategies, it effectively creates a solid lock on supply in the market.

From a market perspective, several possible development directions can be inferred: First, Bitcoin's price bottom is being continuously raised, for obvious reasons—the largest buyers are neither exiting nor reducing their positions. Second, the characteristics of market volatility will change. As massive institutional funds enter, the previously rapid, one-sided upward trend will be replaced by "slow bull" and ladder-like rises. Third, capital allocation will become more selective. Besides strong support for Bitcoin itself, the entire ecosystem-related assets will also attract attention, including Layer2 solutions, compliant RWA, data security chains, and other tracks; $ETH and $BNB may also be affected by spillover effects.

On the strategic level, several points are worth considering: The logic of Bitcoin as a core asset allocation has become quite solid, and it is no longer optional. Re-examining other asset portfolios from this "national strategic support" perspective is also necessary. At the same time, patience must be maintained; new market narratives require time to verify and evolve, and the market will gradually move upward amid cycles of enthusiasm and correction.