#战略储备 #比特币VS代币化黄金 #加密市场观察

Texas becomes the first state in the U.S. to use state funds to purchase Bitcoin

Texas officially announces:

It has bought $5 million worth of Bitcoin through BlackRock's IBIT ETF

Another $5 million will be converted to 'self-custody', meaning the state government may hold BTC directly, without relying on Wall Street custodians

This is the first time in U.S. history that a state government has engaged in Bitcoin entry, which carries strong symbolic significance.

The current Bitcoin market is in a correction period, and ETF funds are flowing out, but Texas has chosen to position itself against the trend.

The core reason is simple — they are not doing short-term trading but rather 'strategic reserves for decades'.

The Texas Blockchain Association stated:

'We are thinking in decades, not years.'

This means:

The state government treats BTC as a long-term reserve asset

Not chasing highs and cutting losses, but accumulating through market fear

Setting a precedent for other states in the U.S. to have 'government-level buyers'

(1) Bitcoin is rising from corporate assets to government reserve assets.

This is not a corporate action by MicroStrategy, but a change in national-level fiscal thinking.

With the first state, there will be a second, and a third.

(2) Texas's actions will accelerate the promotion of U.S. crypto policy.

Once state governments incorporate BTC into their fiscal assets, they will naturally promote:

More favorable crypto regulations

Clearer tax rules

More open mining and industrial policies

Stronger financial innovation attractiveness

This is a chain reaction at the policy level.

(3) Short-term market fluctuations are not important; the mid-to-long-term narrative is very strong.

Even if Bitcoin continues to correct to the 80k range, this type of 'government-level buying' will continuously enhance long-term support.

(4) For investors: This is a typical 'short-term chaos, long-term benefits'.

Government buying against the trend often represents a macro-level consensus on value, rather than speculation.