According to a well-known crypto investment firm's CEO who recently revealed at an industry event, as the 2026 US midterm elections approach, the current government faces political cycle pressures. To avoid policy deadlock, decision-makers may accelerate the implementation of key reforms. Especially in the fields of cryptocurrency and artificial intelligence, once relevant officials receive sufficient support, breakthrough policies are expected to be enacted.

Against this backdrop, industry insiders predict that the US government's attitude towards Bitcoin may shift. The most direct manifestation is that the US Treasury could actively purchase Bitcoin as part of the national strategic reserve assets. If this move materializes, it would mean that Bitcoin could be elevated to a status similar to gold among national assets.

This move would not only reshape global perceptions of cryptocurrencies but could also trigger a chain reaction in asset allocation. Some analysts believe that the logic behind this policy shift is: under the backdrop of inflation pressures and geopolitical economic changes, the government is seeking diversified asset reserves. Bitcoin, as a scarce asset, is increasingly being re-evaluated by institutions and policymakers. Currently, the market is generally focused on whether this expectation can be realized within the first half of 2026.