Source: Simply Bitcoin Blogger

Recently, a little-known piece of news has quietly garnered attention: the Federal Reserve released a research report that ostensibly explores how to unlock capital through the appreciation of gold reserves without selling a single ounce of gold, but it immediately mentions Bitcoin. This is not coming from Bitcoin enthusiasts on Twitter, but from official Federal Reserve documentation. This report seems to provide a covert financial transformation blueprint for the U.S. government: revalue gold, unlock capital, and then use that capital to purchase Bitcoin. This is not just a subtle shift in the financial system; it could be the greatest wealth transfer opportunity of our lifetime.

The Federal Reserve's "Secret Plan"

According to the Federal Reserve's latest research, multiple countries have unlocked billions of dollars in funding by revaluing their gold reserves without selling any gold. This mechanism is explicitly discussed as a potential pathway for a "strategic Bitcoin reserve." In other words, the Federal Reserve seems to be hinting at a strategy: using the appreciation of gold reserves to accumulate more Bitcoin. This idea is not unfounded; similar sentiments have been expressed by Bitcoin advocates like Michael Saylor and U.S. Senator Loomis. Now, the Federal Reserve's documentation further legitimizes it.

Specifically, the report mentions that gold could be revalued from its undervalued state in 1974 (around $46/ounce) to market value, and then the released capital could be used to purchase Bitcoin. If the U.S. were to use its entire gold reserve at Fort Knox to buy Bitcoin, it could theoretically acquire 5 million Bitcoins. This could not only lead to the "demonetization" of gold as an asset class but also potentially undermine the asset value of countries that hold gold, while pushing the U.S. asset value to $100 trillion, controlling the global reserve capital network and monetary network.

Gold or Bitcoin? The Rules of the Game Are Changing

This strategy has sparked a strong reaction in the market. Traditional gold investors (commonly known as "gold bugs") are beginning to waver. For instance, the gold mining company ECR Minerals announced it would include Bitcoin on its balance sheet, marking a shift even among staunch supporters of gold. Notable gold advocate Peter Schiff may need to reassess his position, as the rules of the game are changing.

Meanwhile, economist Arthur Hayes provided a shocking analysis, pointing out that the U.S. financial system is under immense pressure. The U.S. mortgage system (such as Fannie Mae and Freddie Mac) needs about $5 trillion to maintain solvency, coupled with regional bank bailouts, shadow banking risks, and commercial real estate defaults, which could require up to $9 trillion in liquidity in the future. Hayes concludes: either print money or collapse. The consequences of printing money will drive Bitcoin prices soaring; he believes a Bitcoin price of $250,000 is not a fantasy but a conservative estimate.

Trump's Boost and the Opening of 401K

Even more exciting, Donald J. Trump recently signed an executive order allowing U.S. 401K retirement accounts (totaling $77 trillion) to invest in Bitcoin. This move opens the door for traditional institutions like Wall Street, family offices, and pension funds to invest in Bitcoin. The fixed supply of Bitcoin (21 million) means that when such a massive influx of capital occurs, a price increase is almost inevitable.

Trump emphasized that this transformation will be carried out in a "budget-neutral" manner, without increasing the taxpayer burden. He mentioned that through Bitcoin mining, issuing "Bitcoin bonds," or tax incentives, the U.S. can accumulate more Bitcoin without explicitly disclosing specific plans to avoid limiting possibilities.

The Game of Privacy and Law

However, while the government embraces Bitcoin, regulators continue to crack down on privacy. The recent Tornado Cash case is a prime example. Developer Roman Storm was found guilty of operating an unlicensed money transmission business, even though he was not charged with money laundering or violating sanctions. This ruling has sparked widespread controversy, as Tornado Cash is merely open-source code aimed at protecting financial privacy. Storm stated that this struggle is far from over; it concerns not only Tornado Cash but also the future of all open-source development and privacy rights for Bitcoin users.

This reminds us that as the government buys Bitcoin, self-custody has become key to survival. Experts recommend ensuring the security of Bitcoin through multi-signature, estate planning, or completely offline setups. Some services like The Bitcoin Way provide professional support to help users build "non-governable" asset fortresses.

Inflation and Intergenerational Wealth Transfer

Hayes further points out that traditional assets are facing a "death spiral." As the baby boomer generation retires, they need to sell stocks and real estate for cash, but the younger generation (millennials) prefers liquidity and freedom, opting for Bitcoin over overpriced traditional assets. The government may become the last buyer, filling the gap by printing money, which will lead to larger-scale inflation. The true intergenerational wealth transfer will occur through inflation rather than inheritance, with Bitcoin as a hard-capped asset becoming a hedge against inflation.

Market Signals and Future Outlook

Macroeconomic data further corroborates this trend. The market anticipates a 93.2% chance of a rate cut in September, and the fourth quarter is typically a window for Bitcoin price increases. Industry insiders predict that by the end of this decade (2030), most companies and governments will have to hold Bitcoin to protect their wealth. Even Tesla founder Elon Musk and Treasury Secretary Scott Bassett have hinted that the only way out is to let inflation "tear" and drive economic growth, with Bitcoin becoming a core asset in this process.

The Federal Reserve's report, Trump's executive order, Hayes' economic analysis, and macro signals from the market all point to a clear trend: Bitcoin is not only the future trend but also the core asset for preserving wealth today. Whether for individuals, businesses, or governments, holding Bitcoin has become an undeniable strategic choice. As industry insiders say, "Bitcoin doesn't need the government, but the government needs Bitcoin."

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