xiyu
xiyu|Mar 02, 2025 16:39
Bitcoin and Ethereum are the two pillars of the cryptocurrency market. If the strategic reserve only includes XRP, SOL, and ADA, while ignoring BTC and ETH, it may raise questions about its representativeness and integrity. If the goal is to hedge against inflation or to preserve and increase the value of national assets, Bitcoin is considered a more reliable choice due to its scarcity (21 million limit) and censorship resistance. Ethereum, due to its technological foundation and widespread applications, can provide support for the future blockchain economy Although XRP, SOL, and ADA each have their own advantages, they still lack global recognition and stability compared to BTC and ETH. The lack of these two factors may make reserves more like a "speculative portfolio" rather than a robust strategic asset. Trump has repeatedly mentioned his support for Bitcoin reserves (such as the "National Bitcoin Reserve" promise made during the 2024 campaign). This time, highlighting XRP, SOL, and ADA separately may be to emphasize "new" assets, avoid repeating previous statements, and demonstrate support for diversified blockchain. This statement may only be a preliminary signal, and a complete reserve plan may be supplemented with BTC and ETH in the future. If XRP, SOL, and ADA are only supplements to BTC and ETH, then the significance of reserves has not been weakened, but may be more comprehensive. However, the current statement does not mention BTC and ETH, giving the impression of "exclusion", which may indeed lead to misunderstandings about their strategic depth. If Trump really intends to only reserve XRP, SOL, and ADA and abandon BTC and ETH, it will indeed greatly weaken its significance, as it not only ignores the real foundation of the market, but may also make reserves more like a high-risk experiment rather than a robust national strategy.
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