They say "HODLing" is easy until you’re down eleven figures.


While most traders are sweating over their portfolio trackers, the U.S. Government just took a massive "unrealized" hit. Since Bitcoin pulled back from its 2025 highs, the feds’ wallet has seen a staggering $11.8 billion evaporate in value.


Despite the dip, Uncle Sam remains one of the largest whales in the ocean. Here’s the breakdown of the current federal "diamond hands" strategy:


📉 The $11.8B Drawdown


Following the historic cycle peak where Bitcoin cleared $120,000, the market has entered a corrective phase. Because the U.S. government holds a massive stash—largely seized from historic busts like Silk Road and Bitfinex—their balance sheet fluctuates wildly with the macro tide.


💰 Still Holding $29.5B


Even after that $11B haircut, the government is still sitting on nearly $30 billion in digital assets. To put that in perspective:


• 97% of their bag is in Bitcoin ($BTC).


• They remain a larger holder than most sovereign nations and public companies combined.


• With the 2025 establishment of the Strategic Bitcoin Reserve, these coins are no longer just "seized assets"—they are now a core pillar of national financial policy.


🚀 What’s on the Radar? ($ZKC, $AUCTION, $NOM)


While the feds stick to the blue chips, the broader market is rotating into high-utility infrastructure. We are seeing massive movement in:


• $ZKC (Boundless): The universal ZK-compute protocol that’s scaling everything from Ethereum to Bitcoin.


• $AUCTION (Bounce): The backbone of decentralized auctions and token launches.


• $NOM (Onomy): Bridging the gap between Forex and decentralized finance.


The Big Question


As we move deeper into 2026, the U.S. government is no longer just a spectator—they are a market mover. The real question is: Will they sell the "top" next time, or is the Strategic Reserve here to stay?


What’s your move? Are you following the institutional lead and holding through the volatility, or are you rotating into infrastructure plays like $ZKC?


Let’s talk strategy in the comments! 📊


#Crypto2026 #BitcoinReserve #ZKC #MacroInvesting #DigitalAssets #Write2Earn

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$ZKC

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