Odaily星球日报讯 市场原本期待今晚白宫加密峰会，但特朗普提前签署比特币战略储备（Strategic Bitcoin Reserve）及美国数字资产储备（U.S. Digital Asset Stockpile）行政令，引发市场剧烈波动。尽管这一消息被视为长期利好，但 BTC 仍按照**“利好出尽即抛售”**模式，从 90,000 美元回落至 85,000 美元。 市场反应及影响： BTC 短线大幅下跌，交易者对今晚峰会的预期落空。 波动率大幅回落，短期看涨期权需求锐减，市场对风险逆转（Risk Reversal）重新偏向看跌。 市场调整的核心原因：该储备未分配新预算用于 BTC 购买，仅由政府已持有的没收 BTC 作为初始资金。 长期展望： 美政府未来仍可能继续累积 BTC，财政部和商务部已获授权探索无需新增纳税人支出的购币策略。 Silk Road 没收 BTC 的随机抛售风险基本消除，市场长期供需结构更稳定。 短期交易焦点转向今晚非农数据（NFP），若数据意外波动，可能引发加密市场与风险资产的进一步震荡。
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