It has only been two months, and changes are already happening. The administrative order from November last year still stated that Bitcoin's strategic reserve would "never be sold," but it was quickly contradicted by actions from the U.S. Department of Justice—selling off BTC linked to the Samourai case, worth over $6 million. Once this was confirmed within the industry, the crypto community erupted.

First, let's provide some background. When the Bitcoin strategic reserve was announced in November last year, the market surged wildly. The official statement revealed that the U.S. government held 200,000 BTC, which was to be fully included in the reserve as a "store of value," with a firm promise of "never selling." The reasoning was that early liquidation would cause taxpayers to suffer losses of hundreds of millions of dollars. Many believed this policy was solid.

But there's a problem—what politicians call "forever" often changes quickly. The U.S. government's stance on crypto assets is ultimately driven by interests. The BTC sold by the Department of Justice was originally seized assets related to the Samourai case, which normally have special disposal procedures. However, the key point is that the administrative order explicitly included such seized assets in the strategic reserve category. Now, the DOJ bypassed this order and sold the assets directly, reflecting differing approaches among U.S. government agencies regarding crypto asset regulation.

This is not just an administrative "face slap"; it also has real market implications. The inconsistency in policy can increase market uncertainty about the U.S. government's intentions for crypto asset disposal, potentially causing short-term volatility in BTC prices and testing investors' confidence in the "strategic reserve" commitment in the long run. The internal regulatory split within the government also signals to the market that the policy framework for Bitcoin is far from as stable as it appears.