On.. The SBR day

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The Strategic Bitcoin Reserve was announced on the 7th of March 2025.


This announcement was formalized through an Executive Order Trump signed on that date establishing both a Strategic Bitcoin Reserve and a US Digital Asset stockpile. The initiative was detailed further by the Whie House crypto Czar David Sacks, who noted that the reserve would be capitalized exclusively by bitcoin seized from criminal and civil forfeiture proceedings, ensuring no additional costs to taxpayers.


With this announcement, it changed everything for me. Well, kind of. I was stacking Bitcoin since 2020, but it started as a speculative asset for me. Had I known this day would come, I would have gone in with more conviction. Bet hey, you have to respect the risks. And hindsight is 20-20, is it not? Now that the most powerful country in the world has declared it as a Financial Asset, other countries would follow suit. Word is that some countries are working towards this already. And as they say, Let the Games Begin.


Bitcoin is already my largest holding prior to this announcement. But I had to cap it to between 15% to 20% of my portfolio because I dont want to go crazy on a Speculative Asset. Well its a legitimate Asset now, I feel comfortable to move the cap up to maybe 50% of my portfolio and re-evaluate from there. Given the large amount, it will take me some time to reach that cap and that gives me ample time to decide on the next cap.


50% is not really that high if you compare it to some other assets like property. I went 9x leverage on my first home. Why? Because property is considered a safe asset. BTC might be considered a "Safe Asset" now too. Well, thats not to say that its risk free. Whos to say that the next US president wont come and reverse the rule. Especially if the Dems take the next reign. They and their crypto army will emerge from the darkness.


Anyhow, for the time being my head space says "Stay Humble, Stack Sats!"

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