The "Monday Open" has brought a wave of institutional news that is effectively countering the weekend's "Sunday Slump."

The market is currently pivoting from speculative fear to macro-political positioning

1. The "Big Three" News Events (Deep Dive)

A. The US Treasury’s "No-Sell" Mandate

In a massive policy shift announced this morning, Treasury Secretary Scott Bessent confirmed that the US government has halted all sales of seized Bitcoin. 

• The Reality: Previously, the US was the largest "whale" seller (dumping billions in Silk Road BTC).

• The Impact: Under the Strategic Bitcoin Reserve (SBR), these assets are now classified as "Strategic National Reserves." This effectively removes over 210,000 BTC from potential market sell-side pressure permanently

BTC

64,348.44

-10.97%