The market doesn't yet understand the significance of the Strategic Bitcoin Reserve.

The SBR signals that the U.S. views bitcoin not just as a financial asset but as a geopolitical tool to defend its hegemony.

Nation-states watching the U.S. accumulate bitcoin will likely feel pressure to secure their own reserves, especially resource-rich or politically isolated countries that need alternatives to the U.S. dollar system. Some have already started.

This will accelerate a global bitcoin accumulation race, and the market is not even close to bullish enough.