Bitcoin (BTC) is not legal tender, and that is precisely the key reason it has become one of the world’s unique and high-value assets. Its core characteristics lie in the fact that governments cannot dilute holders’ equity by issuing more currency, while also demonstrating strong resistance to various bans and shutdown attempts.
Recent dynamics in U.S. politics have provided a new direction for Bitcoin’s value as a holding. Federal Reserve Chair Jerome Powell publicly stated that his interest rate decisions face litigation threats from the executive branch, with related congressional subpoenas being seen as political tools attempting to influence interest rates. Such a direct challenge to central bank independence is rare in U.S. history. The independence of central banks is intended to ensure that financial experts can formulate policies based on the nation’s long-term interests rather than succumbing to short-term political considerations.
This move could lead to more politically driven actions in the future, directly affecting the federal funds rate and, in turn, impacting the value of the U.S. dollar and assets denominated in it. Faced with such uncertainty, it is a natural choice for investors to seek assets that can avoid excessive government intervention, and Bitcoin stands out for its allocation value in this context. The Federal Reserve has no jurisdiction over Bitcoin, which forms an important basis for its current appeal.
Understanding What Bitcoin Can and Cannot Do
It is crucial to recognize clearly that investing in Bitcoin does not eliminate all risks. The cryptocurrency sector is also not entirely free from political influence and may face potential pressures such as higher taxes, trading restrictions, stringent information disclosure requirements, or custody constraints—any of which could affect its price, although the likelihood of a single intervention causing its price to collapse is low.
Moreover, due to its high volatility, Bitcoin cannot replace the function of cash. Its price may experience significant pullbacks in underperforming years, and using it for daily payments remains highly inconvenient. Therefore, any investment in Bitcoin should be approached cautiously, with funds allocated being limited to what one can afford to lose, avoiding excessive allocation. A prudent approach is to view it as an asset class for hedging against potential monetary policy errors, which in the current environment seems to be an option worth considering for increasing holdings.
The Next Blockchain Stock That Could Make You Rich
Blockchain-related companies are also seeking new growth pathways. Taking Cipher Mining (CIFR) as an example, the company is strategically transitioning from purely Bitcoin mining operations to the high-performance computing (HPC) sector. Although its revenue of $164.2 million in the first three quarters of 2025 still comes entirely from mining, its HPC layout has demonstrated significant potential through substantial contracts.
The company recently secured several major agreements with large technology firms. In September 2025, Cipher signed an initial 10-year HPC hosting contract with the artificial intelligence cloud platform Fluidstack, valued at approximately $30 billion, with renewal options that could bring the total potential value to around $70 billion. In November of the same year, it also entered into a 15-year leasing agreement with Amazon Web Services (AWS) worth approximately $5.5 billion to provide infrastructure support for AI workloads.
These agreements are expected to start contributing revenue from the second half of 2026, each potentially generating hundreds of millions of dollars in annual income. Although its stock price has risen by 255% over the past year, and its price-to-sales ratio of approximately 32 times appears high, given the sustained growth in demand for artificial intelligence infrastructure and the revenue prospects brought by these new contracts, this transforming blockchain stock is believed to have significant growth potential.
