They're thinking it is a big disappointment to use seized Bitcoin for this instead of announcing a buying plan, as the rumor going around is that Trump is going to put in place a plan to buy 1 million BTC over the next 4 years.  I believe that announcement was rumored for tomorrow, so this would be setting the stage for it. 

I think everyone knew this executive order was coming, so I don't feel one way or another about it.  I do have high hopes for tomorrow and would understand a selloff if no announcement was made about buying Bitcoin for the reserve going forward.