亞歷克斯·索恩 (Alex Thorn) 預測美國政府將採取“一些行動”來探索“擴大比特幣儲備政策”

在最近的 X 主題中，Galaxy Digital 的研究團隊預測，美國政府將重點保護其目前持有的比特幣

Galaxy Digital Head of Research Alex Thorn has predicted that the U.S. government will make “some movement” to explore an “expanded Bitcoin reserve policy” in 2025, but that no BTC will be purchased during the year.

Galaxy Digital 研究主管 Alex Thorn 預測，美國政府將在 2025 年採取“一些行動”探索“擴大比特幣儲備政策”，但年內不會購買任何比特幣。

In a recent X thread, Galaxy Digital’s research team projected that the U.S. government will focus on protecting its current Bitcoin holdings throughout 2025.

在最近的 X 主題中，Galaxy Digital 的研究團隊預測，美國政府將在 2025 年專注於保護目前持有的比特幣。

“21 – The U.S. government will not purchase Bitcoin in 2025, but it will create a stockpile using coins it already holds, and there will be some movement within the departments and agencies to examine an expanded Bitcoin reserve policy.” –@intangiblecoins

「21 – 美國政府將不會在 2025 年購買比特幣，但它將使用其已持有的硬幣創建庫存，並且部門和機構內部將採取一些行動來審查擴大的比特幣儲備政策。” –@無形幣

In the report, Thorn explained that while discussions around a potential Bitcoin reserve policy may advance, the government is likely to prioritize managing its current holdings.

索恩在報告中解釋說，雖然圍繞潛在的比特幣儲備政策的討論可能會推進，但政府可能會優先考慮管理其當前持有的資產。

According to blockchain analytics platform Spot on Chain, the U.S. government currently holds approximately 183,850 BTC, valued at $17.382 billion at the time of writing. These BTC holdings are distributed across multiple identified wallet addresses.

根據區塊鏈分析平台 Spot on Chain 的數據，美國政府目前持有約 183,850 個 BTC，截至撰寫本文時價值 173.82 億美元。這些 BTC 持有量分佈在多個已識別的錢包位址中。

In July 2024, Wyoming Senator Cynthia Lummis introduced the Bitcoin Act 2024. This proposal aims to incorporate Bitcoin as a reserve asset in the U.S. Treasury.

2024 年 7 月，懷俄明州參議員 Cynthia Lummis 提出了《2024 年比特幣法案》。

The legislation outlines a plan for the government to purchase 200,000 BTC annually. This will occur over five years, amassing a total of 1 million BTC. Under the act, these holdings will be maintained in a strategic reserve and will be held for a minimum of 20 years, signaling a potential shift in the nation's approach to cryptocurrency.

該法案概述了政府每年購買 200,000 BTC 的計劃。這將在五年內完成，總共累積 100 萬個比特幣。根據該法案，這些資產將作為戰略儲備進行保留，並保留至少 20 年，這標誌著該國對加密貨幣的態度可能發生轉變。

Meanwhile, another Galaxy Digital analyst, known as “JW,” suggested that as many as five Nasdaq 100 companies could potentially integrate Bitcoin into their balance sheets, while an equal number of nation-states might do the same with their sovereign wealth funds.

同時，另一位名為「JW」的Galaxy Digital 分析師表示，多達5 家納斯達克100 指數公司可能會將比特幣納入其資產負債表，而同等數量的民族國家也可能對其主權財富基金採取同樣的做法。

“Competition among nation states, particularly unaligned nations, those with large sovereign wealth funds, or even those adversarial to the United States, will drive the strategies to mine or otherwise acquire Bitcoin,” JW stated.

JW 表示：“民族國家之間的競爭，特別是不結盟國家、擁有大型主權財富基金的國家，甚至與美國敵對的國家之間的競爭，將推動開採或以其他方式獲取比特幣的戰略。”

American States Adding Bitcoin to Reserves Ohio has become the latest state to explore incorporating Bitcoin into its treasury reserves with the introduction of a new bill by House Republican leader Derek Merrin.

美國各州將比特幣納入儲備 眾議院共和黨領袖德里克梅林 (Derek Merrin) 提出了一項新法案，俄亥俄州成為最新一個探索將比特幣納入其國庫儲備的州。

In early December, Samuel Armes, President of the Florida Blockchain Business Association (FBBA), revealed plans for Florida to establish a strategic Bitcoin reserve starting in 2025.

12 月初，佛羅裡達州區塊鏈商業協會 (FBBA) 主席 Samuel Armes 透露，佛羅裡達州計劃從 2025 年開始建立比特幣戰略儲備。

According to Armes, Florida intends to utilize its $185.7 billion pension fund, allocating a small fraction to Bitcoin as a hedge against inflation. He highlighted that even a 1% allocation could result in approximately $1.87 billion being invested in the cryptocurrency.

Armes 表示，佛羅裡達州打算利用其 1,857 億美元的退休基金，將一小部分分配給比特幣，以對沖通膨。他強調，即使是 1% 的分配也可能導致約 18.7 億美元投資於加密貨幣。

Michaela has no crypto positions and does not hold any crypto assets. This article is provided for informational purposes only and should not be construed as financial advice. The Shib Magazine and The Shib Daily are the official media and publications of the Shiba Inu cryptocurrency project. Readers are encouraged to conduct their own research and consult with a qualified financial adviser before making any investment decisions.

Michaela 沒有加密貨幣部位，也不持有任何加密資產。本文僅供參考，不應視為財務建議。 Shib Magazine 和 The Shib Daily 是 Shiba Inu 加密貨幣計畫的官方媒體和出版物。我們鼓勵讀者在做出任何投資決定之前進行自己的研究並諮詢合格的財務顧問。