川普推動的加密貨幣漲勢席捲亞洲，不丹的比特幣儲備突破 10 億美元

- 誕生於美國的破紀錄加密貨幣漲勢正在亞洲留下印記，其中包括不丹持有的比特幣價值躍升至超過 10 億美元，以及韓國數位資產交易量激增。

A record-breaking crypto rally sparked by Donald Trump’s pro-digital asset policies is leaving its mark on Asia, with a jump in the value of Bitcoin held by Bhutan to over $1 billion and a surge in digital-asset trading volumes in South Korea.

唐納德·川普的支持數位資產政策引發的創紀錄的加密貨幣漲勢正在亞洲留下印記，不丹持有的比特幣價值躍升至超過 10 億美元，韓國數位資產交易量激增。

The crypto market has climbed by over $800 billion since Trump’s victory in the US election on Nov. 5, as hopes that his pledge to turn the US into the global hub for the sector spurs a digital-asset boom. Asia is being impacted by the burst of optimism as a clutch of jurisdictions in the region are at the forefront of crypto adoption, whether for investment, hedging local currency weakness or cheaper and faster remittances.

自 11 月 5 日川普在美國大選中獲勝以來，加密貨幣市場已上漲超過 8,000 億美元，人們希望他承諾將美國打造成該行業的全球中心，從而刺激數位資產的繁榮。亞洲正受到樂觀情緒爆發的影響，因為該地區的一些司法管轄區處於加密貨幣採用的最前沿，無論是投資、對沖本幣疲軟還是更便宜和更快的匯款。

In Bhutan, state investment arm Druk Holding & Investments has accumulated Bitcoin as a reward for running computer networks that help to underpin the token’s digital ledger. These so-called Bitcoin mining operations are powered by the mountainous Himalayan kingdom’s abundant hydroelectricity.

在不丹，國家投資機構 Druk Holding & Investments 累積了比特幣，作為運行電腦網路的獎勵，這些網路有助於支撐代幣的數位帳本。這些所謂的比特幣挖礦業務由喜馬拉雅山王國豐富的水力發電提供動力。

The value of Bhutan’s Bitcoin hoard has risen by over $200 million to $1.1 billion since the US vote, according to researcher Arkham Intelligence. That’s equivalent to about 36% of the country’s gross domestic product. Druk Holding & Investments began mining Bitcoin in 2019, Chief Executive Officer Ujjwal Deep Dahal told Bloomberg, but is unable to confirm the value of the holdings as they are material to its “core internal asset management and diversification strategy.”

據研究人員 Arkham Intelligence 稱，自美國公投以來，不丹的比特幣儲備價值已增加 2 億多美元，達到 11 億美元。這相當於該國國內生產毛額的約36%。執行長 Ujjwal Deep Dahal 告訴彭博社，Druk Holding & Investments 於 2019 年開始開採比特幣，但無法確認所持比特幣的價值，因為它們對其「核心內部資產管理和多元化策略」至關重要。

In South Korea, speculators tend to embrace smaller, riskier tokens rather than market-leader Bitcoin alone. The nation’s largest dedicated exchange is Upbit, whose share of worldwide crypto trading jumped two percentage points to 4.3% from Nov. 5 to Nov. 10, according to CCData. That suggests the Trump-fueled rally tempted more South Koreans into the market.

在韓國，投機者傾向於接受規模較小、風險較高的代幣，而不是只接受市場領先的比特幣。據 CCData 稱，該國最大的專用交易所是 Upbit，其在全球加密貨幣交易中的份額從 11 月 5 日到 10 日躍升了兩個百分點，達到 4.3%。這顯示川普推動的漲勢吸引了更多韓國人進入市場。

Elsewhere in the Asia Pacific, Singapore and Hong Kong are among the jurisdictions trying to foster digital-asset hubs. There are also many signs of gray-market demand for digital assets in China despite Beijing’s crypto ban.

在亞太地區的其他地區，新加坡和香港都是試圖培育數位資產中心的司法管轄區。儘管北京頒布了加密貨幣禁令，但仍有許多跡象顯示中國的灰色市場對數位資產有需求。

“Asian exchanges are going to see a big benefit from Trump and his pro-crypto policies,” said David Rogers, regional chief executive at market maker B2C2.

做市商 B2C2 的區域首席執行官 David Rogers 表示：“亞洲交易所將從川普及其支持加密貨幣的政策中受益匪淺。”

Bitcoin spiked to a record high above $94,000 on Tuesday as investors assessed how quickly Trump can make good on his promise of a friendly US regulatory backdrop. He has also pledged to establish a strategic US Bitcoin reserve, though some view that as an uphill task.

週二，比特幣飆升至 94,000 美元以上的歷史新高，投資者評估川普能夠以多快的速度兌現其友好的美國監管背景的承諾。他還承諾建立美國比特幣戰略儲備，儘管有些人認為這是一項艱鉅的任務。

Roger Li, co-founder of One Satoshi, a chain of stores in Hong Kong offering over-the-counter conversions between cash and crypto, said his volumes picked up two weeks before the US election and continued to expand afterward.

香港連鎖店One Satoshi 的聯合創始人Roger Li 表示，他的交易量在美國大選前兩週有所增加，並在之後繼續擴大。服務。

“Because of the growth we are seeing, and because we believe the rally will continue, we’re expanding our business,” Li said. “We want to have bigger shops to tend to more customers.”

「由於我們看到了成長，並且因為我們相信漲勢將持續，所以我們正在擴大我們的業務，」李說。 “我們希望擁有更大的商店來吸引更多的顧客。”

Other ripples from the US-led rally include a post-election doubling in the price of Cronos, the utility token of Singapore-headquartered Crypto.com, one of the biggest digital-asset trading venues. The city-state is also home to education software firm Genius Group Ltd., whose US-listed shares briefly surged 138% after the company pivoted to a Bitcoin-first approach for its reserves.

美國主導的漲勢帶來的其他連鎖反應包括選舉後克羅諾斯(Cronos) 的價格翻倍，克羅諾斯是總部位於新加坡的Crypto.com 的實用代幣，Crypto.com 是最大的數字資產交易場所之一。這個城邦也是教育軟體公司 Genius Group Ltd. 的所在地，該公司在美國上市的股票在該公司轉向比特幣優先的儲備方式後短暫飆升了 138%。

In Japan, Metaplanet Inc. is up roughly 60% this month on optimism about its strategy of accumulating Bitcoin from debt and equity financing. Last week, Tokyo-based Monex Group Inc. announced its crypto exchange operator Coincheck Group plans to finally list in the US in December via a long-pending merger with a special purpose acquisition company.

在日本，由於對其透過債務和股權融資累積比特幣的策略持樂觀態度，Metaplanet Inc. 本月股價上漲約 60%。上週，總部位於東京的 Monex Group Inc. 宣布，其加密貨幣交易所營運商 Coincheck Group 計劃最終透過與一家特殊目的收購公司進行長期懸而未決的合併，於 12 月在美國上市。

Digital assets suffered a wipeout in 2022 that uncovered sharp practices and fraud, leading to the collapse of platforms such as Sam Bankman-Fried’s FTX exchange. But for now memories of such risks are being overshadowed by bouts of euphoria over Trump’s support for crypto.

數位資產在 2022 年遭受了慘重打擊，暴露了尖銳的做法和欺詐行為，導致 Sam Bankman-Fried 的 FTX 交易所等平台崩潰。但目前，對此類風險的記憶正被川普支持加密貨幣帶來的一陣興奮所掩蓋。

“If this bull market plays out like 2021, we could see some significant volumes flow to altcoins while Bitcoin’s price slows,” said BTC Markets Pty Chief Executive Officer Caroline Bowler, using a catch-all term for smaller tokens.

BTC Markets Pty 執行長 Caroline Bowler 表示：“如果這次牛市像 2021 年那樣發展，我們可能會看到一些大量交易量流向山寨幣，而比特幣價格則放緩。”