隨著國家的積累，比特幣 (BTC) 將在 2025 年成為「遊戲規則改變者」：富達

富達數位 (Fidelity Digital) 預計，今年全球最大的加密貨幣比特幣 (BTC) 的接受和採用將改變

World's largest cryptocurrency is set for record year of government adoption, Fidelity says

富達表示，全球最大的加密貨幣將迎來政府採用創紀錄的一年

This year is expected to be a game changer in terms of acceptance and adoption of bitcoin (BTC), the world’s largest cryptocurrency, Fidelity Digital Assets said in a research report Tuesday.

富達數位資產公司週二在一份研究報告中表示，就世界上最大的加密貨幣比特幣（BTC）的接受和採用而言，今年預計將改變遊戲規則。

“We anticipate more nation-states, central banks, sovereign wealth funds, and government treasuries will look to establish strategic positions in bitcoin,” wrote analyst Matt Hogan.

分析師馬特·霍根（Matt Hogan）寫道：“我們預計更多的民族國家、央行、主權財富基金和政府財政部將尋求在比特幣領域建立戰略地位。”

Given macro headwinds such as rising inflation, currency debasement and surging fiscal deficits, not making an allocation to bitcoin could be more risky than making one, the report said.

報告稱，考慮到通膨上升、貨幣貶值和財政赤字激增等宏觀不利因素，不配置比特幣可能比配置比特幣的風險更大。

Fidelity notes that both President-elect Donald Trump and Senator Cynthia Lummis have been vocal about establishing a strategic bitcoin reserve in the United States, but said said it remains to be seen if they follow through with this plan in 2025.

富達指出，當選總統唐納德·川普和參議員辛西婭·盧米斯都直言不諱地表示要在美國建立比特幣戰略儲備，但表示他們是否會在 2025 年落實這一計劃還有待觀察。

Lummis proposed the “Bitcoin Act of 2024” to the Senate in July. If the bill were to be enacted, Fidelity said the “political and financial game theory at play will force other nations to follow suit.”

Lummis 於 7 月向參議院提出了「2024 年比特幣法案」。富達表示，如果該法案獲得通過，“政治和金融博弈論將迫使其他國家效仿。”

If nation-states were to adopt a bitcoin accumulation strategy, it is likely that these countries would begin buying the digital asset surreptitiously, as announcing their plans would likely influence other investors to buy BTC and drive the price higher, Fidelity said.

富達表示，如果民族國家採取比特幣累積策略，這些國家很可能會開始秘密購買數位資產，因為宣布他們的計畫可能會影響其他投資者購買比特幣並推高價格。

The U.S., China, Ukraine, Bhutan, and El Salvador are currently the largest government holders of bitcoin, the report said. It noted that many of these counties have only gained exposure from government seizures and the recovery of bitcoin associated with criminal activities.

報告稱，美國、中國、烏克蘭、不丹和薩爾瓦多目前是比特幣最大的政府持有者。它指出，其中許多縣僅因政府扣押和追回與犯罪活動相關的比特幣而受到影響。