川普就職演說未提及加密貨幣後，比特幣出現反彈

在美國總統就職後的第一套政策沒有提及這一資產類別後，比特幣和其他加密貨幣，甚至是新鑄造的以唐納德·特朗普名字命名的代幣，週二都出現了反彈。

Bitcoin and other cryptocurrencies, including the newly launched token bearing Donald Trump’s name, fell sharply on Tuesday, after the U.S. president’s first set of policies following inauguration made no reference to this asset class.

比特幣和其他加密貨幣，包括新推出的以唐納德·川普名字命名的代幣，週二大幅下跌，因為美國總統就職後的第一套政策沒有提及這一資產類別。

Bitcoin, the world’s largest cryptocurrency, hit a record high $109,071 on Monday when Trump was sworn in as the 47th U.S. President, but later pared those gains and was last trading at $101,705.40.

週一，川普宣誓就任美國第 47 任總統時，全球最大的加密貨幣比特幣創下 109,071 美元的歷史新高，但隨後回吐漲幅，最新交易價格為 101,705.40 美元。

The Trump-branded meme coin, launched on Friday night, was last trading at $34.4, according to cryptocurrency price tracker CoinGecko.

根據加密貨幣價格追蹤該公司 CoinGecko 的數據，週五晚上推出的川普品牌迷因幣的最新交易價格為 34.4 美元。

That is half its peak price of $74.59 on Monday, when valuation exceeded $14 billion. The coin had initially been priced around $6.5 at its launch.

這只是周一高峰 74.59 美元的一半，當時估值超過 140 億美元。該代幣發行時最初定價約為 6.5 美元。

Trump’s inaugural speech on Monday was accompanied by a host of executive orders and plans relating to trade tariffs, immigration, energy deregulation and even a reprieve for popular Chinese short-video app TikTok.

川普週一發表就職演說時還發布了一系列行政命令和計劃，涉及貿易關稅、移民、能源放鬆管制，甚至還暫停了中國流行的短片應用 TikTok。

But he did not mention cryptocurrencies, disappointing an industry that had for months been excited the crypto-friendly president would kick-start a sea change in U.S. policies towards the volatile asset class.

但他沒有提到加密貨幣，這令整個行業感到失望，幾個月來，該行業一直對這位對加密貨幣友好的總統將啟動美國對波動性資產類別的政策發生巨大變化感到興奮。

“I think in the short term there’s a chance this could be a sell-the-news event,” said Matthew Dibb, chief investment officer at crypto asset manager Astronaut Capital, adding that crypto investors had been anticipating some executive actions to be rolled out during Trump’s first day in office.

加密資產管理公司 Astronaut Capital 首席投資長 Matthew Dibb 表示：「我認為，短期內這可能會成為一次拋售新聞事件。」他補充說，加密貨幣投資者一直預計將推出一些行政行動川普上任第一天。

“The market has some great expectations about a bitcoin strategic reserve and a loosening of regulations around digital assets, but it’s more likely these developments will be drip-fed over a series of months rather than days.

「市場對比特幣策略儲備和數位資產監管放鬆抱有很大期望，但這些進展更有可能在幾個月而不是幾天內逐步顯現。

Bitcoin has already retreated … We are expecting further volatility here and likely a selloff,” Dibb said.

比特幣已經回落……我們預計比特幣將進一步波動，並可能出現拋售，」迪布表示。

Crypto exchange-traded funds sold off too. The ChinaAMC bitcoin ETF (512800.SS) shed nearly 6%.

加密貨幣交易所交易基金也遭到拋售。華夏比特幣ETF（512800.SS）下跌近6%。

Bitcoin hits record above $109,000 awaiting Trump

比特幣突破 109,000 美元紀錄，等待川普

However, Trump has already set in motion personnel changes that the industry sees as encouraging.

然而，川普已經啟動了業界認為令人鼓舞的人事變動。

He has tapped Mark Uyeda, a Republican member of the U.S. Securities and Exchange Commission, to be acting chair of the agency and plans to nominate former SEC Commissioner Paul Atkins to run the agency on a permanent basis.

他已任命美國證券交易委員會共和黨成員馬克烏耶達 (Mark Uyeda) 擔任該機構代理主席，並計劃提名前 SEC 委員 Paul Atkins 長期管理該機構。

Atkins is widely expected to end a crypto crackdown led by former President Joe Biden’s Democratic SEC chair Gary Gensler and Uyeda has criticised the SEC for failing to offer guidance on how crypto companies can register with the agency.

人們普遍預計阿特金斯將結束由前總統喬·拜登的民主黨SEC 主席加里·根斯勒(Gary Gensler) 領導的加密貨幣打擊行動，而Uyeda 批評SEC 未能就加密貨幣公司如何向該機構註冊提供指導。

Top Republican officials at the SEC are poised to begin overhauling the agency’s cryptocurrency policies potentially as early as next week, said three people briefed on the matter.

三名知情人士表示，美國證券交易委員會的共和黨高級官員可能最快在下週就開始徹底改革該機構的加密貨幣政策。

Conflict of interest

利益衝突

Meanwhile, Trump’s launch of the $TRUMP token and the $MELANIA token, for first lady Melania Trump, shortly before his inauguration creates new conflict-of-interest concerns, ethics experts and industry insiders said.

同時，道德專家和業內人士表示，川普在就職前不久為第一夫人梅拉尼婭·川普推出了$TRUMP 代幣和$MELANIA 代幣，這引發了新的利益衝突擔憂。

Eighty percent of Trump coin’s tokens are owned by CIC Digital, an affiliate of Trump’s business, and another entity called Fight, Fight, Fight, according to its website.

據其網站稱，川普幣 80% 的代幣由川普企業的附屬公司 CIC Digital 和另一個名為「Fight, Fight, Fight」的實體擁有。

The companies said they are not investments or securities but are an “expression of support for, and engagement with, the ideals and beliefs embodied by the symbol ‘$TRUMP’”.

這些公司表示，它們不是投資或證券，而是「對『$TRUMP』符號所體現的理想和信念的支持和參與的表達」。

World Liberty Financial, a separate Trump-linked crypto project, also announced on Monday that it had completed an initial token sale, raising $300 million, and would look to issue additional tokens.

與川普相關的另一個加密項目 World Liberty Financial 也在周一宣布，它已經完成了首次代幣銷售，籌集了 3 億美元，並將考慮發行更多代幣。

Trump has pledged to hand management of his assets to his children, but the crypto asset is raising particular concerns due to its ability to quickly attract billions of speculative dollars with little transparency.

川普已承諾將其資產的管理權交給他的孩子，但由於加密資產能夠在幾乎不透明的情況下迅速吸引數十億美元的投機資金，因此引起了特別的擔憂。