加密貨幣高層忍不住吹牛。選舉的結果正如他們中許多人所希望的那樣。

美國大選的結果正如他們中許多人所希望的那樣。自稱為「加密貨幣總統」的唐納德·川普擊敗副總統卡馬拉·哈里斯入主白宮。

Crypto execs are celebrating after the US election, which saw several pro-crypto candidates win their races. But a closer look at the results suggests that crypto cash—not crypto enthusiasm—played a decisive role.

美國大選後，加密貨幣高層正在慶祝，幾位支持加密貨幣的候選人贏得了競選。但仔細觀察結果表明，加密貨幣現金（而不是加密貨幣熱情）發揮了決定性作用。

A version of this story appeared in our The Guidance newsletter on November 21. Sign up here.

這個故事的一個版本出現在我們 11 月 21 日的《指南》時事通訊中。

Ben Weiss is DL News’ Dubai Correspondent. The opinions expressed in this op-ed column are his own.

Ben Weiss 是 DL News 的杜拜記者。本專欄所表達的觀點是他自己的。

Crypto execs can’t help but brag.

加密貨幣高層忍不住吹牛。

The US election turned out as many of them had hoped.

美國大選的結果正如他們中許多人所希望的那樣。

Donald Trump, who branded himself as the “crypto president,” beat out Vice President Kamala Harris to win the White House.

自稱為「加密貨幣總統」的唐納德·川普擊敗副總統卡馬拉·哈里斯入主白宮。

Bernie Moreno, a Republican crypto champion, clobbered Democratic incumbent Sherrod Brown, an industry skeptic, to win an Ohio Senate seat.

共和黨加密貨幣擁護者伯尼·莫雷諾(Bernie Moreno)擊敗了行業懷疑論者、民主黨現任議員謝羅德·布朗(Sherrod Brown)，贏得了俄亥俄州參議院席位。

And Stand With Crypto, a lobbying group, said that 268 “pro-crypto” candidates won their elections compared to 122 “anti-crypto” candidates in the House of Representatives.

遊說團體 Stand With Crypto 表示，眾議院有 268 名「支持加密貨幣」候選人贏得選舉，而眾議院有 122 名「反加密貨幣」候選人。

Industry power players interpreted the election results as a ringing endorsement of pro-crypto politics.

產業巨頭將選舉結果解讀為對加密貨幣政治的強烈支持。

“On many, many issues, the voters said loud and clear that they want change,” Paul Grewal, the chief legal officer of Coinbase, posted on X. “Crypto is no exception.”

Coinbase 首席法律官 Paul Grewal 在 X 上發文說：“在很多很多問題上，選民大聲而明確地表達了他們想要改變。加密貨幣也不例外。”

I don’t buy it.

我不買。

Sure, crypto had an impact, but I don’t believe a significant bloc of single-issue crypto voters helped sway elections. The industry’s money did.

當然，加密貨幣產生了影響，但我不認為單一議題的加密貨幣選民的重要群體有助於影響選舉。行業的錢做到了。

Crypto-focused political action committees raised $197 million during the 2024 election cycle, according to a tracker developed by crypto researcher Molly White.

根據加密貨幣研究員 Molly White 開發的追蹤器，以加密貨幣為重點的政治行動委員會在 2024 年選舉週期籌集了 1.97 億美元。

And PACs spent $133 million of that war chest.

PAC 花了其中 1.33 億美元的資金。

That cash wasn’t explicitly lavished on trumpeting the cause of crypto. Rather, it was often spent on advertisements, which never mentioned crypto, for pro-crypto candidates.

這筆錢並沒有明確地用於宣揚加密事業。相反，它經常花在支持加密貨幣候選人的廣告上，廣告中從未提及加密貨幣。

In 59 political ads paid for by three of the biggest crypto PACs, none referenced decentralized tech, according to an analysis from Axios.

根據 Axios 的分析，在三個最大的加密 PAC 支付的 59 個政治廣告中，沒有一個提及去中心化技術。

And on the campaign website for Moreno, on whom crypto PACs spent more than $40 million, there was no mention of digital assets on his “About” or “Why I’m Running” pages.

在莫雷諾的競選網站上，加密貨幣 PAC 花費了超過 4000 萬美元，他的「關於」或「為什麼我競選」頁面上沒有提及數位資產。

Rather, Moreno focused on “Communist China,” protecting the Second Amendment, and cutting government spending.

相反，莫雷諾關注的是「共產主義中國」、保護第二修正案和削減政府支出。

I’m flying in the face of industry-sponsored polls that say there’s a small but significant bloc of single-issue crypto voters.

我正在面對業界發起的民意調查，這些民意調查顯示，有一小部分但重要的單一議題加密貨幣選民。

However, my two Satoshis is that the election came down to the same issues Americans have always cared about: the economy, immigration, inflation, among others.

然而，我的兩位中本聰認為，這次選舉歸結為美國人一直關心的同樣問題：經濟、移民、通貨膨脹等等。

The percentage of voters who said they believed the state of the US’s economy was “not so good or poor” increased from 50% in 2020 to 68% in 2024, according to exit polls from NBC.

根據 NBC 的出口民調，表示認為美國經濟狀況「不太好或很差」的選民比例從 2020 年的 50% 增加到 2024 年的 68%。

And, in an indication that immigration was a deciding issue for voters, Trump was able to flip counties on the Texas-Mexico border red for the first time in decades, per the Financial Times.

根據英國《金融時報》報道，川普幾十年來首次將德州和墨西哥邊境的縣變成紅色，這表明移民是選民的決定性問題。

Maybe that’s why a crypto PAC-sponsored ad for Moreno said he would “back the Trump economic agenda,” stop “rampant inflation,” and halt “the flood of illegal immigrants.”

也許這就是為什麼莫雷諾在加密貨幣 PAC 贊助的廣告中表示，他將“支持川普的經濟議程”，阻止“猖獗的通貨膨脹”，並阻止“非法移民的洪流”。

It never mentioned crypto.

它從未提到加密貨幣。

Reach out to me at bweiss@dlnews.com.

請透過 bweiss@dlnews.com 與我聯繫。