隨著唐納德·川普重返白宮，加密貨幣行業預計未來會更好

加密貨幣產業預計未來會更好。具體來說，唐納德·川普重返白宮被視為加密貨幣的積極發展

Key Points

重點

The cryptocurrency industry is largely optimistic about the upcoming years.

加密貨幣產業對未來幾年基本上持樂觀態度。

In particular, Donald Trump's return to the White House is seen as a positive development for crypto regulation and the potential development of a strategic bitcoin stockpile. Those prospects lifted bitcoin (BTCUSD) today, with the leading cryptocurrency touching an all-time high above $75,000 late Tuesday and, more recently, holding just below that level.

特別是，唐納德·川普重返白宮被視為加密貨幣監管和戰略性比特幣儲備的潛在發展的積極進展。這些前景今天提振了比特幣 (BTCUSD)，週二晚間，這種領先的加密貨幣觸及 75,000 美元以上的歷史新高，最近又略低於該水平。

Regulatory Clarity for Crypto?

加密貨幣的監管是否清晰？

One of the biggest concerns for the crypto industry in recent years has been the Securities and Exchange Commission's approach to enforcement. The SEC has been criticized by crypto backers for perceived jurisdictional overstepping, bringing cases against crypto exchanges Binance, Coinbase, Kraken, and others.

近年來加密貨幣行業最大的擔憂之一是美國證券交易委員會的執法方式。 SEC 因被認為越權而受到加密貨幣支持者的批評，並對加密貨幣交易所 Binance、Coinbase、Kraken 等提起訴訟。

During his speech at the Bitcoin 2024 conference in July, Trump promised to end the current administration's "anti-crypto crusade" and to replace SEC chair Gary Gensler on "day one." At the same event, he proposed creation of a bitcoin stockpile.

在 7 月的比特幣 2024 會議上發表演講時，川普承諾結束現任政府的“反加密十字軍東徵”，並在“第一天”取代 SEC 主席加里·詹斯勒 (Gary Gensler)。在同一活動中，他提議創建比特幣庫存。

This election has also brought more crypto-friendly lawmakers into the Congress, making industry backers more optimistic. The results could mean rapid progress on bills related to stablecoins and clarification on when a crypto asset is a security, analysts at Bernstein said, according to a CoinDesk report.

這次選舉也讓更多對加密貨幣友善的立法者進入國會，讓業界支持者更加樂觀。根據 CoinDesk 的一份報告，伯恩斯坦分析師表示，這項結果可能意味著與穩定幣相關的法案將取得快速進展，並澄清加密資產何時是證券。

They could also presage new crypto exchange-traded funds, such as the one recently proposed by crypto asset manager Bitwise for XRP.

他們也可能預示著新的加密貨幣交易所交易基金的出現，例如加密貨幣資產管理公司 Bitwise 最近為 XRP 提出的基金。

What's Next For Bitcoin?

比特幣的下一步是什麼？

Trump previously vowed to push for the development of a strategic bitcoin stockpile if re-elected. While such a stockpile may not necessarily involve the purchasing of additional bitcoin on top of what the country already owns, it could have second-order effects in how the cryptocurrency is viewed by other world governments.

川普先前曾誓言，如果連任，將推動比特幣戰略儲備的發展。雖然這樣的庫存可能不一定涉及在該國已擁有的基礎上購買額外的比特幣，但它可能會對其他世界政府如何看待加密貨幣產生二階影響。

Moreover, Trump spoke of further developing the bitcoin mining industry in the U.S., claiming that he'd like to see every bitcoin mined in America. Bitcoin mining stocks such as Marathon Digital (MARA), Riot Platforms (RIOT), Hut8 (HUT) and CleanSpark (CLSK) rose Wednesday.

此外，川普也談到了進一步發展美國的比特幣挖礦業，聲稱他希望看到每個比特幣都在美國開採。 Marathon Digital (MARA)、Riot Platform (RIOT)、Hut8 (HUT) 和 CleanSpark (CLSK) 等比特幣礦業股週三上漲。

Bitwise CIO Matt Hougan expects bitcoin's price to rise above $100,000 before the end of the year. Still, he said, crypto investors should be discerning.

Bitwise CIO Matt Hougan 預計比特幣價格將在年底前升至 10 萬美元以上。不過，他表示，加密貨幣投資者應該保持敏銳的洞察力。

"Not all crypto projects are good, and not all of them will succeed," Hougan wrote in a note Wednesday. "All a regulatory reset will do is place crypto on a fair and even playing field, where it can succeed or fail on its own merits. It will be incumbent on investors to separate the wheat from the chaff, and to take a disciplined approach to evaluating risk."

「並非所有加密項目都是好的，也不是所有項目都會成功，」Hougan 在周三的一份報告中寫道。 「監管重置所要做的就是將加密貨幣放在一個公平公正的競爭環境中，它的成功或失敗取決於其自身的優點。投資者有責任將小麥與穀殼分開，並採取嚴格的方法評估風險。