Cryptoquant執行長：「比特幣標準」需要美國經濟衰退才能獲得牽引力

自從唐納德·川普當選美國第 47 任總統以來，比特幣倡導者一直面臨著對其政府是否會

Proponents of bitcoin have kept a close watch on the new administration and the upcoming Congress to see if they would introduce a strategic bitcoin reserve. While some believe that the U.S. government snapping up some bitcoin is still on the cards, others remain skeptical.

比特幣的支持者一直在密切關注新政府和即將召開的國會，看看他們是否會引入比特幣戰略儲備。雖然有些人認為美國政府仍有可能搶購一些比特幣，但其他人仍然持懷疑態度。

Cryptoquant CEO: ‘Bitcoin Standard’ Needs U.S. Economic Decline to Gain Traction Ki Young Ju, CEO of Cryptoquant, voiced his support for a “Bitcoin Standard” on social media but raised doubts about the likelihood of the U.S. adopting bitcoin as a strategic asset. He pointed to the nation’s ongoing economic stability and the global preference for the dollar as key factors in his reservations.

Cryptoquant執行長：「比特幣標準」需要美國經濟衰退才能獲得牽引力Cryptoquant執行長Ki Young Ju在社群媒體上表達了對「比特幣標準」的支持，但對美國採用比特幣作為戰略資產的可能性表示懷疑。他指出，國家持續的經濟穩定和全球對美元的偏好是他保留態度的關鍵因素。

The Cryptoquant CEO argues that whenever the U.S. feels its global economic dominance is threatened, interest in alternative monetary systems — once gold, now bitcoin — rises. He notes that gold “bugs” in the 1990s pushed for a return to the gold standard, just as today’s bitcoin maximalists advocate a “Bitcoin Standard.” However, the U.S. has repeatedly avoided reverting to a gold-based system.

這位 Cryptoquant 執行長認為，每當美國感到其全球經濟主導地位受到威脅時，人們對替代貨幣體系（曾經是黃金，現在是比特幣）的興趣就會上升。他指出，20 世紀 90 年代的黃金「錯誤」推動了金本位的回歸，就像今天的比特幣最大化主義者提倡「比特幣標準」一樣。然而，美國一再避免恢復以黃金為基礎的體系。

“I personally support the idea of Bitcoin Standard,” he remarked on X. “However, I question whether the U.S., while continuing to grow as other economies stagnate, would adopt bitcoin as a strategic asset. For the debate to gain serious momentum, the U.S. would need to see its global economic dominance genuinely threatened.”

「我個人支持比特幣標準的想法，」他在 X 上評論道。為了讓這場辯論獲得真正的動力，美國需要看到其全球經濟主導地位真正受到威脅。

The Cryptoquant executive added: “At present, market sentiment suggests confidence in the U.S.’s continued supremacy. The Cryptoquant CEO isn’t the only skeptic when it comes to a strategic bitcoin reserve; Nic Carter, co-founder and partner at Castle Island Ventures, shares similar reservations. “I don’t think it’s likely, nor do I think it’s a good idea,” Carter elaborates in a detailed essay on the topic.

這位 Cryptoquant 高層補充道：「目前，市場情緒顯示人們對美國繼續保持霸主地位充滿信心。 Cryptoquant 的執行長並不是唯一對比特幣戰略儲備持懷疑態度的人。 Castle Island Ventures 共同創辦人兼合夥人 Nic Carter 也持有類似的保留意見。 「我認為這不太可能，也不是一個好主意，」卡特在一篇關於該主題的詳細文章中闡述道。

On Sat., Ki Young Ju admits there’s a chance the U.S. government might snap up some bitcoin, though he thinks any such move would stem from motives far removed from setting up a Bitcoin Standard. “Even before his inauguration, Trump consistently warned other world leaders of the power gap between the U.S. and other nations,” his X post added. “This rhetoric, combined with increased capital inflows to the dollar, could renew confidence in its supremacy. Around me, many Koreans are choosing U.S. dollars as a safe haven over gold or bitcoin, particularly as the Korean won weakens.”

週六，Ki Young Ju 承認美國政府有可能搶購一些比特幣，儘管他認為任何此類舉動的動機都與建立比特幣標準相去甚遠。 「甚至在就職之前，川普就不斷警告其他世界領導人美國與其他國家之間的權力差距，」他的 X 貼文補充道。 「這種言論，加上資本流入美元的增加，可能會重燃人們對其霸主地位的信心。在我周圍，許多韓國人選擇美元作為黃金或比特幣的避風港，特別是在韓元走弱的情況下。

Ultimately, the Cryptoquant executive remains uncertain whether Trump’s comments on bitcoin at the BTC Conference were genuine signals of future policy or politically expedient statements to secure votes. “Trump is undeniably a skilled politician capable of strengthening America's position,” he concluded. “However, it remains uncertain how much of his campaign bitcoin statements he intends to fulfill.”

最終，Cryptoquant 高層仍不確定川普在 BTC 會議上對比特幣的評論是否是未來政策的真正訊號，或者是確保選票的政治權宜之計的聲明。 「無可否認，川普是一位有能力加強美國地位的熟練政治家，」他總結道。 “然而，目前仍不確定他打算履行多少比特幣競選聲明。”