唐納德·特朗普的加密貨幣賭博

即將上任的美國總統甚至暗示可能建立比特幣戰略儲備。

Donald Trump's path to the White House has been marked by a focus on cryptocurrency, driving the price of bitcoin to record highs and sparking heated debate.

唐納德·川普入主白宮之路以對加密貨幣的關注為標誌，推動比特幣價格創下歷史新高並引發激烈爭論。

The incoming U.S. president has even hinted at the possibility of creating a strategic reserve of bitcoin.

即將上任的美國總統甚至暗示有可能建立比特幣戰略儲備。

At the New York Stock Exchange this week, CNBC host Jim Cramer asked Trump whether he would proceed with such a plan.

本週在紐約證券交易所，CNBC 主持人吉姆克萊默詢問川普是否會繼續實施這樣的計劃。

"Yeah. I think so. We're going to do something great with crypto," he replied.

「是的。我想是的。我們將用加密貨幣做一些很棒的事情，」他回答。

Since Trump won the U.S. election, bitcoin has climbed above $100,000 US for the first time. Now, he's filling his administration with pro-crypto advisers, and seems to be backing the idea of a bitcoin reserve held by the U.S. Treasury, which analysts say could boost the price by another 50 per cent. Supporters say he could put the U.S. at the forefront of a technology that they view as revelatory — while critics say it'll further entrench wealth inequality.

自川普贏得美國大選以來，比特幣首次突破 10 萬美元。現在，他在政府中任命了支持加密貨幣的顧問，似乎支持美國財政部持有比特幣儲備的想法，分析師稱這可能會使比特幣價格再上漲 50%。支持者表示，他可以讓美國走在他們認為具有啟發性的技術的最前沿，而批評者則表示，這將進一步加劇財富不平等。

Trump's turn toward crypto

川普轉向加密貨幣

Trump is a recent convert on the issue of cryptocurrencies, once calling bitcoin a "scam" against the U.S. dollar. But during the campaign, he heralded himself as "the first major party nominee in American history to accept donations in bitcoin and crypto."

川普最近在加密貨幣問題上轉變了立場，曾稱比特幣是兌美元的「騙局」。但在競選期間，他宣稱自己是「美國史上第一位接受比特幣和加密貨幣捐贈的主要政黨候選人」。

It's unclear what prompted his change of heart. But he and his family did launch their own cryptocurrency during the recent campaign.

目前還不清楚是什麼促使他改變主意了。但他和他的家人在最近的競選活動中確實推出了自己的加密貨幣。

And he said, that was just the beginning.

他說，這只是開始。

"I'm laying out my plan to ensure that the United States will be the crypto capital of the planet and the bitcoin superpower of the world," he told a bitcoin conference in November.

他在 11 月的一次比特幣會議上表示：“我正在製定計劃，以確保美國成為地球上的加密貨幣之都和世界比特幣超級大國。”

He's also appointed billionaire David Sacks to be his new "AI and crypto czar."

他還任命億萬富翁大衛·薩克斯（David Sacks）為他的新「人工智慧和加密貨幣沙皇」。

Sacks was part of the so-called PayPal Mafia, a group of founders and employees (including fellow Trump appointee Elon Musk) who built the financial technology firm in the early 2000s, and have since founded or played major roles in other tech companies.

薩克斯是所謂的PayPal 黑手黨的一員，該組織由創始人和員工（包括川普任命的馬斯克）組成，他們在2000 年代初創建了這家金融科技公司，此後又創立了其他科技公司或在其他科技公司中發揮了重要作用。

He's been a vocal proponent of bitcoin and cryptocurrency dating back to as early as 2013.

早在 2013 年，他就一直是比特幣和加密貨幣的公開支持者。

"Bitcoin has the potential to be the next internet — the internet of money. I'm buying," he posted on X on May 30, 2013, when Bitcoin was trading for a mere $129. If he invested $1,000 then, it would be worth nearly $800,000 today.

「比特幣有潛力成為下一個網路——貨幣互聯網。我正在買入，」他於 2013 年 5 月 30 日在 X 上發文稱，當時比特幣的交易價格僅為 129 美元。如果他當時投資 1,000 美元，那麼今天的價值將接近 80 萬美元。

Now, Sacks has a key job within the next administration, shaping how the industry will be regulated. In July, he posted on X that the industry's main desire was a clear legal framework.

現在，薩克斯在下一屆政府中擔任重要職務，負責制定該行業的監管方式。 7月，他在X上發文稱，該行業的主要願望是一個明確的法律框架。

"If Trump wins, the industry will get this, and more innovation will happen in the U.S."

“如果川普獲勝，整個行業將會得到這個，更多的創新將會在美國發生”

Reserve not a new idea

不保留新想法

The idea of a strategic reserve was gaining steam even before Trump won the election.

甚至在川普贏得大選之前，戰略儲備的想法就已經開始流行。

A bill proposed this summer by Republican Senator Cynthia Lummis of Wyoming, a Trump ally, would require all bitcoin held by any federal agency be transferred to the Treasury to be held in a strategic bitcoin reserve.

川普的盟友、懷俄明州共和黨參議員辛西婭·魯米斯(Cynthia Lummis) 今年夏天提出的一項法案將要求任何联邦機構持有的所有比特幣都轉移到財政部，以戰略比特幣儲備的形式持有。

It would also mandate the Treasury secretary to purchase no more than 200,000 bitcoins a year over a five-year period, for a total of one million bitcoins.

它還將要求財政部長在五年內每年購買不超過 20 萬個比特幣，總計 100 萬個比特幣。

The U.S. Treasury would be required to hold onto those bitcoins for at least 20 years.

美國財政部將被要求持有這些比特幣至少 20 年。

Crypto enthusiasts say the reserve would position the United States as a world leader in the world of cryptocurrency, which they view as the future of the financial system. They also say Bitcoin will soar to all new heights if the new administration backs the idea of a strategic reserve.

加密貨幣愛好者表示，該儲備將使美國成為加密貨幣領域的世界領導者，他們認為加密貨幣是金融體系的未來。他們也表示，如果新政府支持戰略儲備的想法，比特幣將飆升至新的高度。

"I think it's headed for a range of $250,000 [US] to $500,000 [US per coin]," said analyst Ronnie Moas, founder of Standpoint Research.

Standpoint Research 創始人、分析師羅尼·莫斯 (Ronnie Moas) 表示：“我認為它的價格範圍將達到 25 萬美元至 50 萬美元（每枚代幣）。”

Moas says the Trump presidency has put new wind in the sails of crypto, and the moment a bitcoin reserve is announced, the price will spike again.

莫阿斯表示，川普總統任期為加密貨幣帶來了新的風帆，一旦宣佈建立比特幣儲備，價格將再次飆升。

"[It] will move the price overnight by between 25 and 50 per cent because you'll have a flood of people coming in trying to jump in front of the government's purchase, which is going to take months or weeks to get off the ground," Moas said this week.

「[它]將使價格在一夜之間上漲 25％ 至 50％，因為會有大量的人湧入，試圖搶在政府購買之前，而這將需要數月或數週的時間才能啟動。 ，”莫阿斯本週說。

Moas is no fan of Trump, calling him an "idiot" and a "scam artist," but he says he is right on bitcoin.

莫斯不是川普的粉絲，稱他為“白痴”和“騙子”，但他說他對比特幣的看法是正確的。

Others are just as adamant that a bitcoin reserve fund is a fundamentally bad idea.

其他人也同樣堅持認​​為比特幣儲備基金從根本上來說是一個壞主意。

Among the naysayers is Larry Summers, an economist and former U.S. Treasury secretary.

經濟學家、前美國財政部長拉里·薩默斯(Larry Summers)就是反對者之一。

Summers says there may well have been a decent argument in favour of creating a strategic petroleum reserve or to build up hordes of gold at Fort Knox a century ago

薩默斯表示，一個世紀前，很可能有充分的理由支持建立戰略石油儲備或在諾克斯堡建立黃金大群