為什麼美國應該建立比特幣戰略儲備

CryptoQuant 執行長兼創辦人 Ki Young Ju 是最新一位對美國比特幣戰略儲備問題發表看法的人。

The United States election was a pivotal moment for the crypto space in 2024. With the reelection of Donald Trump, Bitcoin and the crypto market experienced a revival following a lackluster second and third quarter.

美國大選是 2024 年加密貨幣領域的關鍵時刻。

Among President-elect Trump's campaign promises was the establishment of a strategic Bitcoin reserve. This topic has since dominated crypto conversations, with discussions centering on its potential impact on the US economy and the crypto landscape.

當選總統川普的競選承諾之一是建立比特幣戰略儲備。此後，這個主題一直主導著加密貨幣對話，討論集中在其對美國經濟和加密貨幣格局的潛在影響。

CryptoQuant CEO and founder Ki Young Ju recently shared his perspectives on the matter in a post on the X platform. According to him, utilizing the world’s leading cryptocurrency to offset the United States debt is a viable approach.

CryptoQuant 執行長兼創辦人 Ki Young Ju 最近在 X 平台上發表了一篇文章，分享了他對此事的看法。他認為，利用全球領先的加密貨幣來抵銷美國債務是可行的辦法。

Highlighting key statistics, Young Ju mentioned that over the last 15 years, realized capital inflows of $790 billion have propelled Bitcoin's market cap to $2 trillion, with $352 billion in inflows contributing to a $1 trillion increase in market cap this year alone.

Young Ju在強調關鍵統計數據時提到，在過去15年中，已實現的資本流入達7900億美元，將比特幣的市值推升至2萬億美元，其中僅今年一年，就有3520億美元的流入導致市值增加了1兆美元。

If the US government were to acquire 1 million BTC by 2050 and designate it as a strategic asset, it could reduce its domestic debt (70% of the total) by 36%, as noted by Young Ju. He further stated that while the remaining 30% of debt held by foreign entities might object to this approach, the plan does not aim to settle all debt with Bitcoin, rendering the strategy practical.

Young Ju 指出，如果美國政府在 2050 年收購 100 萬比特幣並將其指定為戰略資產，則可以將其國內債務（佔總額的 70%）減少 36%。他進一步表示，雖然外國實體持有的剩餘 30% 的債務可能會反對這種做法，但該計劃並非旨在用比特幣解決所有債務，這使得該策略切實可行。

In Young Ju's opinion, employing a “pumpable asset” like BTC to offset dollar-denominated debt could encounter the challenge of creditor acceptance. However, if the United States were to establish a strategic Bitcoin reserve, it could serve as a “symbolic first step” toward imbuing the flagship cryptocurrency with broader, nationwide legitimacy, akin to assets like gold.

Young Ju 認為，使用 BTC 這樣的「可泵送資產」來抵銷以美元計價的債務可能會遇到債權人接受的挑戰。然而，如果美國要建立比特幣戰略儲備，它可以作為向旗艦加密貨幣賦予更廣泛的全國性合法性的“象徵性第一步”，類似於黃金等資產。

In his X post, the CryptoQuant CEO also pointed out a potential risk associated with establishing a strategic Bitcoin reserve—old whales dumping their BTC to spite the US government.

在他的 X 貼文中，CryptoQuant 執行長還指出了建立比特幣戰略儲備的潛在風險——老鯨魚拋售比特幣來對抗美國政府。

However, he concluded that if governments continue accumulating Bitcoin until 2050 and its price keeps rising, it is unlikely that they would dump it.

然而，他的結論是，如果政府繼續累積比特幣直到 2050 年並且其價格持續上漲，他們不太可能拋售比特幣。

BTC Price At A Glance At the time of writing, BTC price is trading around $97,000, indicating a 0.4% decrease in the past 24 hours. Over the last seven days, the premier cryptocurrency has seen a 3.6% decrease, as reported by CoinGecko.

BTC 價格概覽 截至撰寫本文時，BTC 價格交易價格約為 97,000 美元，顯示過去 24 小時內下跌了 0.4%。根據 CoinGecko 報導，在過去 7 天裡，這主要加密貨幣下跌了 3.6%。