NYDIG 表示，持有比特幣正在從投資者的一種選擇轉變為一種必需品

紐約數位投資集團（NYDIG）表示，持有比特幣正在從投資者的選擇轉變為必需品。

Investment firm NYDIG claims that investors must now own Bitcoin.

投資公司 NYDIG 聲稱投資者現在必須擁有比特幣。

According to a November 11 report by Greg Cipolaro, NYDIG's global head of research, some investors have already allocated funds to Bitcoin, but the majority still have none. He stated, “There are no more excuses. It is now becoming a political imperative.” According to Cipolaro, “Not having the asset will be a liability in the future.”

根據 NYDIG 全球研究主管 Greg Cipolaro 11 月 11 日的報告，一些投資者已經將資金分配給比特幣，但大多數投資者仍然沒有資金。他表示：「沒有更多的藉口了。現在它已成為一項政治當務之急。西波拉羅表示，“沒有資產將成為未來的負債。”

Bitcoin has increased by 84% this year, reaching nearly $84,800 on Friday, as shown by Brave New Coin's Bitcoin Liquid Index.

Brave New Coin 的比特幣流動性指數顯示，比特幣今年已上漲 84%，週五達到近 84,800 美元。

Optimism about Trump's victory contributed to BTC's remarkable price surge. Many investors and the crypto community believe that the election result will lead to a more favorable regulatory framework for digital assets, removing obstacles that have hindered the industry's growth.

對川普獲勝的樂觀情緒導致了比特幣價格的顯著飆升。許多投資者和加密社群認為，選舉結果將為數位資產帶來更有利的監管框架，消除阻礙該產業成長的障礙。

According to Brave New Coin's Bitcoin Liquid Index, BTC's price has soared by 84% in 2022.

根據 Brave New Coin 的比特幣流動性指數，比特幣的價格在 2022 年飆升了 84%。

A shift is anticipated as government agencies ease regulatory policies that have hindered cryptocurrency enterprises. By 2025, new leaders in key federal agencies are anticipated to spearhead pro-crypto legislation. Key positions, including heads of the Senate Banking Committee, SEC, FDIC, OCC, Attorney General, and Treasury, will see changes, potentially resulting in a more supportive approach to digital assets.

隨著政府機構放鬆阻礙加密貨幣企業的監管政策，預計這種轉變將會發生。到 2025 年，主要聯邦機構的新領導人預計將帶頭支持加密貨幣立法。包括參議院銀行委員會、SEC、FDIC、OCC、總檢察長和財政部負責人在內的關鍵職位將發生變化，這可能會導致對數位資產採取更具支持性的做法。

This political development enables the crypto sector to influence top-level decision-making. It bodes well for cryptocurrencies and blockchain technologies to be included in the financial mainstream, although the results will depend on the new appointees' actions. The industry has sought regulatory clarity for years, and recent elections may speed up digital currency adoption.

這種政治發展使加密貨幣產業能夠影響高層決策。這對於加密貨幣和區塊鏈技術納入金融主流來說是個好兆頭，儘管結果將取決於新任命者的行動。該行業多年來一直尋求監管的明確性，最近的選舉可能會加速數位貨幣的採用。

NYDIG emphasizes the growing critical nature of Bitcoin. According to Cipolaro, investors who dismiss or ignore the asset will face financial risk. As Bitcoin outperforms other assets and with regulated investment products like ETFs becoming more accessible, the argument for Bitcoin ownership strengthens.

NYDIG 強調比特幣日益增長的關鍵性。西波拉羅表示，忽視或忽視該資產的投資者將面臨財務風險。隨著比特幣的表現優於其他資產，而 ETF 等受監管的投資產品變得越來越容易獲得，支持比特幣所有權的爭論愈演愈烈。

The crypto sector has sought clearer regulations for nearly eight years. Political action committees (PACs) dedicated to crypto played a pivotal role in recent elections, investing $135 million in campaign donations and advertising. Their goal is to back candidates who grasp the potential of digital assets and support policies that encourage growth and innovation by reducing restrictions.

近八年來，加密產業一直在尋求更明確的監管。致力於加密貨幣的政治行動委員會 (PAC) 在最近的選舉中發揮了關鍵作用，投資了 1.35 億美元用於競選捐款和廣告。他們的目標是支持那些掌握數位資產潛力的候選人，並支持透過減少限制來鼓勵成長和創新的政策。

With Republicans now controlling the White House and Congress, major government agencies are expected to adopt a more crypto-friendly stance. Agencies like the SEC, OCC, and FDIC will likely introduce policies designed to accelerate cryptocurrency adoption.

隨著共和黨現在控制白宮和國會，主要政府機構預計將採取對加密貨幣更友善的立場。 SEC、OCC 和 FDIC 等機構可能會推出旨在加速加密貨幣採用的政策。

For example, new SEC leadership could establish a more defined framework for crypto assets, easing existing restrictions and fostering a supportive environment. Key legislative initiatives such as the Financial Innovation and Technology for the 21st Century Act (FIT21) and proposed stablecoin regulations could undergo substantial revisions.

例如，新的 SEC 領導層可以為加密資產建立更明確的框架，放寬現有限制並創造一個支持性環境。 《21 世紀金融創新與技術法案》（FIT21）和擬議的穩定幣法規等關鍵立法舉措可能會進行重大修改。

These laws seek to build clear frameworks for digital assets and establish precise standards for stablecoin issuance and backing. While the Republican-led Congress may emphasize innovation over stringent oversight, significant legislative changes may be delayed until the next Congress session.

這些法律旨在為數位資產建立清晰的框架，並為穩定幣的發行和支持建立精確的標準。雖然共和黨領導的國會可能會強調創新而非嚴格監督，但重大立法變革可能會推遲到下屆國會會議。

U.S. Eyes Bitcoin Reserve for Economic Security

美國著眼於比特幣儲備以確保經濟安全

Senator Cynthia Lummis introduced the BITCOIN Act to establish a strategic Bitcoin reserve in the United States. The proposal aims to enable the federal government to hold Bitcoin as a safeguard against economic instability, enhance national security, and signal support for digital assets. The plan seeks to have the Treasury acquire 1 million Bitcoins, potentially reaching 1.05 million, valued at roughly $76 billion based on current market prices.

參議員辛西婭·盧米斯 (Cynthia Lummis) 提出了《比特幣法案》，旨在美國建立比特幣戰略儲備。該提案旨在使聯邦政府能夠持有比特幣作為應對經濟不穩定的保障，增強國家安全，並表明對數位資產的支持。該計畫旨在讓財政部收購 100 萬枚比特幣，可能達到 105 萬枚，根據當前市場價格計算，價值約 760 億美元。

However, former President Trump has suggested converting the U.S. government's current holdings of 204,000 Bitcoins, worth about $15 billion, into a strategic reserve. But this could face legal hurdles as a large portion of these Bitcoins are linked to identifiable victims of law enforcement actions. For instance, 120,000 Bitcoins are tied to Bitfinex, a sister company of Tether, which could obstruct the reserve's establishment.

然而，前總統川普建議將美國政府目前持有的20.4萬枚比特幣（價值約150億美元）轉為戰略儲備。但這可能會面臨法律障礙，因為這些比特幣很大一部分與執法行動的可識別受害者有關。例如，120,000 個比特幣與 Tether 的姊妹公司 Bitfinex 綁定，這可能會阻礙儲備的建立。

Bitcoin's price movements typically follow four-year cycles. After months of sideways trading, the recent surge suggests the cycle is continuing. ETF flows support this, with significant inflows after the election results. On Thursday, IBIT recorded a historic $1.12 billion single-day inflow, reflecting strong investor confidence and continued Bitcoin accumulation by liquidity providers.

比特幣的價格變動通常遵循四年周期。經過數月的橫盤交易後，最近的飆升表明這一周期仍在繼續。 ETF 資金流支持了這一點，選舉結果後出現大量資金流入。週四，IBIT 錄得歷史性的單日流入 11.2 億美元，反映出投資者信心強勁以及流動性提供者持續累積比特幣。