在唐納德·特朗普（Donald Trump）對非比特幣美國主權財富基金的驚喜行政命令之後，本週末，美國戰略比特幣儲備的希望又敲響了。

在涵蓋該命令的簽署的新聞發布會上，親切商業部長霍華德·盧特尼克（Howard Lutnick）和財政部長斯科特·貝森特（Scott Bessent）告訴總統，他們將在其要求的基金提議中探索認股權證，權益和其他非比幣投資。

The hopes of seeing a US Strategic Bitcoin Reserve being created took another blow this weekend, as Donald Trump signed a surprise executive order about a non-bitcoin US Sovereign Wealth Fund.

希望看到美國戰略比特幣儲備的希望在本週末再次打擊，因為唐納德·特朗普（Donald Trump）簽署了關於非比蒂幣美國主權財富基金的驚喜行政命令。

At the press conference covering the order’s signing, pro-Tether Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent told the president that they would explore warrants, equity, and other non-bitcoin investments in their proposal for his requested fund.

在涵蓋該命令的簽署的新聞發布會上，親切商業部長霍華德·盧特尼克（Howard Lutnick）和財政部長斯科特·貝森特（Scott Bessent）告訴總統，他們將在其要求的基金提議中探索認股權證，權益和其他非比幣投資。

Trump’s order made no mention of bitcoin (BTC) or digital assets. Worse, his son Eric tweeted that he actually preferred ether (ETH) over BTC at that time.

特朗普的命令沒有提及比特幣（BTC）或數字資產。更糟糕的是，他的兒子埃里克（Eric）發推文說，他當時實際上比BTC更喜歡以太（ETH）。

In my opinion, it’s a great time to add $ETH.

我認為，這是添加$ eth的好時機。

The disappointment of US Sovereign Wealth Fund political leaders paying no attention to BTC only added insult to injury. In January, rather than creating a Strategic Bitcoin Reserve, Trump created a working group chaired by Solana and Multicoin investor David Sacks to propose assets for a digital asset stockpile.

美國主權財富基金政治領導人不關注BTC的失望只會增加受傷的侮辱。一月份，特朗普在一月份沒有創建一個戰略性的比特幣儲備，而是創建了一個由索拉納（Solana）和多明利亞投資者戴維·薩克斯（David Sacks）主持的工作組，為數字資產庫存提供資產。

Binary options wagering site Polymarket is accepting bets at dismal, 18% odds that the US government will hold any amount of BTC in its reserves before April 29, 2025. That betting rate has crashed from 48% just two weeks ago.

二元期權下注場地Polymarket正在接受令人沮喪的賭注，其中18％的賠率是，美國政府將在2025年4月29日之前持有其儲備金的任何數量。

Betting odds on Kalshi are higher – 48% betting odds for a US bitcoin reserve before 2026 – although still at the low end of its range since November 2024.

卡爾西（Kalshi）的賭注賠率更高 - 2026年之前的美國比特幣儲備的下注賠率為48％ - 儘管自2024年11月以來仍處於其範圍的低端。

After uproarious applause at Donald Trump’s July 27, 2024 speech at a Bitcoin conference, anticipation of a Strategic Bitcoin Reserve continued to build until Trump was sworn in as president. Disappointment set in immediately.

在唐納德·特朗普（Donald Trump）在2024年7月27日在比特幣會議上發表演講的震撼力之後，對戰略比特幣儲備的期望繼續建立，直到特朗普宣誓就職為止。令人失望的是立即感到失望。

To be clear, a Strategic Bitcoin Reserve has at least three variants. The weakest form, a “strategic reserve” in name only, is simply a renaming of the federal government’s existing stockpile of criminal seizures.

需要明確的是，戰略比特幣儲備至少具有三個變體。最弱的形式，僅是“戰略儲備”，只是將聯邦政府現有的刑事扣押庫存重命名。

Even this branding exercise would involve no purchases and probably include non-BTC assets like BNB, TRX, and even FTT.

即使是這種品牌練習也不涉及購買，可能包括BNB，TRX甚至FTT等非BTC資產。

The Bitcoin Policy Institute proposed the second, basic version of a Strategic Bitcoin Reserve that would simply use US Treasury discretion to purchase a modest quantity of BTC using clever tactics like gold revaluation or its Exchange Stabilization Fund.

比特幣政策研究所提出了戰略比特幣儲備的第二個基本版本，該版本只會使用美國國司酌情決定使用巧妙的策略，例如金色重估或其交易所穩定基金。

This version has access to some funding inside Treasury bureaus but doesn’t have access to a Congressional budget.

此版本可以在財政部內獲得一些資金，但無法獲得國會預算。

The third and strongest version involves Congressional approval to authorize a budget for purchasing a true, strategic reserve of BTC akin to existing strategic reserves of oil, minerals, and seeds.

第三個也是最強大的版本涉及國會批准，以授權預算購買類似於現有的石油，礦物質和種子的戰略儲量的真正戰略儲備。

For Bitcoin maximalists, the strongest form of these three versions would include BTC only — with no other type of digital asset.

對於比特幣的最大主義者，這三個版本的最強形式僅包括BTC - 沒有其他類型的數字資產。

In any case, none of these versions of a potential reserve seem particularly likely given recent statements by Trump and his family.

無論如何，鑑於特朗普及其家人的最新聲明，這些潛在儲備的這些版本似乎都沒有特別可能。