邁克·諾維格拉茨（Mike Novogratz

Galaxy Digital的億萬富翁投資者兼首席執行官Mike Novogratz對唐納德·特朗普（Donald Trump）建立美國戰略比特幣儲備的開創性決定權重。

Billionaire investor and Galaxy Digital CEO Mike Novogratz has opened up on the implications of Donald Trump’s plans for a U.S. Strategic Bitcoin Reserve.

億萬富翁投資者和銀河數字首席執行官邁克·諾維格拉茨（Mike Novogratz）已公開唐納德·特朗普（Donald Trump）計劃對美國戰略比特幣儲備的含義。

The investment chief, known for his bullish stance on crypto, described the move as historical, signaling Bitcoin’s (BTC) increasing importance on the global stage.

這位投資負責人以對加密貨幣的看漲立場而聞名，他將這一舉動描述為歷史，表明比特幣（BTC）在全球舞台上的重要性提高了。

According to Novogratz, having a national Bitcoin reserve will broadcast a strong message to other nations. It signifies that the U.S. now recognizes BTC as a strategic financial asset, impacting both U.S. foreign policy and economic strategy in the long run.

據Novogratz稱，擁有國家比特幣儲備將向其他國家傳播強烈的信息。它表明美國現在將BTC視為一種戰略金融資產，從長遠來看會影響美國外交政策和經濟戰略。

However, beyond the reserve itself, Novogratz highlighted another critical shift: the planned regulatory changes to allow banks to participate in the crypto ecosystem.

但是，除了保護區本身之外，諾沃格拉茨強調了另一個關鍵轉變：計劃的監管變更，使銀行能夠參與加密生態系統。

According to the billionaire, this administrative action could be even more impactful than the Bitcoin reserve. As traditional financial institutions join the crypto sphere, it will accelerate institutional adoption, increasing liquidity and stability in the market.

根據億萬富翁的說法，這種行政行動可能比比特幣儲備更具影響力。隨著傳統金融機構加入加密貨幣領域，它將加速機構採用，增加市場流動性和穩定性。

This move is a direct response to the urgent need for greater participation from major financial institutions, which has been a key factor in the crypto market’s struggle to maintain momentum in 2025.

這一舉動是對主要金融機構迫切需要進一步參與的直接回應，這是加密市場在2025年保持勢頭努力的關鍵因素。

Another key development that Novogratz pointed out was the U.S. Treasury Department’s endorsement of dollar-backed stablecoins.

Novogratz指出的另一個關鍵發展是美國財政部認可美元支持的Stablecoins。

According to the Galaxy executive, this move by the Trump administration is designed to reinforce the dollar’s position as the world’s reserve currency.

據《銀河高管》報導，特朗普政府的這一舉動旨在加強美元作為全球儲備貨幣的地位。

He described Treasury Secretary Steven Mnuchin’s remarks, where he highlighted the role of stablecoins in facilitating global payments and trade, as a clear sign that the government understands the importance of stablecoins in preserving U.S. financial dominance.

他描述了財政部長史蒂文·姆努欽（Steven Mnuchin）的言論，在那裡他強調了穩定幣在促進全球付款和貿易中的作用，這清楚地表明，政府理解了穩定菌在維持美國財務主導地位方面的重要性。

Despite his long-term optimism, Novogratz acknowledged the challenges facing the crypto market in 2025. He pointed out the overheated rally of 2024, which peaked during Trump’s presidential inauguration, is a factor contributing to the current price stagnation.

儘管他長期樂觀，但諾維格拉茨（Novogratz）承認了2025年加密貨幣市場面臨的挑戰。他指出，在特朗普總統就職典禮上達到頂峰的2024年過熱集會是一個導致當前價格停滯的因素。

Several key reasons behind the market’s struggle include the absence of a game-changing Web3 application, the collapse of the memecoin hype—particularly TRUMP Coin—and a shift in investment flows towards Chinese tech stocks like Alibaba.

市場鬥爭背後的幾個關鍵原因包括缺乏改變遊戲規則的Web3應用程序，即Memecoin Hype的崩潰（尤其是特朗普硬幣）以及投資流向像阿里巴巴這樣的中國科技股的轉變。

As investors become enticed by opportunities in Europe and Asia, there’s also been an impending sell-off in U.S. stock markets, further impacting the crypto market.

隨著投資者受到歐洲和亞洲的機會的吸引，美國股票市場也將出售，進一步影響加密市場。

In terms of Bitcoin’s price outlook, Novogratz stated that BTC needs to reclaim $91,000 to regain upward momentum, while currently trading between $75,000 and $90,000.

就比特幣的價格前景而言，Novogratz表示，BTC需要收回91,000美元才能重新獲得向上的勢頭，而目前交易在75,000美元至90,000美元之間。

However, he noted the role of retail investors in reviving the crypto market, adding that every time they seem to disappear, they eventually return. For broader market recovery, Novogratz believes retail participation is crucial. Similarly, he sees Ethereum’s $2,000 support level as a key benchmark for maintaining confidence in the altcoin sector.

但是，他指出，散戶投資者在恢復加密貨幣市場中的作用，並補充說，每次消失時，他們最終都會回來。對於更廣泛的市場恢復，Novogratz認為零售參與至關重要。同樣，他認為以太坊的2,000美元支持水平是保持對山寨幣行業信心的關鍵基準。

The billionaire also touched on the potential global ripple effects of Trump’s Bitcoin reserve strategy, suggesting that other countries may follow suit in recognizing Bitcoin as a strategic asset.

億萬富翁還談到了特朗普比特幣儲備戰略的全球連鎖反應，這表明其他國家可能會效仿將比特幣視為戰略資產。

This shift could push governments to reconsider their approach to digital currencies, ultimately accelerating worldwide adoption.

這種轉變可能會促使政府重新考慮其數字貨幣的方法，最終加速全球採用。

Despite short-term volatility, Novogratz remains bullish on the future of crypto. While institutional adoption continues to grow, he believes the next major wave of excitement will come from new Web3 innovations and transformative blockchain applications, which could reignite investor enthusiasm and drive the next phase of growth.

儘管短期波動，但Novogratz仍然對加密貨幣的未來看漲。儘管機構採用不斷增長，但他認為下一個主要的興奮浪潮將來自新的Web3創新和變革性的區塊鏈應用程序，這可能會重新激發投資者的熱情並推動下一個增長的下一個增長。