礦工進入地緣政治舞台

Marathon（美國領先的比特幣礦商）執行長最近發表的公開信與歐洲盛行的蒙昧主義形成了鮮明對比。

Bitcoin is increasingly perceived across the Atlantic as a strategy to counter global distrust towards the dollar.

大西洋彼岸越來越認為比特幣是一種對抗全球對美元不信任的策略。

Miners Enter the Geopolitical Arena

礦工進入地緣政治舞台

The recent open letter from the CEO of Marathon (the leading American BTC miner) offers a striking contrast to the obscurantism prevailing in Europe.

Marathon（美國領先的比特幣礦商）執行長最近發表的公開信與歐洲盛行的蒙昧主義形成了鮮明對比。

This letter arrives in a particular context. The recent election of Donald Trump has brought back his promise to create a strategic reserve of bitcoins to the forefront. Senator Cynthia Lummis proposes in her Bitcoin Act to acquire one million bitcoins over the next five years.

這封信是在特定的背景下寫的。唐納德·川普最近的當選將他建立比特幣戰略儲備的承諾重新推到了風口浪尖。參議員辛西婭·盧米斯 (Cynthia Lummis) 在她的《比特幣法案》中提議在未來五年內收購 100 萬個比特幣。

While speculation runs rampant about countries that may be accumulating bitcoins ahead of the United States, Fred Thiel recommends “acting quickly to secure a dominant position”.

儘管相關國家可能會先於美國累積比特幣的猜測甚囂塵上，但 Fred Thiel 建議「迅速採取行動，以確保主導地位」。

His clear description of what makes bitcoin valuable deserves to spread in French media:

他對比特幣價值的清晰描述值得在法國媒體上傳播：

“The unique feature of bitcoin is its fixed supply guaranteed by its decentralized monetary policy. Gold is historically regarded as the first reserve of value, but it faces increasing challenges posed by the digital age. It is ineffective for carrying out international transactions. This limitation has gradually undermined gold’s status.

「比特幣的獨特之處在於它的固定供應量由去中心化的貨幣政策保證。黃金歷來被視為第一價值儲備，但它面臨著數位時代帶來的越來越多的挑戰。它對於進行國際交易是無效的。這種限制逐漸削弱了黃金的地位。

[…]

[…]

In contrast, bitcoin shines in its ability to transfer value not only through time but also across space. This asset makes it attractive as a store of value and medium of exchange, especially for nations seeking financial sovereignty. As bitcoin is a rarer and more transferable asset than gold, the United States should take the initiative to accumulate it just as they did with gold.

相比之下，比特幣的亮點在於其不僅能夠跨時間而且跨空間轉移價值的能力。這種資產使其作為價值儲存和交換媒介具有吸引力，特別是對於尋求金融主權的國家。由於比特幣是一種比黃金更稀有、更容易轉讓的資產，美國應該像對待黃金一樣主動累積比特幣。

[…]

[…]

The United States already holds just over 200,000 bitcoins, but countries like China, with about 190,000 bitcoins, are not far behind. As more countries recognize the potential of bitcoin as a reserve asset, the United States must take decisive steps to maintain its leadership position.”

美國已經持有超過 20 萬枚比特幣，但像中國這樣擁有約 19 萬枚比特幣的國家也緊跟在後。隨著越來越多的國家認識到比特幣作為儲備資產的潛力，美國必須採取果斷措施來維持其領導地位。

Bitcoin to Counter Dollarization

比特幣對抗美元化

With clarity, the miner confesses that “the world is witnessing a significant trend towards dollarization. Nations are increasingly turning to alternatives to the dollar due to concerns about monetary policy and sanctions.”

這位礦工明確承認，「世界正在見證美元化的重大趨勢。由於對貨幣政策和製裁的擔憂，各國越來越多地轉向美元的替代品。

Indeed, the BRICS countries no longer hide their ambition to gradually rid themselves of the greenback. Many countries still hesitate out of fear of American retaliation, but this will not last indefinitely.

事實上，金磚國家不再掩飾逐步擺脫美元的野心。許多國家仍因擔心美國報復而猶豫不決，但這不會無限期地持續下去。

That said, the BRICS have yet to agree on a new international reserve currency. Yet, bitcoin is reaching out to them. The United States understands this and intends to get ahead. Fred Thiel expresses this in his letter:

儘管如此，金磚國家尚未就新的國際儲備貨幣達成協議。然而，比特幣正在向他們伸出援手。美國明白這一點，並打算取得領先。 Fred Thiel 在信中表達了這一點：

“This trend towards dollarization has profound implications. The dollar’s status as an international reserve currency could weaken, hindering the United States’ ability to finance its growing debt while provoking geopolitical instability. Without strategic investment in the bitcoin industry, the United States risks amplifying these challenges and accelerating the loss of confidence in the dollar’s hegemony.”

「這種美元化趨勢具有深遠的影響。美元作為國際儲備貨幣的地位可能會削弱，從而阻礙美國為其不斷增長的債務融資的能力，同時引發地緣政治不穩定。如果不對比特幣產業進行戰略投資，美國就有可能放大這些挑戰，並加速人們對美元霸權的信心喪失。

Regarding these “industrial investments”, let’s quickly recall how the Bitcoin network functions. Transactions are broadcasted in what are called “blocks”. Each of these blocks can contain a fixed number of transactions. Access to these blocks belongs to the miners who control the “hashrate”, that is, the computational power necessary to add new blocks to the “blockchain”.

關於這些“產業投資”，讓我們快速回顧一下比特幣網路是如何運作的。交易在所謂的“區塊”中廣播。每個區塊都可以包含固定數量的交易。這些區塊的存取權屬於控制「算力」的礦工，即控制「算力」的礦工，也就是向「區塊鏈」添加新區塊所需的運算能力。

A country having a significant share of the hashrate on its territory is sovereign in terms of transactions. This country can prioritize certain transactions and prevent adversarial countries from censoring transactions.

一個在其領土上擁有大量算力的國家在交易方面具有主權。該國家可以優先考慮某些交易並防止敵對國家審查交易。

An Asset for the Energy Transition

能源轉型的資產

Beyond its geopolitical importance, the CEO of Marathon also highlighted that the bitcoin industry strengthens the energy and technology sectors.

除了地緣政治重要性之外，馬拉松執行長也強調，比特幣產業加強了能源和技術領域。

“The bitcoin industry encourages domestic manufacturing of electronic chips as well as energy production. Without investment in domestic production of ASIC chips, the United States will remain dependent on foreign manufacturers [Chinese], thus missing the opportunity to create a robust national supply chain.”

「比特幣產業鼓勵國內電子晶片製造以及能源生產。如果不對國內 ASIC 晶片生產進行投資，美國將繼續依賴外國製造商（中國），從而錯過創建強大的國家供應鏈的機會。

Moreover, miners are a preferred customer for energy producers. They capitalize on surplus electricity produced by renewable and intermittent energy sources.

此外，礦工是能源生產商的首選客戶。他們利用再生能源和間歇性能源產生的剩餘電力。

Rather than selling surplus electricity outside peak hours, energy producers could sell it at a higher price to bitcoin miners. The latter can also step down during demand spikes, helping to stabilize the electrical grid. The State of Texas is already at the forefront in this field, and one wonders what RTE and EDF are waiting for to seriously address the issue.

能源生產商可以以更高的價格出售給比特幣礦工，而不是在高峰時段之外出售多餘的電力。後者還可以在需求高峰期間退出，幫助穩定電網。德克薩斯州在這一領域已經處於領先地位，人們想知道 RTE 和 EDF 正在等待什麼來認真解決這個問題。

Even better, the bitcoin industry allows for reducing greenhouse gas emissions. The explanation lies in the fact that oil fields extract oil, but also methane that is often not profitable to transport to civilization.

更好的是，比特幣產業可以減少溫室氣體排放。解釋在於，油田不僅開採石油，還開採甲烷，而將甲烷輸送到文明社會往往無利可圖。

The consequence is that this gas is burned on site, in flares. Unfortunately, a substantial part of the methane escapes (incomplete combustion due to the wind).

結果是這種氣體在現場以火炬的形式燃燒。不幸的是，大部分甲烷逸出（由於風導致不完全燃燒）。

In response to this problem, bitcoin miners can utilize this gas for mining. By doing so, they entirely burn methane into CO2, thus significantly reducing CH4 emissions into the atmosphere.It is high time the old continent lifts the anathema, or it risks experiencing the greatest monetary earthquake since the end of the Bretton Woods agreements.

針對這個問題，比特幣礦工可以利用這種gas來挖礦。透過這樣做，他們將甲烷完全燃燒成二氧化碳，從而顯著減少了向大氣中排放的甲烷。 。

Don’t miss our article: “Bitcoin – The Masterstroke of the United States in Geopolitics.”

不要錯過我們的文章：“比特幣——美國地緣政治的神來之筆。”

Maximize your Cointribune experience with our "Read to Earn" program! For every article you read, earn points

透過我們的「閱讀賺錢」計畫最大化您的 Cointribune 體驗！每閱讀一篇文章，即可賺取積分