美國將比特幣指定為戰略資產，引發各國「比特幣太空競賽」的預期

韓國加密貨幣交易所 Korbit 的研究部門在分析 2025 年加密貨幣市場前景時預測，比特幣的全國競爭將開始

The United States is planning to designate Bitcoin as a strategic asset, a move that could spark competition among nations over the cryptocurrency, according to Korbit Research Center.

據 Korbit 研究中心稱，美國正計劃將比特幣指定為戰略資產，此舉可能引發各國之間對加密貨幣的競爭。

In its analysis of the crypto market outlook for 2025, the research arm of Korean crypto exchange Korbit predicted that national competition over Bitcoin will begin, mirroring geopolitical tensions in space during the Cold War. Recent U.S. legislation that proposes Bitcoin as a strategic reserve has fueled optimism.

韓國加密貨幣交易所 Korbit 的研究部門在 2025 年加密貨幣市場前景的分析中預測，比特幣的全國競爭將開始，這反映了冷戰期間太空地緣政治緊張局勢。美國最近立法提議將比特幣作為戰略儲備，這引發了樂觀情緒。

"America won the Space Race. Now America must win the Bitcoin Race," Republican U.S. Sen. Cynthia Lummis, who filed the bill, wrote on social platform X on Dec. 12.

「美國贏得了太空競賽。現在美國必須贏得比特幣競賽，」提交該法案的共和黨參議員辛西婭·魯米斯 (Cynthia Lummis) 12 月 12 日在社交平台 X 上寫道。

Even in China, where crypto investment and trading are banned, some experts argued that the country should prepare for the changes unfolding in the United States, according to the report. Former Binance CEO Changpeng Zhao has also predicted that the Chinese government may also designate Bitcoin as a strategic asset.

報告稱，即使在禁止加密貨幣投資和交易的中國，一些專家也認為該國應該為美國正在發生的變化做好準備。幣安前執行長趙長鵬也預測，中國政府也可能將比特幣指定為戰略資產。

Russian President Vladimir Putin also acknowledged Bitcoin's potential on Dec. 5, suggesting it could be useful as Russia's foreign reserves remain frozen. In anticipation of global shifts, major corporations and financial institutions have entered the market, focusing on stablecoins and Bitcoin.

俄羅斯總統普丁 (Vladimir Putin) 也在 12 月 5 日承認了比特幣的潛力，暗示在俄羅斯外匯儲備仍處於凍結狀態時比特幣可能會很有用。鑑於全球變化的預期，各大公司和金融機構紛紛進入市場，並專注於穩定幣和比特幣。

"The race to secure Bitcoin at a national level is already underway. If the U.S. Bitcoin Act (which proposes a U.S. strategic Bitcoin reserve) is enacted, the so-called 'Bitcoin space race' among nations could become a reality," the report reads. "At that point, holding a certain amount of Bitcoin may become a part of responsibility not only for nations but also for financial institutions."

報告指出：「在國家層級上保護比特幣的競賽已經開始。如果美國《比特幣法案》（提議建立美國戰略比特幣儲備）得以頒布，各國之間所謂的『比特幣太空競賽』可能會成為現實。 “到那時，持有一定數量的比特幣可能不僅成為國家責任的一部分，也成為金融機構責任的一部分。”

While the second Donald Trump administration is expected to adopt pro-crypto policies, establishing a strategic Bitcoin reserve may not be straightforward, as Federal Reserve (Fed) Chair Jerome Powell has expressed reservations.

儘管唐納德·川普第二屆政府預計將採取支持加密貨幣的政策，但建立戰略性比特幣儲備可能並不簡單，因為聯準會主席鮑威爾對此表示保留。

"We’re not permitted to own Bitcoin. The Federal Reserve Act defines what we can own, and we’re not seeking a change in the law," Powell said at a press conference on Wednesday following the Fed's hawkish rate cut.

「我們不被允許擁有比特幣。聯準會法案定義了我們可以擁有什麼，我們不尋求改變法律，」鮑威爾在聯準會鷹派降息後的周三新聞發布會上表示。

This was the first time Powell has officially addressed the issue. While Bitcoin could be accumulated at the Treasury level, which handles government bond issuance, the central bank's involvement would be necessary to align the move with monetary policy.

這是鮑威爾首次正式提及這個問題。雖然比特幣可以在負責政府債券發行的財政部層級積累，但為了使這項措施與貨幣政策保持一致，央行的參與是必要的。

Powell's statement led to a drop in Bitcoin's price, which had recently surged past $108,000 amid optimism over Trump's policies. Bitcoin fell to $98,800 in the Wednesday market before recovering some losses. As of 3:17 p.m., it trades at $101,137 on Binance and 151.1 million won ($104,080) on Upbit, Korea's largest virtual asset exchange.

鮑威爾的聲明導致比特幣價格下跌，由於對川普政策的樂觀情緒，比特幣價格最近飆升至 108,000 美元以上。比特幣在周三市場跌至 98,800 美元，隨後收復部分失地。截至下午 3:17，它在 Binance 上的交易價格為 101,137 美元，在韓國最大的虛擬資產交易所 Upbit 上的交易價格為 1.511 億韓元（104,080 美元）。