NYDIG 預測比特幣將成為一種政治要務，沒有任何比特幣可能會成為主要責任

NYDIG的Greg Cipolaro指出，在唐納德·川普和共和黨在美國大選中獲勝後，投資者將別無選擇，只能採用比特幣。

Investment firm NYDIG predicts that Bitcoin will become a key political issue in the upcoming US elections, with investors who fail to include any BTC in their portfolios facing a major disadvantage.

投資公司 NYDIG 預測，比特幣將成為即將到來的美國大選的關鍵政治問題，未能將任何比特幣納入其投資組合的投資者將面臨重大不利地位。

According to NYDIG’s global head of research Greg Cipolaro, some investors have yet to allocate any funds to Bitcoin, despite the cryptocurrency’s 84% surge in 2024, which saw the price hit nearly $82,000. However, Cipolaro believes that this oversight will no longer be tenable.

NYDIG 全球研究主管 Greg Cipolaro 表示，儘管加密貨幣在 2024 年飆升了 84%，價格觸及近 82,000 美元，但一些投資者尚未將任何資金分配給比特幣。然而，西波拉羅認為這種監督將不再站得住腳。

“While some investors have allocated to Bitcoin, the most common allocation for investors is still zero. There are no excuses now,” Cipolaro wrote in a Nov. 11 note, adding:

「雖然一些投資者已經配置了比特幣，但投資者最常見的配置仍然為零。現在沒有任何藉口了，」西波拉羅在 11 月 11 日的一份報告中寫道，並補充道：

“It is now becoming a political imperative.”

“現在這已成為一項政治當務之急。”

The crypto industry has largely thrown its support behind the Republicans, who are expected to maintain control of the Senate and may retain the majority in the House after flipping several seats from the Democrats.

加密產業在很大程度上支持共和黨，預計共和黨將保持對參議院的控制權，並可能在從民主黨手中奪走多個席位後保留眾議院多數席位。

Cipolaro’s analysis suggests that crypto now has a “place at the table at the highest levels of government,” which could see crypto and blockchain being “more accepted into the mainstream financial system.”

Cipolaro 的分析表明，加密貨幣現在“在政府最高級別的會議上佔有一席之地”，這可能會導致加密貨幣和區塊鏈“更容易被主流金融體系所接受”。

“2025 will likely see new heads of nearly every major agency and department with, finally, real potential for pro-crypto legislation and regulation,” he added.

他補充說：“到 2025 年，幾乎每個主要機構和部門都可能出現新的負責人，最終在支持加密貨幣的立法和監管方面具有真正的潛力。”

Trump has promised to fire Securities and Exchange Commission Chairman Gary Gensler “on day one,” and sources indicate that Robinhood Markets’ legal executive is the top candidate for the role.

川普已承諾「在第一天」就解僱美國證券交易委員會主席加里·詹斯勒(Gary Gensler)，消息人士稱，Robinhood Markets 的法律主管是該職位的最佳人選。

The SEC filed several lawsuits against crypto firms under Gensler, and Cipolaro suggests that this aggressive approach could be scaled back.

美國證券交易委員會對 Gensler 領導下的加密貨幣公司提起了幾起訴訟，而 Cipolaro 表示可以縮減這種激進的做法。

“A post-election leadership change may usher in a more accommodating regulatory philosophy,” he said. “This could lead to the SEC seeking settlements with these companies, allowing them to operate within a clarified regulatory framework or, in some cases, dropping certain lawsuits entirely, especially if they’re viewed as not serving the best public interest.”

「選舉後的領導層更迭可能會帶來更加寬鬆的監管理念，」他說。 「這可能會導緻美國證券交易委員會尋求與這些公司達成和解，允許它們在明確的監管框架內運營，或者在某些情況下完全放棄某些訴訟，特別是如果它們被視為不符合最佳公共利益。

According to Cipolaro, the SEC may also opt not to pursue any enforcement actions hinted at by Wells notices to firms including Robinhood, Crypto.com, Consensys, Uniswap, and Immutable.

據 Cipolaro 稱，SEC 也可能選擇不採取 Wells 向 Robinhood、Crypto.com、Consensys、Uniswap 和 Immutable 等公司發出的通知中暗示的任何執法行動。

With new heads of department set to be appointed, Cipolaro suggests that a more pro-crypto approach could be seen at the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency, and the Treasury, in addition to a new attorney general.

隨著新的部門負責人的任命，西波拉羅建議，除了新的總檢察長之外，聯邦存款保險公司、貨幣監理署和財政部還可以採取更支持加密貨幣的做法。

The new regulators may lean toward a more crypto-friendly stance, Cipolaro noted, “potentially supporting banks in providing custody services for digital assets including stablecoins.”

西波拉羅指出，新的監管機構可能會傾向於對加密貨幣更加友好的立場，“可能會支持銀行為包括穩定幣在內的數位資產提供託管服務。”