在美國總統唐納德·特朗普（Donald Trump）宣布加密戰略儲備

在美國總統唐納德·特朗普（Donald Trump）宣布加密戰略儲備之後，一些行業人物質疑其建立的可能性

Following US President Donald Trump’s announcement of a Crypto Strategic Reserve, some industry figures have questioned the possibility of its establishment.

在美國總統唐納德·特朗普（Donald Trump）宣布加密戰略儲備之後，一些行業人物質疑其建立的可能性。

Market watchers have also expressed concern about the longevity of the Trump-fueled market recovery.

市場觀察家還對特朗普推動的市場恢復的壽命表示關注。

Arthur Hayes Slams Crypto Reserve Announcement

亞瑟·海斯（Arthur Hayes）大滿貫加密儲備公告

亞瑟·海斯（Arthur Hayes）大滿貫加密儲備公告

BitMEX founder Arthur Hayes expressed skepticism about the recently announced US Crypto Strategic Reserve.

Bitmex創始人Arthur Hayes對最近宣布的美國加密戰略儲備表示懷疑。

In an X post, he deemed the US President’s statement as “just words,” questioning the feasibility of the reserve without the US Congress’s approval.

在X帖子中，他認為美國總統的聲明是“公正的話”，在未經美國國會批准的情況下質疑了預備役的可行性。

According to Hayes, the announcement didn’t offer any new information to the public, as the government will need to “get congressional approval to borrow money and/or revalue the gold price higher. Without that they have no money to buy #bitcoin and #shitcoins.”

據海斯說，該公告沒有向公眾提供任何新信息，因為政府將需要“獲得國會批准以藉錢和/或更高的金價重低估。不用它，他們就沒有錢購買#bitcoin和#shitcoins。”

"Just words. Can't make a "reserve" without the Congress approving the government to borrow more money and/or revaluing the gold price higher. Without that they have no money to buy #bitcoin and #shitcoins. It is common knowledge that the government seizes a lot of crypto.

“只是說話。如果沒有國會批准政府借更多的錢和/或將黃金價格更高的重新評估。沒有這些，他們就沒有錢購買#bitcoin和#shitcoins。政府抓住了很多加密貨幣，這是眾所周知的。

— Arthur Hayes (@ArthurHayes_, December 10, 2024

- 亞瑟·海斯（Arthur Hayes）（@arthurhayes_，2024年12月10日

On Sunday, President Trump announced the establishment of a “US Crypto Reserve” to elevate the “critical industry after years of corrupt attacks by the Biden Administration.”

週日，特朗普總統宣佈建立“美國加密保護區”，以提升“拜登政府多年的腐敗襲擊”。

The news follows Trump’s January 23 executive order, “Strengthening American Leadership in Digital Financial Technology.”

該消息是在特朗普1月23日執行命令“加強美國在數字金融技術方面的領導力”之後的。

The order directed the Presidential Working Group on Digital Assets to study the viability of a potential crypto reserve while affirming the new administration’s support for blockchain technology and digital assets.

該命令指示數字資產總統工作組研究潛在加密儲備金的可行性，同時確認新政府對區塊鏈技術和數字資產的支持。

On his social media platform, Truth Social, the US president revealed that the strategic reserve would incorporate some of the top cryptocurrencies made in the USA, including Solana (SOL), Cardano (ADA), and XRP.

美國總統在他的社交媒體平台真實社交平台上透露，該戰略儲備將納入美國製造的一些頂級加密貨幣，包括Solana（Sol），Cardano（ADA）和XRP。

In a second post, President Trump affirmed that Bitcoin (BTC) and Ethereum (ETH) would “be at the heart of the reserve,” expressing his support for the top two cryptocurrencies by market capitalization.

在第二篇文章中，特朗普總統確認比特幣（BTC）和以太坊（ETH）將“是預備役的核心”，通過市值表達了他對前兩項加密貨幣的支持。

White House AI and Crypto Czar David Sacks shared the announcement, stating that it was “consistent with his week-one E.O. 14178” and “President Trump is keeping his promise to make the U.S. the ‘Crypto Capital of the World.’” Additionally, Sacks announced “more to come” at the upcoming White House Crypto Summit.

白宮AI和Crypto沙皇大衛·薩克斯（David Sacks）分享了這一宣布，並指出，它“與他一周的EO 14178”和“特朗普總統在兌現他的諾言，使美國成為世界的“加密貨幣之都”。

Seized US Strategic Reserve ‘Not As Bullish’

抓住了美國戰略儲備“不像看漲”

抓住了美國戰略儲備“不像看漲”

Bybit’s CEO, Ben Zhou, agreed with Hayes’ comment, replying “exactly” to his X post.

拜比特（Bybit）的首席執行官本·週（Ben Zhou）同意海耶斯（Hayes）的評論，對他的X帖子回答“確切”。

Meanwhile, some market analysts shared concerns about funding the US digital asset reserve.

同時，一些市場分析師對資助美國數字資產儲備的擔憂分享了擔憂。

Ali Martinez noted that the strategic reserve “wouldn’t become a reality overnight” as Congress must “draft, debate, and pass legislation.” The analyst added that funding sources would need to be allocated, and agencies like the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), and the Department of the Treasury must establish a compliance framework.

阿里·馬丁內斯（Ali Martinez）指出，戰略儲備“不會在一夜之間成為現實”，因為國會必須“草案，辯論和通過立法”。分析師補充說，需要分配資金來源，例如證券交易委員會（SEC），商品期貨交易委員會（CFTC）和財政部等機構必須建立合規框架。

Martinez questioned what would happen if the legislation didn't pass Congress, pondering whether the market pump would "be undone" and reinforce the recently seen bearish sentiment.

馬丁內斯（Martinez）質疑，如果立法沒有通過國會，會發生什麼，思考市場泵是否會“被撤銷”並加強最近看到的看跌情緒。

IG market analyst Tony Sycamore stated on X, "While this announcement has significantly boosted prices, it has also raised concerns." According to the analyst, funding for the digital asset purchases would "likely come from taxpayers," as the government carries $36 trillion in debt.

IG市場分析師Tony Sycamore在X上說：“儘管此公告顯著提高了價格，但也引起了人們的關注。”根據分析師的說法，數字資產購買的資金將“可能來自納稅人”，因為政府承擔了36萬億美元的債務。

"Alternatively, they might be sourced from the substantial amount of crypto the government has confiscated over the years from criminal activities, including the 144,000 Bitcoin seized from Silk Road in 2013," he also suggested.

他還建議：“另外，它們可能是從政府多年來從犯罪活動中沒收的大量加密貨幣中來的，其中包括2013年從絲綢之路扣押的144,000比特幣。”

However, Sycamore considers a strategic reserve made of the US-seized crypto assets "isn't anywhere near as bullish as it simply represents a transfer between accounts rather than new buying entering the market."

但是，Sycamore考慮了由美國大型加密貨幣資產製成的戰略儲備，“並不是看漲的看法，因為它僅代表了帳戶之間的轉移，而不是進入市場的新購買。”

Nonetheless, some community members argued that Trump’s announcement contains “a lot of ‘new here’,” since the US President is “essentially signaling to every country in the world that a crypto arms race is starting and the most important assets are BTC and ETH.”

儘管如此，一些社區成員認為，特朗普的宣布包含“許多新的'在這裡'”，因為美國總統“實質上向世界上每個國家發出了加密貨幣競賽的開始，最重要的資產是BTC和ETH。”