美國參議員辛西婭·魯米斯 (Cynthia Lummis) 計劃提出一項法案，呼籲美國購買 100 萬比特幣

懷俄明州共和黨參議員 Cynthia Lummis 計劃在明年國會召開時提出一項法案，呼籲美國購買 100 萬個比特幣

Republican Senator Cynthia Lummis (R-WY) plans to introduce legislation when Congress reconvenes next year that would require the U.S. to purchase 1 million Bitcoin, roughly 5% of the total supply, according to Bloomberg. At current prices, the acquisition would cost around $90 billion, though this figure could skyrocket if investors preempt the government’s buying spree.

根據彭博社報道，共和黨參議員辛西婭·盧米斯 (Cynthia Lummis) 計劃在明年國會重新開會時提出立法，要求美國購買 100 萬枚比特幣，約佔總供應量的 5%。以目前價格計算，此次收購將花費約 900 億美元，但如果投資者搶先政府的收購熱潮，這一數字可能會飆升。

“We have the assets—gold certificates—to convert into Bitcoin without affecting the U.S. balance sheet,” Lummis told the financial news outlet.

「我們擁有資產——黃金憑證——可以在不影響美國資產負債表的情況下轉換成比特幣，」魯米斯告訴《財經新聞媒體》。

Her proposal significantly expands former President Donald Trump’s initial idea of a strategic Bitcoin reserve, which involves holding the 200,000 tokens seized from criminal activities. Under Lummis’ plan, the government would hold Bitcoin for 20 years, banking on its value to offset national debt over time.

她的提議極大地擴展了前總統唐納德·川普關於戰略性比特幣儲備的最初想法，其中涉及持有從犯罪活動中查獲的 20 萬個代幣。根據 Lummis 的計劃，政府將持有比特幣 20 年，隨著時間的推移，依靠其價值來抵消國家債務。

Bitcoin's Value Proposition Meets Skepticism

比特幣的價值主張遭質疑

Despite a crypto-friendly White House and what the industry hopes will be the most pro-crypto Congress yet, Lummis’ bill faces a tough road. Polymarket, a crypto prediction platform, gives only a 31% probability that Trump’s Bitcoin reserve will materialize.

儘管白宮對加密貨幣友好，業界希望國會成為迄今為止最支持加密貨幣的國會，但 Lummis 的法案仍面臨著艱難的道路。加密貨幣預測平台 Polymarket 給出的川普比特幣儲備實現的可能性只有 31%。

Source: Polymarket

資料來源：Polymarket

Could a U.S. Bitcoin Reserve Trigger a Global Race?

美國比特幣儲備能否引發全球競賽？

Crypto mogul Michael Novogratz, head of Galaxy Digital, is doubtful but intrigued. He speculates that if the U.S. establishes a Bitcoin reserve, it could catapult Bitcoin’s value to $500,000 as other nations rush to build their own reserves. “Such a move would redefine global finance,” Novogratz said.

Galaxy Digital 負責人、加密貨幣大亨 Michael Novogratz 對此表示懷疑，但也很感興趣。他推測，如果美國建立比特幣儲備，隨著其他國家爭相建立自己的儲備，比特幣的價值可能會飆升至 50 萬美元。 「此舉將重新定義全球金融，」諾沃格拉茨說。

In theory, the U.S. has ample gold reserves to fund this ambitious pivot. The Fed holds gold certificates valued at $11 billion based on a 1973 statutory price of $42.22 per ounce. At current market rates, the gold is worth a staggering $675 billion. However, liquidating significant portions could destabilize gold prices.

理論上，美國擁有充足的黃金儲備來為這一雄心勃勃的轉向提供資金。根據 1973 年每盎司 42.22 美元的法定價格，聯準會持有價值 110 億美元的黃金憑證。以目前的市場價格計算，黃金價值高達 6,750 億美元。然而，清算大量資金可能會破壞金價的穩定性。

Crypto's Political Momentum

加密貨幣的政治勢頭

Lummis first hinted at her plan during the Bitcoin 2024 Conference in Nashville, just after Trump announced his vision for a government Bitcoin reserve. Though Trump’s initial pitch didn’t include buying more Bitcoin, his ally Robert F. Kennedy Jr. suggested otherwise, sparking intrigue.

Lummis 在納許維爾舉行的 2024 年比特幣會議上首次暗示了她的計劃，就在川普宣布了政府比特幣儲備的願景之後。儘管川普最初的主張並不包括購買更多比特幣，但他的盟友小羅伯特·F·甘迺迪提出了相反的建議，引發了人們的好奇。

Since Trump’s election win, Bitcoin has surged, topping $93,000—a record high. The crypto market’s value has rebounded to its pandemic-era peak, reinvigorating industry optimism.

自川普當選以來，比特幣價格飆升，突破 93,000 美元，創下歷史新高。加密貨幣市場的價值已反彈至大流行時代的峰值，重振了行業的樂觀情緒。

Lummis is confident her BITCOIN Act (Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide) will gain traction in the new Congress. With crypto-friendly Republicans like Bernie Moreno and Tim Sheehy joining the Senate, she believes the “cavalry is arriving.”

Lummis 相信她的比特幣法案（透過優化全國投資促進創新、技術和競爭力）將在新國會中獲得關注。隨著伯尼·莫雷諾和蒂姆·希伊等對加密貨幣友好的共和黨人加入參議院，她相信“騎兵即將到來”。

Paradigm is Bullish

範式是看漲的

Matt Huang co-founder of Paradigm VC wrote a blog in support of the idea. He wrote, “Sovereigns can no longer afford to dismiss BTC. From a game theoretic perspective, BTC is like gunpowder, not the iPhone. Christopher Nolan can afford not to adopt the iPhone; his intentional ludditeism may even lead to lower correlation and higher creativity. But once gunpowder was discovered, every sovereign was forced to adopt it… or else. The same is true today of AI, drones, and other key technologies. Now that the Overton window has opened for US adoption of BTC, other sovereigns will not wait. Sovereigns that build BTC reserves early will benefit from significantly better entry prices. The race to build BTC reserves is on.”

Paradigm VC 聯合創始人 Matt Huang 撰寫了一篇部落格來支持這個想法。他寫道：「主權國家不能再忽視比特幣了。從賽局理論的角度來看，BTC就像火藥，而不是iPhone。克里斯多福諾蘭 (Christopher Nolan) 可以承擔不採用 iPhone 的後果；他故意的勒德主義甚至可能導致較低的相關性和較高的創造力。但一旦發現火藥，每個主權國家都被迫採用它……否則。今天的人工智慧、無人機和其他關鍵技術也是如此。既然美國採用比特幣的奧弗頓窗口已經打開，其他主權國家不會等待。儘早建立比特幣儲備的主權國家將受益於明顯更好的入場價格。建立比特幣儲備的競賽已經開始。