美國主權財富基金可能會觸發前所未有的$ 150B- $ 500B比特幣流入

由於美國總統唐納德·特朗普（Donald Trump）週一簽署了一項新的主權財富基金，比特幣可能會看到前所未有的資本流入量從1500億美元到5000億美元不等。

US President Donald Trump signed an executive order on Monday that will lead to the creation of a new sovereign wealth fund. While the initiative did not explicitly mention Bitcoin during its announcement, market observers are speculating that the nascent fund could include digital assets.

美國總統唐納德·特朗普（Donald Trump）週一簽署了一項行政命令，這將導致創建新的主權財富基金。儘管該計劃在公告中並未明確提及比特幣，但市場觀察家猜測新生基金可能包括數字資產。

The US sovereign wealth fund is expected to be created within the next 12 months. Howard Lutnick, US Secretary of Commerce, and Scott Bessent, US Secretary of the Treasury, will jointly lead the initiative.

預計將在未來12個月內創建美國主權財富基金。美國商務部長霍華德·盧特尼克（Howard Lutnick）和美國財政部長斯科特·貝森特（Scott Bessent）將共同領導該計劃。

Well-known BTC advocate Florian Bruce-Boye offered a sweeping outlook via X, suggesting the upcoming US sovereign wealth fund is destined to become “the largest sovereign wealth fund in the world in the long term.”

著名的BTC倡導者Florian Bruce-Boye通過X提供了壯麗的前景，這表明即將到來的美國主權財富基金注定要成為“從長遠來看，這是世界上最大的主權財富基金”。

Bruce-Boye pointed to the personal investment profiles of both Lutnick and Bessent, emphasizing their favorable views on Bitcoin. According to his statements, Lutnick “has hundreds of millions in BTC and, according to his own statements, buys every dip,” while Bessent “sees Bitcoin as a freedom technology.”

布魯斯·鮑伊（Bruce-Boye）指出了盧特尼克（Lutnick）和貝森（Bessent）的個人投資概況，強調了他們對比特幣的有利看法。根據他的陳述，盧特尼克“在BTC中擁有數億美元，根據他自己的陳述，購買了每一個蘸醬”，而Bessent“將比特幣視為一種自由技術。”

Drawing further parallels, Bruce-Boye highlighted how Norway’s $1.8 trillion fund and Saudi Arabia’s $1 trillion fund could add “another 1.5 times the market capitalization of Bitcoin” if they follow suit. He referenced a recent comment from BlackRock CEO Larry Fink, who mentioned a sovereign wealth fund seeking guidance on whether to invest “2% or 5%” in BTC.

布魯斯·鮑伊（Bruce-Boye）借鑒了更多的相似之處，強調了挪威的1.8萬億美元基金和沙特阿拉伯的1萬億美元基金如何增加“比特幣市值的另外1.5倍”，如果他們效仿的話。他提到了貝萊德首席執行官拉里·芬克（Larry Fink）最近發表的評論，他提到了一項主權財富基金，尋求指導是否在BTC中投資“ 2％或5％”。

Echoing a similar optimism, Apollo co-founder Thomas Fahrer posted: “The US Sovereign Wealth Fund should reach $5T AUM pretty quickly. For context, Norway’s fund holds $2T, and they have a population of 6M people. 10% allocation to Bitcoin makes sense, so that’s about $500B buying over the next couple of years. Bullish.”

阿波羅聯合創始人托馬斯·法勒（Thomas Fahrer）回應了類似的樂觀情緒，他說：“美國主權財富基金應很快達到5T $ 5T。在上下文中，挪威的基金持有2T $，他們的人口為600萬。向比特幣分配10％是有道理的，因此在未來幾年內購買約500B美元。看漲。”

Fahrer's estimate pushes the potential inflow even higher, suggesting that if the US fund does indeed adopt a strategic BTC allocation, it could trigger a multi-year wave of institutional demand.

法勒的估計將潛在的流入提高到更高，這表明如果美國基金確實採用了戰略性的BTC分配，它可能會引發多年的機構需求浪潮。

Jeff Walton, digital capitalist and founder of True North, highlighted Howard Lutnick's leadership in a separate X post. Lutnick serves as both the US Secretary of Commerce and CEO of Cantor Fitzgerald.

數字資本家兼True North的創始人Jeff Walton在另一篇X帖子中強調了霍華德·盧特尼克（Howard Lutnick）的領導。盧特尼克（Lutnick）擔任美國商務部長和坎托·菲茨杰拉德（Cantor Fitzgerald）的首席執行官。

Walton highlighted several details about Howard and Cantor Fitzgerald:

沃爾頓強調了有關霍華德和坎托·菲茨杰拉德的幾個細節：

1. Howard owns “hundreds of millions of dollars of Bitcoin, and it’s going to be Billions”

1。霍華德擁有“數億美元的比特幣，這將是數十億美元”

2. Cantor Fitzgerald owns a 5% stake in Tether, and manages Tether’s treasury assets

2。CantorFitzgerald擁有Tether 5％的股份，並管理Tether的財政資產

3. Cantor is launching a $2 Billion Bitcoin financing lending business, that would use Bitcoin as collateral for USD loans.

3.Cantor正在推出一家20億美元的比特幣融資業務，這將用比特幣作為美元貸款的抵押品。

4. “We will build the best platform for financing Bitcoin”

4。“我們將建立最佳的融資比特幣平台”

5. “We are Cantor Fitzgerald, and we will support Bitcoin”

5。“我們是康托爾·菲茨杰拉德（Cantor Fitzgerald），我們將支持比特幣”

The global BTC market is now watching and waiting, aware that even a modest allocation from the incoming US sovereign wealth fund could reshape the landscape and herald a new wave of institutional participation worldwide. At press time, BTC trades at $99,450.

全球BTC市場現在正在觀看和等待，即使是來自美國主權財富基金的適度分配也可以重塑景觀，並在全球範圍內將新的機構參與浪潮預示。發稿時，BTC的交易價格為99,450美元。