趨勢是你的朋友：今年剩餘時間不應忽視比特幣的看漲訊號

在投資領域，古老的格言「趨勢是你的朋友」一如既往地具有現實意義。認識到強大的趨勢並了解如何利用它可能是袖手旁觀和獲得有意義的收益的區別。

Despite BSV’s potential remaining at the heart of my outlook on blockchain, there are always opportunities to consider along the way. The ability to recognize and strategically ride a trend—especially when it aligns with broader economic and political shifts—can be a powerful tool for building wealth. A trend that is also starting to materialize seriously is the trend toward the popularity of independent political power—as this election clearly shows.

儘管 BSV 的潛力仍然是我對區塊鏈的看法的核心，但在此過程中總有機會值得考慮。識別並策略性地駕馭趨勢的能力——尤其是當它與更廣泛的經濟和政治轉變相一致時——可以成為創造財富的強大工具。正如這次選舉清楚地表明的那樣，獨立政治權力的普及也開始成為現實。

And that’s another aspect of all of this that I really think is worth considering deeply. There is a new and encouraging macro trend in the culture.

這是我真正認為值得深入考慮的另一個方面。文化中出現了一種新的、令人鼓舞的宏觀趨勢。

Donald Trump’s political trajectory has been as maverick as they come, a fact that continues to influence his appeal. Trump was once a registered Democrat and a longtime ally to New York politics and families like the Clintons. His history mirrors those of many of his notable allies and backers: a strong business focus and a commitment to the American worker. Unlike the typical partisan playbook, Trump’s policies and rhetoric have drawn a significant populist coalition of disillusioned Democrats, moderates, and former liberals who have grown frustrated with what they see as an increasingly ideologically driven and divisive landscape on the left. This even crept into traditional minority communities who voted for Obama and Biden, but feel like the Democratic party has abandoned the middle class in favor of Hollywood and fringe social politics.

唐納德·川普的政治軌跡一如既往地特立獨行，這一事實繼續影響著他的吸引力。川普曾經是註冊民主黨人，也是紐約政界和克林頓家族等家族的長期盟友。他的歷史反映了他的許多著名盟友和支持者的歷史：強烈的商業關注和對美國工人的承諾。與典型的黨派策略不同，川普的政策和言論吸引了一個由幻滅的民主黨人、溫和派和前自由派組成的重要民粹主義聯盟，他們對左翼日益受意識形態驅動和分裂的局面感到沮喪。這甚至滲透到投票支持歐巴馬和拜登的傳統少數族裔社區，但他們感覺民主黨已經放棄了中產階級，轉而支持好萊塢和邊緣社會政治。

Figures like Elon Musk, Tulsi Gabbard, Robert F. Kennedy Jr., and even semi-outside allies like Joe Rogan are either directly aligned with Trump’s views or have found common ground with his emphasis on economic pragmatism, classical patriotism, and disdain for the “woke” culture that dominates mainstream Democratic politics today while still seeing themselves fundamentally as Democrats or liberals at their core.

像伊隆·馬斯克、圖爾西·加巴德、小羅伯特·F·甘迺迪這樣的人物，甚至像喬·羅根這樣的半外部盟友，要么與川普的觀點直接一致，要么與他強調經濟實用主義、古典愛國主義和蔑視美國的觀點找到了共同點。

Each of these figures once belonged to or aligned with the Democratic Party yet found themselves pushed out as their focus on practical issues like job creation, economic self-sufficiency, and freedom of speech became politically untenable in their former circles. Elon Musk, formerly a proponent of clean energy and tech-forward liberal policies, is now a vocal critic of identity politics, aligning more closely with libertarian and conservative values around business freedom and free speech. He’s also aligning himself with the classic maverick Republican Ron Paul to run “DOGE,” the Department of Government Efficiency.

這些人物都曾經屬於民主黨或與民主黨結盟，但他們發現自己被排擠了，因為他們對創造就業、經濟自給自足和言論自由等實際問題的關注在他們以前的圈子裡在政治上變得站不住腳。馬斯克（Elon Musk）曾是清潔能源和技術先進的自由主義政策的支持者，現在是身份政治的直言不諱的批評者，與圍繞商業自由和言論自由的自由主義和保守價值觀更加緊密地結合在一起。他也與典型的特立獨行的共和黨人羅恩·保羅（Ron Paul）結盟，共同管理政府效率部「DOGE」。

Tulsi Gabbard, a former Democratic congresswoman and presidential candidate, left the party to focus on military reform, protection of individual liberties, and a non-interventionist foreign policy—issues she argues no longer have a place in the modern Democratic platform. Robert F. Kennedy Jr., a well-known pro-environmental and anti-corporatism advocate, has pivoted toward defending American freedoms against governmental overreach and the deep corporatism that has come on the backs of Democratic Party administrations, a position that has now made him a darling with unconventional, populist conservatives.

前民主黨國會女議員和總統候選人圖爾西·加巴德(Tulsi Gabbard)離開民主黨，專注於軍事改革、保護個人自由和不干涉主義外交政策——她認為這些問題在現代民主黨綱領中不再佔有一席之地。小羅伯特·F·肯尼迪（Robert F.Kennedy Jr.）是一位著名的環保主義者和反法團主義倡導者，他的立場轉向捍衛美國自由，反對政府的越權行為和民主黨政府背後出現的根深蒂固的法團主義，這一立場現已使他是非傳統、民粹主義保守派的寵兒。

On an even more surprising note, we are even seeing health-conscious policies—a cornerstone issue of the populist left since at least the 1960’s—become a key right-wing issue as traditional conservatives embrace healthy eating and living as a core value. And the weird part is that liberals are now rejecting health due to its association with right-wing red flags!

更令人驚訝的是，我們甚至看到健康意識政策——至少自 1960 年代以來民粹主義左翼的基石問題——成為右翼的關鍵問題，因為傳統保守派將健康飲食和生活視為核心價值。奇怪的是，自由主義者現在拒絕健康，因為它與右翼危險信號有關！

In many ways, Trump’s upcoming administration appears ready to lead a coalition that is as untraditional as he is. This unorthodox crew’s appeal lies not in the traditional left-right spectrum but in their shared mission to cut through political ideology and focus on policies that have tangible effects on the lives of working Americans. They’re not afraid to ruffle feathers in either party, which resonates in an era where the electorate is deeply frustrated with the establishment. For the blockchain world, this new-school energy translates to a more favorable regulatory environment, particularly if policies are shaped with a hands-off, business-friendly approach, which will be a net good for the industry.

從很多方面來看，川普即將上任的政府似乎已經準備好領導一個像他一樣非傳統的聯盟。這個非正統的團隊的吸引力不在於傳統的左右派，而是在於他們的共同使命，即突破政治意識形態，專注於對美國勞工階級生活產生實際影響的政策。他們不害怕激怒任何一方，這在選民對當權派深感沮喪的時代引起了共鳴。對於區塊鏈世界來說，這種新派能量轉化為更有利的監管環境，特別是如果政策以不干涉、有利於商業的方式製定，這將對該行業產生淨利。

While Trump’s deeply unconventional style comes with risks—including his often unpredictable stance on regulation and the potential for bolstering the more speculative side of crypto—this new political climate presents a unique moment for growth-oriented sectors like mining, traditional energy, and blockchain. Each of these industries stands to benefit if Trump’s administration carries forward a pro-business, anti-regulation stance.

雖然川普的非常規風格伴隨著風險——包括他在監管方面經常難以預測的立場以及支持加密貨幣更具投機性方面的潛力——但這種新的政治氣候為採礦、傳統能源和區塊鍊等成長型產業提供了一個獨特的時刻。如果川普政府奉行親商、反監管的立場，這些產業都將受益。

With all of this in mind, a savvy investor will keep an eye on the sectors that stand to benefit from Trump’s neo-traditional coalition, from BTC mining to fossil fuels, manufacturing, free speech media, and beyond. It might be a good season to follow the trend of entrepreneurship, health, personal empowerment, hard work, and, in some cases, just being an average American without any hyphens or reservations. Staying attuned to these trends could be the key to navigating the next four years of American politics with confidence and profitability.

考慮到這一切，精明的投資者將密切關注那些將從川普新傳統聯盟中受益的行業，從比特幣採礦到化石燃料、製造業、言論自由媒體等等。這可能是追隨創業、健康、個人賦權、努力工作的趨勢，在某些情況下，只是做一個沒有任何連字符或保留的普通美國人的好季節。順應這些趨勢可能是充滿信心和獲利能力駕馭未來四年美國政治的關鍵。

On a personal note, there is a real opportunity here to ingratiate the new administration to the power of managing real assets on a truly scalable blockchain. Instead of simply criticizing Charles Hoskinson or Trump’s DeFi project, I would

就個人而言，這裡有一個真正的機會讓新政府擁有在真正可擴展的區塊鏈上管理實際資產的能力。我不會簡單地批評 Charles Hoskinson 或川普的 DeFi 項目，