特朗普的比特幣戰略儲備改造使山寨幣飆升

週日，唐納德·特朗普（Donald Trump）總統通過對新生比特幣戰略儲備進行紀念日調整，震驚了加密貨幣社區。

President Donald Sunday made a YUGE adjustment to the nascent Bitcoin strategic reserve.

唐納德週日總統對新生的比特幣戰略儲備進行了紀念調整。

The top cryptocurrency will now have to make room for Ethereum, XRP, Solana, and Cardano.

現在，頂級加密貨幣將不得不為以太坊，XRP，Solana和Cardano騰出空間。

While the announcement instantly drove up the prices of all five assets, Bitcoin purists were not happy that DeFi tokens would be added to the stockpile.

儘管該公告立即推高了所有五個資產的價格，但比特幣的純粹主義者對將Defi令牌添加到庫存中並不感到滿意。

“The US taxpayer should not be exit liquidity for cryptocurrencies that are decentralised in name only,” Naval Ravikant, a venture capitalist and Bitcoin maximalist, said in a post on X.

風險投資家和比特幣最大化主義者海軍拉維坎特（Naval Ravikant）在X上的一篇文章中說：“美國納稅人不應是僅以名義下放的加密貨幣的流動性。”

Saifedean Ammous, the author of The Bitcoin Standard, was equally dismissive of altcoins.

比特幣標準的作者塞菲德·普及，同樣不屑一顧。

“Shitcoiners just convinced the US government to buy worthless database entries,” he wrote.

他寫道：“ ShitCoiners只是說服了美國政府購買毫無價值的數據庫條目。”

Trump pump

特朗普泵

In any event, Trump’s post on Truth Social drew a line under a selloff that saw many dismayed as the “Trump pump vapourised.”

無論如何，特朗普關於真相社會的帖子在拋售下引起了一條線，這使許多人感到沮喪，因為“特朗普泵蒸發”。

Bitcoin surged more than 7%, Ether about 4%, and Cardano, the big winner, a whopping 46%. Not to be left out, Trump’s own memecoin jumped 8%.

比特幣飆升了7％以上，以太幣約4％，而大贏家Cardano高達46％。不被排除在外，特朗普自己的紀念物躍升了8％。

While investors may welcome relief from a swoon that saw Bitcoin hover around $80,000, many are asking poignant questions about how a strategic reserve would work and how it would be funded.

雖然投資者可能會歡迎從一個大約80,000美元的比特幣徘徊的昏迷中解脫，但許多人在問有關戰略儲備將如何運作以及如何資助的令人難以置信的問題。

Analysts at Bernstein said that potential funding options may include reallocating US gold reserves, issuing government debt, or partnering with institutional asset managers.

伯恩斯坦分析師說，潛在的資金選擇可能包括重新分配美國黃金儲備，發行政府債務或與機構資產經理合作。

No money

沒有錢

Arthur Hayes, the BitMEX co-founder and crypto influencer, pointed out that Congress, not the White House, controls the government’s purse strings.

Bitmex聯合創始人兼加密影響者Arthur Hayes指出，國會而非白宮控制政府的錢包。

If a reserve involves tapping the Federal Reserve’s balance sheet or redirecting funding approved by Congress, the administration would have to seek approval from the legislative branch.

如果儲備金涉及攻擊美聯儲的資產負債表或重定向國會批准的資金，則政府將不得不尋求立法部門的批准。

“Without that they have no money to buy bitcoin and shitcoins,” Hayes tweeted.

“沒有那，他們就沒有錢購買比特幣和狗屎幣，”海斯在推特上發了推文。

As for the inclusion of altcoins, Bernstein analysts said this may be a game changer.

至於包含Altcoins，伯恩斯坦分析師說，這可能是改變遊戲規則的人。

“Holding their native assets supports the growth of the industry,” Bernstein said in a note to clients on Monday.

伯恩斯坦在周一對客戶的一份報告中說：“持有其本土資產支持該行業的增長。”

“But the rationale for a sovereign to hold it in reserve is unclear.”

“但是主權人將其保留的理由尚不清楚。”

Indeed, whether he knows it or not, Trump has bestowed altcoins with a new level of legitimacy and reignited the simmering conflict between Bitcoin maxis and DeFi folk.

的確，無論他是否知道，特朗普都以新的合法性授予了山寨幣，並重新點燃了比特幣Maxis和Defi Folk之間的衝突。

Political fallout

政治後果

Moreover, the prospect of diverting taxpayer revenue into altcoins, especially as Elon Musk is slashing public programmes and federal workers are being fired, could be politically damaging.

此外，將納稅人收入轉移到山寨幣中的前景，尤其是當埃隆·馬斯克（Elon Musk）削減公共計劃和正在解僱聯邦工人時，可能會在政治上造成破壞。

Crypto investor Nic Carter warned that a government-controlled Bitcoin reserve could be undone in the future by a Democratic administration’s own executive order.

加密投資者尼克·卡特（Nic Carter）警告說，將來，民主黨政府自己的行政命令將來可能會撤銷政府控制的比特幣儲備。

Crypto influencers such as Anthony Scaramucci have urged policymakers to make a Bitcoin strategic reserve fund as bipartisan as possible to ensure it has broad support and will not be vulnerable to duelling political agendas.

安東尼·斯卡拉穆奇（Anthony Scaramucci）等加密影響者已敦促決策者將比特幣戰略儲備基金盡可能地兩黨製作，以確保其廣泛支持，並且不容易受到決鬥的政治議程。

Market reacts

市場反應

Traders, still reeling from last week’s market bloodbath that wiped out $1 trillion in value, reacted swiftly to Trump’s altcoin nod.

貿易商仍然從上週的市場血池中撤出，削減了1萬億美元的價值，對特朗普的替代幣點頭做出了迅速反應。

Bitcoin briefly surged above $95,000 but has since dropped back to around $92,000.

比特幣短暫飆升至95,000美元以上，但此後又跌至92,000美元左右。

Ethereum rose to $2,500 but has already given back 6% of its gains in the hours that followed.

以太坊上漲至2,500美元，但在隨後的幾個小時內已經回報了6％的收益。

Solana surged to $180, off a sixth-month low of $125 hit on Friday. It is now changing hands at $160.

索拉納（Solana）飆升至180美元，在周五的第六個月低點售價為125美元。現在，它以160美元的價格易手。

XRP quickly gained 35% last night to hit $3 and has since pulled back to $2.65.

XRP昨晚迅速上漲了35％，達到3美元，此後已撤回2.65美元。

Cardano’s ADA token reacted the strongest to the news, notching a massive 80% gain in just two hours. This put ADA back above the $1 level for the first time in a month. Its price is now $0.95.

Cardano的ADA令牌對新聞的反應最強，在短短兩個小時內就獲得了80％的收益。這使ADA在一個月內首次退出了$ 1的水平。它的價格現在為0.95美元。

Crypto market movers

加密貨幣市場

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