川普如何改變加密貨幣

分析師預計市場將大幅上漲，美國證券交易委員會 (SEC) 領導層也會發生變化。川普的加密貨幣政策包括比特幣戰略儲備、禁止央行數位貨幣、釋放羅斯·烏布利希(Ross Ulbricht)。

Following Donald J. Trump's victory in the 2024 presidential election, cryptocurrency markets surged with new hopes for a more favorable regulatory environment. Here's how the industry might be impacted by the election outcome, according to CoinDesk analysts and other observers.

唐納德·J·川普 (Donald J. Trump) 在 2024 年總統選舉中獲勝後，加密貨幣市場飆升，人們對更有利的監管環境抱有新的希望。 CoinDesk 分析師和其他觀察人士表示，選舉結果可能會對產業產生以下影響。

Bitcoin to $100K and beyond: As crypto prices soared following the election, with bitcoin reaching an all-time high, CoinDesk senior analyst James Van Straten anticipates further gains. “BTC is still below the [Consumer Price Index] inflation adjusted price which is $77k, so it is still relatively cheap,” said Van Straten, highlighting the potential for lower prices compared to the peak of the previous bull cycle.

比特幣價格升至 10 萬美元及以上：隨著加密貨幣價格在選舉後飆升，比特幣達到歷史新高，CoinDesk 高級分析師 James Van Straten 預計還會進一步上漲。 Van Straten 表示：「比特幣仍低於（消費者物價指數）通膨調整後的價格（7.7 萬美元），因此它仍然相對便宜。」他強調，與上一個牛市週期的峰值相比，價格有可能下降。

Good for Tether (USDT), less so for Circle (USDC): Trump's victory is also a win for Tether, issuer of the largest stablecoin, USDT, given the company's relationship with Cantor Fitzgerald. The financial giant manages over $100 billion in U.S. Treasuries for Tether, and Cantor's CEO, Howard Lutnick, has been a major Trump backer throughout the presidential campaign and is co-chair of the President-Elect’s transition team.

對 Tether (USDT) 有利，對 Circle (USDC) 不利：鑑於該公司與 Cantor Fitzgerald 的關係，川普的勝利對最大穩定幣 USDT 的發行人 Tether 來說也是一場勝利。這家金融巨頭為Tether 管理著超過1000 億美元的美國國債，Cantor 的首席執行官霍華德·盧特尼克(Howard Lutnick) 在整個總統競選期間一直是特朗普的主要支持者，也是當選總統過渡團隊的聯合主席。

Good for solana (SOL), less so for ether (ETH): Solana (SOL), the third largest cryptocurrency, would also benefit from the election outcome. “The SEC is poised for a change of leadership, and it would be surprising for the new chairperson to be as adversarial towards crypto as Gary Gensler has been,” said CoinDesk markets reporter Tom Carreras, regarding the potential impact on regulatory approvals for crypto assets.

對 solana (SOL) 有利，但對以太坊 (ETH) 不利：第三大加密貨幣 Solana (SOL) 也將從選舉結果中受益。 CoinDesk 市場記者湯姆·卡雷拉斯(Tom Carreras) 在談到加密資產監管審批的潛在影響時表示：「美國證券交易委員會準備更換領導層，新任主席像加里·根斯勒(Gary Gensler) 一樣對加密貨幣持敵對態度，這令人驚訝。

More market breadth: So far this year, the rise of crypto prices has mostly been in BTC and a small number of other popular assets. Out of the 20 assets in the CoinDesk 20 index, only six were in the green as of Nov. 1 (Bitcoin Cash, Render, Near, Bitcoin, Ether, Solana).

市場廣度更大：今年到目前為止，加密貨幣價格的上漲主要集中在比特幣和其他少數熱門資產。截至 11 月 1 日，在 CoinDesk 20 指數的 20 種資產中，只有 6 種資產呈現綠色（比特幣現金、Render、Near、比特幣、以太幣、Solana）。

DeFi to benefit, led by Uniswap: Prices for decentralized finance assets have been relatively muted this cycle. But that could soon change. “In his campaign, Trump promised to make the U.S. a leading hub for cryptocurrency, which might translate into more favorable regulations for DeFi,” said Shaurya Malwa, CoinDesk deputy managing editor for data and tokens.

以 Uniswap 為首的 DeFi 受益：本週期去中心化金融資產的價格相對平靜。但這種情況可能很快就會改變。 CoinDesk 數據和代幣副總編輯 Shaurya Malwa 表示：“川普在競選中承諾讓美國成為加密貨幣的領先中心，這可能會轉化為對 DeFi 更有利的監管。”

Goodbye Gensler ?: In his acceptance speech, Trump said “I will govern by a simple motto, promises made, promises kept.” If so, that could mean a series of seismic changes for digital assets, per this reckoner from WU Blockchain. Most SEC chairs step down following the election of a new president.

再見根斯勒？如果是這樣，根據 WU Blockchain 的計算，這可能意味著數位資產將發生一系列巨大變化。大多數 SEC 主席在新主席選舉後辭職。