亚历克斯·索恩 (Alex Thorn) 预测美国政府将采取“一些行动”探索“扩大比特币储备政策”

在最近的 X 主题中，Galaxy Digital 的研究团队预测，美国政府将重点保护其当前持有的比特币

Galaxy Digital Head of Research Alex Thorn has predicted that the U.S. government will make “some movement” to explore an “expanded Bitcoin reserve policy” in 2025, but that no BTC will be purchased during the year.

Galaxy Digital 研究主管 Alex Thorn 预测，美国政府将在 2025 年采取“一些行动”探索“扩大比特币储备政策”，但年内不会购买任何比特币。

In a recent X thread, Galaxy Digital’s research team projected that the U.S. government will focus on protecting its current Bitcoin holdings throughout 2025.

在最近的 X 主题中，Galaxy Digital 的研究团队预测，美国政府将在 2025 年专注于保护其当前持有的比特币。

“21 – The U.S. government will not purchase Bitcoin in 2025, but it will create a stockpile using coins it already holds, and there will be some movement within the departments and agencies to examine an expanded Bitcoin reserve policy.” –@intangiblecoins

“21 – 美国政府将不会在 2025 年购买比特币，但它将使用其已持有的硬币创建库存，并且部门和机构内部将采取一些行动来审查扩大的比特币储备政策。” –@无形币

In the report, Thorn explained that while discussions around a potential Bitcoin reserve policy may advance, the government is likely to prioritize managing its current holdings.

索恩在报告中解释说，虽然围绕潜在的比特币储备政策的讨论可能会推进，但政府可能会优先考虑管理其当前持有的资产。

According to blockchain analytics platform Spot on Chain, the U.S. government currently holds approximately 183,850 BTC, valued at $17.382 billion at the time of writing. These BTC holdings are distributed across multiple identified wallet addresses.

根据区块链分析平台 Spot on Chain 的数据，美国政府目前持有约 183,850 个 BTC，截至撰写本文时价值 173.82 亿美元。这些 BTC 持有量分布在多个已识别的钱包地址中。

In July 2024, Wyoming Senator Cynthia Lummis introduced the Bitcoin Act 2024. This proposal aims to incorporate Bitcoin as a reserve asset in the U.S. Treasury.

2024 年 7 月，怀俄明州参议员 Cynthia Lummis 提出了《2024 年比特币法案》。该提案旨在将比特币作为储备资产纳入美国财政部。

The legislation outlines a plan for the government to purchase 200,000 BTC annually. This will occur over five years, amassing a total of 1 million BTC. Under the act, these holdings will be maintained in a strategic reserve and will be held for a minimum of 20 years, signaling a potential shift in the nation's approach to cryptocurrency.

该立法概述了政府每年购买 200,000 BTC 的计划。这将在五年内完成，总共积累 100 万比特币。根据该法案，这些资产将作为战略储备进行保留，并保留至少 20 年，这标志着该国对加密货币的态度可能发生转变。

Meanwhile, another Galaxy Digital analyst, known as “JW,” suggested that as many as five Nasdaq 100 companies could potentially integrate Bitcoin into their balance sheets, while an equal number of nation-states might do the same with their sovereign wealth funds.

与此同时，另一位名为“JW”的 Galaxy Digital 分析师表示，多达 5 家纳斯达克 100 指数公司可能会将比特币纳入其资产负债表，而同等数量的民族国家也可能对其主权财富基金采取同样的做法。

“Competition among nation states, particularly unaligned nations, those with large sovereign wealth funds, or even those adversarial to the United States, will drive the strategies to mine or otherwise acquire Bitcoin,” JW stated.

JW 表示：“民族国家之间的竞争，特别是不结盟国家、拥有大型主权财富基金的国家，甚至与美国敌对的国家之间的竞争，将推动开采或以其他方式获取比特币的战略。”

American States Adding Bitcoin to Reserves Ohio has become the latest state to explore incorporating Bitcoin into its treasury reserves with the introduction of a new bill by House Republican leader Derek Merrin.

美国各州将比特币纳入储备 众议院共和党领袖德里克·梅林 (Derek Merrin) 提出了一项新法案，俄亥俄州成为最新一个探索将比特币纳入其国库储备的州。

In early December, Samuel Armes, President of the Florida Blockchain Business Association (FBBA), revealed plans for Florida to establish a strategic Bitcoin reserve starting in 2025.

12 月初，佛罗里达州区块链商业协会 (FBBA) 主席 Samuel Armes 透露，佛罗里达州计划从 2025 年开始建立比特币战略储备。

According to Armes, Florida intends to utilize its $185.7 billion pension fund, allocating a small fraction to Bitcoin as a hedge against inflation. He highlighted that even a 1% allocation could result in approximately $1.87 billion being invested in the cryptocurrency.

Armes 表示，佛罗里达州打算利用其 1857 亿美元的养老基金，将一小部分分配给比特币，以对冲通胀。他强调，即使是 1% 的分配也可能导致约 18.7 亿美元投资于加密货币。

Michaela has no crypto positions and does not hold any crypto assets. This article is provided for informational purposes only and should not be construed as financial advice. The Shib Magazine and The Shib Daily are the official media and publications of the Shiba Inu cryptocurrency project. Readers are encouraged to conduct their own research and consult with a qualified financial adviser before making any investment decisions.

Michaela 没有加密货币仓位，也不持有任何加密资产。本文仅供参考，不应被视为财务建议。 Shib Magazine 和 The Shib Daily 是 Shiba Inu 加密货币项目的官方媒体和出版物。我们鼓励读者在做出任何投资决定之前进行自己的研究并咨询合格的财务顾问。