特朗普推动的加密货币涨势席卷亚洲，不丹的比特币储备突破 10 亿美元

- 诞生于美国的破纪录加密货币涨势正在亚洲留下印记，其中包括不丹持有的比特币价值跃升至超过 10 亿美元，以及韩国数字资产交易量激增。

A record-breaking crypto rally sparked by Donald Trump’s pro-digital asset policies is leaving its mark on Asia, with a jump in the value of Bitcoin held by Bhutan to over $1 billion and a surge in digital-asset trading volumes in South Korea.

唐纳德·特朗普的支持数字资产政策引发的创纪录的加密货币涨势正在亚洲留下印记，不丹持有的比特币价值跃升至超过 10 亿美元，韩国数字资产交易量激增。

The crypto market has climbed by over $800 billion since Trump’s victory in the US election on Nov. 5, as hopes that his pledge to turn the US into the global hub for the sector spurs a digital-asset boom. Asia is being impacted by the burst of optimism as a clutch of jurisdictions in the region are at the forefront of crypto adoption, whether for investment, hedging local currency weakness or cheaper and faster remittances.

自 11 月 5 日特朗普在美国大选中获胜以来，加密货币市场已上涨超过 8000 亿美元，人们希望他承诺将美国打造成该行业的全球中心，从而刺激数字资产的繁荣。亚洲正受到乐观情绪爆发的影响，因为该地区的一些司法管辖区处于加密货币采用的最前沿，无论是投资、对冲本币疲软还是更便宜和更快的汇款。

In Bhutan, state investment arm Druk Holding & Investments has accumulated Bitcoin as a reward for running computer networks that help to underpin the token’s digital ledger. These so-called Bitcoin mining operations are powered by the mountainous Himalayan kingdom’s abundant hydroelectricity.

在不丹，国家投资机构 Druk Holding & Investments 积累了比特币，作为运行计算机网络的奖励，这些网络有助于支撑代币的数字账本。这些所谓的比特币挖矿业务由喜马拉雅山王国丰富的水力发电提供动力。

The value of Bhutan’s Bitcoin hoard has risen by over $200 million to $1.1 billion since the US vote, according to researcher Arkham Intelligence. That’s equivalent to about 36% of the country’s gross domestic product. Druk Holding & Investments began mining Bitcoin in 2019, Chief Executive Officer Ujjwal Deep Dahal told Bloomberg, but is unable to confirm the value of the holdings as they are material to its “core internal asset management and diversification strategy.”

据研究人员 Arkham Intelligence 称，自美国投票以来，不丹的比特币储备价值已增加 2 亿多美元，达到 11 亿美元。这相当于该国国内生产总值的约36%。首席执行官 Ujjwal Deep Dahal 告诉彭博社，Druk Holding & Investments 于 2019 年开始开采比特币，但无法确认所持比特币的价值，因为它们对其“核心内部资产管理和多元化战略”至关重要。

In South Korea, speculators tend to embrace smaller, riskier tokens rather than market-leader Bitcoin alone. The nation’s largest dedicated exchange is Upbit, whose share of worldwide crypto trading jumped two percentage points to 4.3% from Nov. 5 to Nov. 10, according to CCData. That suggests the Trump-fueled rally tempted more South Koreans into the market.

在韩国，投机者倾向于接受规模较小、风险较高的代币，而不是仅仅接受市场领先的比特币。据 CCData 称，该国最大的专用交易所是 Upbit，其在全球加密货币交易中的份额从 11 月 5 日到 10 日跃升了两个百分点，达到 4.3%。这表明特朗普推动的涨势吸引了更多韩国人进入市场。

Elsewhere in the Asia Pacific, Singapore and Hong Kong are among the jurisdictions trying to foster digital-asset hubs. There are also many signs of gray-market demand for digital assets in China despite Beijing’s crypto ban.

在亚太地区的其他地区，新加坡和香港都是试图培育数字资产中心的司法管辖区。尽管北京颁布了加密货币禁令，但仍有许多迹象表明中国的灰色市场对数字资产有需求。

“Asian exchanges are going to see a big benefit from Trump and his pro-crypto policies,” said David Rogers, regional chief executive at market maker B2C2.

做市商 B2C2 的区域首席执行官 David Rogers 表示：“亚洲交易所将从特朗普及其支持加密货币的政策中受益匪浅。”

Bitcoin spiked to a record high above $94,000 on Tuesday as investors assessed how quickly Trump can make good on his promise of a friendly US regulatory backdrop. He has also pledged to establish a strategic US Bitcoin reserve, though some view that as an uphill task.

周二，比特币飙升至 94,000 美元以上的历史新高，投资者评估特朗普能够以多快的速度兑现其友好的美国监管背景的承诺。他还承诺建立美国比特币战略储备，尽管有些人认为这是一项艰巨的任务。

Roger Li, co-founder of One Satoshi, a chain of stores in Hong Kong offering over-the-counter conversions between cash and crypto, said his volumes picked up two weeks before the US election and continued to expand afterward.

香港连锁店 One Satoshi 的联合创始人 Roger Li 表示，他的交易量在美国大选前两周有所增加，并在之后继续扩大。One Satoshi 是一家香港连锁店，提供现金和加密货币之间的场外兑换服务。

“Because of the growth we are seeing, and because we believe the rally will continue, we’re expanding our business,” Li said. “We want to have bigger shops to tend to more customers.”

“由于我们看到了增长，并且因为我们相信涨势将持续，所以我们正在扩大我们的业务，”李说。 “我们希望拥有更大的商店来吸引更多的顾客。”

Other ripples from the US-led rally include a post-election doubling in the price of Cronos, the utility token of Singapore-headquartered Crypto.com, one of the biggest digital-asset trading venues. The city-state is also home to education software firm Genius Group Ltd., whose US-listed shares briefly surged 138% after the company pivoted to a Bitcoin-first approach for its reserves.

美国主导的涨势带来的其他连锁反应包括选举后克罗诺斯 (Cronos) 的价格翻倍，克罗诺斯是总部位于新加坡的 Crypto.com 的实用代币，Crypto.com 是最大的数字资产交易场所之一。这个城邦也是教育软件公司 Genius Group Ltd. 的所在地，该公司在美国上市的股票在该公司转向比特币优先的储备方式后短暂飙升了 138%。

In Japan, Metaplanet Inc. is up roughly 60% this month on optimism about its strategy of accumulating Bitcoin from debt and equity financing. Last week, Tokyo-based Monex Group Inc. announced its crypto exchange operator Coincheck Group plans to finally list in the US in December via a long-pending merger with a special purpose acquisition company.

在日本，由于对其通过债务和股权融资积累比特币的策略持乐观态度，Metaplanet Inc. 本月股价上涨约 60%。上周，总部位于东京的 Monex Group Inc. 宣布，其加密货币交易所运营商 Coincheck Group 计划最终通过与一家特殊目的收购公司进行长期悬而未决的合并，于 12 月在美国上市。

Digital assets suffered a wipeout in 2022 that uncovered sharp practices and fraud, leading to the collapse of platforms such as Sam Bankman-Fried’s FTX exchange. But for now memories of such risks are being overshadowed by bouts of euphoria over Trump’s support for crypto.

数字资产在 2022 年遭受了惨重打击，暴露了尖锐的做法和欺诈行为，导致 Sam Bankman-Fried 的 FTX 交易所等平台崩溃。但目前，对此类风险的记忆正被特朗普支持加密货币带来的一阵阵兴奋所掩盖。

“If this bull market plays out like 2021, we could see some significant volumes flow to altcoins while Bitcoin’s price slows,” said BTC Markets Pty Chief Executive Officer Caroline Bowler, using a catch-all term for smaller tokens.

BTC Markets Pty 首席执行官 Caroline Bowler 表示：“如果这次牛市像 2021 年那样发展，我们可能会看到一些大量交易量流向山寨币，而比特币价格则放缓。”