富达数字资产预测，政府和民族国家采用比特币 (BTC) 将成为 2025 年的关键驱动力

根据富达数字资产 (Fidelity Digital Assets) 的一份报告，民族国家和政府对比特币 (BTC) 的采用不断增加，将成为推动这一主要加密货币在 2025 年增长的主要因素之一。

Bitcoin (BTC) adoption by nation-states and governments will be a major factor driving the cryptocurrency’s growth in 2025, according to a report by Fidelity Digital Assets.

根据富达数字资产 (Fidelity Digital Assets) 的一份报告，民族国家和政府对比特币 (BTC) 的采用将成为推动该加密货币在 2025 年增长的主要因素。

2025 will be a pivotal year for BTC adoption, the report notes.

报告指出，2025 年将是 BTC 采用的关键一年。

2024 saw significant developments in Bitcoin adoption, ranging from the approval of the first US spot BTC exchange-traded funds (ETFs) by the Securities and Exchange Commission (SEC) early in the year, to speculations about a potential strategic Bitcoin reserve following pro-crypto presidential candidate Donald Trump’s victory in the November election.

2024 年，比特币的采用取得了重大进展，从年初美国证券交易委员会 (SEC) 批准了第一只美国现货 BTC 交易所交易基金 (ETF)，到继支持比特币之后可能建立比特币战略储备的猜测。加密货币总统候选人唐纳德·特朗普在 11 月大选中获胜。

Now that both retail and institutional investors can gain exposure to BTC through ETFs, the next wave of adoption will likely come from nation-states, according to a new report by Fidelity Digital Assets, titled “2025 Look Ahead.”

富达数字资产公司 (Fidelity Digital Assets) 题为《2025 年展望》的新报告称，既然散户和机构投资者都可以通过 ETF 获得 BTC 投资，下一波采用浪潮可能会来自民族国家。

“We expect 2025 to be the year this changes for both acceptance and adoption,” the report states. “This is to say, we anticipate more nation-states, central banks, sovereign wealth funds, and government treasuries will look to establish strategic positions in bitcoin.”

报告指出：“我们预计 2025 年将是接受度和采用度发生变化的一年。” “这就是说，我们预计更多的民族国家、央行、主权财富基金和政府财政部将寻求在比特币领域建立战略地位。”

Perhaps these establishments will take notice of the playbook employed by Bhutan and El Salvador, and the substantial returns they have been able to glean from such positions in a relatively short amount of time.

也许这些机构会注意到不丹和萨尔瓦多所采用的策略，以及他们在相对较短的时间内从这些职位中获得的丰厚回报。

Crucially, BTC adoption by governments and nation-states worldwide could become the key driver that propels the premier digital asset further into mainstream acceptance in 2025.

至关重要的是，世界各国政府和民族国家对 BTC 的采用可能成为推动这一重要数字资产在 2025 年进一步被主流接受的关键驱动力。

According to Matt Hogan, Research Analyst at Fidelity Digital Assets, nations may risk losing more by not allocating to BTC than by making the investment.

富达数字资产研究分析师马特·霍根表示，各国不配置比特币的损失可能比投资更大。

Hogan pointed to factors such as high inflation, currency debasement, and widening fiscal deficits, which could make a lack of investment in BTC a costly missed opportunity for countries globally.

霍根指出，高通胀、货币贬值和财政赤字扩大等因素可能会使全球各国因缺乏对比特币的投资而错失良机。

The analyst also noted the Bitcoin Act of 2024, introduced by US Senator Cynthia Lummis, which advocates for the establishment of a national strategic BTC reserve.

该分析师还注意到美国参议员辛西娅·鲁米斯(Cynthia Lummis)提出的2024年比特币法案，该法案主张建立国家战略比特币储备。

Whether the Donald Trump administration will pursue this plan remains uncertain.

唐纳德·特朗普政府是否会推行这一计划仍不确定。

If the bill is enacted, it could trigger political and financial game theory, potentially forcing other nations to follow suit.

如果该法案获得通过，可能会引发政治和金融博弈论，并可能迫使其他国家效仿。

Interestingly, nation-states accumulating BTC are likely to do so discreetly to avoid influencing more buyers and driving up the asset’s price.

有趣的是，积累比特币的民族国家可能会谨慎行事，以避免影响更多买家并推高资产价格。

While both El Salvador and Bhutan have already established national BTC reserves, other countries are poised to join the list.

虽然萨尔瓦多和不丹都已经建立了国家比特币储备，但其他国家也准备加入这一行列。

In December 2024, Brazil’s federal deputy introduced legislation that seeks to diversify Brazil’s National Treasury by gaining some exposure to BTC.

2024 年 12 月，巴西联邦副议员提出立法，寻求通过增加部分比特币敞口来实现巴西国库多元化。

Similarly, other countries like Chile, Canada, and Czech Republic are speculated to be considering their own strategic reserves.

同样，据推测智利、加拿大和捷克共和国等其他国家也在考虑建立自己的战略储备。

At press time, BTC trades at $94,190, down 3.4% in the past 24 hours.

截至发稿，BTC 交易价格为 94,190 美元，过去 24 小时下跌 3.4%。