由于特朗普的加密沙皇大卫·萨克斯（David Sacks）考虑战略比特币储备，比特币（BTC）低于$ 98K

尽管从理论上讲，这些陈述被解释为美国政府对加密货币部门的积极立场，但另一方面，加密货币市场的态度相对较差。

Yesterday, Trump’s Crypto Czar, David Sacks, stated that they are considering the idea of establishing a strategic reserve in Bitcoin.

昨天，特朗普的加密沙皇戴维·萨克斯（David Sacks）表示，他们正在考虑在比特币中建立战略储备的想法。

Despite these statements theoretically being interpreted as a positive stance for the crypto sector by the US government, the crypto markets, on the other hand, have taken them relatively badly.

尽管从理论上讲，这些陈述被解释为美国政府对加密货币部门的积极立场，但另一方面，加密货币市场的态度相对较差。

The price of Bitcoin yesterday had risen above $102,000, after falling below $92,000 on Monday.

昨天的比特币价格上涨了102,000美元，此前在周一下跌了92,000美元以下。

When Sacks’ press conference started, it was still above $100,000, but just as the Crypto Czar of Trump was speaking, the price of BTC began to fall.

当萨克斯的新闻发布会开始时，它仍然超过100,000美元，但是正如特朗普的加密沙皇所说的那样，BTC的价格开始下跌。

Within a couple of hours, it returned below $97,000, although during the night it stopped falling, settling just below $98,000.

在几个小时内，它返回了97,000美元以下，尽管在夜间停止下降，降至98,000美元以下。

The press conference by Sacks was widely anticipated, so much so that it is possible that yesterday’s rise up to $102,000 was triggered precisely by the expectations regarding what he might have said.

萨克斯的新闻发布会被广泛期待，以至于昨天的上升至102,000美元可能是由于对他可能所说的话的期望而触发的。

In particular, many probably expected that he would confirm the intention to create a strategic reserve in Bitcoin for the USA, especially after Trump’s executive order which provides for the establishment of a US sovereign fund.

特别是，许多人可能希望他确认打算在美国为比特币创建战略储备，尤其是在特朗普的行政命令提供了建立美国主权基金之后。

Such expectations turned out to be excessive, and since the confirmation of the creation of the strategic reserve in BTC did not arrive, the markets reacted with a certain disappointment.

事实证明，这种期望是过分的，并且由于确认了BTC战略储备的确认没有到达，因此市场对某些失望产生了反应。

Trump: the strategic reserve in BitcoinDonald Trump had promised the creation of a strategic reserve in Bitcoin in the USA already during the election campaign, before the elections on November 5, 2024.

特朗普：比特康多纳德·特朗普的战略储备金已承诺在2024年11月5日选举之前，在选举活动期间已经在美国比特币建立了战略储备。

The new president took office on January 20, 2025, but since then the concrete steps made in that direction have been few.

新总统于2025年1月20日上任，但是从那以后，朝这个方向迈出的具体步骤很少。

Indeed, as actually confirmed yesterday by Sacks himself, a single step forward has been made, which is not particularly concrete: the initiation of the assessment of the feasibility and opportunity of establishing a strategic reserve in Bitcoin in the USA.

的确，正如萨克斯本人实际上确认的那样，已经迈出了一步，这并不是特别具体的：启动评估在美国比特币中建立战略储备的可行性和机会。

This necessarily implies that the final decision in theory should not even have been made yet.

这一定意味着理论上甚至还不应该做出最终决定。

In other words, in the hypothetical case where the above evaluation yields negative results, it is absolutely possible that the USA may decide not to establish any strategic reserve in BTC.

换句话说，在上述评估会产生负面结果的假设情况下，美国绝对有可能决定不在BTC中建立任何战略储备。

However, Trump seems so favorable to a similar initiative that as of today the markets are effectively betting that not only will the evaluation yield positive results, but that the strategic reserve will indeed be created.

但是，特朗普似乎对一项类似的倡议如此有利，以至于当今市场实际上是在押注，不仅评估会产生积极的结果，而且确实会产生战略储备。

It should not be forgotten that the USA, through the Department of Justice, already possess nearly 200,000 BTC, with a value in US dollars exceeding 19 billion.

The idea of not selling those Bitcoin, as always done in the past, but keeping them by placing them within a strategic reserve seems definitely feasible, and this is why the markets are actually betting in favor. And this is also why they reacted with disappointment to the caution shown yesterday by Sacks on this matter.

不像过去那样不卖那些比特币的想法，但是将它们放在战略储备中的想法似乎绝对可行，这就是为什么市场实际上受到赞成的押注的原因。这也是为什么他们对萨克斯昨天对此事所表现出的谨慎的反应。

The USA and BitcoinUntil today, the only direct relationship that U.S. national institutions have had with Bitcoin seems to be precisely those almost 200,000 BTC acquired thanks to seizures of digital assets within judicial cases for various crimes.

今天，美国和比特币是美国国家机构与比特币建立的唯一直接关系，这似乎是那些在司法案件中对各种犯罪的司法案件中的数字资产癫痫发作，因此获得了近200,000 BTC的收购。

In reality, over the last ten years, the Department of Justice of the USA has seized well over 200,000 Bitcoin, but over the years a good part has already been sold at auction.

实际上，在过去的十年中，美国司法部占领了超过200,000比特币，但是​​多年来，在拍卖会上已经出售了一部分。

Famous, for example, is the case of Tim Draper, who in 2014 managed to win as many as 30,000 BTC during one of these auctions, buying them at an average price of only $632 each. The U.S. Department of Justice then collected less than 19 million dollars with that sale, while today those 30,000 BTC would be worth almost three billion.

例如，蒂姆·德雷珀（Tim Draper）是著名的，他在其中一次拍卖中设法赢得了多达30,000 btc，平均价格仅为632美元。随后，美国司法部通过这笔销售收取了不到1900万美元的收入，而今天的30,000 BTC的价值将近30亿美元。

It is probably precisely for this reason that Trump would like the USA government to hold the BTC it already possesses indefinitely, so as to perhaps have a kind of reserve to draw upon in times of need.

特朗普希望美国政府持有它已经无限期拥有的BTC，以便在需要时可能有一种储备可以借鉴。

However, from a legal standpoint, it might not be simple to establish a government strategic reserve in Bitcoin according to the law. Sacks stated yesterday that it might not be necessary to resort to the sovereign fund for this institution, but it cannot be ruled out that to solve the most challenging legal issues, one might end up opting for that solution.

但是，从法律的角度来看，根据法律，在比特币中建立政府战略储备可能并不容易。萨克斯昨天表示，可能没有必要为该机构求助于主权基金，但是不能排除解决最具挑战性的法律问题的排除，最终可能会选择该解决方案。