随着国家的积累，比特币 (BTC) 将在 2025 年成为“游戏规则改变者”：富达

富达数字 (Fidelity Digital) 预计，今年全球最大的加密货币比特币 (BTC) 的接受和采用将发生改变

World's largest cryptocurrency is set for record year of government adoption, Fidelity says

富达表示，世界上最大的加密货币将迎来政府采用创纪录的一年

This year is expected to be a game changer in terms of acceptance and adoption of bitcoin (BTC), the world’s largest cryptocurrency, Fidelity Digital Assets said in a research report Tuesday.

富达数字资产公司周二在一份研究报告中表示，就世界上最大的加密货币比特币（BTC）的接受和采用而言，今年预计将改变游戏规则。

“We anticipate more nation-states, central banks, sovereign wealth funds, and government treasuries will look to establish strategic positions in bitcoin,” wrote analyst Matt Hogan.

分析师马特·霍根（Matt Hogan）写道：“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。”

Given macro headwinds such as rising inflation, currency debasement and surging fiscal deficits, not making an allocation to bitcoin could be more risky than making one, the report said.

报告称，考虑到通胀上升、货币贬值和财政赤字激增等宏观不利因素，不配置比特币可能比配置比特币的风险更大。

Fidelity notes that both President-elect Donald Trump and Senator Cynthia Lummis have been vocal about establishing a strategic bitcoin reserve in the United States, but said said it remains to be seen if they follow through with this plan in 2025.

富达指出，当选总统唐纳德·特朗普和参议员辛西娅·卢米斯都直言不讳地表示要在美国建立比特币战略储备，但表示他们是否会在 2025 年落实这一计划还有待观察。

Lummis proposed the “Bitcoin Act of 2024” to the Senate in July. If the bill were to be enacted, Fidelity said the “political and financial game theory at play will force other nations to follow suit.”

Lummis 于 7 月向参议院提出了“2024 年比特币法案”。富达表示，如果该法案获得通过，“政治和金融博弈论将迫使其他国家效仿。”

If nation-states were to adopt a bitcoin accumulation strategy, it is likely that these countries would begin buying the digital asset surreptitiously, as announcing their plans would likely influence other investors to buy BTC and drive the price higher, Fidelity said.

富达表示，如果民族国家采取比特币积累策略，这些国家很可能会开始秘密购买数字资产，因为宣布他们的计划可能会影响其他投资者购买比特币并推高价格。

The U.S., China, Ukraine, Bhutan, and El Salvador are currently the largest government holders of bitcoin, the report said. It noted that many of these counties have only gained exposure from government seizures and the recovery of bitcoin associated with criminal activities.

报告称，美国、中国、乌克兰、不丹和萨尔瓦多是目前最大的比特币政府持有者。它指出，其中许多县仅因政府扣押和追回与犯罪活动相关的比特币而受到影响。