比特币（BTC）价格分析：特朗普任命支持加密货币的倡导者，反弹可能尚未见顶

唐纳德·特朗普在宣誓就任第 47 任总统后的就职演说中对加密货币保持沉默，导致比特币在最近几个小时内小幅下跌

Bitcoin price dropped quickly following Donald Trump's inauguration as the 47th President of the United States on Monday.

唐纳德·特朗普周一就任美国第 47 任总统后，比特币价格迅速下跌。

Naturally, investors took it to heart that the President-elect did not mention Bitcoin or the crypto industry at large even once during his inaugural address.

当然，投资者们牢记在心的是，当选总统在就职演说中甚至一次都没有提到比特币或整个加密行业。

But does that mean the Bitcoin rally has peaked already? Does it suggest the new government is quietly trying to roll back on its claims of what it would do for the crypto enthusiasts in 2025?

但这是否意味着比特币涨势已经见顶？这是否表明新政府正在悄悄地试图推翻其关于 2025 年将为加密货币爱好者做些什么的承诺？

Fortunately, the answer to both concerns seems to be “no”.

幸运的是，这两个问题的答案似乎都是“不”。

Donald Trump has not lost conviction in Bitcoin

唐纳德·特朗普并没有失去对比特币的信心

While Donald Trump may not have mentioned Bitcoin in his inaugural speech, his recent moves clearly indicate intention of making good on promises of pro-crypto policies this year.

尽管唐纳德·特朗普在就职演说中可能没有提到比特币，但他最近的举动明确表明他有意兑现今年支持加密货币的政策承诺。

For example, he’s appointed crypto advocate Paul Atkins as the head of the new Securities & Exchange Commission – and more recently, he named David Sacks as the “AI and Crypto Czar” of the White House.

例如，他任命加密货币倡导者保罗·阿特金斯 (Paul Atkins) 担任新的证券交易委员会主席，最近，他任命大卫·萨克斯 (David Sacks) 为白宫的“人工智能和加密货币沙皇”。

Sacks is a veteran in venture capitalism and has previously served as the chief operating officer of digital payments giant PayPal. Sacks has links to Solana.

萨克斯是风险投资领域的资深人士，此前曾担任数字支付巨头PayPal的首席运营官。萨克斯与索拉纳有联系。

So, the fact that Trump did not mention crypto in his inaugural address may only suggest the strategic Bitcoin reserve could take another few months to become a reality – and not that he’s no longer committed to making America a crypto superpower in the first place.

因此，特朗普在就职演说中没有提到加密货币这一事实可能只表明战略性比特币储备可能需要几个月的时间才能成为现实，而不是表明他一开始就不再致力于让美国成为加密货币超级大国。

In fact, close to 40% of the bets are still in favor of Trump choosing to set up a strategic Bitcoin reserve in the first 100 days in office, as per data from Polymarket.

事实上，根据 Polymarket 的数据，近 40% 的赌注仍然支持特朗普选择在上任的前 100 天内建立战略比特币储备。

Bitcoin could benefit as Trump pursues a weaker USD

随着特朗普追求美元疲软，比特币可能受益

It’s reasonable for investors to remain bullish on Bitcoin even though Trump’s inauguration address had no mention of crypto because his macro policy could serve as a tailwind for the crypto asset as well.

尽管特朗普的就职演说没有提及加密货币，但投资者仍然看好比特币是合理的，因为他的宏观政策也可以成为加密资产的顺风车。

Donald Trump has already divulged that he’d favor a weaker US dollar as the 47th President of the United States.

唐纳德·特朗普(Donald Trump)已经透露，作为美国第47任总统，他会支持美元走弱。

Why? Because a weaker dollar typically makes US companies’ products more competitive in the international market. In other words, it tends to boost exports, which ultimately serve as a meaningful tailwind for the economy at large.

为什么？因为美元疲软通常会使美国公司的产品在国际市场上更具竞争力。换句话说，它往往会促进出口，最终为整个经济带来有意义的推动力。

For crypto enthusiasts, however, what may be more exciting to know is that a weaker USD has historically been a tailwind for Bitcoin – the fiat currency and the digital asset have been inversely related for years.

然而，对于加密货币爱好者来说，更令人兴奋的是，美元疲软历来一直是比特币的顺风——法定货币和数字资产多年来一直呈负相关。

That’s because a weaker dollar often makes investors pursue alternative stores of value, including Bitcoin.

这是因为美元疲软常常促使投资者寻求其他价值储存手段，包括比特币。

Bitcoin technicals suggest bulls are still in control

比特币技术面表明多头仍处于掌控之中

Crypto investors may remain confident in a potential resurgence in Bitcoin price from current levels despite a disappointing inaugural speech from Donald Trump also because the technicals suggest continued further upside ahead.

尽管唐纳德·特朗普的就职演说令人失望，但加密货币投资者可能仍对比特币价格从当前水平回升的可能性充满信心，因为技术面显示未来将继续进一步上涨。

BTC may have been inched down following the President’s inaugural address but it remains above the $102,000 level that’s currently serving as a support, indicating buyers are still in control.

在总统就职演说之后，比特币可能小幅下跌，但仍高于目前的支撑位 102,000 美元，表明买家仍处于控制之中。

Finally, the Relative Strength Index (RSI) sits at a little above 50 at writing even though Bitcoin is currently up some 50% versus its price on the election day (November 6th) – signalling the bullish momentum is far from over just yet.

最后，尽管比特币目前较选举日（11 月 6 日）的价格上涨了约 50%，但相对强弱指数 (RSI) 在撰写本文时仍略高于 50，这表明看涨势头还远未结束。

All in all, while Trump’s inaugural speech may have been a setback for Bitcoin investors on Monday, the broader commitment of the new government to crypto likely remains intact. So, the long-term bullish view for BTC may still play out in the weeks ahead.

总而言之，虽然特朗普周一的就职演讲可能对比特币投资者来说是一次挫折，但新政府对加密货币的更广泛承诺可能仍然完好无损。因此，比特币的长期看涨观点可能在未来几周内仍会发挥作用。