2024年比特币大会：两位总统候选人赢得数千万美国比特币爱好者的选票

罗伯特·肯尼迪宣布打算建立相当于美国黄金储备的比特币战略储备，从而铺平了道路

Robert Kennedy kicked off the presidential race by announcing his intention to build a strategic reserve of bitcoins equivalent to the U.S. gold reserves (8,134 tons of gold). While the polls are far from predicting a victory for R. Kennedy in November, his speech was not in vain. It forced Donald Trump’s hand, who promised the next day to put an end to the government crusade against Bitcoin.

罗伯特·肯尼迪 (Robert Kennedy) 在总统竞选中宣布，他打算建立相当于美国黄金储备（8,134 吨黄金）的比特币战略储备。虽然民意调查远未预测 R. 肯尼迪将在 11 月获胜，但他的演讲并没有白费。这迫使唐纳德·特朗普出手，特朗普承诺第二天将结束政府针对比特币的讨伐。

Here are probably the two strongest statements of allegiance from his 45-minute speech:

以下可能是他 45 分钟演讲中最强烈的效忠声明：

“America will once again become a nation that protects property rights, privacy, transactional freedom, freedom of association, and freedom of speech. […] Bitcoin stands for freedom, sovereignty, and independence from the coercive control of governments. […] There will never be a CBDC if I am elected president.”

“美国将再次成为一个保护财产权、隐私、交易自由、结社自由和言论自由的国家。 […]比特币代表自由、主权和独立于政府的强制控制。 [...] 如果我当选总统，就永远不会有 CBDC。”

Like a good politician, Trump didn’t miss the chance to flatter his audience:

像一位优秀的政治家一样，特朗普没有错过奉承听众的机会：

“Those of you in this room are the heirs to generations of pioneers, patriots, risk-takers, and renegades who built the modern world. You are the Edisons, the Wright brothers, the Carnegies, and the Henry Fords of the modern era. What you are doing may very well outlive us all and inspire humanity for generations to come.”

“在座的各位是建设现代世界的几代先驱者、爱国者、冒险家和叛徒的继承人。你们是现代的爱迪生、莱特兄弟、卡内基和亨利·福特。你们所做的事情很可能比我们所有人都更长久，并激励子孙后代。”

“This is a red-letter day in your industry’s history. You are building America’s future with intelligence and courage. Most people don’t have that courage. My job will be to set you free and let you do what America does best: win.”

“这是您所在行业历史上的一个重要日子。你们正在用智慧和勇气建设美国的未来。大多数人没有这个勇气。我的工作就是让你自由，让你做美国最擅长的事情：获胜。”

It's done, Bitcoin will officially become an international reserve currency if Trump wins in a few months. In practical terms, the miracle worker will institute a “strategic reserve.” In other words, the 210,000 bitcoins seized by the Justice Department will not be sold. Quite the opposite of Germany which recently dumped 50,000 BTC…

完成了，如果几个月后特朗普获胜，比特币将正式成为国际储备货币。实际上，奇迹创造者将建立“战略储备”。也就是说，司法部扣押的21万枚比特币不会被出售。与最近抛售 50,000 BTC 的德国恰恰相反……

“If I am elected, my administration’s policy will be to retain 100% of the bitcoins it holds and acquires,” he announced.

“如果我当选，我的政府的政策将是保留其持有和收购的 100% 比特币，”他宣布。

Republican Senator Cynthia Lummis has unveiled a bill titled “Bitcoin Reserve Bill” aimed at sextupling this reserve.

共和党参议员辛西娅·卢米斯 (Cynthia Lummis) 公布了一项名为“比特币储备法案”的法案，旨在将这一储备增加六倍。

“The bill stipulates that we will create a strategic bitcoin reserve. […] This reserve will initially be stocked with 210,000 BTC. This law also authorizes the purchase of one million BTC over the next five years,” she announced.

“该法案规定我们将建立比特币战略储备。 […] 该储备最初将储存 210,000 BTC。该法律还授权在未来五年内购买 100 万比特币，”她宣布。

Cynthia Lummis stated that this reserve must be held for at least 20 years. The ambition is to “reduce the U.S. national debt by half by 2045.”

Cynthia Lummis 表示，这笔储备必须持有至少 20 年。其目标是“到 2045 年将美国国债减半”。

Your faithful servant doubts such an outcome. That said, acquiring a substantial amount of bitcoins before other nations will surely be a profitable strategy.

您忠实的仆人对这样的结果表示怀疑。也就是说，在其他国家之前获取大量比特币肯定是一个有利可图的策略。

If, as D. Trump predicts, Bitcoin’s market capitalization surpasses that of gold, this million BTC will be worth (at current prices) around $1 trillion. That’s roughly 1/35 of the U.S. national debt…

如果真如 D. Trump 预测的那样，比特币的市值超过黄金，那么这 100 万枚 BTC 的价值（按当前价格）将约为 1 万亿美元。这大约是美国国债的 1/35……

Bitcoin is not really the silver bullet that will erase the debt or replace the fiat system. However, it can become the international, censorship-resistant store of value the world craves.

比特币并不是真正能够消除债务或取代法定系统的灵丹妙药。然而，它可以成为世界渴望的国际化、抗审查的价值储存手段。

For Donald Trump, “it's not Bitcoin that threatens the dollar, but the fiscal policy of this government.”

对于唐纳德·特朗普来说，“威胁美元的不是比特币，而是本届政府的财政政策。”

It's a nice statement. Unfortunately, the fiat system is a Ponzi scheme that by definition requires perpetual monetary expansion. The probability that Donald Trump will reduce the budget deficit is close to zero…

这是一个很好的声明。不幸的是，法定系统是一个庞氏骗局，根据定义，它需要永久的货币扩张。唐纳德·特朗普削减预算赤字的可能性接近于零……

Bitcoin is not a magic currency. Nevertheless, setting aside bitcoins in reserve is a positive signal in the eyes of nations increasingly reluctant to place their reserves in treasury bonds.

比特币不是一种神奇的货币。尽管如此，在越来越不愿意将储备投资于国债的国家看来，将比特币作为储备是一个积极的信号。

The BRICS no longer want to trade in dollars and have been accumulating gold for years with a view to restoring the Gold Standard. A bitcoin reserve can be seen as a step in that direction.

金砖国家不再希望以美元进行交易，多年来一直在积累黄金，以期恢复金本位。比特币储备可以被视为朝这个方向迈出的一步。

Donald Trump knows that a good part of the international tensions are linked to the petrodollar that offers the United States the privilege of a chronically deficit trade balance.

唐纳德·特朗普知道，国际紧张局势很大一部分与石油美元有关，石油美元为美国提供了长期贸易逆差的特权。

Russia is fully aware of this. Detailing the roadmap for easing international relations, Russian Foreign Minister Sergey Lavrov warned this month “that there can be no monetary monopoly in a multipolar world.”

俄罗斯对此深有体会。俄罗斯外交部长谢尔盖·拉夫罗夫在详细阐述缓和国际关系的路线图时警告称，“多极世界中不可能存在货币垄断。”

In this regard, don't miss our article: Russia pleads in New York for the end of the dollar monopoly.

在这方面，请不要错过我们的文章：俄罗斯在纽约恳求结束美元垄断。

If Donald Trump is sincere when he says he wants to “end the Third World War,” we will have to agree on a new international reserve currency and reduce the gargantuan U.S. trade deficit.

如果唐纳德·特朗普在表示想要“结束第三次世界大战”时是真诚的，我们就必须就新的国际储备货币达成一致，并减少美国巨额贸易逆差。

The fact that he expects “stablecoins to extend the dollar’s dominance worldwide” suggests we're not there yet… However, his ambition to reindustrialize the country is a step in the right direction.

事实上，他预计“稳定币将扩大美元在全球的主导地位”，这表明我们还没有达到这一目标……然而，他实现国家再工业化的雄心是朝着正确方向迈出的一步。

The day will come when nations will request payment for their exports in gold or bitcoin. By daring to create a national bitcoin reserve before everyone else, the United States will buy themselves some respite.

有一天，各国将要求以黄金或比特币支付其出口费用。通过敢于先于其他国家建立国家比特币储备，美国将为自己赢得一些喘息的机会。