比特币不再仅仅是金融资产​​；它已成为一种政治和战略工具

多年来，比特币被视为利基资产 - 对于机构而言，比特币对政策制定者的不受监管。但是，这种看法发生了变化。

Donald Trump’s return to the White House has brought this transformation into sharp focus. His administration's executive order on digital assets signals a policy shift: rather than suppressing bitcoin, the US is increasingly viewing it as a strategic financial instrument – and as a result, investment in bitcoin has soared.

唐纳德·特朗普（Donald Trump）返回白宫已将这种转变置于敏锐的焦点。他的政府在数字资产上的行政命令标志着政策的转变：美国越来越多地将其视为一种战略金融工具，因此，对比特币的投资已经飙升。

Thanks to Donald Trump, bitcoin is not just a trade but a core asset class, integrated into the financial system. Credit: Getty

多亏了唐纳德·特朗普（Donald Trump），比特币不仅是一项贸易，而且是整合到金融体系中的核心资产类别。图片来源：盖蒂

In the past month alone, from January 14 until February 14, 2025, bitcoin ETFs in the US have seen over $US4 billion in net inflows, while both Australian bitcoin and ethereum ETFs picked up $US22 million, despite bitcoin pulling back 10 per cent from its recent peak.

仅在过去的一个月中，从1月14日到2025年2月14日，美国的比特币ETF的净流入超过40亿美元，而澳大利亚比特币和以太坊ETF都获得了2200万美元，尽管比特币撤回了10％从最近的高峰开始。

Bitcoin ETFs now hold nearly 6 per cent of the worldwide bitcoin supply, potentially influencing underlying demand, surpassing the 2 per cent of global gold supply held by gold ETFs. US and Australian spot bitcoin ETFs have experienced remarkable growth, attracting tens of billions of dollars within the last 12 months.

现在，比特币ETF持有近6％的全球比特币供应，可能会影响潜在的需求，超过了黄金ETF持有的全球黄金供应的2％。美国和澳大利亚的比特币ETF经历了显着的增长，在过去的12个月内吸引了数万美元。