比特币从利基资产转向主流投资，吸引了政府和华尔街

全球首个去中心化数字货币本月突破 10 万美元大关，达到创纪录的 107,000 美元，创下历史新高，这表明比特币从利基金融资产转变为主流投资，目前吸引了政府、金融机构和投资者的兴趣全世界。

Bitcoin's remarkable journey from a niche financial concept to a mainstream investment has been fueled by several key factors.

比特币从小众金融概念到主流投资的非凡历程是由几个关键因素推动的。

Boaz Sobrado, a London-based financial technology analyst, highlights this shift: “Bitcoin has transitioned from being a tool for dissidents and illicit transactions to an asset that central banks must consider seriously.”

伦敦金融技术分析师 Boaz Sobrado 强调了这一转变：“比特币已经从异见人士和非法交易的工具转变为央行必须认真考虑的资产。”

Several governments have also begun accumulating Bitcoin, either through strategic reserves or seizures of the asset. Notably, the United States has seized over 215,000 Bitcoins, currently valued at around $21 billion, as part of criminal investigations since 2020, according to crypto analytics firm 21.co. El Salvador, which became the first nation to adopt Bitcoin as legal tender, has built up $600 million in reserves.

一些政府也开始通过战略储备或扣押资产来积累比特币。值得注意的是，根据加密分析公司 21.co 的数据，自 2020 年以来，作为刑事调查的一部分，美国已扣押了超过 215,000 个比特币，目前价值约为 210 亿美元。萨尔瓦多成为第一个采用比特币作为法定货币的国家，已积累了 6 亿美元的储备。

El Salvador's approach has inspired other nations, but not without challenges. The country recently agreed to privatize its national cryptocurrency wallet, Chivo, and make Bitcoin adoption voluntary for businesses as part of a $1.4 billion loan agreement with the International Monetary Fund.

萨尔瓦多的做法启发了其他国家，但也面临着挑战。该国最近同意将其国家加密货币钱包 Chivo 私有化，并让企业自愿采用比特币，作为与国际货币基金组织 (International Monetary Fund) 达成的 14 亿美元贷款协议的一部分。

The U.S. Securities and Exchange Commission approved Bitcoin ETFs, allowing investors to gain indirect exposure through traditional stock exchanges. In its October report, the U.S. Department of the Treasury likened Bitcoin to “digital gold” due to its utility as a store of value.

美国证券交易委员会批准了比特币ETF，允许投资者通过传统证券交易所获得间接投资。美国财政部在 10 月份的报告中将比特币比作“数字黄金”，因为它具有作为价值储存手段的实用性。

Even Wall Street has warmed up to the world’s leading cryptocurrency. Larry Fink of BlackRock, who once dismissed Bitcoin as an “index of money laundering,” now likens the cryptocurrency to gold. “Bitcoin is an asset class that protects you,” he said earlier this year.

就连华尔街也对世界领先的加密货币产生了浓厚的兴趣。贝莱德 (BlackRock) 的拉里·芬克 (Larry Fink) 曾将比特币视为“洗钱指数”，现在将这种加密货币比作黄金。 “比特币是一种可以保护你的资产类别，”他今年早些时候表示。

The recent rally in this cryptocurrency has been inspired by the election of President-elect Donald Trump, who had promised to turn the U.S. into a “crypto capital.” Trump's presidency boasts a number of influential crypto proponents, including David Sacks as crypto czar and Paul Atkins as chair of the SEC.

这种加密货币最近的上涨受到当选总统唐纳德·特朗普当选的启发，他曾承诺将美国变成“加密之都”。特朗普的总统任期内拥有许多有影响力的加密货币支持者，包括担任加密货币沙皇的戴维·萨克斯(David Sacks)和担任美国证券交易委员会主席的保罗·阿特金斯(Paul Atkins)。

Senator Cynthia Lummis (R-WY) has even introduced the Bitcoin Act of 2024, which aims to add Bitcoin to national reserves alongside gold and oil. “If we allocated just five percent of all Bitcoin, we could cut our national debt in half within two decades,” Lummis said in an interview with Fox Business.

参议员 Cynthia Lummis（怀俄明州共和党）甚至提出了《2024 年比特币法案》，旨在将比特币与黄金和石油一起纳入国家储备。鲁米斯在接受福克斯商业频道采访时表示：“如果我们只分配比特币总量的 5%，我们就可以在二十年内将国家债务减少一半。”

Bitcoin's limited supply, capped at 21 million coins, remains a core value proposition. Unlike fiat currencies, which central banks can print at will, Bitcoin's finite supply ensures scarcity. “Every four years, Bitcoin's supply is halved, driving up demand and value,” explained Armando Pantoja, a futurist and tech investor.

比特币的供应量有限，上限为 2100 万枚，但这仍然是一个核心价值主张。与央行可以随意印制的法定货币不同，比特币的有限供应确保了稀缺性。 “每四年，比特币的供应量就会减少一半，从而推高需求和价值，”未来学家和科技投资者 Armando Pantoja 解释道。

Max Keiser, senior Bitcoin adviser to El Salvador's President Nayib Bukele, highlighted the revolutionary aspect: “Bitcoin separates money from the state. This is the first time in history that money exists without central authority control.” Keiser predicts Bitcoin's price could hit $1 million within the next few years, achieving a market cap comparable to gold's $20 trillion valuation.

萨尔瓦多总统纳伊布·布克莱 (Nayib Bukele) 的高级比特币顾问 Max Keiser 强调了革命性的方面：“比特币将货币与国家分开。这是历史上第一次货币在没有中央权威控制的情况下存在。” Keizer 预测，比特币的价格可能在未来几年内达到 100 万美元，达到与黄金 20 万亿美元估值相当的市值。

Despite its meteoric rise, Bitcoin's volatility remains a concern. After hitting $107,000 earlier this week, the price fell to $97,000 by Friday. Critics, like Euro Pacific Capital's Peter Schiff, warn that Bitcoin could exacerbate economic instability. “Bitcoin misallocates resources, leading to trade deficits and a weaker dollar,” Schiff argued on social media.

尽管比特币迅速崛起，但其波动性仍然令人担忧。在本周早些时候触及 107,000 美元后，到周五价格跌至 97,000 美元。欧洲太平洋资本公司的彼得·希夫等批评者警告称，比特币可能会加剧经济不稳定。希夫在社交媒体上表示：“比特币错误配置资源，导致贸易逆差和美元疲软。”

As Bitcoin continues to surge, some governments are ramping up their considerations for central bank digital currencies as a controlled alternative. Gerald Celente, the founder of the Trends Research Institute, said the US might use such CBDCs to pay off their 36 trillion dollars in national debt. “Central banks are moving to digitized currencies in order to regain control of monetary systems,” Celente said.

随着比特币持续飙升，一些政府正在加大对央行数字货币作为受控替代方案的考虑。趋势研究所创始人 Gerald Celente 表示，美国可能会使用此类 CBDC 来偿还 36 万亿美元的国债。 Celente 表示：“各国央行正在转向数字化货币，以重新获得对货币体系的控制。”

As Bitcoin gains further legitimacy, it naturally claims a larger space within the global financial ecosystem. Whether as a revolutionary technology or a speculative asset, Bitcoin's journey from obscurity to mainstream prominence is a pivotal chapter in financial history.

随着比特币进一步获得合法性，它自然会在全球金融生态系统中占据更大的空间。无论是作为一项革命性技术还是一种投机资产，比特币从默默无闻到主流主流的历程都是金融史上的关键一章。