特朗普就职演讲未提及加密货币后，比特币出现反弹

在美国总统就职后的第一套政策没有提及这一资产类别后，比特币和其他加密货币，甚至是新铸造的以唐纳德·特朗普名字命名的代币，周二都出现了反弹。

Bitcoin and other cryptocurrencies, including the newly launched token bearing Donald Trump’s name, fell sharply on Tuesday, after the U.S. president’s first set of policies following inauguration made no reference to this asset class.

比特币和其他加密货币，包括新推出的以唐纳德·特朗普名字命名的代币，周二大幅下跌，因为美国总统就职后的第一套政策没有提及这一资产类别。

Bitcoin, the world’s largest cryptocurrency, hit a record high $109,071 on Monday when Trump was sworn in as the 47th U.S. President, but later pared those gains and was last trading at $101,705.40.

周一，特朗​​普宣誓就任美国第 47 任总统时，全球最大的加密货币比特币创下 109,071 美元的历史新高，但随后回吐涨幅，最新交易价格为 101,705.40 美元。

The Trump-branded meme coin, launched on Friday night, was last trading at $34.4, according to cryptocurrency price tracker CoinGecko.

根据加密货币价格追踪公司 CoinGecko 的数据，周五晚上推出的特朗普品牌模因币的最新交易价格为 34.4 美元。

That is half its peak price of $74.59 on Monday, when valuation exceeded $14 billion. The coin had initially been priced around $6.5 at its launch.

这只是周一峰值 74.59 美元的一半，当时估值超过 140 亿美元。该代币发行时最初定价约为 6.5 美元。

Trump’s inaugural speech on Monday was accompanied by a host of executive orders and plans relating to trade tariffs, immigration, energy deregulation and even a reprieve for popular Chinese short-video app TikTok.

特朗普周一发表就职演说时还发布了一系列行政命令和计划，涉及贸易关税、移民、能源放松管制，甚至还暂停了中国流行的短视频应用 TikTok。

But he did not mention cryptocurrencies, disappointing an industry that had for months been excited the crypto-friendly president would kick-start a sea change in U.S. policies towards the volatile asset class.

但他没有提到加密货币，这令整个行业感到失望，几个月来，该行业一直对这位对加密货币友好的总统将启动美国对波动性资产类别的政策发生巨大变化感到兴奋。

“I think in the short term there’s a chance this could be a sell-the-news event,” said Matthew Dibb, chief investment officer at crypto asset manager Astronaut Capital, adding that crypto investors had been anticipating some executive actions to be rolled out during Trump’s first day in office.

加密资产管理公司 Astronaut Capital 首席投资官 Matthew Dibb 表示：“我认为，短期内这可能会成为一次抛售新闻事件。”他补充说，加密货币投资者一直预计将推出一些行政行动特朗普上任第一天。

“The market has some great expectations about a bitcoin strategic reserve and a loosening of regulations around digital assets, but it’s more likely these developments will be drip-fed over a series of months rather than days.

“市场对比特币战略储备和数字资产监管放松抱有很大期望，但这些进展更有可能在几个月而不是几天内逐步显现。

Bitcoin has already retreated … We are expecting further volatility here and likely a selloff,” Dibb said.

比特币已经回落……我们预计比特币将进一步波动，并可能出现抛售，”迪布表示。

Crypto exchange-traded funds sold off too. The ChinaAMC bitcoin ETF (512800.SS) shed nearly 6%.

加密货币交易所交易基金也遭到抛售。华夏比特币ETF（512800.SS）下跌近6%。

Bitcoin hits record above $109,000 awaiting Trump

比特币突破 109,000 美元纪录，等待特朗普

However, Trump has already set in motion personnel changes that the industry sees as encouraging.

然而，特朗普已经启动了业界认为令人鼓舞的人事变动。

He has tapped Mark Uyeda, a Republican member of the U.S. Securities and Exchange Commission, to be acting chair of the agency and plans to nominate former SEC Commissioner Paul Atkins to run the agency on a permanent basis.

他已任命美国证券交易委员会共和党成员马克·乌耶达 (Mark Uyeda) 担任该机构代理主席，并计划提名前 SEC 委员保罗·阿特金斯 (Paul Atkins) 长期管理该机构。

Atkins is widely expected to end a crypto crackdown led by former President Joe Biden’s Democratic SEC chair Gary Gensler and Uyeda has criticised the SEC for failing to offer guidance on how crypto companies can register with the agency.

人们普遍预计阿特金斯将结束由前总统乔·拜登的民主党 SEC 主席加里·根斯勒 (Gary Gensler) 领导的加密货币打击行动，而 Uyeda 批评 SEC 未能就加密货币公司如何向该机构注册提供指导。

Top Republican officials at the SEC are poised to begin overhauling the agency’s cryptocurrency policies potentially as early as next week, said three people briefed on the matter.

三名知情人士表示，美国证券交易委员会的共和党高级官员可能最早在下周就开始彻底改革该机构的加密货币政策。

Conflict of interest

利益冲突

Meanwhile, Trump’s launch of the $TRUMP token and the $MELANIA token, for first lady Melania Trump, shortly before his inauguration creates new conflict-of-interest concerns, ethics experts and industry insiders said.

与此同时，道德专家和业内人士表示，特朗普在就职前不久为第一​​夫人梅拉尼娅·特朗普推出了 $TRUMP 代币和 $MELANIA 代币，这引发了新的利益冲突担忧。

Eighty percent of Trump coin’s tokens are owned by CIC Digital, an affiliate of Trump’s business, and another entity called Fight, Fight, Fight, according to its website.

据其网站称，特朗普币 80% 的代币由特朗普企业的附属公司 CIC Digital 和另一个名为“Fight, Fight, Fight”的实体所有。

The companies said they are not investments or securities but are an “expression of support for, and engagement with, the ideals and beliefs embodied by the symbol ‘$TRUMP’”.

这些公司表示，它们不是投资或证券，而是“对‘$TRUMP’符号所体现的理想和信念的支持和参与的表达”。

World Liberty Financial, a separate Trump-linked crypto project, also announced on Monday that it had completed an initial token sale, raising $300 million, and would look to issue additional tokens.

与特朗普相关的另一个加密项目 World Liberty Financial 也在周一宣布，它已经完成了首次代币销售，筹集了 3 亿美元，并将考虑发行更多代币。

Trump has pledged to hand management of his assets to his children, but the crypto asset is raising particular concerns due to its ability to quickly attract billions of speculative dollars with little transparency.

特朗普已承诺将其资产的管理权交给他的孩子，但由于加密资产能够在几乎不透明的情况下迅速吸引数十亿美元的投机资金，因此引起了特别的担忧。