比特币在美国国家储备中的作用

卢特尼克（Lutnick

A recent interview with The Pavlovic Today has revealed interesting insights into the Trump administration’s plans for a national cryptocurrency reserve. As rumors swirl about the upcoming White House Crypto Summit, the administration officials are hinting at a unique role for Bitcoin in the reserve, setting it apart from other digital assets.

最近对Pavlovic的采访揭示了对特朗普政府对国家加密货币预备役计划的有趣见解。随着关于即将举行的白宫加密峰会的谣言旋转，政府官员暗示了比特币在保护区中的独特作用，将其与其他数字资产区分开来。

The possibility of the U.S. holding a national crypto reserve has been a subject of much speculation, especially among Bitcoin maximalists who have expressed mixed feelings about the inclusion of altcoins.

美国持有国家加密保护区的可能性一直是一个猜测的主题，尤其是在比特币最大化主义者中对包含山寨币的感觉不同的比特币最大化主义者。

The administration officials, however, maintain that Trump’s vision is focused on Bitcoin as a core component of the reserve, while other digital assets will be included in a complementary manner.

但是，政府官员坚持认为，特朗普的愿景集中在比特币上，作为保护区的核心组成部分，而其他数字资产将以互补的方式包括在内。

“The president definitely thinks that there’s a Bitcoin strategic reserve,” said administration official Marc Lutnick. “Now, the question is, how do we handle the other cryptocurrencies? I think that model will be unveiled on Friday.”

政府官员马克·卢特尼克（Marc Lutnick）说：“总统绝对认为有比特币战略储备。” “现在，问题是，我们如何处理其他加密货币？我认为该模型将在星期五亮相。”

Pushback Over Altcoins in the Reserve

储备金中的Altcoins倒退

Trump’s proposal to include a range of cryptocurrencies in the national reserve has sparked controversy, particularly among Bitcoin maximalists. Critics argue that Bitcoin is the only truly decentralized, non-seizable, and censorship-resistant asset, while altcoins remain largely centralized and prone to regulatory capture.

特朗普提出的提议在国家储备中包括一系列加密货币引发了争议，尤其是在比特币最大化主义者中。评论家认为，比特币是唯一真正的分散，不可证实和耐心的资产，而替代币仍然在很大程度上集中且容易捕获监管。

Even longtime Bitcoin skeptic Peter Schiff—who famously dismissed Bitcoin when it was under $100—acknowledged the logic of a Bitcoin-only reserve while questioning the inclusion of other tokens.

即使是长期的比特币怀疑论者彼得·希夫（Peter Schiff），他在100美元不到100美元的情况下著名地驳回了比特币，但在质疑包含其他代币的同时，将仅比特币储备金的逻辑确定为逻辑。

In response to the criticism, Lutnick doubled down on Trump’s commitment to Bitcoin, while leaving room for other digital assets.

为了应对批评，卢特尼克（Lutnick）将特朗普对比特币的承诺加倍，同时为其他数字资产留出了空间。

“Bitcoin is one thing, and the other crypto tokens will be treated differently—positively, but differently,” Lutnick stated.

卢特尼克说：“比特币是一回事，另一个加密代币将受到不同的态度，但对态度有所不同。”

The Bitcoin price reacted positively to the news, up 3.5% overnight to $89,540, Source: Bitcoin Liquid Index

比特币价格对新闻的反应积极，一夜之间上涨了3.5％，到$ 89,540，来源：比特币液体指数

The interview also touched upon the upcoming White House Crypto Summit, which marks a historic pivot in the U.S. government’s stance on digital assets. Set for March 7, the event will bring together some of the most influential figures in crypto, including MicroStrategy’s Michael Saylor, Chainlink’s Sergey Nazarov, and Coinbase CEO Brian Armstrong.

采访还谈到了即将举行的白宫加密峰会，该峰会标志着美国政府对数字资产的立场的历史性枢纽。该活动定于3月7日，将汇集一些最有影响力的人物，包括Microstrategy的Michael Saylor，Chainlink的Sergey Nazarov和Coinbase Coinbase首席执行官Brian Armstrong。

A list of confirmed and unconfirmed guests so far for the Crypto Summit, Source: X

到目前为止的加密峰会迄今为止的确认和未经证实的客人列表，来源：X

The summit aligns with Trump’s broader push to position America as a global leader in blockchain and cryptocurrency innovation—a stark contrast to the enforcement-heavy approach of previous administrations.

峰会与特朗普更广泛地将美国定位为区块链和加密货币创新的全球领导者的努力保持一致，这与先前政府的执法方式形成了鲜明的对比。

Under Trump’s leadership, the Securities and Exchange Commission (SEC) has formed a Crypto Task Force aimed at creating “sensible regulatory pathways” for the industry.

在特朗普的领导下，美国证券交易委员会（SEC）组成了一个旨在为该行业创建“明智的监管途径”的加密货币工作队。

Meanwhile, lawmakers in the House Subcommittee on Digital Assets are actively discussing everything from stablecoin regulations to which agency should oversee crypto spot markets.

同时，众议院数字资产小组委员会的立法者正在积极讨论从Stablecoin法规到代理机构应监督加密货币市场的一切。

Here are the major categories to keep on your radar for the White House crypto summit this Friday. • ETF contenders • Tokens made in USA • Tokens mentioned by Trump • Projects attending the summit I would pay close attention to the tokens that have overlapping themes, according to Miles Deuster.

这是本周五在白宫加密峰会上保留您的雷达的主要类别。 •ETF竞争者•在美国制作的代币•特朗普提到的代币•参加峰会的项目我将密切注意与主题重叠的代币。

Categories to watch for the White House crypto summit this Friday, Source, X

这个星期五要观看白宫加密峰会的类别，消息来源，x

It’s Bitcoin’s Moment, but Time Makes a Wine

这是比特币的时刻，但是时间酿造了酒

If Trump successfully implements a Bitcoin-centric national reserve, it could signal a fundamental shift in how governments view digital gold. While details remain sparse, the fact that the world’s largest economy is even considering such a move is a testament to Bitcoin's growing legitimacy on the global stage.

如果特朗普成功实施了以比特币为中心的国家储备，这可能表明政府如何看待数字黄金。尽管细节仍然很少，但世界上最大的经济体甚至考虑这样做的事实证明了比特币在全球舞台上日益增长的合法性。

However, as bullish as this news is for Bitcoin, and for long term Bitcoin price predictions, remember, that talk, and announcements, do not yet mean action. These things take time, so temper your expectations.

但是，像比特币一样看好这个消息，对于长期的比特币价格预测，请记住，谈话和公告，并不意味着行动。这些事情需要时间，因此会降低您的期望。

Jeff Park, at Bitwise wrote on X, that "As much as I support it in the long run, here’s the #1 reason we need to slow down and temper expectations on the BTC Strategic Reserve (BSR).

杰夫·帕克（Jeff Park）在X上写道：“从长远来看，我支持它，这是我们需要放慢速度和对BTC战略储备（BSR）的脾气期望的第一部分。

I’ve always said that "there will be signs" when the BSR can happen because it requires multilateral cooperation with our trade partners. The U.S. cannot simply acquire BTC on its own without giving allies a heads-up. Why? Because the U.S. finances its fiscal deficit through implicit understandings with trade partners when they assess our creditworthiness. It would be a major insult, for example, if the U.S. front-ran Japan without notice.

我一直说，当BSR发生时，“将会有迹象”，因为它需要与我们的贸易伙伴进行多边合作。如果没有给盟友，美国就不能简单地自行获得BTC。为什么？因为美国在评估我们的信誉时通过与贸易伙伴的隐性理解为财政赤字提供资金。例如，如果美国前乐队日本没有通知，那将是主要的侮辱。

While we saw the IMF issue a new Staff Country Report on El Salvador, explicitly stating that BTC accumulation must end. And who controls the IMF? That’s right—the U.S., with 20% of the total voting power, giving it veto authority. The IMF is the United States. This means the U.S. doesn’t want sovereigns holding BTC on their balance sheets, as that would undermine the dollar’s hegemony.

当我们看到国际货币基金组织发行有关萨尔瓦多的新员工报告时，明确指出BTC的积累必须结束。谁控制IMF？是的 - 美国拥有总投票权的20％，赋予其否决权。 IMF是美国。这意味着美国不希望将BTC持有资产负债表，因为这会破坏美元的霸权。

These two things—the U.S. wanting a BSR while the IMF actively blocks sovereign BTC accumulation—cannot be true at the same

这两件事 - 美国想要BSR时，IMF积极阻止主权BTC的积累 - cannot在同一中也是如此