为什么比特币而不是XRP：美国太空高级官员解释了金砖国家的地缘政治加密选择

前总统唐纳德·特朗普（Donald Trump）上周宣布这一消息，比特币和XRP社区之间的在线对抗爆发了

A recent announcement by former President Donald Trump regarding a “Digital Asset Stockpile” has sparked an online debate between the Bitcoin and XRP communities. While many anticipated a declaration of a “Bitcoin Strategic Reserve,” the broader term used in the announcement has ignited discussions about the potential inclusion of assets beyond Bitcoin in the United States’ national digital asset holdings.

前总统唐纳德·特朗普（Donald Trump）最近关于“数字资产库存”的消息引发了比特币和XRP社区之间的在线辩论。尽管许多人预计会宣布“比特币战略储备”，但公告中使用的更广泛的术语引发了关于美国国家数字资产持有量超出比特币的潜在资产的讨论。

Jason P. Lowery, a US Space Force officer and astronautical engineer known for his thesis linking Bitcoin's Proof-of-Work to national security at MIT, has addressed the likelihood of the Trump administration adding other crypto assets to the stockpile.

美国太空高级官员兼宇航工程师杰森·洛里（Jason P. Lowery）以将比特币的工作证明与麻省理工学院（National Security）联系起来的论文而闻名。

In a post on X on Sunday, Lowery expressed skepticism about the likelihood of government adoption of a cryptocurrency that is perceived to be under US jurisdiction, without explicitly naming XRP. However, his references to “meme coin” or “one controlled by an American CEO” could be interpreted as a veiled nod to XRP or any cryptocurrency managed by a US-based entity.

在周日X上的一篇文章中，Lowery对政府采用的可能性的可能性表示怀疑，该加密货币被认为是在美国管辖范围之下的，而没有明确命名XRP。但是，他对“模因硬币”或“由美国首席执行官控制”的提及可以解释为对XRP或由美国实体管理的任何加密货币的掩盖点头。

“Do you really think BRICS is interested in adding a meme coin to their reserves, or one controlled by an American CEO? Do you believe they’d choose a USD stablecoin issued by an American company trying to position itself as a neo-Federal Reserve Bank?” Lowery wrote.

“您真的认为金砖国家有兴趣在其储备中添加模因硬币，还是由美国首席执行官控制的？您是否相信他们会选择一家美国公司（American Company）发行的稳定者，试图将自己定位为新联邦储备银行？” Lowery写道。

"Or are they far more likely to adopt the coin that has been relentlessly vilified and condemned by the US for over 15 years precisely because it operates beyond US control? The coin that guarantees sovereign access to block space, ensuring transactions cannot be censored or denied, provided they continue to possess the physical power and infrastructure they've already invested in."

“或者，他们更有可能采用被美国无情地侮辱和谴责的硬币超过15年，因为它超出了我们的控制权？保证君主访问街区空间的硬币，确保不能审查或拒绝交易。 ，只要他们继续拥有已经投资的体力和基础设施。”

Lowery's remarks highlight his broader thesis that Bitcoin's strategic properties, such as its decentralized and censorship-resistant architecture, appeal to nations outside the US sphere of influence.

洛里（Lowery）的讲话强调了他更广泛的论点，即比特币的战略特性，例如其分散和审查的建筑，吸引了美国影响力领域以外的国家。

In his view, this positions Bitcoin uniquely on the global geopolitical chessboard. Lowery's critical question revolves less around technological merit and more around geopolitical choice. He argues that, when it comes to forming the next “global reserve asset,” the ultimate deciding factor will be what other nations want to hold — particularly potential competitors or adversaries such as China or Russia.

他认为，这将比特币独特地定位在全球地缘政治棋盘上。洛里（Lowery）的关键问题围绕着技术优点，而围绕地缘政治选择更多。他认为，在构成下一个“全球储备资产”方面，最终的决定因素将是其他国家想要持有的，尤其是潜在的竞争对手或对手，例如中国或俄罗斯。

“The next global reserve asset, by definition, will be the one chosen by other nations — particularly our global competitors. And BRICS will almost certainly favor the asset that offers the greatest independence from US influence — the one that is demonstrably censorship-resistant, provably decentralized and sovereign. The one that wasn’t premined. The one that isn’t being shilled by cringey, wannabe American influencers,” Lowery said.

“从定义上讲，下一个全球储备资产将是其他国家（尤其是我们的全球竞争对手）选择的资产。几乎可以肯定的是，金砖国家将偏爱从美国影响力中最大的独立性的资产，这种资产明显地抗审查，被证明是分散和主权的。没有前提的那个。洛里（Lowery）说：“那个没有克林奇（Cringey）的影响者。”

His caution to the US crypto community is explicit: favoring an asset domestically is not enough if adversaries find no strategic reason to adopt it. Lowery emphasizes the importance of assessing whether foreign governments would realistically add significant amounts of a given digital asset to their state reserves. Otherwise, he suggests, advocating for any other coin — especially one tied closely to US authorities or corporate entities — may be a futile exercise that could inadvertently “undermine the future security and prosperity of this nation.”

他对美国加密货币社区的谨慎是明确的：如果对手找不到采用战略理由，那么在国内偏爱资产是不够的。 Lowery强调了评估外国政府是否实际上将大量给定数字资产添加到其国家储备中的重要性。否则，他建议，提倡任何其他硬币（尤其是与美国当局或公司实体紧密联系的硬币）可能是徒劳的练习，可能会无意中“破坏这个国家的未来安全和繁荣”。

While the Trump administration has yet to clarify whether any crypto beyond Bitcoin will be included in the US “Digital Asset Stockpile,” Ripple advocates remain hopeful. They point to regulatory clarity around XRP and its ongoing partnerships with financial institutions as strengths that may eventually secure it a position as a recognized strategic asset.

尽管特朗普政府尚未阐明美国“数字资产库存”是否将包含任何超越比特币的加密货币，但Ripple的拥护者仍然充满希望。他们指出，围绕XRP的监管清晰度及其与金融机构的持续合作伙伴关系是最终将其确保其作为公认的战略资产的地位的优势。

However, according to Lowery, global trends — and notably BRICS' actions — might override any domestic optimism. If countries in the BRICS bloc and beyond decide that Bitcoin's decentralization and resistance to censorship confer a distinct geostrategic advantage, they could choose to adopt it en masse. From Lowery's perspective, this potential international preference for Bitcoin would force the US to bolster its own holdings or risk strategic disadvantage:

但是，根据洛里（Lowery）的说法，全球趋势（尤其是金砖国家的行动）可能会覆盖任何国内乐观主义。如果金砖国家集团及以后的国家决定比特币的权力下放和对审查制度的抵制赋予了独特的地理战略优势，那么他们可以选择大批采用它。从Lowery的角度来看，这种潜在的国际对比特币的偏好将迫使美国加强自己的股份或风险战略劣势：

“If you cannot confidently say that nations like China or Russia will add massive amounts of your favored crypto asset to their strategic reserves, then you are being insincere—and you’re undermining the future security and prosperity of this nation.”

“如果您不能自信地说，中国或俄罗斯等国家将为他们的战略储备增加大量您喜欢的加密货币资产，那么您将不诚实 - 您正在破坏这个国家的未来安全和繁荣。”

At press time, BTC traded at $99,293.

发稿时，BTC的交易价格为99,293美元。