BTC 极端主义者正在将比特币变成集中权力的工具

随着关于比特币未来的争论愈演愈烈，特朗普时代的行政命令即将出台，一个令人不安的趋势正在固化为我认为可能是一个可怕的现实。

As the debate over Bitcoin’s future continues and the executive orders of the Trump era approach, a troubling trend is solidifying into what I believe could become a horrifying reality. The BTC maximalists, in their drastic measures, are fundamentally contradicting the ethos of the technology they claim to champion. This time, they’re not just betraying Bitcoin itself, but they’re also turning away from the principles they claimed to uphold during the Bitcoin Civil War.

随着关于比特币未来的争论仍在继续，以及特朗普时代的行政命令临近，一种令人不安的趋势正在固化，我认为这可能会成为一个可怕的现实。比特币极端主义者的极端措施从根本上违背了他们声称拥护的技术精神。这一次，他们不仅背叛了比特币本身，而且还背离了他们在比特币内战期间声称坚持的原则。

Like true chameleons, over the past five years, they have completely mutated from advocating for self-custody, self-sovereignty and individual node operation to ensure the system remains decentralized. They have become proponents of the legal confiscation of seized coins to create a national reserve asset and their vision is becoming increasingly indistinguishable from the centralized financial systems that Bitcoin was designed to replace. This shift, which is being touted as strategic progress, threatens to undermine the principles of self-sovereignty, transparency, and decentralization that were foundational to Bitcoin’s creation.

就像真正的变色龙一样，在过去的五年里，他们已经完全从主张自我托管、自我主权和个体节点运行转向确保系统保持去中心化。他们已成为合法没收扣押硬币以创建国家储备资产的支持者，他们的愿景与比特币旨在取代的集中式金融体系越来越难以区分。这种转变被吹捧为战略进步，有可能破坏作为比特币创造基础的自主主权、透明度和去中心化原则。

These contradictions demand our scrutiny. If we don’t address them now, Bitcoin’s promise of financial freedom may become another casualty of the power structures it sought to disrupt.

这些矛盾需要我们认真审视。如果我们现在不解决这些问题，比特币对财务自由的承诺可能会成为它试图破坏的权力结构的另一个牺牲品。

Confiscation and Contradiction: The case of Ross Ulbricht

没收与矛盾：罗斯·乌布利希案

The idea of rolling seized coins into a national Bitcoin reserve has gained considerable traction since Trump spoke at the Nashville BTC Conference in 2024. This proposal, which effectively turns government confiscation into a celebrated strategy among former libertarian activists, marks a chilling departure from Bitcoin’s roots. These same voices are currently advocating for the release of Ross Ulbricht, the infamous founder of the Silk Road marketplace. Yet, they paradoxically cheer for his seized coins to remain in government custody as part of a state-controlled BTC reserve. 

自特朗普在 2024 年纳什维尔 BTC 会议上发表讲话以来，将扣押的比特币转入国家比特币储备的想法获得了相当大的关注。这项提议实际上将政府没收变成了前自由主义活动人士的一项著名策略，标志着与比特币根源的令人不寒而栗的背离。这些同样的声音目前正在主张释放丝绸之路市场臭名昭著的创始人罗斯·乌布利希。然而，矛盾的是，他们却为他缴获的比特币继续由政府保管而欢呼，作为国家控制的比特币储备的一部分。

This cognitive dissonance is staggering.

这种认知失调是令人震惊的。

How can one simultaneously champion individual freedom while legitimizing state confiscation? It’s like there’s nothing but children in charge…

如何才能在维护个人自由的同时使国家没收合法化？好像除了孩子们负责之外什么都没有......

"Father, everything is going according to plan. Next free Ross and then give them the strategic bitcoin reserve" pic.twitter.com/mgNmbyrpLv

“父亲，一切都按计划进行。接下来释放罗斯，然后给他们战略比特币储备” pic.twitter.com/mgNmbyrpLv

Not only is it insane to champion the release of a man in the same breath as you champion federalizing his property, but the precedent this sets is deeply troubling. If governments can seize coins and turn them into state assets with the blessing of BTC’s most vocal advocates, is there any violation of human rights that we can count on them to stand against?

在支持将一个人的财产联邦化的同时，支持释放一个人不仅是疯狂的，而且这种先例也令人深感不安。如果政府能够在比特币最有力倡导者的支持下没收代币并将其转变为国有资产，那么我们可以指望他们反对任何侵犯人权的行为吗？

Worse, it sends a message that BTC’s rules are malleable when the means serve the powerful. At least, and I say this with a terrible taste in my mouth, I have been predicting it would all end up this way with the purely Machiavellian vipers who hijacked Bitcoin between 2013 and 2017, running the Bitcoin experiment into the ground with their greed, hubris and outright malice.

更糟糕的是，它传递出这样一个信息：当手段服务于强者时，比特币的规则是可塑的。至少，我嘴里的味道很糟糕，我一直在预测，一切都会以这种方式结束，那些纯粹的马基雅维利毒蛇在 2013 年至 2017 年间劫持了比特币，用他们的贪婪将比特币实验搞砸了，傲慢和公然的恶意。

Selling Gold for BTC: A new gold standard or madness?

出售黄金换取比特币：新的金本位还是疯狂？

Another proposal gaining traction among BTC maximalists is the idea of selling national gold reserves to buy more BTC. Advocates of this strategy argue that BTC’s superior properties make it the logical successor to gold as a reserve asset.

另一项在比特币最大化主义者中获得关注的提议是出售国家黄金储备以购买更多比特币的想法。这一策略的支持者认为，比特币的优越特性使其成为黄金作为储备资产的合理继承者。

Senator Cynthia Lummis proposes a U.S. Strategic #Bitcoin Reserve funded WITHOUT new money by revaluing gold certificates to market value and exchanging them for #Bitcoin pic.twitter.com/rd9c3O3ywL

参议员辛西娅·卢米斯 (Cynthia Lummis) 提议建立一个美国战略#比特币储备，通过将金券重估至市场价值并将其兑换成 #比特币，无需新资金即可资助 #Bitcoin pic.twitter.com/rd9c3O3ywL

However, this suggestion ignores basic economic principles, most notably Gresham’s Law, which they often cite as a reason to hold BTC. Gresham’s Law posits that “bad money drives out good money.”

然而，这一建议忽略了基本的经济原则，尤其是格雷欣定律，他们经常将此作为持有比特币的理由。格雷欣法则认为“劣币驱逐良币”。

Well, with its proven utility and stability operating into the nethers of prehistory, gold embodies the “good money” in this equation. Bitcoin not only lacks the historical provenance to replace gold as a reserve asset, but it has shown that it cannot even resist controversial changes like the addition of RBF, Segwit and Taproot—something that a truly sound money would have been able to resist.

好吧，由于其在史前时期的实用性和稳定性已得到证实，黄金体现了这个等式中的“好钱”。比特币不仅缺乏取代黄金作为储备资产的历史渊源，而且它已经表明它甚至无法抵抗有争议的变化，例如添加 RBF、Segwit 和 Taproot——而真正健全的货币本来可以抵抗这些变化。

Gold’s “Lindy Effect”—the idea that the longer something has existed, the more likely it is to persist—also makes it an enduring cornerstone of the global financial system. To sell gold for BTC is to trade centuries of stability for the volatility and speculative nature of a still-maturing asset. It’s an irrational gamble that prioritizes ideology over sound economic policy. Bitcoin may have immense potential, but replacing gold with Bitcoin as a reserve asset before the latter has proven it has any resilience is reckless at best and catastrophic at worst.

黄金的“林迪效应”——某种东西存在的时间越长，就越有可能持续存在——也使其成为全球金融体系的持久基石。出售黄金换取比特币就是用几个世纪的稳定性来换取仍在成熟的资产的波动性和投机性。这是一场将意识形态置于健全经济政策之上的非理性赌博。比特币可能具有巨大的潜力，但在黄金证明其具有任何弹性之前，用比特币取代黄金作为储备资产，往好了说是鲁莽的，往坏了说是灾难性的。

Bitcoin’s self-custody crisis

比特币的自我托管危机

At its core, Bitcoin was envisioned as a tool for global payments, data ownership and financial self-sovereignty. It was meant to replace banks, payment companies, big tech and perhaps even governments as intermediaries in our financial lives. Yet, the current push to position BTC as a national reserve asset contradicts this vision. Instead of empowering individuals to hold and control their wealth, the reserve asset model

从本质上讲，比特币被设想为全球支付、数据所有权和金融自主权的工具。它的目的是取代银行、支付公司、大型科技公司甚至政府作为我们金融生活中的中介机构。然而，目前将比特币定位为国家储备资产的努力与这一愿景相矛盾。储备资产模型不是赋予个人持有和控制财富的权力，而是