唐纳德·特朗普（Donald Trump）由霍华德·卢特尼克（Howard Lutnick Body）领导的主权基金的创作非常好。

唐纳德·特朗普总统在周一签署了一项法令，授权创建第一个美国主权基金。比特币飙升至近100,000美元

The creation of the first American sovereign fund by Donald Trump is very promising for the bitcoin reserve.

唐纳德·特朗普（Donald Trump）创建的第一家美国主权基金对于比特币保护区非常有前途。

Sovereign Bitcoin

主权比特币

On Monday, President Donald Trump signed a decree authorizing the creation of the first American sovereign fund. Bitcoin rose to nearly 100,000 dollars on the news.

周一，唐纳德·特朗普（Donald Trump）总统签署了一项授权创建美国主权基金的法令。新闻中，比特币上涨了近100,000美元。

A sovereign fund is managed by a government and contains assets such as real estate, stocks, and bonds. The goal is to generate profits to supplement public spending.

主权基金由政府管理，并包含房地产，股票和债券等资产。目的是产生利润以补充公共支出。

Norway manages one of the largest sovereign funds in the world ($1.7 trillion) that is already investing in bitcoin. This investment of $400 million (+150% in 2024) is, however, indirect, through Microstrategy’s shares.

挪威管理着已经投资比特币的世界上最大的主权基金之一（1.7万亿美元）。然而，通过MicroStrategy的股票，这笔4亿美元的投资是间接的。

It should be noted that Norway supplements its sovereign fund thanks to its large trade surplus (gas exports). In contrast, the United States has a trade deficit of over $1.5 trillion per year. In other words, there is a good chance that Washington will sell its gold to make its bitcoin purchases…

应当指出的是，由于其大型贸易盈余（天然气出口），挪威为其主权基金提供了补充。相比之下，美国每年的贸易赤字超过1.5万亿美元。换句话说，华盛顿很有可能会出售其黄金以进行比特币购买…

While Donald Trump has not specifically indicated that bitcoin would be included in the fund, Senator Cynthia Lummis stirred enthusiasm by calling the announcement “₿ig deal” in a post on X.

尽管唐纳德·特朗普（Donald Trump）并未明确表示将包括比特币将包括在基金中，但参议员辛西娅·卢米斯（Cynthia Lummis）在X上的一篇文章中称公告为“₿IG协议”，激起了热情。

The press conference of the “crypto tsar” David Sacks this Wednesday also goes in this direction. He confirmed that bitcoin could be included in an American sovereign fund, but that the decision would be up to Howard Lutnick.

本周三的“加密沙皇”的新闻发布会也朝这个方向发展。他确认比特币可以包括在美国主权基金中，但该决定将取决于霍华德·卢特尼克（Howard Lutnick）。

Who is the head of Cantor Fitzgerald bank. Under his leadership, there is no doubt that the sovereign fund will include bitcoins. Here’s what Mr. Lutnick thinks about bitcoin:

谁是坎托·菲茨杰拉德银行的负责人。在他的领导下，毫无疑问，主权基金将包括比特币。这是卢特尼克先生对比特币的想法：

The Bitcoin Plan of Howard Lutnick

霍华德·卢特尼克（Howard Lutnick）的比特币计划

First and foremost, it’s important to know that Cantor Fitzgerald is the custodian of the Tether stablecoin for its US Treasury bonds. Indeed, Tether invests most of its reserves ($140 billion) in US public debt. Cantor Fitzgerald even owns 5% of Tether.

首先，重要的是要知道，坎托·菲茨杰拉德（Cantor Fitzgerald）是Tether Stablecoin的美国财政部债券的保管人。的确，系绳将其大部分储备金（1,400亿美元）投资于美国的公共债务。坎托·菲茨杰拉德（Cantor Fitzgerald）甚至拥有5％的系绳。

During the Bitcoin 2024 conference in Nashville, Howard Lutnick revealed that his bank owned “a bunch of bitcoins” (“a shedload of bitcoin”). The equivalent of several hundred million dollars that he intends to convert into “several billion dollars”.

在纳什维尔举行的2024年比特币会议上，霍华德·卢特尼克（Howard Lutnick）透露，他的银行拥有“一堆比特币”（“比特币的脱落”）。他打算将数亿美元转换为“数十亿美元”。

Even better, the banker announced his ambition to launch a lending activity in exchange for bitcoin collateral. More than $2 billion will be allocated initially.

更好的是，银行家宣布雄心勃勃地发起贷款活动，以换取比特币抵押品。最初将分配超过20亿美元。

That’s why the SEC, immediately after Gary Gensler’s departure, eliminated the accounting standard “SAB 121” which aimed to discourage banks from doing anything related to bitcoin.

这就是为什么SEC在Gary Gensler离开后立即消除了会计标准“ SAB 121”，该会计标准旨在阻止银行做与比特币相关的任何事情。

Our complete article on the subject: American banks can finally get their hands on bitcoin.

我们有关该主题的完整文章：美国银行最终可以掌握比特币。

In short, American banks can now directly offer bitcoins to those who did not want to go through dubious reputation platforms. All banks will soon offer custody and loans secured by bitcoins.

简而言之，美国银行现在可以直接为那些不想浏览可疑声誉平台的人提供比特币。所有银行将很快提供由比特币保证的监护权和贷款。

It is therefore in Howard Lutnick’s interest for the US government to buy 200,000 BTC per year. This is at least what Senator Cynthia Lummis proposes in her “Bitcoin Act” bill.

因此，在霍华德·卢特尼克（Howard Lutnick）的利益中，美国政府每年购买200,000 BTC。这至少是参议员辛西娅·卢米斯（Cynthia Lummis）在她的“比特币法案”法案中提出的。

Domino Effect

多米诺骨牌效应

There is little doubt that the United States will soon accumulate bitcoins. The whole world is realizing it. Starting with the American states, who are well-positioned to know:

毫无疑问，美国将很快积累比特币。整个世界都在意识到这一点。从有充分了解的美国国家开始：

Numerous prominent political figures have recently spoken in favor of a national bitcoin reserve. This is the case in Argentina, Brazil, Chile, the Czech Republic, Germany, Hong Kong, Japan, Russia, and Switzerland.

最近，许多著名的政治人物表示赞成国家比特币保护区。在阿根廷，巴西，智利，捷克共和国，德国，香港，日本，俄罗斯和瑞士就是这种情况。

The Czech Republic, home to pioneering companies such as Trezor and Braiins, has recently made headlines. Its central bank is exploring the possibility of allocating up to 5% of its reserves of 140 billion euros to Bitcoin.

捷克共和国（Trezor and Braiins）等开创性公司的所在地最近成为头条新闻。它的中央银行正在探索将其1,400亿欧元分配给比特币的储量中多达5％的可能性。

India is also reviewing its position. “Several countries have changed their stance towards cryptocurrencies […]. In this context, we are re-examining our own position”, said Ajay Seth, the Indian Secretary of Economic Affairs, in an interview with Reuters.

印度还正在审查其立场。 “几个国家改变了对加密货币的立场[…]。印度经济事务部长阿贾伊·塞斯（Ajay Seth）在接受路透社的采访中说。

However, the Indian central bank remains hostile, as does its European counterpart. Christine Lagarde has stated that she is “convinced that no central bank in the euro zone will add bitcoin to its reserves” during her latest press conference.

但是，印度中央银行和欧洲同行一样仍然是敌对的。克里斯汀·拉加德（Christine Lagarde）表示，她“确信欧元区没有中央银行在她的最新新闻发布会上为其储备中的储备币增添额外币”。

And while Christine Lagarde again advocated for the CBDC in her new year’s wishes, Donald Trump banned it by decree. Two rooms, two atmospheres… Once is not customary, Europe shoots itself in the foot because of ideological biases that lack pragmatism.

尽管克里斯汀·拉加德（Christine Lagarde）再次在她的新年愿望中提倡CBDC，但唐纳德·特朗普（Donald Trump）禁止了法令。两个房间，两个气氛……曾经不是习惯，欧洲由于缺乏实用主义的意识形态偏见而射入脚。

Ultimately, the whole world will align with the United States. Bitcoin will soar straight to 200,000 euros when the United States takes action. Or even $700,000 if we are to believe the words of Larry Fink, the head of BlackRock…

最终，全世界将与美国保持一致。当美国采取行动时，比特币将飙升至200,000欧元。如果我们相信贝莱德（Blackrock）负责人拉里·芬克（Larry Fink）的话，甚至700,000美元……

Don’t miss our article: Bitcoin, what is the rational goal for 2025 ?

不要错过我们的文章：比特币，2025年的理性目标是什么？

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