随着唐纳德·特朗普重返白宫，加密货币行业预计未来会更好

加密货币行业预计未来会更好。具体来说，唐纳德·特朗普重返白宫被视为加密货币的积极发展

Key Points

要点

The cryptocurrency industry is largely optimistic about the upcoming years.

加密货币行业对未来几年基本持乐观态度。

In particular, Donald Trump's return to the White House is seen as a positive development for crypto regulation and the potential development of a strategic bitcoin stockpile. Those prospects lifted bitcoin (BTCUSD) today, with the leading cryptocurrency touching an all-time high above $75,000 late Tuesday and, more recently, holding just below that level.

特别是，唐纳德·特朗普重返白宫被视为加密货币监管和战略性比特币储备的潜在发展的积极进展。这些前景今天提振了比特币 (BTCUSD)，周二晚间，这种领先的加密货币触及 75,000 美元以上的历史新高，最近又略低于该水平。

Regulatory Clarity for Crypto?

加密货币的监管是否清晰？

One of the biggest concerns for the crypto industry in recent years has been the Securities and Exchange Commission's approach to enforcement. The SEC has been criticized by crypto backers for perceived jurisdictional overstepping, bringing cases against crypto exchanges Binance, Coinbase, Kraken, and others.

近年来加密货币行业最大的担忧之一是美国证券交易委员会的执法方式。 SEC 因被认为越权而受到加密货币支持者的批评，并对加密货币交易所 Binance、Coinbase、Kraken 等提起诉讼。

During his speech at the Bitcoin 2024 conference in July, Trump promised to end the current administration's "anti-crypto crusade" and to replace SEC chair Gary Gensler on "day one." At the same event, he proposed creation of a bitcoin stockpile.

在 7 月份的比特币 2024 会议上发表演讲时，特朗普承诺结束现任政府的“反加密十字军东征”，并在“第一天”取代 SEC 主席加里·詹斯勒 (Gary Gensler)。在同一活动中，他提议创建比特币库存。

This election has also brought more crypto-friendly lawmakers into the Congress, making industry backers more optimistic. The results could mean rapid progress on bills related to stablecoins and clarification on when a crypto asset is a security, analysts at Bernstein said, according to a CoinDesk report.

这次选举还让更多对加密货币友好的立法者进入国会，使行业支持者更加乐观。根据 CoinDesk 的一份报告，伯恩斯坦分析师表示，这一结果可能意味着与稳定币相关的法案将取得快速进展，并澄清加密资产何时是证券。

They could also presage new crypto exchange-traded funds, such as the one recently proposed by crypto asset manager Bitwise for XRP.

他们还可能预示着新的加密货币交易所交易基金的出现，例如加密货币资产管理公司 Bitwise 最近为 XRP 提出的基金。

What's Next For Bitcoin?

比特币的下一步是什么？

Trump previously vowed to push for the development of a strategic bitcoin stockpile if re-elected. While such a stockpile may not necessarily involve the purchasing of additional bitcoin on top of what the country already owns, it could have second-order effects in how the cryptocurrency is viewed by other world governments.

特朗普此前曾誓言，如果连任，将推动比特币战略储备的发展。虽然这样的库存可能不一定涉及在该国已拥有的基础上购买额外的比特币，但它可能会对其他世界政府如何看待加密货币产生二阶影响。

Moreover, Trump spoke of further developing the bitcoin mining industry in the U.S., claiming that he'd like to see every bitcoin mined in America. Bitcoin mining stocks such as Marathon Digital (MARA), Riot Platforms (RIOT), Hut8 (HUT) and CleanSpark (CLSK) rose Wednesday.

此外，特朗普还谈到了进一步发展美国的比特币挖矿业，声称他希望看到每一个比特币都在美国开采。 Marathon Digital (MARA)、Riot Platform (RIOT)、Hut8 (HUT) 和 CleanSpark (CLSK) 等比特币矿业股周三上涨。

Bitwise CIO Matt Hougan expects bitcoin's price to rise above $100,000 before the end of the year. Still, he said, crypto investors should be discerning.

Bitwise CIO Matt Hougan 预计比特币价格将在年底前升至 10 万美元以上。不过，他表示，加密货币投资者应该保持敏锐的洞察力。

"Not all crypto projects are good, and not all of them will succeed," Hougan wrote in a note Wednesday. "All a regulatory reset will do is place crypto on a fair and even playing field, where it can succeed or fail on its own merits. It will be incumbent on investors to separate the wheat from the chaff, and to take a disciplined approach to evaluating risk."

“并非所有加密项目都是好的，也不是所有项目都会成功，”Hougan 在周三的一份报告中写道。 “监管重置所要做的就是将加密货币放在一个公平公正的竞争环境中，它的成功或失败取决于其自身的优点。投资者有责任将小麦与谷壳分开，并采取严格的方法评估风险。”