就任总统两天后，唐纳德·特朗普仍然没有发布任何针对加密货币的行政命令，但是嘿，连耶稣也等了三天才透露他的大消息

BTC储备延迟开始令人烦恼•布莱恩·阿姆斯特朗的DC加密货币愿望清单•美国银行大力支持稳定币支付•Coinbase猛烈抨击Tether•特朗普模因币争议不会消失•民主党可能会拖延数字资产立法•美国证券交易委员会启动加密货币特别工作组•币安的Tigran甘巴扬计划复出

Two days into his presidency, Donald Trump still hasn’t issued any crypto-specific executive orders, but hey, even Jesus waited three days before his big reveal.

唐纳德·特朗普就任总统两天后，仍然没有发布任何针对加密货币的行政命令，但是，嘿，就连耶稣也等了三天才宣布他的重大消息。

• BTC reserve delay starts to grate

• BTC 储备延迟开始令人烦恼

• Brian Armstrong’s D.C. crypto wish list

• Brian Armstrong 的 DC 加密愿望清单

• Bank of America pumped for stablecoin payments

• 美国银行大力支持稳定币支付

• Coinbase shivs Tether

• Coinbase 废除 Tether

• Trump memecoin controversy not going away

• 特朗普模因币争议并未消失

• Democrats could stall digital asset legislation

• 民主党可能会阻止数字资产立法

• SEC launches’ crypto task force’

• SEC 启动“加密货币特别工作组”

• Binance’s Tigran Gambaryan plots his comeback

• 币安的 Tigran Gambaryan 正在谋划东山再起

Where’s the reserve, Donald?

保护区在哪里，唐纳德？

Day One of Trump’s second stint as U.S. President may not have ticked any of the boxes on the crypto community’s wish list of pro-crypto executive orders, but crypto CEOs are keeping the faith (in public, at least). Trump is scheduled to address this year’s World Economic Forum (WEF) gathering by video on Thursday (January 23), but many crypto execs are already in Davos cashing in on his (alleged) crypto devotion.

特朗普第二次担任美国总统的第一天可能没有勾选加密社区支持加密行政命令的愿望清单上的任何一个方框，但加密货币首席执行官们仍然保持着信念（至少在公开场合）。特朗普定于周四（1 月 23 日）通过视频在今年的世界经济论坛 (WEF) 会议上发表讲话，但许多加密货币高管已经在达沃斯从他（据称）的加密货币奉献中获利。

On January 21, the WEF hosted a crypto-focused panel that discussed Trump’s campaign pledge to establish a ‘strategic [BTC] stockpile,’ or, as the crypto kids call it, a ‘strategic reserve.’ The said stockpile/reserve would include all the BTC seized by American law enforcement as the proceeds of crime, plus—as crypto bros so desperately hope—all the BTC the U.S. government can afford to buy, thereby pumping the bags of existing HODLers.

1 月 21 日，世界经济论坛主办了一场以加密货币为主题的小组讨论，讨论了特朗普的竞选承诺，即建立“战略 [BTC] 储备”，或者用加密货币孩子们的话说，“战略储备”。上述库存/储备将包括美国执法部门作为犯罪所得扣押的所有 BTC，再加上——正如加密货币兄弟们迫切希望的那样——美国政府有能力购买的所有 BTC，从而为现有 HODLers 带来收益。

Among the most enthusiastic proponents of this reserve is Coinbase (NASDAQ:COIN) CEO Brian Armstrong, a first-time WEF attendee. Calling BTC “digital gold” that “will equal or even surpass gold,” Armstrong claimed BTC’s notorious fiat price volatility was becoming a thing of the past. And, in case anyone missed his main point, Armstrong claimed that a U.S. reserve “could be a huge driver of [BTC] price appreciation.”

Coinbase（纳斯达克股票代码：COIN）首席执行官布莱恩·阿姆斯特朗（Brian Armstrong）是该储备金最热情的支持者之一，他也是首次参加世界经济论坛。阿姆斯特朗称 BTC 为“数字黄金”，“将等于甚至超越黄金”，并声称 BTC 臭名昭著的法定价格波动正在成为过去。而且，如果有人错过了他的主要观点，阿姆斯特朗声称美国储备“可能是 [BTC] 价格升值的巨大推动力。”

Denelle Dixon, CEO of the Stellar Development Foundation (XLM payment network), claimed crypto is “misunderstood” because “there’s not a lot of focus on the actual utility.” (Possibly because the panelist sitting next to her keeps calling it ‘digital gold,’ but whatever.)

恒星发展基金会（XLM 支付网络）首席执行官 Denelle Dixon 声称加密货币被“误解”，因为“人们并没有太多关注实际效用”。 （可能是因为坐在她旁边的小组成员一直称其为“数字黄金”，但无论如何。）

A dissenting voice came from Lesetja Kganyago, governor of the South African Reserve Bank (SARB), who appeared to understand all too well why the crypto casino operators want central bankers like himself to throw their country’s cash on the table and let ‘er ride.

南非储备银行 (SARB) 行长 Lesetja Kganyago 发出了反对的声音，他似乎非常理解为什么加密货币赌场运营商希望像他这样的央行行长将国家的现金扔到桌子上并让他们骑。

Kganyago said he’d have “a significant problem with a lobby that says governments should hold this asset or hold that asset. There is a history to gold. There was once a gold standard … If we now say okay, [BTC]. What about platinum? What about coal? Why don’t we hold strategic beef reserves, or mutton reserves, or apple reserves? Why [BTC]?”

Kganyago 表示，“游说团体认为政府应该持有这项资产或持有那种资产，这对他来说是一个重大问题。黄金是有历史的。曾经有一个金本位……如果我们现在说好吧，[BTC]。铂金呢？那么煤炭呢？为什么我们不持有战略牛肉储备、羊肉储备或苹果储备？为什么是[比特币]？”

Kganyago took issue with the crypto sector’s nine-figure campaign contributions during the recent U.S. election and the sector’s pledge to keep the cash flowing to favored candidates in the дерал 2026 mid-terms. This was the definition of “regulatory capture,” and “if regulation is going to be established through the power of money, then we have a problem.”

Kganyago 对加密货币行业在最近的美国大选期间提供的九位数竞选捐款以及该行业承诺在 2026 年中期选举中保持现金流向受青睐的候选人提出了质疑。这就是“监管捕获”的定义，“如果要通过金钱的力量建立监管，那么我们就会遇到问题。”

Kganyago warned that if any industry is allowed to buy regulations that essentially let that industry run wild, “then we seem to have forgotten how far we got with the great financial crisis” of 2008 that is credited with spurring the launch of Bitcoin the following year.

Kganyago 警告说，如果任何行业被允许购买实质上让该行业失控的法规，“那么我们似乎已经忘记了我们在 2008 年的金融危机中走了多远”，这场金融危机被认为刺激了比特币在第二年的推出。

Taking up this point was Jennifer Johnson, president/CEO of asset managers Franklin Templeton, who reminded the panel that “much of the [financial] regulation we have today was created after the Great Depression, with the goal of protecting consumers.” Johnson said regulations need updating as technology progresses but cautioned that “we need to remember what the rules were created for.”

资产管理公司富兰克林邓普顿的总裁兼首席执行官詹妮弗·约翰逊（Jennifer Johnson）也谈到了这一点，她提醒专家组，“我们今天的大部分（金融）监管都是在大萧条之后制定的，目的是保护消费者。”约翰逊表示，随着技术的进步，法规需要更新，但他警告说，“我们需要记住制定规则的目的。”

Kganyago also warned that if money could buy favorable crypto regulations, it could also buy regulations that ban it. “It will happen that another group that wants to end cryptocurrencies will do the same. And I don’t think that’s how regulations should evolve.”

Kganyago 还警告说，如果金钱可以买到有利的加密法规，它也可以买到禁止它的法规。 “另一个想要终结加密货币的团体也会采取同样的做法。我认为监管不应该这样发展。”

Kganyago acknowledged that regulators are often slow to react to new technologies and that nobody benefits from unclear regulations. He suggested the U.S. join with the rest of the world in establishing mutually acceptable crypto rules, but noted that “it has already happened many times that the US has chosen not to participate in what is said at a global level.”

Kganyago 承认，监管机构通常对新技术反应缓慢，而且没有人从不明确的监管中受益。他建议美国与世界其他国家一起制定双方都能接受的加密货币规则，但他指出，“美国选择不参与全球层面的讨论的情况已经发生过很多次了。”

Armstrong’s D.C. crypto wish list

阿姆斯特朗的 DC 加密货币愿望清单

Speaking to CNBC at Davos, Armstrong dismissed concerns over Trump failing to immediately issue a stockpile/reserve order, saying “it’s been one day. I’m not too worried.” After all, Trump waited until Day Two to honor his campaign pledge to free Ross Ulbricht, founder of the defunct Silk

阿姆斯特朗在达沃斯接受 CNBC 采访时，驳斥了人们对特朗普未能立即发布库存/储备令的担忧，他说：“已经是这样的一天了。我不太担心。”毕竟，特朗普等到第二天才兑现他的竞选承诺，释放已不复存在的 Silk 创始人罗斯·乌布利希 (Ross Ulbricht)。