美国政府创建战略加密储备，引发了市场的混合反应

美国总统唐纳德·特朗普（Donald Trump）上周末宣布在美国建立战略加密保护区的公告，引发了市场上的不同反应

Asset manager Bitwise has reacted to US President Donald Trump’s musings on a strategic crypto reserve.

资产经理Bitwise在战略加密保护区对美国总统唐纳德·特朗普的沉思做出了反应。

As reported by CoinDesk, the firm’s commentary comes in a note to investors, which follows up on Trump’s statements last weekend.

正如Coindesk报道的那样，该公司的评论在上周末在特朗普的陈述中发表了投资者的票据。

The President’s musings sparked a mixed reaction in the market. After the announcement, crypto markets went up, only to reverse those gains by Monday.

总统的沉思在市场上引起了不同的反应。宣布后，加密货币市场上升，只是在周一之前扭转了这些收益。

According to Bitwise, this behavior was due to investor dissatisfaction with the inclusion of multiple tokens in the proposed reserve—suggesting that the President’s statement took everyone by surprise.

根据Bitwise的说法，这种行为是由于投资者对在拟议的储备金中包含多个令牌的不满，这表明总统的声明使所有人感到惊讶。

“We believe that the initial market reaction to President Trump’s musings on a U.S. strategic crypto reserve was largely negative,” said Matt Hougan, CIO of Bitwise.

“我们认为，最初对特朗普总统在美国战略加密保护区的沉思的反应在很大程度上是负面的，” Bitwise的CIO Matt Hougan说。

“We’re not surprised. After all, the President’s musings included several cryptocurrencies—such as XRP, Solana, and Cardano—and later added Bitcoin and Ethereum. In our view, the inclusion of speculative assets like Cardano in the President’s thinking on a U.S. crypto reserve suggests that the administration’s approach is more strategic than calculated.”

“我们并不感到惊讶。毕竟，总统的沉思包括几种加密货币，例如XRP，Solana和Cardano，后来增加了比特币和以太坊。我们认为，在总统对美国加密保护区的思想中加入了像卡达诺这样的投机资产，这表明政府的方法比计算得更具战略意义。”

Despite what Bitwise termed a “flawed rollout,” the report argued that the market’s reaction was premature. It noted that Trump’s initial proposals often change, and the final reserve could focus primarily on Bitcoin and be larger than market expectations.

尽管钻头称之为“有缺陷的推出”，但该报告认为市场的反应还为时过早。它指出，特朗普的最初提议经常发生变化，最终储备金可能主要集中在比特币上，并且比市场预期更大。

Moreover, Bitwise predicted that if the U.S. does proceed with creating a crypto reserve, other countries are likely to follow suit. Any assets acquired by the U.S. would likely be held for a long period.

此外，Bitwise预测，如果美国确实继续创建加密保护区，其他国家可能会效仿。美国获得的任何资产都可能长期持有。

“We view the U.S. government’s decision to classify cryptocurrencies as ‘strategic’ as a bullish development for the market,” the report concluded.

报告总结说：“我们认为美国政府将加密货币分类为'战略'的决定是市场的看涨发展。”

“We believe that the market’s initial negative reaction to the President’s musings will likely moderate over time.”

“我们认为，随着时间的流逝，市场对总统沉思的最初负面反应可能会中等。”