分析师建议，美国政府可能正在悄悄准备库存比特币。

Galaxy Digital的公司研究负责人Alex Thorn建议，美国政府可能准备在一种新型的战略储备中添加比特币

Alex Thorn, Head of Corporate Research at Galaxy Digital, has suggested that the U.S. government may be preparing to add Bitcoin to a new kind of strategic reserve, shifting its approach to digital assets.

Galaxy Digital的公司研究负责人Alex Thorn建议，美国政府可能准备在一种新型的战略储备中添加比特币，从而改变其数字资产的方法。

Speaking in an interview, Thorn alluded to a March executive order on digital asset management that laid the groundwork for this possibility. The directive prohibits the federal government from selling any Bitcoin it holds and instructs the Commerce and Treasury Departments to find creative ways to acquire more—without tapping into taxpayer funds.

索恩在接受采访时提到了一项针对数字资产管理的行进命令，这为这种可能性奠定了基础。该指令禁止联邦政府出售其持有的任何比特币，并指示商业和财政部找到创新的方法来获取更多东西，而没有利用纳税人资金。

While Thorn previously stated that he expected the government to simply hold onto existing Bitcoin, he now sees the prospect of direct purchases as far more realistic.

索恩（Thorn）此前曾表示，他希望政府简单地坚持现有的比特币，但他现在认为直接购买的前景更加现实。

The executive order takes a firm stance against altcoins, barring any official purchases while leaving their management to individual agencies.

行政命令对Altcoins采取坚定的立场，禁止任何正式购买，同时将其管理层留给各个机构。

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The prospect of U.S. government agencies liquidating seized altcoins to swap for Bitcoin was also raised by Thorn, who noted that one potential strategy could involve liquidating altcoins already in federal possession—perhaps acquired through seizures or enforcement actions—and swapping them for Bitcoin, possibly without needing to convert them to fiat currency.

索恩（Thorn）还提出了清算占领山币以交换比特币的美国政府机构的前景，索恩（Thorn）指出，一个潜在的策略可能涉及已经清算已经拥有联邦所有权的山寨币（也许是通过癫痫发作或执法行动获得的），并将其交换为比特币，可能无需将它们转换为fiat货币。

This speculation arises as federal agencies were given 30 days to report on existing Bitcoin reserves, though the findings have yet to be made public. Thorn suspects that the report has already reached the White House.

由于联邦机构有30天的报告报告现有的比特币储备，但出现了这种猜测，尽管这些发现尚未公开。索恩怀疑该报告已经到达白宫。

Further fueling the speculation, Treasury Secretary Carla Besson recently referred to Bitcoin as a “store of value,” signaling a possible ideological shift at the top. Prominent voices like Bo Hines and David Sacks have also pushed the narrative that Bitcoin should be treated as a strategic asset in the national interest.

国库秘书卡拉·贝森（Carla Besson）最近将比特币称为“价值存储”，这表明顶部可能发生的意识形态转移，这进一步加剧了猜测。像Bo Hines和David Sacks这样的著名声音也推动了应该将比特币视为国家利益的战略资产的叙述。

How will the U.S. government fund Bitcoin accumulation?

美国政府将如何积累比特币？

When asked about the logistical challenges of funding Bitcoin accumulation without affecting the federal budget, Thorn admitted, "It's a valid point."

当被问及在不影响联邦预算的情况下资助比特币积累的后勤挑战时，索恩承认：“这是一个有效的观点。”

However, he believes the answer might lie in quietly held altcoin reserves that have gone largely unnoticed, even by lawmakers—assets that could be sold to finance Bitcoin acquisitions.

但是，他认为答案可能在于静静地举行的Altcoin储备，这些储量即使是由立法者也没有注意到的，即可能出售的资助比特币收购。

"I think that's where we get into interesting speculation. What are some of the assets that we're not necessarily thinking about that the government might hold? And could they be used to fund this Bitcoin accumulation in a way that would fly under the radar?"

“我认为这是我们猜测的地方。我们不一定要考虑政府可能会举行的一些资产是什么？而且它们可以用来以在雷达下飞行的方式来资助这种比特币积累？”

Overall, Alex Thorn highlighted the potential implications of the U.S. government pivoting towards Bitcoin accumulation, considering the macroeconomic impact and implications for the cryptocurrency market.

总体而言，亚历克斯·索恩（Alex Thorn）强调了美国政府对比特币积累的潜在影响，考虑到宏观经济的影响和对加密货币市场的影响。