NYDIG 表示，持有比特币正在从投资者的一种选择转变为一种必需品

纽约数字投资集团（NYDIG）表示，持有比特币正在从投资者的选择转变为必需品。

Investment firm NYDIG claims that investors must now own Bitcoin.

投资公司 NYDIG 声称投资者现在必须拥有比特币。

According to a November 11 report by Greg Cipolaro, NYDIG's global head of research, some investors have already allocated funds to Bitcoin, but the majority still have none. He stated, “There are no more excuses. It is now becoming a political imperative.” According to Cipolaro, “Not having the asset will be a liability in the future.”

根据 NYDIG 全球研究主管 Greg Cipolaro 11 月 11 日的一份报告，一些投资者已经将资金分配给比特币，但大多数投资者仍然没有资金。他说：“没有更多的借口了。现在它已成为一项政治当务之急。”西波拉罗表示，“没有资产将成为未来的负债。”

Bitcoin has increased by 84% this year, reaching nearly $84,800 on Friday, as shown by Brave New Coin's Bitcoin Liquid Index.

Brave New Coin 的比特币流动性指数显示，比特币今年已上涨 84%，周五达到近 84,800 美元。

Optimism about Trump's victory contributed to BTC's remarkable price surge. Many investors and the crypto community believe that the election result will lead to a more favorable regulatory framework for digital assets, removing obstacles that have hindered the industry's growth.

对特朗普获胜的乐观情绪导致了比特币价格的显着飙升。许多投资者和加密社区认为，选举结果将为数字资产带来更有利的监管框架，消除阻碍该行业增长的障碍。

According to Brave New Coin's Bitcoin Liquid Index, BTC's price has soared by 84% in 2022.

根据 Brave New Coin 的比特币流动性指数，比特币的价格在 2022 年飙升了 84%。

A shift is anticipated as government agencies ease regulatory policies that have hindered cryptocurrency enterprises. By 2025, new leaders in key federal agencies are anticipated to spearhead pro-crypto legislation. Key positions, including heads of the Senate Banking Committee, SEC, FDIC, OCC, Attorney General, and Treasury, will see changes, potentially resulting in a more supportive approach to digital assets.

随着政府机构放松阻碍加密货币企业的监管政策，预计这种转变将会发生。到 2025 年，主要联邦机构的新领导人预计将带头支持加密货币立法。包括参议院银行委员会、SEC、FDIC、OCC、总检察长和财政部负责人在内的关键职位将发生变化，这可能会导致对数字资产采取更具支持性的做法。

This political development enables the crypto sector to influence top-level decision-making. It bodes well for cryptocurrencies and blockchain technologies to be included in the financial mainstream, although the results will depend on the new appointees' actions. The industry has sought regulatory clarity for years, and recent elections may speed up digital currency adoption.

这种政治发展使加密货币行业能够影响高层决策。这对于加密货币和区块链技术纳入金融主流来说是个好兆头，尽管结果将取决于新任命者的行动。该行业多年来一直寻求监管的明确性，最近的选举可能会加速数字货币的采用。

NYDIG emphasizes the growing critical nature of Bitcoin. According to Cipolaro, investors who dismiss or ignore the asset will face financial risk. As Bitcoin outperforms other assets and with regulated investment products like ETFs becoming more accessible, the argument for Bitcoin ownership strengthens.

NYDIG 强调比特币日益增长的关键性。西波拉罗表示，忽视或忽视该资产的投资者将面临财务风险。随着比特币的表现优于其他资产，并且 ETF 等受监管的投资产品变得越来越容易获得，支持比特币所有权的争论愈演愈烈。

The crypto sector has sought clearer regulations for nearly eight years. Political action committees (PACs) dedicated to crypto played a pivotal role in recent elections, investing $135 million in campaign donations and advertising. Their goal is to back candidates who grasp the potential of digital assets and support policies that encourage growth and innovation by reducing restrictions.

近八年来，加密行业一直在寻求更明确的监管。致力于加密货币的政治行动委员会 (PAC) 在最近的选举中发挥了关键作用，投资了 1.35 亿美元用于竞选捐款和广告。他们的目标是支持那些掌握数字资产潜力的候选人，并支持通过减少限制来鼓励增长和创新的政策。

With Republicans now controlling the White House and Congress, major government agencies are expected to adopt a more crypto-friendly stance. Agencies like the SEC, OCC, and FDIC will likely introduce policies designed to accelerate cryptocurrency adoption.

随着共和党现在控制白宫和国会，主要政府机构预计将采取对加密货币更加友好的立场。 SEC、OCC 和 FDIC 等机构可能会推出旨在加速加密货币采用的政策。

For example, new SEC leadership could establish a more defined framework for crypto assets, easing existing restrictions and fostering a supportive environment. Key legislative initiatives such as the Financial Innovation and Technology for the 21st Century Act (FIT21) and proposed stablecoin regulations could undergo substantial revisions.

例如，新的 SEC 领导层可以为加密资产建立更明确的框架，放宽现有限制并营造支持性环境。 《21 世纪金融创新和技术法案》（FIT21）和拟议的稳定币法规等关键立法举措可能会进行重大修改。

These laws seek to build clear frameworks for digital assets and establish precise standards for stablecoin issuance and backing. While the Republican-led Congress may emphasize innovation over stringent oversight, significant legislative changes may be delayed until the next Congress session.

这些法律旨在为数字资产建立清晰的框架，并为稳定币的发行和支持建立精确的标准。虽然共和党领导的国会可能会强调创新而非严格监督，但重大立法变革可能会推迟到下届国会会议。

U.S. Eyes Bitcoin Reserve for Economic Security

美国着眼于比特币储备以确保经济安全

Senator Cynthia Lummis introduced the BITCOIN Act to establish a strategic Bitcoin reserve in the United States. The proposal aims to enable the federal government to hold Bitcoin as a safeguard against economic instability, enhance national security, and signal support for digital assets. The plan seeks to have the Treasury acquire 1 million Bitcoins, potentially reaching 1.05 million, valued at roughly $76 billion based on current market prices.

参议员辛西娅·卢米斯 (Cynthia Lummis) 提出了《比特币法案》，旨在在美国建立比特币战略储备。该提案旨在使联邦政府能够持有比特币作为应对经济不稳定的保障，增强国家安全，并表明对数字资产的支持。该计划旨在让财政部收购 100 万枚比特币，可能达到 105 万枚，根据当前市场价格计算，价值约为 760 亿美元。

However, former President Trump has suggested converting the U.S. government's current holdings of 204,000 Bitcoins, worth about $15 billion, into a strategic reserve. But this could face legal hurdles as a large portion of these Bitcoins are linked to identifiable victims of law enforcement actions. For instance, 120,000 Bitcoins are tied to Bitfinex, a sister company of Tether, which could obstruct the reserve's establishment.

然而，前总统特朗普建议将美国政府目前持有的20.4万枚比特币（价值约150亿美元）转为战略储备。但这可能会面临法律障碍，因为这些比特币很大一部分与执法行动的可识别受害者有关。例如，120,000 个比特币与 Tether 的姊妹公司 Bitfinex 绑定，这可能会阻碍储备的建立。

Bitcoin's price movements typically follow four-year cycles. After months of sideways trading, the recent surge suggests the cycle is continuing. ETF flows support this, with significant inflows after the election results. On Thursday, IBIT recorded a historic $1.12 billion single-day inflow, reflecting strong investor confidence and continued Bitcoin accumulation by liquidity providers.

比特币的价格变动通常遵循四年周期。经过数月的横盘交易后，最近的飙升表明这一周期仍在继续。 ETF 资金流支持了这一点，选举结果后出现大量资金流入。周四，IBIT 录得历史性的单日流入 11.2 亿美元，反映出投资者信心强劲以及流动性提供者持续积累比特币。