在唐纳德·特朗普（Donald Trump）对非比特币美国主权财富基金的惊喜行政命令之后，本周末，美国战略比特币储备的希望又敲响了。

在涵盖该命令的签署的新闻发布会上，亲切商业部长霍华德·卢特尼克（Howard Lutnick）和财政部长斯科特·贝森特（Scott Bessent）告诉总统，他们将在其要求的基金提议中探索认股权证，权益和其他非比币投资。

The hopes of seeing a US Strategic Bitcoin Reserve being created took another blow this weekend, as Donald Trump signed a surprise executive order about a non-bitcoin US Sovereign Wealth Fund.

希望看到美国战略比特币储备的希望在本周末再次打击，因为唐纳德·特朗普（Donald Trump）签署了关于非比蒂币美国主权财富基金的惊喜行政命令。

At the press conference covering the order’s signing, pro-Tether Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent told the president that they would explore warrants, equity, and other non-bitcoin investments in their proposal for his requested fund.

在涵盖该命令的签署的新闻发布会上，亲切商业部长霍华德·卢特尼克（Howard Lutnick）和财政部长斯科特·贝森特（Scott Bessent）告诉总统，他们将在其要求的基金提议中探索认股权证，权益和其他非比币投资。

Trump’s order made no mention of bitcoin (BTC) or digital assets. Worse, his son Eric tweeted that he actually preferred ether (ETH) over BTC at that time.

特朗普的命令没有提及比特币（BTC）或数字资产。更糟糕的是，他的儿子埃里克（Eric）发推文说，他当时实际上比BTC更喜欢以太（ETH）。

In my opinion, it’s a great time to add $ETH.

我认为，这是添加$ eth的好时机。

The disappointment of US Sovereign Wealth Fund political leaders paying no attention to BTC only added insult to injury. In January, rather than creating a Strategic Bitcoin Reserve, Trump created a working group chaired by Solana and Multicoin investor David Sacks to propose assets for a digital asset stockpile.

美国主权财富基金政治领导人不关注BTC的失望只会增加受伤的侮辱。一月份，特朗普在一月份没有创建一个战略性的比特币储备，而是创建了一个由索拉纳（Solana）和多明利亚投资者戴维·萨克斯（David Sacks）主持的工作组，为数字资产库存提供资产。

Binary options wagering site Polymarket is accepting bets at dismal, 18% odds that the US government will hold any amount of BTC in its reserves before April 29, 2025. That betting rate has crashed from 48% just two weeks ago.

二元期权下注场地Polymarket正在接受令人沮丧的赌注，其中18％的赔率是，美国政府将在2025年4月29日之前持有其储备金的任何数量。

Betting odds on Kalshi are higher – 48% betting odds for a US bitcoin reserve before 2026 – although still at the low end of its range since November 2024.

卡尔西（Kalshi）的赌注赔率更高 - 2026年之前的美国比特币储备的下注赔率为48％ - 尽管自2024年11月以来仍处于其范围的低端。

After uproarious applause at Donald Trump’s July 27, 2024 speech at a Bitcoin conference, anticipation of a Strategic Bitcoin Reserve continued to build until Trump was sworn in as president. Disappointment set in immediately.

在唐纳德·特朗普（Donald Trump）在2024年7月27日在比特币会议上发表演讲的震撼力之后，对战略比特币储备的期望继续建立，直到特朗普宣誓就职为止。令人失望的是立即感到失望。

To be clear, a Strategic Bitcoin Reserve has at least three variants. The weakest form, a “strategic reserve” in name only, is simply a renaming of the federal government’s existing stockpile of criminal seizures.

需要明确的是，战略比特币储备至少具有三个变体。最弱的形式，仅是“战略储备”，只是将联邦政府现有的刑事扣押库存重命名。

Even this branding exercise would involve no purchases and probably include non-BTC assets like BNB, TRX, and even FTT.

即使是这种品牌练习也不涉及购买，可能包括BNB，TRX甚至FTT等非BTC资产。

The Bitcoin Policy Institute proposed the second, basic version of a Strategic Bitcoin Reserve that would simply use US Treasury discretion to purchase a modest quantity of BTC using clever tactics like gold revaluation or its Exchange Stabilization Fund.

比特币政策研究所提出了战略比特币储备的第二个基本版本，该版本只会使用美国国司酌情决定使用巧妙的策略，例如金色重估或其交易所稳定基金。

This version has access to some funding inside Treasury bureaus but doesn’t have access to a Congressional budget.

此版本可以在财政部内获得一些资金，但无法获得国会预算。

The third and strongest version involves Congressional approval to authorize a budget for purchasing a true, strategic reserve of BTC akin to existing strategic reserves of oil, minerals, and seeds.

第三个也是最强大的版本涉及国会批准，以授权预算购买类似于现有的石油，矿物质和种子的战略储量的真正战略储备。

For Bitcoin maximalists, the strongest form of these three versions would include BTC only — with no other type of digital asset.

对于比特币的最大主义者，这三个版本的最强形式仅包括BTC - 没有其他类型的数字资产。

In any case, none of these versions of a potential reserve seem particularly likely given recent statements by Trump and his family.

无论如何，鉴于特朗普及其家人的最新声明，这些潜在储备的这些版本似乎都没有特别可能。