迈克·诺维格拉茨（Mike Novogratz

Galaxy Digital的亿万富翁投资者兼首席执行官Mike Novogratz对唐纳德·特朗普（Donald Trump）建立美国战略比特币储备的开创性决定权重。

Billionaire investor and Galaxy Digital CEO Mike Novogratz has opened up on the implications of Donald Trump’s plans for a U.S. Strategic Bitcoin Reserve.

亿万富翁投资者和银河数字首席执行官迈克·诺维格拉茨（Mike Novogratz）已公开唐纳德·特朗普（Donald Trump）计划对美国战略比特币储备的含义。

The investment chief, known for his bullish stance on crypto, described the move as historical, signaling Bitcoin’s (BTC) increasing importance on the global stage.

这位投资负责人以对加密货币的看涨立场而闻名，他将这一举动描述为历史，表明比特币（BTC）在全球舞台上的重要性提高了。

According to Novogratz, having a national Bitcoin reserve will broadcast a strong message to other nations. It signifies that the U.S. now recognizes BTC as a strategic financial asset, impacting both U.S. foreign policy and economic strategy in the long run.

据Novogratz称，拥有国家比特币储备将向其他国家传播强烈的信息。它表明美国现在将BTC视为一种战略金融资产，从长远来看会影响美国外交政策和经济战略。

However, beyond the reserve itself, Novogratz highlighted another critical shift: the planned regulatory changes to allow banks to participate in the crypto ecosystem.

但是，除了保护区本身之外，诺沃格拉茨强调了另一个关键转变：计划的监管变更，使银行能够参与加密生态系统。

According to the billionaire, this administrative action could be even more impactful than the Bitcoin reserve. As traditional financial institutions join the crypto sphere, it will accelerate institutional adoption, increasing liquidity and stability in the market.

根据亿万富翁的说法，这种行政行动可能比比特币储备更具影响力。随着传统金融机构加入加密货币领域，它将加速机构采用，增加市场流动性和稳定性。

This move is a direct response to the urgent need for greater participation from major financial institutions, which has been a key factor in the crypto market’s struggle to maintain momentum in 2025.

这一举动是对主要金融机构迫切需要进一步参与的直接回应，这是加密市场在2025年保持势头努力的关键因素。

Another key development that Novogratz pointed out was the U.S. Treasury Department’s endorsement of dollar-backed stablecoins.

Novogratz指出的另一个关键发展是美国财政部认可美元支持的Stablecoins。

According to the Galaxy executive, this move by the Trump administration is designed to reinforce the dollar’s position as the world’s reserve currency.

据《银河高管》报道，特朗普政府的这一举动旨在加强美元作为全球储备货币的地位。

He described Treasury Secretary Steven Mnuchin’s remarks, where he highlighted the role of stablecoins in facilitating global payments and trade, as a clear sign that the government understands the importance of stablecoins in preserving U.S. financial dominance.

他描述了财政部长史蒂文·姆努钦（Steven Mnuchin）的言论，在那里他强调了稳定币在促进全球付款和贸易中的作用，这清楚地表明，政府理解了稳定菌在维持美国财务主导地位方面的重要性。

Despite his long-term optimism, Novogratz acknowledged the challenges facing the crypto market in 2025. He pointed out the overheated rally of 2024, which peaked during Trump’s presidential inauguration, is a factor contributing to the current price stagnation.

尽管他长期乐观，但诺维格拉茨（Novogratz）承认了2025年加密货币市场面临的挑战。他指出，在特朗普总统就职典礼上达到顶峰的2024年过热集会是一个导致当前价格停滞的因素。

Several key reasons behind the market’s struggle include the absence of a game-changing Web3 application, the collapse of the memecoin hype—particularly TRUMP Coin—and a shift in investment flows towards Chinese tech stocks like Alibaba.

市场斗争背后的几个关键原因包括缺乏改变游戏规则的Web3应用程序，即Memecoin Hype的崩溃（尤其是特朗普硬币）以及投资流向像阿里巴巴这样的中国科技股的转变。

As investors become enticed by opportunities in Europe and Asia, there’s also been an impending sell-off in U.S. stock markets, further impacting the crypto market.

随着投资者受到欧洲和亚洲的机会的吸引，美国股票市场也将出售，进一步影响加密市场。

In terms of Bitcoin’s price outlook, Novogratz stated that BTC needs to reclaim $91,000 to regain upward momentum, while currently trading between $75,000 and $90,000.

就比特币的价格前景而言，Novogratz表示，BTC需要收回91,000美元才能重新获得向上的势头，而目前交易在75,000美元至90,000美元之间。

However, he noted the role of retail investors in reviving the crypto market, adding that every time they seem to disappear, they eventually return. For broader market recovery, Novogratz believes retail participation is crucial. Similarly, he sees Ethereum’s $2,000 support level as a key benchmark for maintaining confidence in the altcoin sector.

但是，他指出，散户投资者在恢复加密货币市场中的作用，并补充说，每次消失时，他们最终都会回来。对于更广泛的市场恢复，Novogratz认为零售参与至关重要。同样，他认为以太坊的2,000美元支持水平是保持对山寨币行业信心的关键基准。

The billionaire also touched on the potential global ripple effects of Trump’s Bitcoin reserve strategy, suggesting that other countries may follow suit in recognizing Bitcoin as a strategic asset.

亿万富翁还谈到了特朗普比特币储备战略的全球连锁反应，这表明其他国家可能会效仿将比特币视为战略资产。

This shift could push governments to reconsider their approach to digital currencies, ultimately accelerating worldwide adoption.

这种转变可能会促使政府重新考虑其数字货币的方法，最终加速全球采用。

Despite short-term volatility, Novogratz remains bullish on the future of crypto. While institutional adoption continues to grow, he believes the next major wave of excitement will come from new Web3 innovations and transformative blockchain applications, which could reignite investor enthusiasm and drive the next phase of growth.

尽管短期波动，但Novogratz仍然对加密货币的未来看涨。尽管机构采用不断增长，但他认为下一个主要的兴奋浪潮将来自新的Web3创新和变革性的区块链应用程序，这可能会重新激发投资者的热情并推动下一个增长的下一个增长。