矿工进入地缘政治舞台

Marathon（美国领先的比特币矿商）首席执行官最近发表的公开信与欧洲盛行的蒙昧主义形成了鲜明对比。

Bitcoin is increasingly perceived across the Atlantic as a strategy to counter global distrust towards the dollar.

大西洋彼岸越来越多地认为比特币是一种对抗全球对美元不信任的策略。

Miners Enter the Geopolitical Arena

矿工进入地缘政治舞台

The recent open letter from the CEO of Marathon (the leading American BTC miner) offers a striking contrast to the obscurantism prevailing in Europe.

Marathon（美国领先的比特币矿商）首席执行官最近发表的公开信与欧洲盛行的蒙昧主义形成了鲜明对比。

This letter arrives in a particular context. The recent election of Donald Trump has brought back his promise to create a strategic reserve of bitcoins to the forefront. Senator Cynthia Lummis proposes in her Bitcoin Act to acquire one million bitcoins over the next five years.

这封信是在特定的背景下写成的。唐纳德·特朗普最近的当选将他建立比特币战略储备的承诺重新推到了风口浪尖。参议员辛西娅·鲁米斯 (Cynthia Lummis) 在她的《比特币法案》中提议在未来五年内购买 100 万个比特币。

While speculation runs rampant about countries that may be accumulating bitcoins ahead of the United States, Fred Thiel recommends “acting quickly to secure a dominant position”.

尽管有关国家可能会先于美国积累比特币的猜测甚嚣尘上，但 Fred Thiel 建议“迅速采取行动，以确保主导地位”。

His clear description of what makes bitcoin valuable deserves to spread in French media:

他对比特币价值的清晰描述值得在法国媒体上传播：

“The unique feature of bitcoin is its fixed supply guaranteed by its decentralized monetary policy. Gold is historically regarded as the first reserve of value, but it faces increasing challenges posed by the digital age. It is ineffective for carrying out international transactions. This limitation has gradually undermined gold’s status.

“比特币的独特之处在于它的固定供应量由去中心化的货币政策保证。黄金历来被视为第一价值储备，但它面临着数字时代带来的越来越多的挑战。它对于进行国际交易是无效的。这种限制逐渐削弱了黄金的地位。

[…]

[…]

In contrast, bitcoin shines in its ability to transfer value not only through time but also across space. This asset makes it attractive as a store of value and medium of exchange, especially for nations seeking financial sovereignty. As bitcoin is a rarer and more transferable asset than gold, the United States should take the initiative to accumulate it just as they did with gold.

相比之下，比特币的亮点在于其不仅能够跨时间而且跨空间转移价值的能力。这种资产使其作为价值储存和交换媒介具有吸引力，特别是对于寻求金融主权的国家而言。由于比特币是一种比黄金更稀有、更容易转让的资产，美国应该像对待黄金一样主动积累比特币。

[…]

[…]

The United States already holds just over 200,000 bitcoins, but countries like China, with about 190,000 bitcoins, are not far behind. As more countries recognize the potential of bitcoin as a reserve asset, the United States must take decisive steps to maintain its leadership position.”

美国已经持有超过 20 万枚比特币，但像中国这样拥有约 19 万枚比特币的国家也紧随其后。随着越来越多的国家认识到比特币作为储备资产的潜力，美国必须采取果断措施来维持其领导地位。”

Bitcoin to Counter Dollarization

比特币对抗美元化

With clarity, the miner confesses that “the world is witnessing a significant trend towards dollarization. Nations are increasingly turning to alternatives to the dollar due to concerns about monetary policy and sanctions.”

这位矿工明确承认，“世界正在见证美元化的重大趋势。由于对货币政策和制裁的担忧，各国越来越多地转向美元的替代品。”

Indeed, the BRICS countries no longer hide their ambition to gradually rid themselves of the greenback. Many countries still hesitate out of fear of American retaliation, but this will not last indefinitely.

事实上，金砖国家不再掩饰逐步摆脱美元的野心。许多国家仍因担心美国报复而犹豫不决，但这不会无限期地持续下去。

That said, the BRICS have yet to agree on a new international reserve currency. Yet, bitcoin is reaching out to them. The United States understands this and intends to get ahead. Fred Thiel expresses this in his letter:

尽管如此，金砖国家尚未就新的国际储备货币达成一致。然而，比特币正在向他们伸出援手。美国明白这一点，并打算取得领先。 Fred Thiel 在信中表达了这一点：

“This trend towards dollarization has profound implications. The dollar’s status as an international reserve currency could weaken, hindering the United States’ ability to finance its growing debt while provoking geopolitical instability. Without strategic investment in the bitcoin industry, the United States risks amplifying these challenges and accelerating the loss of confidence in the dollar’s hegemony.”

“这种美元化趋势具有深远的影响。美元作为国际储备货币的地位可能会削弱，从而阻碍美国为其不断增长的债务融资的能力，同时引发地缘政治不稳定。如果不对比特币行业进行战略投资，美国就有可能放大这些挑战，并加速人们对美元霸权的信心丧失。”

Regarding these “industrial investments”, let’s quickly recall how the Bitcoin network functions. Transactions are broadcasted in what are called “blocks”. Each of these blocks can contain a fixed number of transactions. Access to these blocks belongs to the miners who control the “hashrate”, that is, the computational power necessary to add new blocks to the “blockchain”.

关于这些“产业投资”，让我们快速回顾一下比特币网络是如何运作的。交易在所谓的“区块”中广播。每个区块都可以包含固定数量的交易。这些区块的访问权属于控制“算力”的矿工，即控制“算力”的矿工，即向“区块链”添加新区块所需的计算能力。

A country having a significant share of the hashrate on its territory is sovereign in terms of transactions. This country can prioritize certain transactions and prevent adversarial countries from censoring transactions.

一个在其领土上拥有大量算力的国家在交易方面具有主权。该国家可以优先考虑某些交易并防止敌对国家审查交易。

An Asset for the Energy Transition

能源转型的资产

Beyond its geopolitical importance, the CEO of Marathon also highlighted that the bitcoin industry strengthens the energy and technology sectors.

除了地缘政治重要性之外，马拉松首席执行官还强调，比特币行业加强了能源和技术领域。

“The bitcoin industry encourages domestic manufacturing of electronic chips as well as energy production. Without investment in domestic production of ASIC chips, the United States will remain dependent on foreign manufacturers [Chinese], thus missing the opportunity to create a robust national supply chain.”

“比特币行业鼓励国内电子芯片制造以及能源生产。如果不对国内 ASIC 芯片生产进行投资，美国将继续依赖外国制造商（中国），从而错过创建强大的国家供应链的机会。”

Moreover, miners are a preferred customer for energy producers. They capitalize on surplus electricity produced by renewable and intermittent energy sources.

此外，矿工是能源生产商的首选客户。他们利用可再生能源和间歇性能源产生的剩余电力。

Rather than selling surplus electricity outside peak hours, energy producers could sell it at a higher price to bitcoin miners. The latter can also step down during demand spikes, helping to stabilize the electrical grid. The State of Texas is already at the forefront in this field, and one wonders what RTE and EDF are waiting for to seriously address the issue.

能源生产商可以以更高的价格将其出售给比特币矿工，而不是在高峰时段之外出售多余的电力。后者还可以在需求高峰期间退出，帮助稳定电网。德克萨斯州在这一领域已经处于领先地位，人们想知道 RTE 和 EDF 正在等待什么来认真解决这一问题。

Even better, the bitcoin industry allows for reducing greenhouse gas emissions. The explanation lies in the fact that oil fields extract oil, but also methane that is often not profitable to transport to civilization.

更好的是，比特币行业可以减少温室气体排放。解释在于，油田不仅开采石油，还开采甲烷，而将甲烷输送到文明社会往往无利可图。

The consequence is that this gas is burned on site, in flares. Unfortunately, a substantial part of the methane escapes (incomplete combustion due to the wind).

结果是这种气体在现场以火炬的形式燃烧。不幸的是，大部分甲烷逸出（由于风导致不完全燃烧）。

In response to this problem, bitcoin miners can utilize this gas for mining. By doing so, they entirely burn methane into CO2, thus significantly reducing CH4 emissions into the atmosphere.It is high time the old continent lifts the anathema, or it risks experiencing the greatest monetary earthquake since the end of the Bretton Woods agreements.

针对这个问题，比特币矿工可以利用这种gas进行挖矿。通过这样做，他们将甲烷完全燃烧成二氧化碳，从而显着减少了向大气中排放的甲烷。现在是旧大陆解除诅咒的时候了，否则它可能会经历布雷顿森林协议结束以来最严重的货币地震。

Don’t miss our article: “Bitcoin – The Masterstroke of the United States in Geopolitics.”

不要错过我们的文章：“比特币——美国地缘政治的神来之笔。”

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