美国将比特币指定为战略资产，引发各国“比特币太空竞赛”的预期

韩国加密货币交易所 Korbit 的研究部门在分析 2025 年加密货币市场前景时预测，比特币的全国竞争将开始

The United States is planning to designate Bitcoin as a strategic asset, a move that could spark competition among nations over the cryptocurrency, according to Korbit Research Center.

据 Korbit 研究中心称，美国正计划将比特币指定为战略资产，此举可能会引发各国之间对加密货币的竞争。

In its analysis of the crypto market outlook for 2025, the research arm of Korean crypto exchange Korbit predicted that national competition over Bitcoin will begin, mirroring geopolitical tensions in space during the Cold War. Recent U.S. legislation that proposes Bitcoin as a strategic reserve has fueled optimism.

韩国加密货币交易所 Korbit 的研究部门在对 2025 年加密货币市场前景的分析中预测，比特币的全国竞争将开始，这反映了冷战期间太空地缘政治紧张局势。最近美国立法提议将比特币作为战略储备，这引发了乐观情绪。

"America won the Space Race. Now America must win the Bitcoin Race," Republican U.S. Sen. Cynthia Lummis, who filed the bill, wrote on social platform X on Dec. 12.

“美国赢得了太空竞赛。现在美国必须赢得比特币竞赛，”提交该法案的共和党参议员辛西娅·卢米斯 (Cynthia Lummis) 12 月 12 日在社交平台 X 上写道。

Even in China, where crypto investment and trading are banned, some experts argued that the country should prepare for the changes unfolding in the United States, according to the report. Former Binance CEO Changpeng Zhao has also predicted that the Chinese government may also designate Bitcoin as a strategic asset.

报告称，即使在禁止加密货币投资和交易的中国，一些专家也认为该国应该为美国正在发生的变化做好准备。币安前首席执行官赵长鹏也预测，中国政府也可能将比特币指定为战略资产。

Russian President Vladimir Putin also acknowledged Bitcoin's potential on Dec. 5, suggesting it could be useful as Russia's foreign reserves remain frozen. In anticipation of global shifts, major corporations and financial institutions have entered the market, focusing on stablecoins and Bitcoin.

俄罗斯总统弗拉基米尔·普京 (Vladimir Putin) 也在 12 月 5 日承认了比特币的潜力，暗示在俄罗斯外汇储备仍处于冻结状态时比特币可能会很有用。鉴于全球变化的预期，大型企业和金融机构纷纷进入市场，重点关注稳定币和比特币。

"The race to secure Bitcoin at a national level is already underway. If the U.S. Bitcoin Act (which proposes a U.S. strategic Bitcoin reserve) is enacted, the so-called 'Bitcoin space race' among nations could become a reality," the report reads. "At that point, holding a certain amount of Bitcoin may become a part of responsibility not only for nations but also for financial institutions."

报告称：“在国家层面上保护比特币的竞赛已经开始。如果美国《比特币法案》（提议建立美国战略比特币储备）得以颁布，各国之间所谓的‘比特币太空竞赛’可能会成为现实。”读。 “到那时，持有一定数量的比特币可能不仅成为国家责任的一部分，也成为金融机构责任的一部分。”

While the second Donald Trump administration is expected to adopt pro-crypto policies, establishing a strategic Bitcoin reserve may not be straightforward, as Federal Reserve (Fed) Chair Jerome Powell has expressed reservations.

尽管唐纳德·特朗普第二届政府预计将采取支持加密货币的政策，但建立战略性比特币储备可能并不简单，因为美联储主席杰罗姆·鲍威尔对此表示保留。

"We’re not permitted to own Bitcoin. The Federal Reserve Act defines what we can own, and we’re not seeking a change in the law," Powell said at a press conference on Wednesday following the Fed's hawkish rate cut.

“我们不被允许拥有比特币。美联储法案定义了我们可以拥有什么，我们不寻求改变法律，”鲍威尔在美联储鹰派降息后的周三新闻发布会上表示。

This was the first time Powell has officially addressed the issue. While Bitcoin could be accumulated at the Treasury level, which handles government bond issuance, the central bank's involvement would be necessary to align the move with monetary policy.

这是鲍威尔首次正式提及这一问题。虽然比特币可以在负责政府债券发行的财政部层面积累，但为了使这一举措与货币政策保持一致，央行的参与是必要的。

Powell's statement led to a drop in Bitcoin's price, which had recently surged past $108,000 amid optimism over Trump's policies. Bitcoin fell to $98,800 in the Wednesday market before recovering some losses. As of 3:17 p.m., it trades at $101,137 on Binance and 151.1 million won ($104,080) on Upbit, Korea's largest virtual asset exchange.

鲍威尔的声明导致比特币价格下跌，由于对特朗普政策的乐观情绪，比特币价格最近飙升至 108,000 美元以上。比特币在周三市场跌至 98,800 美元，随后收复部分失地。截至下午 3:17，它在 Binance 上的交易价格为 101,137 美元，在韩国最大的虚拟资产交易所 Upbit 上的交易价格为 1.511 亿韩元（104,080 美元）。