NYDIG 预测比特币将成为一种政治要务，没有任何比特币可能会成为主要责任

NYDIG的Greg Cipolaro指出，在唐纳德·特朗普和共和党在美国大选中获胜后，投资者将别无选择，只能采用比特币。

Investment firm NYDIG predicts that Bitcoin will become a key political issue in the upcoming US elections, with investors who fail to include any BTC in their portfolios facing a major disadvantage.

投资公司 NYDIG 预测，比特币将成为即将到来的美国大选的一个关键政治问题，未能将任何比特币纳入其投资组合的投资者将面临重大不利地位。

According to NYDIG’s global head of research Greg Cipolaro, some investors have yet to allocate any funds to Bitcoin, despite the cryptocurrency’s 84% surge in 2024, which saw the price hit nearly $82,000. However, Cipolaro believes that this oversight will no longer be tenable.

NYDIG 全球研究主管 Greg Cipolaro 表示，尽管加密货币在 2024 年飙升了 84%，价格触及近 82,000 美元，但一些投资者尚未将任何资金分配给比特币。然而，西波拉罗认为这种监督将不再站得住脚。

“While some investors have allocated to Bitcoin, the most common allocation for investors is still zero. There are no excuses now,” Cipolaro wrote in a Nov. 11 note, adding:

“虽然一些投资者已经配置了比特币，但投资者最常见的配置仍然为零。现在没有任何借口了，”西波拉罗在 11 月 11 日的一份报告中写道，并补充道：

“It is now becoming a political imperative.”

“现在这已成为一项政治当务之急。”

The crypto industry has largely thrown its support behind the Republicans, who are expected to maintain control of the Senate and may retain the majority in the House after flipping several seats from the Democrats.

加密行业在很大程度上支持共和党，预计共和党将保持对参议院的控制权，并可能在从民主党手中夺走多个席位后保留众议院多数席位。

Cipolaro’s analysis suggests that crypto now has a “place at the table at the highest levels of government,” which could see crypto and blockchain being “more accepted into the mainstream financial system.”

Cipolaro 的分析表明，加密货币现在“在政府最高级别的会议上占有一席之地”，这可能会导致加密货币和区块链“更容易被主流金融体系所接受”。

“2025 will likely see new heads of nearly every major agency and department with, finally, real potential for pro-crypto legislation and regulation,” he added.

他补充道：“到 2025 年，几乎每个主要机构和部门都可能出现新的负责人，最终在支持加密货币的立法和监管方面具有真正的潜力。”

Trump has promised to fire Securities and Exchange Commission Chairman Gary Gensler “on day one,” and sources indicate that Robinhood Markets’ legal executive is the top candidate for the role.

特朗普已承诺“在第一天”就解雇美国证券交易委员会主席加里·詹斯勒(Gary Gensler)，消息人士称，Robinhood Markets 的法律主管是该职位的最佳人选。

The SEC filed several lawsuits against crypto firms under Gensler, and Cipolaro suggests that this aggressive approach could be scaled back.

美国证券交易委员会对 Gensler 领导下的加密货币公司提起了几起诉讼，而 Cipolaro 表示可以缩减这种激进的做法。

“A post-election leadership change may usher in a more accommodating regulatory philosophy,” he said. “This could lead to the SEC seeking settlements with these companies, allowing them to operate within a clarified regulatory framework or, in some cases, dropping certain lawsuits entirely, especially if they’re viewed as not serving the best public interest.”

“选举后的领导层更迭可能会带来更加宽松的监管理念，”他说。 “这可能会导致美国证券交易委员会寻求与这些公司达成和解，允许它们在明确的监管框架内运营，或者在某些情况下完全放弃某些诉讼，特别是如果它们被视为不符合最佳公共利益。”

According to Cipolaro, the SEC may also opt not to pursue any enforcement actions hinted at by Wells notices to firms including Robinhood, Crypto.com, Consensys, Uniswap, and Immutable.

据 Cipolaro 称，SEC 也可能选择不采取 Wells 向 Robinhood、Crypto.com、Consensys、Uniswap 和 Immutable 等公司发出的通知中暗示的任何执法行动。

With new heads of department set to be appointed, Cipolaro suggests that a more pro-crypto approach could be seen at the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency, and the Treasury, in addition to a new attorney general.

随着新的部门负责人的任命，西波拉罗建议，除了新的总检察长之外，联邦存款保险公司、货币监理署和财政部还可以采取更加支持加密货币的做法。

The new regulators may lean toward a more crypto-friendly stance, Cipolaro noted, “potentially supporting banks in providing custody services for digital assets including stablecoins.”

西波拉罗指出，新的监管机构可能会倾向于对加密货币更加友好的立场，“可能会支持银行为包括稳定币在内的数字资产提供托管服务。”