在美国总统唐纳德·特朗普（Donald Trump）宣布加密战略储备

在美国总统唐纳德·特朗普（Donald Trump）宣布加密战略储备之后，一些行业人物质疑其建立的可能性

Following US President Donald Trump’s announcement of a Crypto Strategic Reserve, some industry figures have questioned the possibility of its establishment.

在美国总统唐纳德·特朗普（Donald Trump）宣布加密战略储备之后，一些行业人物质疑其建立的可能性。

Market watchers have also expressed concern about the longevity of the Trump-fueled market recovery.

市场观察家还对特朗普推动的市场恢复的寿命表示关注。

Arthur Hayes Slams Crypto Reserve Announcement

亚瑟·海斯（Arthur Hayes）大满贯加密储备公告

亚瑟·海斯（Arthur Hayes）大满贯加密储备公告

BitMEX founder Arthur Hayes expressed skepticism about the recently announced US Crypto Strategic Reserve.

Bitmex创始人Arthur Hayes对最近宣布的美国加密战略储备表示怀疑。

In an X post, he deemed the US President’s statement as “just words,” questioning the feasibility of the reserve without the US Congress’s approval.

在X帖子中，他认为美国总统的声明是“公正的话”，在未经美国国会批准的情况下质疑了预备役的可行性。

According to Hayes, the announcement didn’t offer any new information to the public, as the government will need to “get congressional approval to borrow money and/or revalue the gold price higher. Without that they have no money to buy #bitcoin and #shitcoins.”

据海斯说，该公告没有向公众提供任何新信息，因为政府将需要“获得国会批准以借钱和/或更高的金价重低估。不用它，他们就没有钱购买#bitcoin和#shitcoins。”

"Just words. Can't make a "reserve" without the Congress approving the government to borrow more money and/or revaluing the gold price higher. Without that they have no money to buy #bitcoin and #shitcoins. It is common knowledge that the government seizes a lot of crypto.

“只是说话。如果没有国会批准政府借更多的钱和/或将黄金价格更高的重新评估。没有这些，他们就没有钱购买#bitcoin和#shitcoins。政府抓住了很多加密货币，这是众所周知的。

— Arthur Hayes (@ArthurHayes_, December 10, 2024

- 亚瑟·海斯（Arthur Hayes）（@arthurhayes_，2024年12月10日

On Sunday, President Trump announced the establishment of a “US Crypto Reserve” to elevate the “critical industry after years of corrupt attacks by the Biden Administration.”

周日，特朗普总统宣布建立“美国加密保护区”，以提升“拜登政府多年的腐败袭击”。

The news follows Trump’s January 23 executive order, “Strengthening American Leadership in Digital Financial Technology.”

该消息是在特朗普1月23日执行命令“加强美国在数字金融技术方面的领导力”之后的。

The order directed the Presidential Working Group on Digital Assets to study the viability of a potential crypto reserve while affirming the new administration’s support for blockchain technology and digital assets.

该命令指示数字资产总统工作组研究潜在加密储备金的可行性，同时确认新政府对区块链技术和数字资产的支持。

On his social media platform, Truth Social, the US president revealed that the strategic reserve would incorporate some of the top cryptocurrencies made in the USA, including Solana (SOL), Cardano (ADA), and XRP.

美国总统在他的社交媒体平台真实社交平台上透露，该战略储备将纳入美国制造的一些顶级加密货币，包括Solana（Sol），Cardano（ADA）和XRP。

In a second post, President Trump affirmed that Bitcoin (BTC) and Ethereum (ETH) would “be at the heart of the reserve,” expressing his support for the top two cryptocurrencies by market capitalization.

在第二篇文章中，特朗普总统确认比特币（BTC）和以太坊（ETH）将“是预备役的核心”，通过市值表达了他对前两项加密货币的支持。

White House AI and Crypto Czar David Sacks shared the announcement, stating that it was “consistent with his week-one E.O. 14178” and “President Trump is keeping his promise to make the U.S. the ‘Crypto Capital of the World.’” Additionally, Sacks announced “more to come” at the upcoming White House Crypto Summit.

白宫AI和Crypto沙皇大卫·萨克斯（David Sacks）分享了这一宣布，并指出，它“与他一周的EO 14178”和“特朗普总统在兑现他的诺言，使美国成为世界的“加密货币之都”。

Seized US Strategic Reserve ‘Not As Bullish’

抓住了美国战略储备“不像看涨”

抓住了美国战略储备“不像看涨”

Bybit’s CEO, Ben Zhou, agreed with Hayes’ comment, replying “exactly” to his X post.

拜比特（Bybit）的首席执行官本·周（Ben Zhou）同意海耶斯（Hayes）的评论，对他的X帖子回答“确切”。

Meanwhile, some market analysts shared concerns about funding the US digital asset reserve.

同时，一些市场分析师对资助美国数字资产储备的担忧分享了担忧。

Ali Martinez noted that the strategic reserve “wouldn’t become a reality overnight” as Congress must “draft, debate, and pass legislation.” The analyst added that funding sources would need to be allocated, and agencies like the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), and the Department of the Treasury must establish a compliance framework.

阿里·马丁内斯（Ali Martinez）指出，战略储备“不会在一夜之间成为现实”，因为国会必须“草案，辩论和通过立法”。分析师补充说，需要分配资金来源，例如证券交易委员会（SEC），商品期货交易委员会（CFTC）和财政部等机构必须建立合规框架。

Martinez questioned what would happen if the legislation didn't pass Congress, pondering whether the market pump would "be undone" and reinforce the recently seen bearish sentiment.

马丁内斯（Martinez）质疑，如果立法没有通过国会，会发生什么，思考市场泵是否会“被撤销”并加强最近看到的看跌情绪。

IG market analyst Tony Sycamore stated on X, "While this announcement has significantly boosted prices, it has also raised concerns." According to the analyst, funding for the digital asset purchases would "likely come from taxpayers," as the government carries $36 trillion in debt.

IG市场分析师Tony Sycamore在X上说：“尽管此公告显着提高了价格，但也引起了人们的关注。”根据分析师的说法，数字资产购买的资金将“可能来自纳税人”，因为政府承担了36万亿美元的债务。

"Alternatively, they might be sourced from the substantial amount of crypto the government has confiscated over the years from criminal activities, including the 144,000 Bitcoin seized from Silk Road in 2013," he also suggested.

他还建议：“另外，它们可能是从政府多年来从犯罪活动中没收的大量加密货币中来的，其中包括2013年从丝绸之路扣押的144,000比特币。”

However, Sycamore considers a strategic reserve made of the US-seized crypto assets "isn't anywhere near as bullish as it simply represents a transfer between accounts rather than new buying entering the market."

但是，Sycamore考虑了由美国大型加密货币资产制成的战略储备，“并不是看涨的看法，因为它仅代表了帐户之间的转移，而不是进入市场的新购买。”

Nonetheless, some community members argued that Trump’s announcement contains “a lot of ‘new here’,” since the US President is “essentially signaling to every country in the world that a crypto arms race is starting and the most important assets are BTC and ETH.”

尽管如此，一些社区成员认为，特朗普的宣布包含“许多新的'在这里'”，因为美国总统“实质上向世界上每个国家发出了加密货币竞赛的开始，最重要的资产是BTC和ETH。”