美国总统唐纳德·特朗普（Donald Trump）宣布将比特币，以太坊，XRP，Solana和Cardano纳入新成立的加密战略储备

3月2日，美国总统唐纳德·特朗普（Donald Trump）宣布将比特币，以太坊，XRP，Solana和Cardano纳入新成立的加密战略储备

U.S. President Donald Trump announced plans for a Crypto Strategic Reserve, an initiative designed to integrate Bitcoin (BTC), Ethereum (ETH), XRP, Solana (SOL), and Cardano (ADA) into the country’s broader economic and monetary plans.

美国总统唐纳德·特朗普（Donald Trump）宣布了一项加密战略储备计划，该计划旨在整合比特币（BTC），以太坊（ETH），XRP，SOLANA（SOL）（SOL）和Cardano（ADA）纳入该国更广泛的经济和货币计划。

The move, which follows months of speculation, has sparked immediate debate among industry leaders and financial experts, many of whom questioned the wisdom and long-term ramifications of such a broad approach.

此举是在经过数月的投机之后的，引发了行业领导者和财务专家之间的立即辩论，其中许多人质疑这种广泛方法的智慧和长期后果。

After the president announced the administration was working on establishing the Crypto Strategic Reserve, several members of his administration provided further details, revealing that the initiative had been in the works for several months.

总统宣布政府正在建立加密战略储备后，他的政府几名成员提供了进一步的细节，表明该倡议已经进行了几个月。

The move came in response to concerns raised by a group of crypto supporters, who had argued that the U.S. should be doing more to support the industry.

此举是为了回应一群加密支持者引起的担忧，他们认为美国应该做更多的支持来支持该行业。

Among those critical of the move was Jeff Park, Head of Alpha Strategies at Bitwise, who described Trump’s move as “a huge political miscalculation” and warned of the risk the assumption of inside dealing.”

在批评此举的人中，杰夫·帕克（Jeff Park）是Bitwise的Alpha策略负责人，他将特朗普的举动描述为“巨大的政治错误计算”，并警告了假设内部交易的风险。”

Park further elaborated that BTC’s unique status as the premier digital store of value deserved standalone consideration, cautioning that political optics could shift unfavorably if the Strategic Reserve featured cryptocurrencies with uncertain regulatory and technological foundations.

帕克进一步阐述了BTC作为价值的主要数字商店的独特地位应有的独立考虑，警告如果战略储备以不确定的监管和技术基础的加密货币为特征，政治光学可能会不利地转移。

“Huge political miscalculation by Trump in underestimating just how crucial it was for the Strategic Reserve to focus solely on Bitcoin. Sad! Political opportunities are calculated by marginal wins of new votes vs loss of old votes. This is why Elizabeth Warrens’ anti crypto army made no sense. Gain 0, lose 100. Trump is about to understand in crypto land what Bitcoin—and only Bitcoin—represents.”

“特朗普在低估了仅关注比特币的战略储备方面的巨大政治错误估计。伤心！政治机会是由新投票与失去旧票的边际胜利来计算的。这就是为什么伊丽莎白·沃伦斯（Elizabeth Warrens）的反加密军毫无意义的原因。收获0，输掉100。特朗普将要在加密货币中理解比特币以及只有比特币的代表。”

He also noted the potential for voter backlash, drawing parallels to past missteps by politicians who attempted to court new constituencies without fully weighing the cost of alienating existing supporters.

他还指出了选民反弹的潜力，使政治家的失误使人相似，他们试图在不完全疏远现有支持者的成本的情况下向新的选区提供新的选区。

“Big problem here is optics. When you include altcoins whose use case is too nascent to be deemed ‘nationally strategic,’ you risk the assumption of inside dealing even if it were patently false. This is politically negative, even among a subset of crypto enthusiasts,” he added.

“这里的大问题是光学。当您加入其用例过于新生而无法视为“全国战略性”的山寨币时，即使它显然是错误的，您也会冒着内部交易的假设。这在政治上是负面的，即使在加密爱好者的一部分中，”他补充说。

Hunter Horsley, CEO of Bitwise, agreed with Park, stating on X that he had initially “imagined a Strategic Reserve would be just Bitcoin” and that “Bitcoin is the undisputed store of value for the digital age.”

Bitwise的首席执行官Hunter Horsley同意Park的观点，他在X上说，他最初“想象战略储备只是比特币”，“比特币是数字时代无可争议的价值存储”。

Although Horsley noted the administration’s openness to crypto as a positive step, he argued that the term “reserve” implies a focus on stability and global recognition—two features that have largely been attributed to BTC rather than newer assets.

尽管霍斯利（Horsley）指出，政府对加密货币的开放性是积极的一步，但他认为“储备”一词意味着专注于稳定和全球认可，这两个特征在很大程度上归因于BTC，而不是较新的资产。

By adding altcoins, he suggested, the White House might undermine the underlying principle of having a national reserve in the first place.

他建议，通过添加AltCoins，白宫首先可能会破坏拥有国家预备役的基本原则。

“Many crypto assets have merits, but what we’re talking about here isn’t a US investment portfolio — we’re talking about a reserve, and BTC is the undisputed store of value for the digital age. Of course, I’m grateful the new administration is so constructive on the space. Look forward to learning more about the thinking here,” he remarked.

“许多加密资产都有优点，但是我们在这里谈论的不是美国的投资组合 - 我们正在谈论的储备金，而BTC是数字时代无可争议的价值存储。当然，我很感激新政府对空间如此建设性。期待在这里了解有关思维的更多信息。”他说。

Notably, other leading figures from the crypto industry which can also not be considered “Bitcoin maximalists,” agree with both Bitwise execs.

值得注意的是，加密行业的其他主要人物也不能被视为“比特币最大化主义者”，这两个位高管都一致。

Brian Armstrong, CEO of Coinbase, also suggested that “just Bitcoin would probably be the best option—simplest, and a clear story as successor to gold,” while acknowledging an alternative: a market-cap-weighted index for broader crypto exposure.

Coinbase首席执行官布莱恩·阿姆斯特朗（Brian Armstrong）还建议“只有比特币可能是最好的选择 - 简单的选择，并且是一个清晰的故事作为黄金的继任者”，同时承认了一种替代方案：一个市场上帽加权的索引，以实现更广泛的加密货币敞口。

“If folks wanted more variety, you could do a market cap weighted index of crypto assets to keep it unbiased But probably option #1 is easiest,” Armstrong stated.

阿姆斯特朗说：“如果人们想要更多的品种，您可以进行加密资产的市值加权指数，以保持公正，但可能最简单的选择是最简单的。”

Others approached Trump’s announcement from a more philosophical angle. David Marcus, CEO and co-founder of Lightspark, bluntly remarked, “Mixing the only code-driven asset with human-run ones is a mistake,” signaling a belief that Bitcoin’s decentralized, algorithmic approach to supply and governance is crucial for a true reserve asset.

其他人则以更哲学的角度接触了特朗普的宣布。 LightSpark的首席执行官兼联合创始人David Marcus直言不讳地说：“将唯一的代码驱动资产与人类经营的资产相结合是一个错误，这表明了一种信念，即比特币的分散，算法的供应和治理方法至关重要。

In turn, longtime gold advocate and Bitcoin skeptic Peter Schiff delivered a surprising partial endorsement for Bitcoin, saying, “We have a gold reserve, and Bitcoin is digital gold. But what’s the rationale for an XRP reserve?Why the hell would we need that?”

反过来，长期的黄金倡导者和比特币怀疑论者彼得·希夫（Peter Schiff）对比特币表示了令人惊讶的部分认可，他说：“我们有一个黄金储备，比特币是数字黄金。但是，XRP储备的理由是什么？为什么我们需要那个？”