美国总统选举结果出炉，特朗普大获全胜

从这一坚决的决议到一场戏剧性的、非正统的总统竞选，有很多收获，但让我们关注比特币

The US presidential election results are finally in, and they show that Donald Trump has won a resounding victory, sweeping both the electoral college and the popular vote. There are a huge number of takeaways from this emphatic resolution to a dramatic and unorthodox presidential race, but let’s focus on Bitcoin and blockchains and consider the implications for the crypto industry from this point on.

美国总统选举结果终于出炉，特朗普取得压倒性胜利，横扫选举团和普选。从这一重大决议到一场戏剧性的、非正统的总统竞选中，我们可以得到很多启示，但让我们关注比特币和区块链，并考虑从现在开始对加密行业的影响。

A Crypto-Focused Campaign

以加密货币为中心的活动

From the top, it’s important to note that there has never previously been a presidential campaign that featured crypto as prominently as that just run by Donald Trump. His push for the presidency received advice and backing from David Bailey, the CEO of Bitcoin Magazine. The campaign accepted donations in crypto, and in July, Trump was the headline speaker at the Bitcoin 2024 Conference in Nashville.

从高层来看，值得注意的是，此前从未有过一场总统竞选活动像唐纳德·特朗普(Donald Trump)刚刚主持的竞选活动一样突出地强调了加密货币。他竞选总统的努力得到了《比特币杂志》首席执行官大卫·贝利 (David Bailey) 的建议和支持。该竞选活动接受了加密货币捐款，7 月，特朗普成为纳什维尔比特币 2024 年会议的头条新闻发言人。

At that event, Trump made a series of very clear, pro-bitcoin pledges, including intentions to stockpile BTC as a national strategic reserve asset and replace Gary Gensler, who is perceived as having overseen a crypto-hostile regulatory environment, as Chair at the SEC.

在那次活动中，特朗普做出了一系列非常明确的支持比特币的承诺，包括打算将比特币作为国家战略储备资产进行储备，并取代加里·詹斯勒 (Gary Gensler) 担任委员会主席。美国证券交易委员会。

JUST IN: Crowd goes absolutely nuts after Donald Trump vows to fire SEC Chairman Gary Gensler during the Bitcoin Conference in Nashville, Tennessee.

刚刚：唐纳德·特朗普在田纳西州纳什维尔举行的比特币会议上发誓要解雇美国证券交易委员会主席加里·詹斯勒后，人群彻底疯了。

Trump was clearly taken aback at the crowd's reaction when he made the announcement.

当特朗普宣布这一消息时，他显然对人群的反应感到惊讶。

"On day one, I will fire Gary Gensler and… pic.twitter.com/0CyOMaY6FY

“第一天，我将解雇加里·詹斯勒…… pic.twitter.com/0CyOMaY6FY

Trump also promised to protect and bolster the Bitcoin mining industry in the US and put an end to Operation Choke Point 2.0 (an alleged behind-the-scenes strategy by US officials to cut crypto off from banking services). He also pledged to commute the sentence of Ross Ulbricht, who is serving life in prison for making and running the online, BTC-accepting black market Silk Road.

特朗普还承诺保护和支持美国的比特币挖矿业，并结束“窒息点行动 2.0”（据称美国官员旨在切断银行服务中的加密货币的幕后策略）。他还承诺减刑罗斯·乌布利希 (Ross Ulbricht)，后者因制作和运营接受 BTC 的在线黑市丝绸之路而正在终身监禁。

Besides that, Trump appears to be surrounded by a tech-centred, demonstrably crypto-friendly inner circle. This includes, most famously, Elon Musk, whose car company Tesla holds 9,720 BTC, and Vice President-Elect JD Vance, who reportedly personally holds a significant amount of BTC.

除此之外，特朗普周围似乎有一个以技术为中心、明显对加密货币友好的核心圈子。其中最著名的是埃隆·马斯克（Elon Musk）和当选副总统 JD Vance，他的汽车公司特斯拉持有 9,720 比特币，据报道，他个人持有大量比特币。

Additionally, last week, news broke that Strive Asset Management–the firm founded by Trump surrogate Vivek Ramaswamy–has launched a wealth management business that integrates Bitcoin. Trump and his sons, Donald Jr., Eric, and Barron, are all closely involved in a DeFi project called World Liberty Financial.

此外，上周有消息称，由特朗普代理人 Vivek Ramaswamy 创立的 Strive Asset Management 公司推出了一项整合比特币的财富管理业务。特朗普和他的儿子小唐纳德 (Donald Jr.)、埃里克 (Eric) 和巴伦 (Barron) 都密切参与了名为 World Liberty Financial 的 DeFi 项目。

Pro-Crypto Politicians Enter the Stage

支持加密货币的政客登上舞台

Advocacy group Stand With Crypto, which aims to build political support for the crypto industry in the US, reports through its election tracking service that, currently, 247 candidates it categorizes as “pro-crypto” have been elected to the House of Representatives, compared to 113 it labels as “anti-crypto”, while in the Senate, the numbers are 15 pro-crypto compared to 10 anti-crypto.

旨在为美国加密货币行业建立政治支持的倡导组织 Stand With Crypto 通过其选举跟踪服务报告称，目前有 247 名被其归类为“支持加密货币”的候选人当选为众议院议员。 113 名支持加密货币，而在参议院，支持加密货币的人数为 15 名，反对加密货币的人数为 10 名。

Welcome to the new members of America's most pro-crypto Congress ever...

欢迎来到美国有史以来最支持加密货币的国会的新成员......

219+ pro-crypto candidates and counting have now been elected to the House & Senate. Tonight the crypto voter has spoken decisively - across party lines and in key races across the country. Americans… pic.twitter.com/t91wC3Wtzr

超过 219 名支持加密货币的候选人现已当选众议院和参议院议员。今晚，这位加密货币选民跨越党派界限，在全国各地的关键竞选中发表了果断的言论。美国人… pic.twitter.com/t91wC3Wtzr

Additionally, a key individual battle has turned up a pro-crypto result in Ohio, where Sherrod Brown, Chair of the Senate Banking Committee and markedly antagonistic to the crypto industry, lost his seat after almost twenty years in the Senate, to Bernie Moreno, who is strongly supportive of crypto.

此外，一场关键的个人斗争在俄亥俄州出现了支持加密货币的结果，参议院银行委员会主席、明显反对加密货币行业的谢罗德·布朗(Sherrod Brown)在参议院任职近二十年后，将席位输给了伯尼·莫雷诺(Bernie Moreno)。谁强烈支持加密货币。

This has resulted in plenty of speculation about what happens next for crypto under the new Trump administration. A plausible scenario is that the US shifts from a country with no regulatory clarity to becoming one of the world’s most crypto-friendly regions, integrating Bitcoin and further accelerating broader crypto adoption.

这导致人们对特朗普新政府领导下的加密货币下一步会发生什么产生了很多猜测。一种可能的情况是，美国从一个监管不明确的国家转变为世界上对加密货币最友好的地区之一，整合比特币并进一步加速更广泛的加密货币采用。

Simultaneously, other related shifts occurred during the presidential race, including, notably, independent media and podcasts overtaking legacy media as a major source of influence, with new media perceived as enabling unfiltered discussion in front of large audiences.

与此同时，总统竞选期间还发生了其他相关变化，其中值得注意的是，独立媒体和播客取代传统媒体成为影响力的主要来源，而新媒体被认为可以在大量观众面前进行未经过滤的讨论。

The key example here is The Joe Rogan Experience, on which Donald Trump appeared and racked up tens of millions of views after also participating in several other long-form podcast discussions.

这里的关键例子是《乔·罗根经历》，唐纳德·特朗普出现在该节目上，并在参加了其他几个长篇播客讨论后获得了数千万的观看次数。

Additionally, prediction markets proved more accurate than traditional polls as a gauge of public opinion and a predictor of events. The breakout platform in this regard was Polymarket–which runs on crypto rails– while Kalshi also provided valuable indicators.

此外，事实证明，预测市场作为公众舆论的衡量标准和事件的预测指标比传统民意调查更准确。这方面的突破平台是 Polymarket——它在加密轨道上运行——而 Kalshi 也提供了有价值的指标。

It can be claimed that Polymarket demonstrates the advantages of decentralized mechanisms, and relatedly, we are witnessing the increased adoption of tokenized products within traditional finance.

可以说，Polymarket 展示了去中心化机制的优势，与此相关的是，我们正在见证传统金融领域越来越多地采用代币化产品。

This can be seen in this year's launch of tokenized RWA fund BUIDL, from BlackRock, while Franklin Templeton manages a tokenized fund FOBXX, and there are similar developments at UBS, which last week announced plans for a tokenized investment fund project called the UBS USD Money Market Investment Fund Token (uMINT).

这可以从贝莱德今年推出的代币化 RWA 基金 BUIDL 中看出，而富兰克林邓普顿管理着代币化基金 FOBXX，瑞银集团也有类似的进展，上周宣布计划推出名为 UBS USD Money 的代币化投资基金项目市场投资基金代币（uMINT）。

This crypto-

这个加密货币