罗斯威尔比特币战略储备

作者：Guy Malone，一位经过认证的比特币专业人士。本专栏所表达的观点仅代表作者的观点。

In direct response to reading my “World War Bitcoin” column (Roswell Daily Record Dec. 29, 2024), non-New Mexican reader and avid social media poster, #Goodtobeme, on Jan. 3 sent the equivalent of $3,000 over the bitcoin blockchain (no bank involved), as a gift to establish the — the what?The story so far …

作为对阅读我的“比特币世界大战”专栏（罗斯威尔日报，2024 年 12 月 29 日）的直接回应，非新墨西哥读者和狂热的社交媒体发帖人 #Goodtobeme，于 1 月 3 日通过比特币区块链发送了相当于 3,000 美元的资金（不涉及银行），作为礼物来建立——什么？到目前为止的故事……

S.4912 - BITCOIN Act of 2024: “A bill to establish a Strategic Bitcoin Reserve and other programs to ensure the transparent management of Bitcoin holdings of the Federal Government.” Jul 31, 2024

S.4912 - 2024 年比特币法案：“一项建立战略比特币储备和其他计划的法案，以确保联邦政府对比特币持有的透明管理。” 2024 年 7 月 31 日

Senator Cynthia Lummis (R-WY) is sponsor of the act. Lummis was also the first sitting U.S. senator to disclose personal bitcoin holdings, according to the Wall Street Journal, CNBC and others in 2021. On Jan. 8 Lummis reposted an “ABC News Live” interview, where she said then, “I’m a former state treasurer, and I invested our state’s permanent funds. So I was always looking for a good store of value (emphasis hers) and bitcoin fits that bill.”

参议员辛西娅·卢米斯（怀俄明州共和党）是该法案的发起人。据《华尔街日报》、CNBC 等媒体报道，2021 年，Lummis 也是第一位披露个人比特币持有量的在任美国参议员。 1 月 8 日，Lummis 转发了“ABC News Live”采访，当时她说：“我我是前州财政部长，我投资了我们州的永久资金。所以我一直在寻找一种良好的价值储存手段（重点是她的），而比特币就符合这个要求。”

Tomorrow, President-elect Donald Trump drops the “-elect” and very likely executes one, maybe both, of his major campaign promises to bitcoiners (a voting bloc discovered in 2021 to be larger than AARP; see my Oct. 17, 2024, RDR column).

明天，当选总统唐纳德·特朗普将放弃“当选”，并很可能履行他对比特币支持者（2021 年发现的一个投票集团比 AARP 更大的投票集团；参见我的 2024 年 10 月 17 日）的一项或两项主要竞选承诺。 RDR 列）。

One promise was that he would free our political prisoner, Ross Ulbricht, currently serving a life sentence for making an “eBay-style” website enabling bitcoin purchases and even seller reviews. Illegal transactions were indeed made by others, but Ulbricht himself was jailed to warn of the lengths the U.S. would go to, to stamp out bitcoin adoption.

其中一个承诺是，他将释放我们的政治犯罗斯·乌布利希(Ross Ulbricht)，他目前因制作一个“eBay 式”网站支持比特币购买甚至卖家评论而被判无期徒刑。非法交易确实是由其他人进行的，但乌布利希本人被判入狱，以警告美国将不遗余力地阻止比特币的采用。

How the tables have turned: In her Jan. 3 Forbes column, “Nation States Turn To Bitcoin As A Strategic Reserve Asset,” Susie Violet Pinkerton, bitcoin journalist and CEO of Bitcoin Policy UK, concludes

情况发生了怎样的转变：比特币记者兼英国比特币政策首席执行官苏西·维奥莱特·平克顿 (Susie Violet Pinkerton) 在 1 月 3 日的《福布斯》专栏中总结道：“国家转向比特币作为战略储备资产”

“For governments hesitating, the message is clear: adapt or risk being left behind in a world where bitcoin sets the rules. … Nation-states now see bitcoin as a way to enhance sovereignty, hedge against inflation, and signal progress. …”

“对于犹豫不决的政府来说，信息很明确：要么适应，要么冒着被比特币制定规则的世界抛在后面的风险。 ......民族国家现在将比特币视为增强主权、对冲通货膨胀和标志着进步的一种方式。 ……”

Of the United States’ end-of-year semi-trustworthy “signaling of progress,” just over 200,000 total bitcoin are reportedly held by the U.S. government, and “close to 144,000” (Forbes, 2013) of them and maybe more — in fact, maybe all 200,000 of “our” bitcoin — came from at least three separate seizures related to the shutting down of the “Silk Road” website. Figures vary because some of these bitcoin have been prematurely sold by government factions; many others may still be legally deemed others' property (S.4912: “... to ensure the transparent management of Bitcoin holdings of the Federal Government”). 

据报道，在美国年底半可信的“进展信号”中，美国政府持有的比特币总数略多于 200,000 个，其中“接近 144,000 个”（福布斯，2013 年），甚至可能更多——事实上，也许所有 200,000 个“我们的”比特币都来自至少三起与“丝绸之路”网站关闭相关的单独扣押。数字有所不同，因为其中一些比特币已被政府派系过早出售；许多其他人在法律上仍可能被视为他人的财产（S.4912：“......以确保联邦政府对比特币持有的透明管理”）。

But the point is — literally because of Ulbricht’s checkered past — as of December 2024, the U.S. was claiming to hold more bitcoin than any other nation (has publicly disclosed).

但关键是——实际上是因为乌布利希的曲折过去——截至 2024 年 12 月，美国声称持有的比特币比任何其他国家都多（已公开披露）。

"Never sell your bitcoin!" -DJT

“永远不要卖掉你的比特币！” -DJT

Trump’s second promise, campaigning at Nashville’s July 2024 Bitcoin Conference, stated to thunderous applause that “If I am elected, it will be the policy of my administration, United States of America, to keep 100% of all the bitcoin the U.S. government currently holds or acquires … This will serve in effect as the core of the national strategic bitcoin stockpile …”

特朗普在 2024 年 7 月纳什维尔比特币会议上的竞选活动中做出的第二个承诺赢得了雷鸣般的掌声：“如果我当选，我的美利坚合众国政府的政策将是 100% 保留美国政府目前持有的所有比特币。”或收购……这实际上将成为国家战略比特币库存的核心……”

Trump has also expressed unflinching support of the bitcoin mining industry, posting on Truth Social in June 2024 that he wants "all the remaining Bitcoin to be made in the USA."

特朗普还表达了对比特币挖矿业的坚定支持，并于 2024 年 6 月在 Truth Social 上发帖表示，他希望“所有剩余的比特币都在美国生产”。

In hindsight, history may have no choice but to label Ulbricht as America’s greatest 21st century hero, for literally saving our economy — or, as Trump and Lummis have both suggested, to one day use his bitcoin to start the reserve which will eliminate our national debt.

事后看来，历史可能别无选择，只能将乌布利希称为美国 21 世纪最伟大的英雄，因为他确实拯救了我们的经济——或者，正如特朗普和鲁米斯都建议的那样，有一天用他的比特币启动储备，这将消除我们的国家经济债务。

“And now, adding colour …”

“现在，添加颜色……”

“World War Bitcoin” detailed that not just the U.S., but also Russia and China are amassing bitcoin. But arguably holding the largest undisclosed bitcoin stockpile under the sun is the United Arab Emirates. The UAE is highly rumored from the top down of the bitcoin industry to own 3-400,000 bitcoin, keeping this a state secret until Trump’s proposed stockpile is signed into law, by him.

《比特币世界大战》详细指出，不仅美国，俄罗斯和中国也在积累比特币。但可以说，阿拉伯联合酋长国拥有最大的未公开比特币库存。据传，比特币行业自上而下的阿联酋将拥有 3-400,000 枚比特币，在特朗普提议的储备被签署成为法律之前，这将成为国家机密。

Because of true “arms race” urgency, Trump is also highly speculated to be establishing the bitcoin stockpile by executive order on Week 1, if not Day 1, along with Ulbricht’s release. It might take 9

由于真正的“军备竞赛”紧迫性，特朗普也被高度猜测将在乌布利希被释放的第一周（如果不是第一天）通过行政命令建立比特币库存。可能需要 9