美国参议员辛西娅·鲁米斯 (Cynthia Lummis) 计划提出一项法案，呼吁美国购买 100 万比特币

怀俄明州共和党参议员 Cynthia Lummis 计划在明年国会召开时提出一项法案，呼吁美国购买 100 万个比特币

Republican Senator Cynthia Lummis (R-WY) plans to introduce legislation when Congress reconvenes next year that would require the U.S. to purchase 1 million Bitcoin, roughly 5% of the total supply, according to Bloomberg. At current prices, the acquisition would cost around $90 billion, though this figure could skyrocket if investors preempt the government’s buying spree.

据彭博社报道，共和党参议员辛西娅·卢米斯 (Cynthia Lummis) 计划在明年国会重新开会时提出立法，要求美国购买 100 万枚比特币，约占总供应量的 5%。按目前价格计算，此次收购将花费约 900 亿美元，但如果投资者抢先政府的收购热潮，这一数字可能会飙升。

“We have the assets—gold certificates—to convert into Bitcoin without affecting the U.S. balance sheet,” Lummis told the financial news outlet.

“我们拥有资产——黄金凭证——可以在不影响美国资产负债表的情况下转换成比特币，”鲁米斯告诉财经新闻媒体。

Her proposal significantly expands former President Donald Trump’s initial idea of a strategic Bitcoin reserve, which involves holding the 200,000 tokens seized from criminal activities. Under Lummis’ plan, the government would hold Bitcoin for 20 years, banking on its value to offset national debt over time.

她的提议极大地扩展了前总统唐纳德·特朗普关于战略性比特币储备的最初想法，其中涉及持有从犯罪活动中查获的 200,000 个代币。根据 Lummis 的计划，政府将持有比特币 20 年，随着时间的推移，依靠其价值来抵消国家债务。

Bitcoin's Value Proposition Meets Skepticism

比特币的价值主张遭到质疑

Despite a crypto-friendly White House and what the industry hopes will be the most pro-crypto Congress yet, Lummis’ bill faces a tough road. Polymarket, a crypto prediction platform, gives only a 31% probability that Trump’s Bitcoin reserve will materialize.

尽管白宫对加密货币友好，并且业界希望国会成为迄今为止最支持加密货币的国会，但 Lummis 的法案仍面临着艰难的道路。加密货币预测平台 Polymarket 给出的特朗普比特币储备实现的可能性只有 31%。

Source: Polymarket

资料来源：Polymarket

Could a U.S. Bitcoin Reserve Trigger a Global Race?

美国比特币储备能否引发全球竞赛？

Crypto mogul Michael Novogratz, head of Galaxy Digital, is doubtful but intrigued. He speculates that if the U.S. establishes a Bitcoin reserve, it could catapult Bitcoin’s value to $500,000 as other nations rush to build their own reserves. “Such a move would redefine global finance,” Novogratz said.

Galaxy Digital 负责人、加密货币大亨迈克尔·诺沃格拉茨 (Michael Novogratz) 对此表示怀疑，但也很感兴趣。他推测，如果美国建立比特币储备，随着其他国家争相建立自己的储备，比特币的价值可能会飙升至 50 万美元。 “此举将重新定义全球金融，”诺沃格拉茨说。

In theory, the U.S. has ample gold reserves to fund this ambitious pivot. The Fed holds gold certificates valued at $11 billion based on a 1973 statutory price of $42.22 per ounce. At current market rates, the gold is worth a staggering $675 billion. However, liquidating significant portions could destabilize gold prices.

理论上，美国拥有充足的黄金储备来为这一雄心勃勃的转向提供资金。根据 1973 年每盎司 42.22 美元的法定价格，美联储持有价值 110 亿美元的黄金凭证。按照目前的市场价格计算，黄金价值高达 6750 亿美元。然而，清算大量资金可能会破坏金价的稳定。

Crypto's Political Momentum

加密货币的政治势头

Lummis first hinted at her plan during the Bitcoin 2024 Conference in Nashville, just after Trump announced his vision for a government Bitcoin reserve. Though Trump’s initial pitch didn’t include buying more Bitcoin, his ally Robert F. Kennedy Jr. suggested otherwise, sparking intrigue.

Lummis 在纳什维尔举行的 2024 年比特币会议上首次暗示了她的计划，就在特朗普宣布了政府比特币储备的愿景之后。尽管特朗普最初的主张并不包括购买更多比特币，但他的盟友小罗伯特·F·肯尼迪却提出了相反的建议，引发了人们的好奇。

Since Trump’s election win, Bitcoin has surged, topping $93,000—a record high. The crypto market’s value has rebounded to its pandemic-era peak, reinvigorating industry optimism.

自特朗普当选以来，比特币价格飙升，突破 93,000 美元，创下历史新高。加密货币市场的价值已反弹至大流行时代的峰值，重振了行业的乐观情绪。

Lummis is confident her BITCOIN Act (Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide) will gain traction in the new Congress. With crypto-friendly Republicans like Bernie Moreno and Tim Sheehy joining the Senate, she believes the “cavalry is arriving.”

Lummis 相信她的比特币法案（通过优化全国投资促进创新、技术和竞争力）将在新一届国会中获得关注。随着伯尼·莫雷诺和蒂姆·希伊等对加密货币友好的共和党人加入参议院，她相信“骑兵即将到来”。

Paradigm is Bullish

范式是看涨的

Matt Huang co-founder of Paradigm VC wrote a blog in support of the idea. He wrote, “Sovereigns can no longer afford to dismiss BTC. From a game theoretic perspective, BTC is like gunpowder, not the iPhone. Christopher Nolan can afford not to adopt the iPhone; his intentional ludditeism may even lead to lower correlation and higher creativity. But once gunpowder was discovered, every sovereign was forced to adopt it… or else. The same is true today of AI, drones, and other key technologies. Now that the Overton window has opened for US adoption of BTC, other sovereigns will not wait. Sovereigns that build BTC reserves early will benefit from significantly better entry prices. The race to build BTC reserves is on.”

Paradigm VC 联合创始人 Matt Huang 撰写了一篇博客来支持这个想法。他写道：“主权国家不能再忽视比特币了。从博弈论的角度来看，BTC就像火药，而不是iPhone。克里斯托弗·诺兰 (Christopher Nolan) 可以承担不采用 iPhone 的后果；他故意的勒德主义甚至可能导致较低的相关性和较高的创造力。但一旦发现火药，每个主权国家都被迫采用它……否则。今天的人工智能、无人机和其他关键技术也是如此。既然美国采用比特币的奥弗顿窗口已经打开，其他主权国家不会等待。尽早建立比特币储备的主权国家将受益于明显更好的入场价格。建立比特币储备的竞赛已经开始。”