美国主权财富基金可能会触发前所未有的$ 150B- $ 500B比特币流入

由于美国总统唐纳德·特朗普（Donald Trump）周一签署了一项新的主权财富基金，比特币可能会看到前所未有的资本流入量从1500亿美元到5000亿美元不等。

US President Donald Trump signed an executive order on Monday that will lead to the creation of a new sovereign wealth fund. While the initiative did not explicitly mention Bitcoin during its announcement, market observers are speculating that the nascent fund could include digital assets.

美国总统唐纳德·特朗普（Donald Trump）周一签署了一项行政命令，这将导致创建新的主权财富基金。尽管该计划在公告中并未明确提及比特币，但市场观察家猜测新生基金可能包括数字资产。

The US sovereign wealth fund is expected to be created within the next 12 months. Howard Lutnick, US Secretary of Commerce, and Scott Bessent, US Secretary of the Treasury, will jointly lead the initiative.

预计将在未来12个月内创建美国主权财富基金。美国商务部长霍华德·卢特尼克（Howard Lutnick）和美国财政部长斯科特·贝森特（Scott Bessent）将共同领导该计划。

Well-known BTC advocate Florian Bruce-Boye offered a sweeping outlook via X, suggesting the upcoming US sovereign wealth fund is destined to become “the largest sovereign wealth fund in the world in the long term.”

著名的BTC倡导者Florian Bruce-Boye通过X提供了壮丽的前景，这表明即将到来的美国主权财富基金注定要成为“从长远来看，这是世界上最大的主权财富基金”。

Bruce-Boye pointed to the personal investment profiles of both Lutnick and Bessent, emphasizing their favorable views on Bitcoin. According to his statements, Lutnick “has hundreds of millions in BTC and, according to his own statements, buys every dip,” while Bessent “sees Bitcoin as a freedom technology.”

布鲁斯·鲍伊（Bruce-Boye）指出了卢特尼克（Lutnick）和贝森（Bessent）的个人投资概况，强调了他们对比特币的有利看法。根据他的陈述，卢特尼克“在BTC中拥有数亿美元，根据他自己的陈述，购买了每一个蘸酱”，而Bessent“将比特币视为一种自由技术。”

Drawing further parallels, Bruce-Boye highlighted how Norway’s $1.8 trillion fund and Saudi Arabia’s $1 trillion fund could add “another 1.5 times the market capitalization of Bitcoin” if they follow suit. He referenced a recent comment from BlackRock CEO Larry Fink, who mentioned a sovereign wealth fund seeking guidance on whether to invest “2% or 5%” in BTC.

布鲁斯·鲍伊（Bruce-Boye）借鉴了更多的相似之处，强调了挪威的1.8万亿美元基金和沙特阿拉伯的1万亿美元基金如何增加“比特币市值的另外1.5倍”，如果他们效仿的话。他提到了贝莱德首席执行官拉里·芬克（Larry Fink）最近发表的评论，他提到了一项主权财富基金，寻求指导是否在BTC中投资“ 2％或5％”。

Echoing a similar optimism, Apollo co-founder Thomas Fahrer posted: “The US Sovereign Wealth Fund should reach $5T AUM pretty quickly. For context, Norway’s fund holds $2T, and they have a population of 6M people. 10% allocation to Bitcoin makes sense, so that’s about $500B buying over the next couple of years. Bullish.”

阿波罗联合创始人托马斯·法勒（Thomas Fahrer）回应了类似的乐观情绪，他说：“美国主权财富基金应很快达到5T $ 5T。在上下文中，挪威的基金持有2T $，他们的人口为600万。向比特币分配10％是有道理的，因此在未来几年内购买约500B美元。看涨。”

Fahrer's estimate pushes the potential inflow even higher, suggesting that if the US fund does indeed adopt a strategic BTC allocation, it could trigger a multi-year wave of institutional demand.

法勒的估计将潜在的流入提高到更高，这表明如果美国基金确实采用了战略性的BTC分配，它可能会引发多年的机构需求浪潮。

Jeff Walton, digital capitalist and founder of True North, highlighted Howard Lutnick's leadership in a separate X post. Lutnick serves as both the US Secretary of Commerce and CEO of Cantor Fitzgerald.

数字资本家兼True North的创始人Jeff Walton在另一篇X帖子中强调了霍华德·卢特尼克（Howard Lutnick）的领导。卢特尼克（Lutnick）担任美国商务部长和坎托·菲茨杰拉德（Cantor Fitzgerald）的首席执行官。

Walton highlighted several details about Howard and Cantor Fitzgerald:

沃尔顿强调了有关霍华德和坎托·菲茨杰拉德的几个细节：

1. Howard owns “hundreds of millions of dollars of Bitcoin, and it’s going to be Billions”

1。霍华德拥有“数亿美元的比特币，这将是数十亿美元”

2. Cantor Fitzgerald owns a 5% stake in Tether, and manages Tether’s treasury assets

2。CantorFitzgerald拥有Tether 5％的股份，并管理Tether的财政资产

3. Cantor is launching a $2 Billion Bitcoin financing lending business, that would use Bitcoin as collateral for USD loans.

3.Cantor正在推出一家20亿美元的比特币融资业务，这将用比特币作为美元贷款的抵押品。

4. “We will build the best platform for financing Bitcoin”

4。“我们将建立最佳的融资比特币平台”

5. “We are Cantor Fitzgerald, and we will support Bitcoin”

5。“我们是康托尔·菲茨杰拉德（Cantor Fitzgerald），我们将支持比特币”

The global BTC market is now watching and waiting, aware that even a modest allocation from the incoming US sovereign wealth fund could reshape the landscape and herald a new wave of institutional participation worldwide. At press time, BTC trades at $99,450.

全球BTC市场现在正在观看和等待，即使是来自美国主权财富基金的适度分配也可以重塑景观，并在全球范围内将新的机构参与浪潮预示。发稿时，BTC的交易价格为99,450美元。