特朗普的比特币战略储备改造使山寨币飙升

周日，唐纳德·特朗普（Donald Trump）总统通过对新生比特币战略储备进行纪念日调整，震惊了加密货币社区。

President Donald Sunday made a YUGE adjustment to the nascent Bitcoin strategic reserve.

唐纳德周日总统对新生的比特币战略储备进行了纪念调整。

The top cryptocurrency will now have to make room for Ethereum, XRP, Solana, and Cardano.

现在，顶级加密货币将不得不为以太坊，XRP，Solana和Cardano腾出空间。

While the announcement instantly drove up the prices of all five assets, Bitcoin purists were not happy that DeFi tokens would be added to the stockpile.

尽管该公告立即推高了所有五个资产的价格，但比特币的纯粹主义者对将Defi令牌添加到库存中并不感到满意。

“The US taxpayer should not be exit liquidity for cryptocurrencies that are decentralised in name only,” Naval Ravikant, a venture capitalist and Bitcoin maximalist, said in a post on X.

风险投资家和比特币最大化主义者海军拉维坎特（Naval Ravikant）在X上的一篇文章中说：“美国纳税人不应是仅以名义下放的加密货币的流动性。”

Saifedean Ammous, the author of The Bitcoin Standard, was equally dismissive of altcoins.

比特币标准的作者塞菲德·普及，同样不屑一顾。

“Shitcoiners just convinced the US government to buy worthless database entries,” he wrote.

他写道：“ ShitCoiners只是说服了美国政府购买毫无价值的数据库条目。”

Trump pump

特朗普泵

In any event, Trump’s post on Truth Social drew a line under a selloff that saw many dismayed as the “Trump pump vapourised.”

无论如何，特朗普关于真相社会的帖子在抛售下引起了一条线，这使许多人感到沮丧，因为“特朗普泵蒸发”。

Bitcoin surged more than 7%, Ether about 4%, and Cardano, the big winner, a whopping 46%. Not to be left out, Trump’s own memecoin jumped 8%.

比特币飙升了7％以上，以太币约4％，而大赢家Cardano高达46％。不被排除在外，特朗普自己的纪念物跃升了8％。

While investors may welcome relief from a swoon that saw Bitcoin hover around $80,000, many are asking poignant questions about how a strategic reserve would work and how it would be funded.

虽然投资者可能会欢迎从一个大约80,000美元的比特币徘徊的昏迷中解脱，但许多人在问有关战略储备将如何运作以及如何资助的令人难以置信的问题。

Analysts at Bernstein said that potential funding options may include reallocating US gold reserves, issuing government debt, or partnering with institutional asset managers.

伯恩斯坦分析师说，潜在的资金选择可能包括重新分配美国黄金储备，发行政府债务或与机构资产经理合作。

No money

没有钱

Arthur Hayes, the BitMEX co-founder and crypto influencer, pointed out that Congress, not the White House, controls the government’s purse strings.

Bitmex联合创始人兼加密影响者Arthur Hayes指出，国会而非白宫控制政府的钱包。

If a reserve involves tapping the Federal Reserve’s balance sheet or redirecting funding approved by Congress, the administration would have to seek approval from the legislative branch.

如果储备金涉及攻击美联储的资产负债表或重定向国会批准的资金，则政府将不得不寻求立法部门的批准。

“Without that they have no money to buy bitcoin and shitcoins,” Hayes tweeted.

“没有那，他们就没有钱购买比特币和狗屎币，”海斯在推特上发了推文。

As for the inclusion of altcoins, Bernstein analysts said this may be a game changer.

至于包含Altcoins，伯恩斯坦分析师说，这可能是改变游戏规则的人。

“Holding their native assets supports the growth of the industry,” Bernstein said in a note to clients on Monday.

伯恩斯坦在周一对客户的一份报告中说：“持有其本土资产支持该行业的增长。”

“But the rationale for a sovereign to hold it in reserve is unclear.”

“但是主权人将其保留的理由尚不清楚。”

Indeed, whether he knows it or not, Trump has bestowed altcoins with a new level of legitimacy and reignited the simmering conflict between Bitcoin maxis and DeFi folk.

的确，无论他是否知道，特朗普都以新的合法性授予了山寨币，并重新点燃了比特币Maxis和Defi Folk之间的冲突。

Political fallout

政治后果

Moreover, the prospect of diverting taxpayer revenue into altcoins, especially as Elon Musk is slashing public programmes and federal workers are being fired, could be politically damaging.

此外，将纳税人收入转移到山寨币中的前景，尤其是当埃隆·马斯克（Elon Musk）削减公共计划和正在解雇联邦工人时，可能会在政治上造成破坏。

Crypto investor Nic Carter warned that a government-controlled Bitcoin reserve could be undone in the future by a Democratic administration’s own executive order.

加密投资者尼克·卡特（Nic Carter）警告说，将来，民主党政府自己的行政命令将来可能会撤消政府控制的比特币储备。

Crypto influencers such as Anthony Scaramucci have urged policymakers to make a Bitcoin strategic reserve fund as bipartisan as possible to ensure it has broad support and will not be vulnerable to duelling political agendas.

安东尼·斯卡拉穆奇（Anthony Scaramucci）等加密影响者已敦促决策者将比特币战略储备基金尽可能地两党制作，以确保其广泛支持，并且不容易受到决斗的政治议程。

Market reacts

市场反应

Traders, still reeling from last week’s market bloodbath that wiped out $1 trillion in value, reacted swiftly to Trump’s altcoin nod.

贸易商仍然从上周的市场血池中撤出，削减了1万亿美元的价值，对特朗普的替代币点头做出了迅速反应。

Bitcoin briefly surged above $95,000 but has since dropped back to around $92,000.

比特币短暂飙升至95,000美元以上，但此后又跌至92,000美元左右。

Ethereum rose to $2,500 but has already given back 6% of its gains in the hours that followed.

以太坊上涨至2,500美元，但在随后的几个小时内已经回报了6％的收益。

Solana surged to $180, off a sixth-month low of $125 hit on Friday. It is now changing hands at $160.

索拉纳（Solana）飙升至180美元，在周五的第六个月低点售价为125美元。现在，它以160美元的价格易手。

XRP quickly gained 35% last night to hit $3 and has since pulled back to $2.65.

XRP昨晚迅速上涨了35％，达到3美元，此后已撤回2.65美元。

Cardano’s ADA token reacted the strongest to the news, notching a massive 80% gain in just two hours. This put ADA back above the $1 level for the first time in a month. Its price is now $0.95.

Cardano的ADA令牌对新闻的反应最强，在短短两个小时内就获得了80％的收益。这使ADA在一个月内首次退出了$ 1的水平。它的价格现在为0.95美元。

Crypto market movers

加密货币市场

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