特朗普的大胆提议：战略性国家比特币储备

如果实施，这一举措可能会促进比特币在全球范围内的广泛采用，不仅影响加密货币市场，还会影响更广泛的全球经济。

The prospect of a U.S. government-led strategic Bitcoin reserve is gaining steam once again, following President-elect Donald Trump’s introduction of the concept at a Bitcoin conference in Nashville last July.

继当选总统唐纳德·特朗普去年 7 月在纳什维尔举行的比特币会议上提出这一概念后，美国政府主导的比特币战略储备的前景再次升温。

The initiative, which aims to diversify the government’s assets and hedge against economic instability, has sparked賛同 from several influential figures, including Senator Cynthia Lummis (R-Wyoming), who has proposed a bill for the government to acquire 1 million Bitcoins over five years.

该倡议旨在实现政府资产多元化并对冲经济不稳定，由几位有影响力的人物发起，其中包括参议员辛西娅·鲁米斯（怀俄明州共和党人），她提出了一项法案，要求政府在五年内收购 100 万枚比特币。

Currently, the U.S. government reportedly holds 198,000 Bitcoins, valued at approximately $21 billion, according to BitcoinTreasuries. These Bitcoins were seized during criminal investigations, and the government has committed never to sell them.

据 BitcoinTreasuries 称，目前，美国政府据报道持有 198,000 枚比特币，价值约 210 亿美元。这些比特币是在刑事调查过程中被扣押的，政府承诺永远不会出售它们。

One entity that has already reaped the benefits of strategic Bitcoin adoption is Tokyo-listed Metaplanet, which is often dubbed “Asia’s MicroStrategy” due to its aggressive Bitcoin investments.

在东京上市的 Metaplanet 是已经从战略性比特币采用中获益的实体之一，由于其积极的比特币投资，该公司通常被称为“亚洲的 MicroStrategy”。

Since initiating its Bitcoin strategy in April 2024, Metaplanet has amassed 1,762 BTC, currently valued at approximately $165 million. During this period, the company’s shares have surged an astonishing 1,900%, outperforming all major Japanese stock indices.

自 2024 年 4 月启动比特币战略以来，Metaplanet 已积累了 1,762 个 BTC，目前价值约为 1.65 亿美元。在此期间，该公司股价飙升了1,900%，跑赢日本所有主要股指。

At a recent Bitcoin event hosted by Michael Saylor, Metaplanet CEO Simon Gerovich shared his insights on the matter. He anticipates that Trump’s strategic reserve initiative will propel other Asian nations to follow suit.

在最近由 Michael Saylor 主持的比特币活动中，Metaplanet 首席执行官 Simon Gerovich 分享了他对此事的见解。他预计特朗普的战略储备举措将推动其他亚洲国家效仿。

“If President Trump establishes a Bitcoin strategic reserve, Japan and other Asian nations will follow the same path,” stated Gerovich.

格罗维奇表示：“如果特朗普总统建立比特币战略储备，日本和其他亚洲国家也将走同样的道路。”

He further highlighted that Bitcoin adoption has enabled Metaplanet to navigate Japan’s rising debt and yen volatility, transforming the company from a “zombie” entity into a thriving enterprise.

他进一步强调，比特币的采用使 Metaplanet 能够应对日本不断上升的债务和日元波动，将公司从“僵尸”实体转变为蓬勃发展的企业。

The purpose of a strategic Bitcoin reserve is to provide the U.S. government with a diversified asset base, which could potentially stabilize the economy and strengthen the dollar’s status as the world’s reserve currency.

比特币战略储备的目的是为美国政府提供多元化的资产基础，这可能会稳定经济并加强美元作为世界储备货币的地位。

According to Tyler Cowen, an economics professor at George Mason University, if the U.S. government holds Bitcoin, it could solidify the country’s dominance in the global financial system.

乔治梅森大学经济学教授泰勒·考恩表示，如果美国政府持有比特币，就可以巩固该国在全球金融体系中的主导地位。

Meanwhile, Michael Saylor envisions the reserve helping to pay down the national debt, which currently stands at $35 trillion. He posits that if Bitcoin’s value continues to soar, the strategic reserve could generate up to $81 trillion in new wealth for the U.S. Treasury over the next decade.

与此同时，Michael Saylor 预计该储备金将有助于偿还目前 35 万亿美元的国家债务。他认为，如果比特币的价值继续飙升，战略储备可能会在未来十年为美国财政部创造高达 81 万亿美元的新财富。

Furthermore, Padhraic Garvey, Regional Head of Research for the Americas at ING, argues that controlling a portion of the Bitcoin supply could prevent its misuse by malicious entities and deter other nations from adopting it as a dollar alternative.

此外，ING 美洲地区研究主管 Padhraic Garvey 认为，控制部分比特币供应可以防止恶意实体滥用比特币，并阻止其他国家采用比特币作为美元替代品。

This strategic control could place the U.S. at the forefront of the digital currency revolution.

这种战略控制可能使美国处于数字货币革命的最前沿。

However, the ripple effects of the U.S. adopting a strategic Bitcoin reserve could extend far beyond its borders. Metaplanet’s Gerovich anticipates that Japan, followed by other Asian nations, will mirror the U.S. approach.

然而，美国采用比特币战略储备的连锁反应可能会远远超出其国界。 Metaplanet 的格罗维奇预计，日本以及其他亚洲国家将效仿美国的做法。

“Japan is one of those countries where they do look to the US as sort of their big brother and follow in their footsteps,” he noted.

“日本是那些确实将美国视为老大哥并追随他们脚步的国家之一，”他指出。

notably, Hong Kong and Germany have also expressed interest in establishing their own Bitcoin reserves.

值得注意的是，香港和德国也表示有兴趣建立自己的比特币储备。

In Hong Kong, legislators are exploring the possibility of integrating Bitcoin into the Exchange Fund to enhance financial security amidst shifting global crypto dynamics.

在香港，立法者正在探索将比特币纳入外汇基金的可能性，以在全球加密货币动态变化的情况下增强金融安全。

Similarly, Germany’s former Minister of Finance, Christian Lindner, has proposed collaboration between the European Central Bank (ECB) and the Bundesbank to include Bitcoin in their reserves, citing the U.S.’s leadership in this initiative.

同样，德国前财政部长克里斯蒂安·林德纳 (Christian Lindner) 提议欧洲央行 (ECB) 和德国央行合作，将比特币纳入其储备，并援引美国在这一举措中的领导地位。

Supporters of a strategic Bitcoin reserve contend that it offers the U.S. a unique opportunity to diversify its assets, hedge against economic instability, and lead the global digital economy.

比特币战略储备的支持者认为，它为美国提供了一个独特的机会，可以实现资产多元化、对冲经济不稳定并引领全球数字经济。

However, skeptics like Ramaa Vasudevan, an economist at Colorado State University, caution against the volatility inherent in Bitcoin. They assert that, unlike oil, which is a tangible asset essential for immediate economic functions, such as fueling military operations, Bitcoin is not crucial for such activities.

然而，科罗拉多州立大学经济学家 Ramaa Vasudevan 等怀疑论者对比特币固有的波动性提出了警告。他们断言，与石油不同的是，石油是一种对直接经济功能至关重要的有形资产，例如为军事行动提供燃料，而比特币对于此类活动并不至关重要。

Economists also warn that if Bitcoin’s value plummets, taxpayers could bear the brunt of the losses, potentially leading to financial instability. Additionally, the logistical challenges of acquiring and managing such a reserve further complicate the initiative’s feasibility.

经济学家还警告说，如果比特币的价值暴跌，纳税人可能会首当其冲地承受损失，从而可能导致金融不稳定。此外，获取和管理此类储备的后勤挑战使该计划的可行性进一步复杂化。

The establishment of a strategic Bitcoin reserve by the U.S. could significantly bolster Bitcoin’s price, setting off a global wave of government-led Bitcoin acquisitions. This institutional demand is likely to propel Bitcoin into mainstream adoption, reinforcing its position as the premier digital currency.

美国建立比特币战略储备可能会显着提振比特币的价格，从而引发全球政府主导的比特币收购浪潮。这种机构需求可能会推动比特币进入主流采用，从而巩固其作为首要数字货币的地位。

Metaplanet’s remarkable growth serves as a testament to the potential rewards. With a 1,900% surge in share value, the company exemplifies how strategic Bitcoin investments can yield substantial returns. As more governments contemplate similar moves, the crypto industry stands to benefit from increased legitimacy and financial backing.

Metaplanet 的显着增长证明了潜在的回报。该公司股价飙升 1,900%，充分体现了战略性比特币投资如何能够带来丰厚回报。随着越来越多的政府考虑采取类似举措，加密行业将受益于合法性和财政支持的增加。

Currently, the momentum behind the strategic Bitcoin

目前，比特币战略背后的动力