随着美联储转移被扣押的代币，特朗普的比特币库存计划面临危险

虽然上个月特朗普连任美国总统，为 BTC 代币增加了巨大的法定价值，但在特朗普兑现 7 月份建立“战略国家 [BTC] 的誓言之前，许多加密货币兄弟都不会满意。储存。”

Crypto bros are hoping that Donald Trump’s second term will continue to boost the BTC token’s fiat value, while others fear that Trump’s desire for a strong U.S. dollar could undermine the dollar’s status as the world’s reserve currency.

加密货币兄弟希望唐纳德·特朗普的第二任期将继续提振比特币代币的法定价值，而其他人则担心特朗普对强势美元的渴望可能会削弱美元作为世界储备货币的地位。

While last month’s re-election of Trump to a second term as U.S. president added significant fiat value to the BTC token, many crypto bros won’t be satisfied until Trump makes good on his vow in July to establish a “strategic national [BTC] stockpile.” Trump said the ‘core’ of this stockpile would be the 210,000 BTC tokens seized by the federal government over the years, supplemented by additional BTC the government “acquires into the future” (by unspecified methods).

虽然上个月特朗普连任美国总统，为 BTC 代币增加了巨大的法定价值，但在特朗普兑现 7 月份建立“战略国家 [BTC] 的誓言之前，许多加密货币兄弟都不会满意。储存。”特朗普表示，这一库存的“核心”将是联邦政府多年来扣押的 210,000 个 BTC 代币，并辅以政府“未来”（通过未具体说明的方式）获得的额外 BTC。

The ’core’ of that plan could be in jeopardy following reports of movement by a digital wallet containing nearly 20,000 BTC tokens seized by the feds a few years ago from an individual linked to the Silk Road darknet marketplace. The nearly $2 billion worth of BTC was transferred to the Coinbase (NASDAQ:COIN) exchange, suggesting that the feds are either planning to sell or have already sold these tokens to take advantage of BTC’s recent price pump.

据报道，几年前，联邦政府从与丝绸之路暗网市场有联系的个人手中扣押了一个包含近 20,000 个 BTC 代币的数字钱包，该计划的“核心”可能面临危险。价值近 20 亿美元的 BTC 被转移到 Coinbase（纳斯达克股票代码：COIN）交易所，这表明美联储要么计划出售或已经出售这些代币，以利用 BTC 最近的价格上涨。

While the report appears to have contributed to a modest 1% decline in BTC’s price, crypto bros fear a much greater decline should outgoing President Joe Biden order a fire sale of the government’s other 190,000 BTC. Conspiracy theorists also suspect that this is Biden giving a giant middle finger to Trump’s ‘stockpile’ plan.

虽然该报告似乎导致 BTC 价格小幅下跌 1%，但加密货币兄弟担心，如果即将离任的总统乔·拜登下令贱卖政府的其他 190,000 BTC，价格会出现更大的跌幅。阴谋论者还怀疑，这是拜登对特朗普的“囤货”计划竖起中指。

Amid fears that Trump’s ‘stockpile’ plan could be undone should the BTC cupboard be bare by the time he’s sworn into office on January 20, federal politicians like Sen. Cynthia Lummis (R-WY) want the government to simply buy 5% of the total 21 million BTC supply. This would be funded by the government selling off its gold reserves, but it’s unclear how the gold-loving Trump feels about this idea.

由于担心特朗普的“储备”计划可能会被取消，如果 1 月 20 日宣誓就职时比特币橱柜已经空了，像参议员辛西娅·卢米斯 (R-WY) 这样的联邦政客希望政府只购买 5% 的比特币。总供应量为 2100 万个 BTC。这将由政府出售其黄金储备来资助，但尚不清楚热爱黄金的特朗普对这个想法有何感想。

(Side note: Federal Reserve chair Jerome Powell said Wednesday that BTC was “a speculative asset” but “not a competitor for the dollar; it’s really a competitor for gold.” BTC crossed the magical $100,000 barrier shortly thereafter. Read into that what you will.)

（旁注：美联储主席杰罗姆·鲍威尔周三表示，BTC 是“一种投机资产”，但“不是美元的竞争对手；它实际上是黄金的竞争对手。”此后不久，BTC 就突破了神奇的 100,000 美元大关。请阅读以下内容：将要。）

We’ll leave the question of whether relying on a token with a history of rollercoaster value rides is a really, really bad idea for another day. A much bigger question is what impact Trump’s financial policies—including his promises/threats to impose massive tariffs on America’s trading partners—will have on the U.S. dollar, including a potential move away from viewing the dollar as the world’s reserve currency.

我们将把依赖具有过山车价值乘坐历史的代币是否是一个非常非常糟糕的主意的问题留到另一天。一个更大的问题是，特朗普的金融政策（包括他对美国贸易伙伴征收巨额关税的承诺/威胁）将对美元产生什么影响，包括可能不再将美元视为世界储备货币。

Throwing BRICS through windows

将金砖国家扔进窗户

During his first term, Trump imposed steep tariffs against countries he perceived to be abusing fair trade rules. Tariffs were also imposed as leverage to convince foreign governments to acquiesce on other areas of policy Trump was trying to implement.

在他的第一个任期内，特朗普对他认为滥用公平贸易规则的国家征收高额关税。关税还被用作说服外国政府默许特朗普试图实施的其他政策领域的杠杆。

During the 2024 election campaign, Trump called tariff “the most beautiful word” in the dictionary, based on his belief that tariffs repatriate jobs/businesses that left the U.S. long ago in search of cheaper labor, looser regulations, etc. Economists are dubious about Trump’s view of tariffs as an economic cure-all, noting that the costs are largely borne by average consumers who can no longer access inexpensive products and that retaliatory tariffs will act as a drag on the global economy as a whole.

在 2024 年竞选期间，特朗普称关税为“字典中最美丽的词”，因为他相信关税会遣返很久以前离开美国的就业机会/企业，以寻求更便宜的劳动力、更宽松的监管等。经济学家对此表示怀疑特朗普将关税视为经济灵丹妙药，并指出成本主要由普通消费者承担，他们无法再获得廉价产品，而报复性关税将拖累全球经济 所有的。

Trump has already vowed to impose new 25% tariffs on Canada and Mexico, plus 10% tariffs on products from China if these nations don’t kowtow to his policy wishes. But he recently went nuclear on the so-called BRICS nations, threatening them with 100% tariffs if they proceed with plans to issue a common currency to replace the dollar as the common denominator of international trade.

特朗普已经发誓，如果加拿大和墨西哥不屈服于他的政策愿望，将对这些国家征收新的 25% 关税，并对中国产品征收 10% 的关税。但他最近对所谓的金砖国家发起了核攻击，威胁称如果他们继续实施发行共同货币以取代美元作为国际贸易共同标准的计划，将征收100%的关税。

BRICS (Brazil, Russia, India, China, and South Africa) has been on an expansionist tear of late, inviting six additional countries to join the club in 2023, and invitations went out to a further 13 countries this October. This expanded body would represent around 45% of the global population and 35% of global GDP.

金砖国家（巴西、俄罗斯、印度、中国和南非）最近一直在扩张，邀请另外 6 个国家在 2023 年加入该俱乐部，今年 10 月又向 13 个国家发出了邀请。这个扩大后的机构将代表全球约 45% 的人口和全球 GDP 的 35%。

Brazil, Russia, and Iran, in particular, have been pressing for the launch of a BRICS common currency, in part to neuter America’s ability to impose economic sanctions on countries/individuals/entities Uncle Sam doesn’t like. So far, these efforts have failed to garner universal support among BRICS members (but that hasn’t stopped some Chinese ‘crypto’ cowboys from trying to pass off a bogus ‘BRICS Pay’ system as an alternative to the global SWIFT network).

特别是巴西、俄罗斯和伊朗一直在敦促推出金砖国家共同货币，部分原因是为了削弱美国对山姆大叔不喜欢的国家/个人/实体实施经济制裁的能力。到目前为止，这些努力未能获得金砖国家成员的普遍支持（但这并没有阻止一些中国“加密”牛仔试图冒充虚假的“BRICS Pay”系统作为全球 SWIFT 网络的替代品）。

Trump’s BRICS threat was anything but subtle, saying America wanted “a commitment from

特朗普对金砖国家的威胁一点也不微妙，称美国希望“金砖国家做出承诺”