特朗普如何改变加密货币

分析师预计市场将大幅上涨，美国证券交易委员会 (SEC) 领导层也会发生变化。特朗普的加密货币政策包括比特币战略储备、禁止央行数字货币以及释放罗斯·乌布利希(Ross Ulbricht)。

Following Donald J. Trump's victory in the 2024 presidential election, cryptocurrency markets surged with new hopes for a more favorable regulatory environment. Here's how the industry might be impacted by the election outcome, according to CoinDesk analysts and other observers.

唐纳德·J·特朗普 (Donald J. Trump) 在 2024 年总统选举中获胜后，加密货币市场飙升，人们对更有利的监管环境抱有新的希望。 CoinDesk 分析师和其他观察人士表示，选举结果可能会对行业产生以下影响。

Bitcoin to $100K and beyond: As crypto prices soared following the election, with bitcoin reaching an all-time high, CoinDesk senior analyst James Van Straten anticipates further gains. “BTC is still below the [Consumer Price Index] inflation adjusted price which is $77k, so it is still relatively cheap,” said Van Straten, highlighting the potential for lower prices compared to the peak of the previous bull cycle.

比特币价格升至 10 万美元及以上：随着加密货币价格在选举后飙升，比特币达到历史新高，CoinDesk 高级分析师 James Van Straten 预计还会进一步上涨。 Van Straten 表示：“比特币仍低于（消费者价格指数）通胀调整后的价格（7.7 万美元），因此它仍然相对便宜。”他强调，与上一个牛市周期的峰值相比，价格有可能下降。

Good for Tether (USDT), less so for Circle (USDC): Trump's victory is also a win for Tether, issuer of the largest stablecoin, USDT, given the company's relationship with Cantor Fitzgerald. The financial giant manages over $100 billion in U.S. Treasuries for Tether, and Cantor's CEO, Howard Lutnick, has been a major Trump backer throughout the presidential campaign and is co-chair of the President-Elect’s transition team.

对 Tether (USDT) 有利，对 Circle (USDC) 不利：鉴于该公司与 Cantor Fitzgerald 的关系，特朗普的胜利对最大稳定币 USDT 的发行人 Tether 来说也是一场胜利。这家金融巨头为 Tether 管理着超过 1000 亿美元的美国国债，Cantor 的首席执行官霍华德·卢特尼克 (Howard Lutnick) 在整个总统竞选期间一直是特朗普的主要支持者，也是当选总统过渡团队的联合主席。

Good for solana (SOL), less so for ether (ETH): Solana (SOL), the third largest cryptocurrency, would also benefit from the election outcome. “The SEC is poised for a change of leadership, and it would be surprising for the new chairperson to be as adversarial towards crypto as Gary Gensler has been,” said CoinDesk markets reporter Tom Carreras, regarding the potential impact on regulatory approvals for crypto assets.

对 solana (SOL) 有利，但对以太坊 (ETH) 不利：第三大加密货币 Solana (SOL) 也将从选举结果中受益。 CoinDesk 市场记者汤姆·卡雷拉斯 (Tom Carreras) 在谈到加密资产监管审批的潜在影响时表示：“美国证券交易委员会准备更换领导层，新任主席像加里·根斯勒 (Gary Gensler) 一样对加密货币持敌对态度，这令人惊讶。” 。

More market breadth: So far this year, the rise of crypto prices has mostly been in BTC and a small number of other popular assets. Out of the 20 assets in the CoinDesk 20 index, only six were in the green as of Nov. 1 (Bitcoin Cash, Render, Near, Bitcoin, Ether, Solana).

市场广度更大：今年到目前为止，加密货币价格的上涨主要集中在比特币和少数其他热门资产上。截至 11 月 1 日，在 CoinDesk 20 指数的 20 种资产中，只有 6 种资产呈绿色（比特币现金、Render、Near、比特币、以太币、Solana）。

DeFi to benefit, led by Uniswap: Prices for decentralized finance assets have been relatively muted this cycle. But that could soon change. “In his campaign, Trump promised to make the U.S. a leading hub for cryptocurrency, which might translate into more favorable regulations for DeFi,” said Shaurya Malwa, CoinDesk deputy managing editor for data and tokens.

以 Uniswap 为首的 DeFi 受益：本周期去中心化金融资产的价格相对平静。但这种情况可能很快就会改变。 CoinDesk 数据和代币副总编辑 Shaurya Malwa 表示：“特朗普在竞选中承诺让美国成为加密货币的领先中心，这可能会转化为对 DeFi 更有利的监管。”

Goodbye Gensler ?: In his acceptance speech, Trump said “I will govern by a simple motto, promises made, promises kept.” If so, that could mean a series of seismic changes for digital assets, per this reckoner from WU Blockchain. Most SEC chairs step down following the election of a new president.

再见根斯勒？：特朗普在就职演说中表示，“我将以一句简单的座右铭来执政，做出承诺，遵守承诺。”如果是这样，根据 WU Blockchain 的计算，这可能意味着数字资产将发生一系列巨大变化。大多数 SEC 主席在新主席选举后辞职。