特朗普可能会建立包括 USDC、SOL 和 XRP 在内的数字货币国家战略储备，而将 BTC 边缘化

随着唐纳德·特朗普 (Donald Trump) 作为美国第 47 任总统的第二个任期即将开始，人们正在讨论建立一个国家战略

The New York Post reported on January 16 that sources familiar with the matter said that Trump is ‘receptive’ to the idea, which will be a big change of direction for the US government regarding cryptocurrencies.

《纽约邮报》1 月 16 日报道，知情人士称，特朗普“接受”这一想法，这将是美国政府在加密货币方面方向的重大转变。

The idea of a national cryptocurrency reserve was brought up again after Trump met with Ripple CEO Brad Garlinghouse and legal officer Stuart Alderoty for dinner. Garlinghouse posted a photo from the dinner on social media and said it was a “strong start to 2025.” This led to speculation about adding other cryptocurrencies to the national reserve that may outcompete Bitcoin, the largest cryptocurrency by market capitalization.

在特朗普与 Ripple 首席执行官 Brad Garlinghouse 和法律官员 Stuart Alderoty 共进晚餐后，再次提出了国家加密货币储备的想法。加林豪斯在社交媒体上发布了一张晚宴照片，并表示这是“2025 年的良好开端”。这引发了人们对将其他加密货币添加到国家储备中的猜测，这些货币可能会超越市值最大的加密货币比特币。

Some of the speculations regarding the proposed reserve are that USDC, Solana, and XRP are to be the main assets of the reserve, while Bitcoin has not been left behind in the speculations. According to the reported plan, the strategic reserve idea aims to strengthen the position of the United States in the global cryptocurrency market, with a focus on digital assets of the United States. This is a dramatic change in the approach taken by the US to cryptocurrencies, especially in comparison to Bitcoin, which has long been the leader of the crypto market.

关于拟议储备的一些猜测是 USDC、Solana 和 XRP 将成为储备的主要资产，而比特币也没有被抛在猜测中。根据报道的计划，战略储备想法旨在加强美国在全球加密货币市场的地位，重点是美国的数字资产。这是美国对加密货币态度的巨大变化，特别是与长期以来一直是加密货币市场领导者的比特币相比。

Trump’s Bitcoin Reserve Vision

特朗普的比特币储备愿景

This speculation comes in light of Trump’s earlier positive approach toward cryptos. In July 2024 Trump addressed the crypto community at the Bitcoin 2024 conference in Nashville, Tennessee. In his speech, he pledged that the U.S. government would not sell off its Bitcoin and vowed to establish a national reserve. Following this, Senator Cynthia Lummis presented the Bitcoin Act, under which the US Treasury would buy up to 200,000 BTC yearly to build a 1 million BTC reserve in several years.

这一猜测是基于特朗普早些时候对加密货币的积极态度。 2024 年 7 月，特朗普在田纳西州纳什维尔举行的比特币 2024 会议上向加密社区发表讲话。他在讲话中承诺美国政府不会抛售比特币，并誓言要建立国家储备。随后，参议员 Cynthia Lummis 提出了《比特币法案》，根据该法案，美国财政部每年将购买最多 20 万个 BTC，以便在几年内建立 100 万个 BTC 储备。

While he has been outspoken in support of Bitcoin, the move to other ‘altcoins’ may suggest a change in direction under Trump. The Bitcoin Act provided a plan to introduce Bitcoin as the official currency of the US government, but the new reports claim that other digital assets like USD Coin, Solana, and XRP may have a role to play in the new government’s crypto policy.

尽管他一直直言不讳地支持比特币，但转向其他“山寨币”可能表明特朗普领导下的方向发生了变化。 《比特币法案》提供了将比特币引入美国政府官方货币的计划，但新报告称，美元硬币、Solana 和 XRP 等其他数字资产可能会在新政府的加密货币政策中发挥作用。

Skepticism Over Altcoin Plans

对山寨币计划的怀疑

The idea of including altcoins in a national reserve has attracted considerable controversy among market participants. There has been a lot of doubt within the crypto community about the plan, with some people dismissing it as “fake news.” David Bailey, CEO of BTC Inc., did not support the idea and referred to it as the “Kamali coin.”

将山寨币纳入国家储备的想法在市场参与者中引起了相当大的争议。加密社区内部对该计划存在很多疑问，一些人将其斥为“假新闻”。 BTC Inc. 首席执行官 David Bailey 并不支持这一想法，并将其称为“卡马利币”。