比特幣的全美夢：一個錯誤的開始？

特朗普對以美國為主的比特幣產業的願景面臨著障礙，因為關稅和地緣政治緊張局勢有可能使“全美”加密雄心勃勃脫軌。

So, here's the deal: Trump wants Bitcoin to be as American as apple pie, mined right here, made right here. But is this 'All-American' Bitcoin dream just a false start? Let's dive in.

因此，這就是交易：特朗普希望比特幣像蘋果派一樣，在這裡開採，就在這裡。但是，這個“全美”比特幣夢想只是一個錯誤的開始嗎？讓我們潛水。

Trump's Bitcoin Mining Ambitions

特朗普的比特幣採礦野心

Back in July 2024, at Bitcoin 2024 conference, Trump laid out a plan to make the US a Bitcoin mining superpower. National Bitcoin reserve, crypto czar—he was all in. But things got complicated.

早在2024年7月，在2024年比特幣會議上，特朗普制定了一項計劃，以使美國成為比特幣採礦超級大國。國家比特幣保護區，加密沙皇 - 他都在進行。但是事情變得複雜了。

Tariffs: A Double-Edged Sword

關稅：雙刃劍

Trump slapped tariffs on 57 countries, including China, which hit American Bitcoin miners hard since they rely on Chinese suppliers. While aiming to boost US manufacturers, these tariffs hiked up hardware costs, potentially crippling the miners they were supposed to help. Talk about mixed signals!

特朗普對包括中國在內的57個國家 /地區抨擊了美國比特幣礦工的關稅，因為他們依靠中國供應商。在旨在促進美國製造商的目標時，這些關稅卻提高了硬件成本，可能會使他們本應提供幫助的礦工削弱。談論混合信號！

The Impact of Geopolitical Tensions

地緣政治緊張局勢的影響

And it's not just tariffs. The Israel-Iran conflict is throwing curveballs too. The crypto market is already reeling from the war's impact, and the possibility of US involvement could send Bitcoin prices plummeting even further. Investors are skittish, and uncertainty is the name of the game.

這不僅僅是關稅。以色列 - 伊朗的衝突也在投擲曲線球。加密市場已經從戰爭的影響中引起了人們的影響，我們參與的可能性可能會使比特幣價格進一步下降。投資者很棒，不確定性是遊戲的名稱。

The Pivot to AI

AI的樞軸

US mining companies are hedging their bets, pivoting to AI and other data center operations for more reliable profits. The dream of Bitcoin mined on US soil by US companies using US-made hardware? It might just be fading before it even begins.

美國礦業公司正在對沖他們的賭注，向AI和其他數據中心運營轉移以獲得更可靠的利潤。美國公司使用US-MADE HADDWARE在美國公司在美國土地上開采的夢想？它可能只是在逐漸消失之前。

Expert Opinions

專家意見

Chris Bendiksen from CoinShares thinks we might have seen the peak of US Bitcoin mining. Meanwhile, the White House insists that tariffs and energy policy can work together to benefit the industry. But can they really pull it off?

Coinshares的Chris Bendiksen認為我們可能已經看到了美國比特幣採礦的峰值。同時，白宮堅持認為關稅和能源政策可以共同利用該行業。但是他們真的可以將其取消嗎？

My Take

我的看法

Look, Trump's heart might be in the right place, but the road to an 'All-American' Bitcoin is paved with obstacles. Tariffs, geopolitical tensions, market volatility—it's a tough climb. Whether the US can truly dominate Bitcoin mining remains to be seen. But one thing's for sure: it won't be a walk in the park.

看，特朗普的心可能在正確的位置，但是通往“全美”比特幣的道路充滿了障礙。關稅，地緣政治緊張局勢，市場波動 - 這是一個艱難的攀登。美國是否能夠真正主導比特幣開採還有待觀察。但是可以肯定的是：這不會在公園裡散步。

The Bottom Line

底線

So, will Bitcoin become the next great American industry, or is this just a pipe dream? Only time will tell. But for now, keep your eyes on the market, and maybe invest in some popcorn—it's gonna be a wild ride!

那麼，比特幣會成為下一個偉大的美國行業，還是這只是一個夢想中的夢？只有時間會證明。但是就目前而言，請關注市場，也許可以投資一些爆米花 - 這將是一個瘋狂的旅程！