比特幣不再是投機資產

比特幣不再是投機資產或技術實驗，它越來越被認為是全球金融的戰略支柱

Key U.S. officials are viewing Bitcoin as a strategic reserve asset—digital gold for the 21st century—and Bitcoin mining as a building block for energy resilience and advanced computing, according to a report by The Block.

根據該街區的一份報告，美國的主要官員將比特幣視為戰略儲備資產（21世紀的數字黃金），而比特幣採礦是能源彈性和高級計算的基礎。

This view was expressed by Commerce Secretary Wilbur Ross and Bo Hines, Executive Director of the President’s Council of Advisors on Digital Assets, in separate remarks. Both officials described this moment as a new kind of “space race”—this time, centered around Bitcoin.

這種觀點是由商務部長威爾伯·羅斯（Wilbur Ross）和布斯·海恩斯（Bo Hines）在數字資產顧問委員會執行董事中的單獨講話中表達的。兩位官員都將這一刻描述為一種新型的“太空競賽”，這段時間以比特幣為中心。

Hines described this new competition in a recent interview: “There’s definitely a sort of space race as it pertains to accumulation of this asset—no different than there is with gold.”

海因斯（Hines）在最近的一次採訪中描述了這項新的競爭：“這肯定有一種與該資產的積累有關的太空競賽，這與黃金沒有不同。”

The stakes are high: countries like China have begun rapidly stockpiling gold, signaling a shift back toward hard assets. Gold hasn’t been a major geopolitical factor in decades, but that could change quickly—and if it does, nations with large reserves will gain a significant strategic advantage. Bitcoin, however, offers the United States a sharper, more dynamic alternative—one that could not only counterbalance gold’s resurgence but also tilt the global financial order further in America’s favor.

賭注很高：像中國這樣的國家已經開始迅速儲存黃金，表明向硬資產轉移。數十年來，黃金並不是一個主要的地緣政治因素，但這可能會很快變化，而且如果這樣做的話，擁有大量儲備的國家將獲得巨大的戰略優勢。但是，比特幣為美國提供了一種更清晰，更具動態的替代方案 - 不僅可以平衡黃金的複興，而且還可以進一步傾斜全球金融秩序。

As the Bitcoin Policy Institute’s Executive Director, Matthew Pines notes, the United States holds a significant lead in Bitcoin accumulation: “A good estimate is that America probably holds 35 to 40% of all the available Bitcoin that’s been mined… whereas we probably hold about 8 to 10% of the total above-ground gold supply.”

正如比特幣政策研究所的執行董事馬修·派恩斯（Matthew Pines）指出的那樣，美國在比特幣積累方面擁有重要的領先地位：“一個很好的估計是，美國可能佔據了被開采的所有可用比特幣的35至40％……而我們可能持有地下金供應總數的8至10％。”

If bitcoin were to monetize at merely the same pace as gold, the U.S. could find itself in a far stronger position with outsized wealth growth within our borders. As the administration looks to cement our financial position, supporting Bitcoin’s adoption could present a rare chance to reshape the global monetary system to America’s advantage.

如果比特幣僅以與黃金相同的速度貨幣化，那麼美國就會發現自己處於更強大的地位，而我們的邊界內財富的增長。由於政府希望鞏固我們的財務狀況，因此支持比特幣的採用可能會帶來難得的機會，將全球貨幣體系重塑為美國的優勢。

At the same time, Secretary Lutnick’s comments point to another major shift: seeing Bitcoin mining as a national asset for energy and AI, not just a financial play.

同時，盧特尼克（Lutnick）秘書的評論指出了另一個重大轉變：將比特幣採礦視為能源和人工智能的國家資產，而不僅僅是金融業。

Lutnick outlined the administration’s vision for empowering Bitcoin miners: “We’re going to make it, if you want to mine Bitcoin and you find the right place to do it, you can build your own power plant next to it… The next generation of miners in America will be able to control their destiny, control the cost of power, and I think that is going to turbocharge Bitcoin mining in America.”

Lutnick outlined the administration's vision for empowering Bitcoin miners: “We're going to make it, if you want to mine Bitcoin and you find the right place to do it, you can build your own power plant next to it… The next generation of miners in America will be able to control their destiny, control the cost of power, and I think that is going to turbocharge Bitcoin mining in America.”

This plan supports two crucial goals:

該計劃支持兩個關鍵目標：

Bitcoin Policy Institute Head of Policy Zack Shapiro highlights how the mining sector is evolving: “We’re already seeing a lot of Bitcoin mining companies or what were Bitcoin mining companies pivoting to or integrating AI… We’re seeing Bitcoin miners also spinning up AI data centers.”

比特幣政策研究所政策主管扎克·夏皮羅（Zack Shapiro）強調了採礦業的發展方式：“我們已經看到了許多比特幣採礦公司，或者是哪些比特幣採礦公司旋轉或整合AI的比特幣採礦公司……我們看到比特幣礦工也在旋轉AI數據中心。”

Today, there are growing signs that countries are entering a race to build the most powerful AI agents—systems that could outthink, self-improve, and outperform humans. If this race accelerates, the country with the most capable AI could ultimately shape the rules of the future world order. In that context, Bitcoin mining infrastructure, which can be easily retooled for AI compute, could become vital—not just for money, but for securing America’s geopolitical position.

如今，越來越多的跡象表明，各國正在參加建立最強大的AI特工的競賽，這些系統可以超越，自我興奮和勝過人類。如果該種族加速，那麼AI功能最強的國家最終可能會塑造未來世界秩序的規則。在這種情況下，很容易為AI計算進行重新調整的比特幣採礦基礎設施可能變得至關重要 - 不僅僅是為了金錢，而是為了確保美國的地緣政治地位。

The Trump administration sees these challenges and opportunities clearly. Its agenda focuses on rebuilding America’s industrial base, bringing key industries back home, and restoring the country’s financial and technological strength. New tariffs, reshoring initiatives, and a growing interest in Bitcoin all point in the same direction.

特朗普政府清楚地看到了這些挑戰和機遇。它的議程側重於重建美國的工業基礎，將主要行業帶回家園，並恢復該國的財務和技術實力。新的關稅，重新倡議以及對比特幣的日益興趣，朝著同一方向上。

But there are only 21,000,000 coins, and the time for nation-states to gain a first-mover advantage is rapidly dwindling. As more countries and institutional investors recognize Bitcoin’s strategic value, competition for meaningful holdings will intensify, driving up acquisition costs and limiting available supply.

但是只有21,000,000個硬幣，而民族國家獲得第一步優勢的時間正在迅速減少。隨著越來越多的國家和機構投資者認識到比特幣的戰略價值，對有意義的持股的競爭將加劇，提高收購成本並限制可用的供應。

Forward-looking policymakers must recognize the profound changes coming to money and technology in the near future—with Bitcoin at the center of both.

前瞻性的決策者必須認識到在不久的將來，貨幣和技術的深刻變化是兩者的中心。

If we hesitate, others—China, Russia, or other adversaries—will step into the void.

如果我們猶豫，其他人（中國，俄羅斯或其他對手）將進入空白。

Bitcoin is no longer optional. It’s a strategic imperative.

比特幣不再是可選的。這是戰略的當務之急。