比特幣，金磚四國的戰略支柱？

唐納德·特朗普（Donald Trump）總統宣布關於創建“戰略加密儲備”的消息使圍繞比特幣在貨幣地緣政治中的作用的緊張局勢重新點燃了緊張局勢。

As the BRICS (Brazil, Russia, India, China, and South Africa) accelerate their pursuit of independence from the US dollar, monetary tensions are escalating. This dynamic is disrupting global economic strategies and forcing major powers to reconsider their financial reserves. Recently, the Trump administration announced the creation of a “strategic crypto stockpile,” reigniting an explosive debate between bitcoin proponents and those of XRP. While some view this move as an official recognition of the role of these assets in monetary policy, others question which cryptos will actually be integrated.

隨著金磚四國（巴西，俄羅斯，印度，中國和南非）加速他們對美元獨立的追求，貨幣緊張局勢正在上升。這種動態正在破壞全球經濟戰略，並迫使主要權力重新考慮其財務儲備。最近，特朗普政府宣佈建立“戰略加密儲備”，重新激發了比特幣支持者與XRP的爆炸性辯論。儘管有些人認為這一舉動是對這些資產在貨幣政策中的作用的正式認可，但其他人則實際上將質疑哪些加密貨幣實際上將被整合。

Beyond a technological rivalry, this confrontation reveals major geopolitical stakes: the choice of the BRICS between bitcoin, XRP, or another crypto could reshape the balance of global reserves and redefine the power relations among states.

除了技術競爭之外，這種對抗還揭示了主要的地緣政治利益：比特幣，XRP或另一個加密貨幣之間的金磚國家的選擇可以重塑全球儲備的平衡並重新定義國家之間的權力關係。

Bitcoin, a strategic pillar for the BRICS ?

比特幣，金磚四國的戰略支柱？

President Donald Trump's announcement regarding the creation of a “strategic crypto stockpile” has rekindled tensions around the role of bitcoin in monetary geopolitics. This initiative, seen by some as a recognition of the potential of cryptos, fuels speculation about which cryptos could be integrated into the official reserves of states.

唐納德·特朗普（Donald Trump）總統宣布關於創建“戰略加密儲備”的消息使圍繞比特幣在貨幣地緣政治中的作用的緊張局勢重新點燃了緊張局勢。這項倡議被某些人視為對加密貨幣潛力的認識，燃料猜測可以將哪些加密貨物融入到國家的官方儲備中。

Among the voices raised in this debate, Jason P. Lowery, an officer in the US Space Force and a national security expert, asserts that bitcoin represents the most credible option for the BRICS. He justifies this position and emphasizes that “the next global reserve asset will be the one chosen by our competitors, notably China and Russia. Thus, they will opt for the one that ensures independence and resistance to censorship.”

在這場辯論中提出的聲音中，美國太空部隊官員兼國家安全專家傑森·P·洛里（Jason P. Lowery）斷言，比特幣是金磚國家的最可信的選擇。他認為這一立場是合理的，並強調“下一個全球儲備資產將是我們競爭對手（尤其是中國和俄羅斯）選擇的立場。因此，他們將選擇確保獨立性和抵抗審查制度的一種。”

For Lowery, the attractiveness of bitcoin lies in its decentralization and immunity from state interventions. Its functioning outside of any national jurisdiction grants it a unique status, in contrast to digital currencies supported by governments or private companies. This factor makes it, in his view, a solid alternative for nations seeking to reduce their dependence on the dollar and Western financial institutions. Conversely, cryptos like XRP, often associated with American companies like Ripple, could be perceived as a strategic risk by the BRICS. By choosing bitcoin, these emerging powers would seek to guarantee total sovereignty over their transactions and avoid any form of external control.

對於Lowery來說，比特幣的吸引力在於其權力下放和免於國家干預措施。與政府或私人公司支持的數字貨幣相比，它在任何國家管轄區之外的運作都賦予其獨特的地位。在他看來，這一因素是尋求減少對美元和西方金融機構的依賴的國家的堅實替代方案。相反，像XRP這樣的加密貨幣（通常與Ripple這樣的美國公司）相關，可以被金磚國家視為一種戰略風險。通過選擇比特幣，這些新興的權力將尋求保證對交易的全部主權，並避免任何形式的外部控制。

XRP, an opportunity hindered by its American ties ?

XRP，它的美國關係阻礙了機會？

While XRP benefits from undeniable technical advantages, particularly due to its partnerships with financial institutions and its efficiency in cross-border transactions, its geopolitical positioning limits its adoption prospects within the BRICS. Jason P. Lowery questions XRP's ability to establish itself as a strategic asset for these nations. He points out its close link with Ripple, an American company, and poses the following question: “do you really think countries like Russia or China will adopt a currency controlled by an American CEO?” According to him, this association with an entity under American jurisdiction significantly hampers XRP's chances of being incorporated into the digital reserves of emerging powers.

儘管XRP受益於不可否認的技術優勢，尤其是由於其與金融機構的合作夥伴關係及其在跨境交易中的效率，但其地緣政治定位限制了其在金磚國家內的採用前景。 Jason P. Lowery質疑XRP將自己確立為這些國家的戰略資產的能力。他指出了與美國公司Ripple的密切聯繫，並提出了以下問題：“您是否真的認為俄羅斯或中國這樣的國家會採用由美國首席執行官控制的貨幣？”據他說，與美國管轄範圍內的實體的這種聯繫極大地阻礙了XRP納入新興大國數字儲備的機會。

However, some XRP advocates believe that clearer regulation in the United States could eventually favor its broader adoption. They argue that its gradual integration into international banking and financial infrastructures could make it a credible alternative to bitcoin. Nevertheless, Lowery warns against this perspective, deeming it unrealistic. He insists that the BRICS will primarily seek to ensure their monetary independence, which will drive them to prioritize a fully decentralized asset that is immune to American political pressures. In this context, adopting bitcoin would represent a pragmatic technological choice, but also a strong political signal of a break from the economic hegemony of the United States.

但是，一些XRP倡導者認為，美國更明確的法規最終可能會有利於其更廣泛的採用。他們認為，其逐步集成到國際銀行業和金融基礎設施中可以使其成為比特幣的可靠替代品。然而，Lowery警告說，認為它是不現實的。他堅持認為，金磚國家將主要尋求確保其貨幣獨立性，這將促使他們優先考慮免於美國政治壓力的完全分散的資產。在這種情況下，採用比特幣將代表務實的技術選擇，但也是從美國經濟霸權中突破的強烈政治信號。

The duel between bitcoin and the XRP extends far beyond the technological and financial sphere. It reflects a profound shift in global power balances. If the BRICS choose to adopt bitcoin as a strategic asset, the United States may be forced to reassess its approach to avoid losing ground in the monetary arena. This evolution would mark a break from the traditional economic order, where the dollar still largely dominates international trade. As digital reserves expand, the competition between sovereign cryptos and state-influenced assets could reshape the foundations of the global financial system and accelerate the transition to a new monetary paradigm.

比特幣和XRP之間的決鬥遠遠超出了技術和財務領域。它反映了全球力量平衡的深刻轉變。如果金磚國家選擇採用比特幣作為戰略資產，那麼美國可能會被迫重新評估其避免在貨幣領域失去立場的方法。這種演變將標誌著傳統經濟秩序的突破，在那里美元仍然在很大程度上主導了國際貿易。隨著數字儲備的擴大，主權加密和受國家影響的資產之間的競爭可以重塑全球金融體系的基礎，並加速過渡到新的貨幣範式。

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Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

我是Alyra發行的區塊鏈顧問認證的科學畢業生，我於2019年加入了Cointribuni冒險。堅信區塊鏈有可能改變經濟領域的潛力，我承諾提高認識並告知認識並告知人們的意識並告知該區域。公眾對這種不斷發展的生態系統。我的目標是讓每個人都能更好地了解區塊鏈並抓住他們提供的機會。我每天都在努力對新聞進行客觀的分析，破譯市場趨勢，傳達最新的技術創新，並將其視為正在進行的革命的經濟和社會問題。