比特幣國庫，美國債務和通貨膨脹風險：紐約人採取

探索比特幣國庫，美國債務和通貨膨脹風險的相互作用。了解公司和機構如何利用比特幣和黃金來應對經濟不確定性。

Bitcoin Treasuries, US Debt, and Inflation Risk: A New Yorker's Take

比特幣國庫，美國債務和通貨膨脹風險：紐約人採取

Yo, what's the deal with Bitcoin treasuries, the ever-ballooning US debt, and that gnawing feeling of inflation? It's a trifecta of financial anxieties, and savvy players are making moves to stay ahead. Let's break it down, New York style.

喲，比特幣國庫，美國債務的債務以及通貨膨脹的感覺如何？這是財務焦慮的三項，精明的球員正在採取行動保持領先地位。讓我們分解，紐約風格。

The Rise of Bitcoin Treasuries

比特幣國庫的興起

Luke Gromen, a macro guru, hit the nail on the head: companies are stashing Bitcoin in their treasuries as a hedge against the US government's dollar-debasement shenanigans. Think about it – the government's been kicking the can upstairs, from equity bubbles to banking woes, and now it's landed squarely in the Treasury market. And what's the only way to keep the party going? Devalue the debt through inflation, baby!

宏觀上師盧克·格羅門（Luke Gromen）擊中了指甲：公司將比特幣藏在國庫中，以此作為對沖美國政府的美元貧困惡作劇的對沖。想想這件事 - 政府一直在樓上踢罐頭，從股票泡沫到銀行災難，現在它已佔據了財政市場。保持聚會的唯一途徑是什麼？寶貝，通過通貨膨脹貶低債務！

For companies, holding Bitcoin, with its limited supply, suddenly looks like a genius move. It's like having a golden ticket while everyone else is stuck with rapidly depreciating greenbacks.

對於擁有有限供應比特幣的公司而言，突然看起來像是一個天才的舉動。這就像擁有一張金票一樣，而其他所有人都被迅速折舊的綠色折舊。

Tether's Treasury Bonanza

繫繩的財政大廈

Fast forward to mid-2025, and Tether, the stablecoin giant, is making serious waves. They're not just printing USDT; they're raking in profits – a cool $4.9 billion in Q2 2025 alone! And how are they doing it? By becoming one of the largest holders of US debt, with over $127 billion in Treasuries. They've even surpassed South Korea in the rankings, becoming the 18th-largest holder of US debt instruments globally. Talk about playing the system!

快進到2025年中期，而穩定的巨人系tether則引起了嚴重的浪潮。他們不僅僅是打印USDT；他們的利潤賺了很多 - 僅第2季度2025年就這筆49億美元！他們怎麼做？通過成為美國債務最大的持有人之一，擁有超過1,270億美元的國債。他們甚至在排名中超過了韓國，成為全球美國債務工具的第18大持有人。談論播放系統！

They're not just hoarding dollars; they're diversifying. Tether holds nearly $9 billion in Bitcoin. Plus, they're throwing serious cash – around $4 billion – into US-based projects, from AI to renewable energy. They're even investing in Bitcoin treasury firms and crypto wallets. It's like they're building their own financial ecosystem.

他們不只是ho積美元；他們多樣化。 Tether擁有將近90億美元的比特幣。另外，他們將認真的現金（約40億美元）投入了美國的項目，從AI到可再生能源。他們甚至投資於比特幣國庫公司和加密錢包。就像他們正在建立自己的財務生態系統一樣。

Gold's Gleaming Resurgence

黃金閃閃發光的複興

But it's not just Bitcoin; gold is back, baby! Tether Gold (XAUt) is surging as a digital asset, reflecting heightened demand for the shiny stuff. Central banks are stockpiling gold like there's no tomorrow, and institutional investors are pouring billions into gold ETFs. Why? Because gold is the OG safe-haven asset. It's a hedge against inflation, currency devaluation, and the general chaos of the world.

但這不僅僅是比特幣；黃金回來了，寶貝！繫繩黃金（XAUT）正在作為數字資產飆升，反映出對閃亮物品的需求增強。中央銀行像沒有明天一樣儲存黃金，機構投資者將數十億美元投入黃金ETF。為什麼？因為黃金是OG安全資產。這是反對通貨膨脹，貨幣貶值和世界普遍混亂的對沖。

XAUt, backed by physical gold, combines the best of both worlds: the stability of gold with the convenience of blockchain. You can trade it, subdivide it, and redeem it without lugging around heavy bars of bullion. It's gold for the digital age.

Xaut在實物黃金的支持下，將兩全其美的穩定性與區塊鏈的便利結合在一起。您可以將其進行交易，細分並贖回，而無需在沉重的金條周圍拖延。這是數字時代的黃金。

My Two Cents

我的兩分錢

Look, the writing's on the wall. The US debt is a monster, inflation is lurking, and traditional financial systems are looking shaky. Bitcoin and gold offer a potential escape hatch. Are they foolproof? Nah. But they're attracting smart money for a reason. Diversification is key. Don't put all your eggs in one basket. A little Bitcoin, a little gold, and maybe a good stiff drink to cope with the madness.

看，寫作在牆上。美國的債務是怪物，通貨膨脹潛伏著，傳統金融體系看上去搖搖欲墜。比特幣和黃金提供了潛在的逃生艙口。他們是萬無一失的嗎？不。但是他們吸引了聰明的錢是有原因的。多樣化是關鍵。不要把所有的雞蛋都放在一個籃子裡。有點比特幣，有點黃金，也許是一種很好的烈性飲料來應對瘋狂。

The Bottom Line

底線

So, there you have it. Bitcoin treasuries, US debt, and inflation risk – a tangled web of financial intrigue. Whether you're a Wall Street whale or just trying to make sense of the world, it's time to pay attention. Keep your eyes peeled, your wits sharp, and maybe, just maybe, you'll come out on top. Stay frosty, New York!

所以，你有。比特幣國庫，美國債務和通貨膨脹風險 - 糾結的財務陰謀網。無論您是華爾街鯨魚還是只是想了解世界，都該關注。保持眼睛剝皮，智慧敏銳，也許，也許，您會脫穎而出。保持冷淡的紐約！