金磚國家會擁抱比特幣嗎？

這至少是投資公司 VanEck 研究主管的論文。金磚國家正在開採比特幣

The BRICS are showing a keen interest in bitcoin mining, with several members actively engaging in the process.

金磚國家對比特幣挖礦表現出濃厚的興趣，一些成員積極參與這個過程。

According to Matthew Sigel, head of research at VanEck, the combined GDP of the BRICS now surpasses that of the G7. Among the new members, three are involved in bitcoin mining at the government level - Argentina, the United Arab Emirates, and Ethiopia.

VanEck研究主管馬修·西格爾表示，金磚國家的GDP總和現已超過七國集團。在新成員中，有三個國家在政府層級參與比特幣挖礦－阿根廷、阿拉伯聯合大公國和衣索比亞。

While Argentina's membership in the BRICS is yet to be realized, its state-owned energy company YPF has indeed partnered with Genesis Digital Assets, an American miner, to utilize gas from oil fields that would otherwise be flared.

雖然阿根廷尚未成為金磚國家成員，但其國有能源公司 YPF 確實與美國礦商 Genesis Digital Assets 合作，利用油田中的天然氣，否則這些天然氣將被燒毀。

The sovereign fund of the United Arab Emirates has joined forces with Marathon, a bitcoin miner that operates 400 megawatts in Abu Dhabi, contributing around 3% to the global hashrate. Ethiopia, known for its vast hydropower surpluses, is also leveraging this energy resource for bitcoin mining.

阿拉伯聯合大公國主權基金與 Marathon 聯手，Marathon 是一家在阿布達比營運 400 兆瓦電力的比特幣礦商，為全球算力貢獻了約 3%。以其龐大的水力發電盈餘而聞名的埃塞俄比亞也正在利用這種能源進行比特幣開採。

Sigel further highlights Russia's involvement, stating that its sovereign fund will be investing in regional initiatives to build infrastructure for artificial intelligence and the bitcoin industry, with the goal of facilitating international transactions in bitcoins.

西格爾進一步強調了俄羅斯的參與，表示其主權基金將投資於為人工智慧和比特幣產業建立基礎設施的區域舉措，目的是促進比特幣的國際交易。

It's worth noting that the Russian Parliament recently voted in favor of a legal framework that is more conducive to the bitcoin industry. According to Anti Danilevski, CEO of the Russian exchange Kickex, Russia currently generates 17% of the global hashrate.

值得注意的是，俄羅斯議會最近投票支持了更有利於比特幣產業的法律框架。俄羅斯交易所 Kickex 執行長 Anti Danilevski 表示，俄羅斯目前佔全球算力的 17%。

In an effort to counter sanctions, the Central Bank of Russia also launched an experimental platform for cryptocurrency payments, including bitcoin and stablecoins, in September.

為了對抗制裁，俄羅斯中央銀行還在 9 月推出了一個用於加密貨幣支付的實驗平台，包括比特幣和穩定幣。

However, Russia's enthusiasm for bitcoin is likely being expressed cautiously, awaiting the United States to officially embrace bitcoin before making any bold announcements.

然而，俄羅斯對比特幣的熱情可能會謹慎表達，等待美國正式接受比特幣，然後再做出任何大膽的宣布。

Speaking of the United States

說到美國

Bitcoin has been a topic of discussion during this presidential election. Both candidates, aware that tens of millions of voters are invested in bitcoin, have shown support for the cryptocurrency.

比特幣一直是本次總統大選期間討論的議題。兩位候選人都意識到數千萬選民投資了比特幣，因此都展現了對加密貨幣的支持。

A victory this Tuesday, November 5, would be auspicious as Donald Trump has promised to create a “strategic reserve of bitcoins”. To be honest, he has mainly committed to not selling the 200,000 bitcoins that the government already holds (due to judicial seizures).

11 月 5 日這個星期二的勝利將是吉祥的，因為唐納德·特朗普承諾將建立“比特幣戰略儲備”。老實說，他主要承諾不會出售政府已經持有的 20 萬枚比特幣（由於司法扣押）。

However, several Republican senators are preparing a bill aimed at building a reserve of one million bitcoins. Regardless, a Republican victory will very likely prompt many countries to seriously consider that bitcoin could become the reserve currency of the 21st century.

然而，幾位共和黨參議員正在準備一項旨在建立 100 萬比特幣儲備的法案。無論如何，共和黨的勝利很可能會促使許多國家認真考慮比特幣可能成為 21 世紀的儲備貨幣。

Let us recall that it is the only currency that exists in absolutely finite quantity, unlike gold. It is already mined two months of bitcoins for every ounce of gold (S2F ratio). It will even be four times less in 4 years, 8 times less in 8 years, 16 times less in 12 years, etc.

讓我們記住，與黃金不同，它是唯一數量絕對有限的貨幣。每盎司黃金已經開採了兩個月的比特幣（S2F 比率）。甚至4年內減少4倍，8年減少8倍，12年減少16倍，以此類推。

The stateless bitcoin has all the assets to facilitate international exchanges. The CEO of the miner Marathon said nothing else last week during a conference in Dubai:

無國籍的比特幣擁有促進國際交易的所有資產。礦業公司 Marathon 的執行長上週在杜拜舉行的一次會議上沒有再說什麼：

“Why have two presidential candidates highlighted the notion of a strategic reserve of bitcoins [Trump and Kennedy]? For the same reason we have a strategic gold reserve. If bitcoin’s share of international transactions increases, which it will, it falls to the government to hold a large reserve of BTC in case we observe a boycott of the dollar by other nations”.

「為什麼兩位總統候選人強調比特幣戰略儲備的概念（川普和甘迺迪）？出於同樣的原因，我們有戰略黃金儲備。如果比特幣在國際交易中的份額增加（它會增加），那麼政府就有責任持有大量比特幣儲備，以防其他國家抵制美元。

The greenback is no longer effective

美元不再有效

The BRICS have the clear intention to get rid of the dollar. Let us recall that two member countries (Russia and Iran) have been disconnected from the SWIFT network. Not to mention the freezing of 300 billion euros and dollars belonging to Russia.

金磚國家有擺脫美元的明確意圖。讓我們回顧一下，兩個成員國（俄羅斯和伊朗）已與 SWIFT 網路斷開連接。更不用說凍結屬於俄羅斯的3000億歐元和美元了。

There is no doubt that the BRICS will eventually trade without the dollar. China and Russia, for instance, trade entirely in their national currencies and their own version of the SWIFT system (CIPS and SPFS).

毫無疑問，金磚國家最終將在沒有美元的情況下進行貿易。例如，中國和俄羅斯完全以本國貨幣和本國版本的 SWIFT 系統（CIPS 和 SPFS）進行交易。

That said, this system has its limits. We recently demonstrated this when Russia refused Indian currency as payment for its oil. The reason being that the rupee is a poor store of value and that India produces very little of interest for the Russian market.

也就是說，這個系統有其限制。最近，當俄羅斯拒絕用印度貨幣支付其石油費用時，我們證明了這一點。原因是盧比的保值能力很差，而且印度對俄羅斯市場的興趣很小。

In other words, the BRICS will not be able to avoid a universal store of value. Some countries will always have trade surpluses that will need to be placed somewhere, preferably in solid assets.

換句話說，金磚國家將無法避免普遍的價值儲存手段。有些國家總是有貿易順差，需要存放在某個地方，最好是存放在固體資產中。

Gold played this role before the end of the Bretton Woods agreements in 1971. The problem is, it is very difficult to make payments in gold. It’s long and very expensive. In contrast, it is possible to conduct transactions of any amount for virtually nothing with bitcoin. These transactions are also instantaneous and can be done at any hour.

黃金在 1971 年布雷頓森林協定結束前就發揮了這一作用。它很長而且非常昂貴。相比之下，使用比特幣幾乎可以免費進行任何金額的交易。這些交易也是即時的，可以在任何時間完成。

That the United States buys bitcoins first is probably the price to pay to finally see the emergence of a neutral international monetary system. In this system, bitcoin becomes the absolute and unseizable store of value par excellence. As in the days of the Gold Standard, it is about trading on equal terms, without “exorbitant privilege”.

美國首先購買比特幣可能是最終看到中立國際貨幣體係出現所付出的代價。在這個系統中，比特幣成為絕對的、不可剝奪的卓越價值儲存手段。與金本位時代一樣，它是在平等條件下進行交易，沒有「過高的特權」。

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