美國會形成戰略比特幣儲備嗎？亞歷克斯·索恩（Alex Thorn）這麼認為！

美國是否低估了戰略比特幣儲備的重要性？ Galaxy Digital的Alex Thorn說，市場正在“低估”賠率。

The buzz around a US Strategic Bitcoin Reserve (SBR) is heating up! Is Uncle Sam about to jump into the Bitcoin game? Let's dive into what's happening.

美國戰略比特幣儲備（SBR）周圍的嗡嗡聲正在加熱！山姆大叔會跳入比特幣遊戲嗎？讓我們深入了解正在發生的事情。

Alex Thorn's Bullish Stance

亞歷克斯·索恩（Alex Thorn）的看漲立場

Galaxy Digital's Alex Thorn is pretty confident. He believes the market is seriously “underpricing” the likelihood of the US announcing the formation of a Strategic Bitcoin Reserve before the end of 2025. According to Thorn, the United States government will form the highly anticipated Strategic Bitcoin Reserve by the end of this year.

Galaxy Digital的Alex Thorn非常自信。他認為，市場嚴重“低估”美國在2025年底之前宣佈建立戰略比特幣儲備的可能性。

Signs Pointing to 'Go'

指向“ go”的標誌

What makes Thorn so optimistic? Well, there are a few things brewing. Back in March, President Trump signed an executive order establishing the concept of a Strategic Bitcoin Reserve and a US Digital Asset Stockpile. While a detailed plan is still MIA, it's a start, right?

是什麼使荊棘如此樂觀？好吧，有幾件事正在釀造。早在三月份，特朗普總統就簽署了一項行政命令，確立了戰略性比特幣儲備金和美國數字資產庫存的概念。雖然詳細的計劃仍然是MIA，但這是一個開始，對嗎？

Adding fuel to the fire, US lawmakers recently introduced a bill pushing the Treasury to study the feasibility and technical aspects of the SBR. This includes the nitty-gritty details like custody, accounting, and how the heck they'd actually buy Bitcoin.

美國立法者最近提出了一項法案，推出了一項法案，促使財政部研究SBR的可行性和技術方面。這包括細節的細節，例如監護權，會計以及他們實際購買比特幣。

Not Everyone's Convinced

並非每個人都相信

Of course, not everyone's popping champagne just yet. Some industry folks, like CoinRoutes’ former chairman, Dave Weisburger, think 2026 is a more realistic timeline. Weisburger also pointed out that this administration is too smart to announce ANYTHING until AFTER they accumulate to their initial target.

當然，並不是每個人都在彈出香檳。一些行業人士，例如Coinroutes的前董事長Dave Weisburger，認為2026年是一個更現實的時間表。韋斯伯格還指出，這個政府太聰明了，無法宣布任何事情，直到他們積累了最初的目標。

The Global Game of Bitcoin Catch-Up

比特幣追趕的全球遊戲

Here's where it gets interesting. Some Bitcoin advocates worry the US is dragging its feet. Jan3 founder Samson Mow even suggested the US needs to start acquiring Bitcoin ASAP, or risk being outmaneuvered by other countries. Kyrgyzstan is already making moves toward a state crypto reserve, and Indonesia is exploring how Bitcoin can boost its economy.

這是有趣的地方。一些比特幣的擁護者擔心美國正在拖著腳。 JAN3創始人Samson Mow甚至建議美國需要盡快購買比特幣，或者可能會被其他國家超越。吉爾吉斯斯坦已經在向國家加密保護區邁進，印度尼西亞正在探索比特幣如何促進其經濟。

Why This Matters

為什麼這很重要

A US Strategic Bitcoin Reserve could be a game-changer. It would signal serious institutional confidence, potentially reduce perceived supply, and shake up macro hedging strategies. But the impact depends on how the US acquires Bitcoin and what targets they set.

美國戰略比特幣儲備可以改變遊戲規則。這將表明嚴重的機構信心，有可能減少感知的供應並動搖宏觀對沖策略。但是影響取決於美國如何獲取比特幣以及它們設定的目標。

The Bottom Line

底線

The Strategic Bitcoin Reserve is still a hot topic with growing support. While Alex Thorn is betting on a 2025 announcement, others preach patience and discreet accumulation. One thing's for sure: keep your eyes peeled for those Treasury reports and legislative updates. This story is far from over!

戰略性比特幣儲備仍然是一個熱門話題，支持越來越多。當亞歷克斯·索恩（Alex Thorn）押注2025年的公告時，其他人則宣講耐心和謹慎的積累。可以肯定的是：睜大了眼睛，以了解這些財政部報告和立法更新。這個故事還遠遠沒有結束！

So, will the US join the Bitcoin party? Only time will tell. But one thing's for sure: it's gonna be a wild ride. Keep stacking sats!

那麼，美國會參加比特幣黨嗎？只有時間會證明。但是可以肯定的是：這將是一個瘋狂的旅程。繼續堆放坐著！