一份新記錄正在為比特幣提供。

來自美國方面的好消息正在堆積，甚至更好的消息即將來臨。夏天會很熱

A new record is in the pipeline for bitcoin. Good news from the US side is piling up and even better news is coming very soon. The summer will be hot.

一份新記錄正在為比特幣提供。來自美國方面的好消息正在堆積，甚至更好的消息即將來臨。夏天會很熱。

The previous record is at the doorstep with institutions queuing up, more and more convinced that the asset offers a much better potential today than ten years ago.

以前的記錄是在門口處，機構排隊越來越多，越來越多地確信，今天的資產比十年前提供了更好的潛力。

The reason is that JP Morgan’s CEO will finally allow his 90 million clients to buy bitcoins. This is a strong signal considering that Jamie Dimon recently considered it a “fraud”. The tide has turned for bitcoin since Donald Trump was elected and American banks are now strongly encouraged not to put obstacles in its way.

原因是JP Morgan的首席執行官最終將允許他的9000萬客戶購買比特幣。考慮到傑米·戴蒙（Jamie Dimon）最近將其視為“欺詐”，這是一個強烈的信號。自從唐納德·特朗普（Donald Trump）當選以來，潮流已經轉向比特幣，現在強烈鼓勵美國銀行不要在自己的路上施加障礙。

Movements at the ETF level confirm that institutions are at work. Nearly 3 billion dollars were invested there in May and ETFs have been absorbing 43 billion since their launch in January 2024. They now hold a total of 122 billion dollars.

ETF級別的運動證實機構正在起作用。自2024年1月推出以來，五月在那裡投資了近30億美元，ETF吸收了430億美元。他們現在總共持有1,220億美元。

More than 200 multinationals have already made bitcoin their treasury asset. Strategy holds 576,000 BTC, Tether (100,000), Marathon (48,000), XXI (31,000), Riot (10,000), Tesla (11,500), Metaplanet (7,800), Space X (8,250), etc.

200多名跨國公司已經使比特幣成為財政資產。策略持有576,000 BTC，Tether（100,000），馬拉松（48,000），XXI（31,000），Riot（10,000），Tesla（11,500），Metaplanet（7,800）（7,800），太空X（8,250），等等。

If we add states like the United States (198,012 BTC) and China (190,000 BTC), the grand total is 1.61 million bitcoins, or 171 billion dollars.

如果我們添加像美國（198,012 BTC）和中國（190,000 BTC）這樣的州，總數為161萬比特幣，即1710億美元。

Facing this institutional wave, Scott Melker, known as the “Wolf of Wall Street,” predicts $250,000 by the end of the year.

面對這一機構浪潮，斯科特·梅爾克（Scott Melker）被稱為“華爾街狼”（Wolf of Wall Street），預計到年底將為25萬美元。

Yahoo Finance expects bitcoin to reach a market capitalization of 20 trillion dollars by 2030. It is 2,000 billion currently. One bitcoin will then be worth nearly one million dollars.

Yahoo Finance預計比特幣到2030年將達到20萬億美元的市值。目前是2000億美元。然後，一個比特幣價值將近一百萬美元。

The U.S. government at work

美國政府在工作

This is no longer a secret or a pipe dream. The United States will be accumulating more bitcoins and the first concrete announcements are expected in July. In this regard, keep a close eye on the Bitcoin conference that will take place in Vegas from May 27 to 29. Among the attendees will be Vice President JD Vance, as well as David Sacks and Bo Hines, the two key figures in charge of the Bitcoin file at the White House.

這不再是秘密或白日夢。美國將積累更多的比特幣，預計將於7月發布第一個具體公告。在這方面，請密切關注將於5月27日至29日在拉斯維加斯舉行的比特幣會議。與會人員將是副總統JD Vance以及David Sacks和Bo Hines，這是負責白宮比特幣文件的兩個關鍵人物。

Meanwhile, note that Senator Cynthia Lummis just got the SENATE to pass the GENIUS bill. The Guiding and Establishing National Innovation for U.S. Stablecoins Act, a law establishing an accommodating regulatory framework for stablecoins. The Senate passed it on Monday, May 19 with a bipartisan result (66-32):

同時，請注意，參議員辛西婭·盧米斯（Cynthia Lummis）剛剛讓參議院通過了天才法案。為美國Stablecoins Act的指導和建立國家創新，該法案是一項法律，建立了一個適合穩定的監管框架。參議院於5月19日星期一通過了兩黨的結果（66-32）：

This law is presented as support for the dollar’s status as an international reserve currency. The reason being that stablecoin issuers like Tether will have to maintain 100% reserves in dollars or in Treasury bonds (U.S. public debt).

該法律作為對美元作為國際儲備貨幣的地位的支持。原因是像Tether這樣的Stablecoin發行人必須以美元或國庫券（美國公共債務）維持100％的儲量。

The bank Citigroup sees stablecoins reaching a value of $1.6 trillion by 2030, compared to $240 billion at present. For Citi, such a market capitalization alone could push bitcoin above $285,000.

該銀行花旗集團認為，到2030年，穩定幣的價值為1.6萬億美元，而目前為2400億美元。對於花旗而言，僅這樣的市值就可以將比特幣提高到28.5萬美元以上。

This is suggested by the historical correlation between the two assets. Stablecoins are used to defer capital gains tax. Selling bitcoins for stablecoins is not a taxable event.

這兩個資產之間的歷史相關性提出了這一點。穩定幣用於推遲資本利得稅。出售用於穩定的比特幣不是應稅活動。

Bitcoin, the gold of the 21st century

比特幣，21世紀的黃金

Many countries are reluctant to place their reserves in U.S. debt, particularly the Sino-Russian duo. Instead, their central banks buy large amounts of gold. Beijing and Moscow each hold a bit more than 2,000 tons ($215 billion).

許多國家不願將其儲備金放在美國債務中，尤其是中俄的二人組。相反，他們的中央銀行購買了大量黃金。北京和莫斯科各自擁有超過2,000噸（2150億美元）。

And perhaps soon bitcoins? The Russian Central Bank acknowledged on Wednesday, May 21, that bitcoin is the best-performing asset of the past year, with a 38% return. This statement is noteworthy as Russia is accumulating bitcoins to settle international payments.

也許很快比特幣？俄羅斯中央銀行在5月21日星期三承認，比特幣是過去一年表現最好的資產，回報率為38％。該聲明值得注意，因為俄羅斯正在積累比特幣以解決國際付款。

Vladimir Putin has recently expressed favorable opinions. He stated at the “Russia Calling” Investment Forum that Bitcoin is “impossible to ban” due to its decentralized nature. “Who can ban bitcoin? Nobody,” he said. It seems difficult to imagine Russia (and China) remaining idle if the United States begins selling its gold to accumulate bitcoins.

弗拉基米爾·普京（Vladimir Putin）最近表達了有利的意見。他在“俄羅斯呼喚”投資論壇上說，由於其分散的性質，比特幣“不可能禁止”。他說：“誰可以禁止比特幣？沒有人。”如果美國開始出售黃金來積累比特幣，似乎很難想像俄羅斯（和中國）仍然閒著。

Currently, bitcoin’s market capitalization stands at $2 trillion, putting it on a similar scale to tech giants like Google, Tesla, or Apple, which range between $1.5 trillion and $3 trillion. However, bitcoin can go much higher.

目前，比特幣的市值為2萬億美元，與Google，Tesla或Apple等技術巨頭相似，範圍在1.5萬億至3萬億美元之間。但是，比特幣可能會更高。

In a recent interview with Bloomberg, billionaire Anthony Scaramucci mentioned that “$22 trillion logically becomes the target if bitcoin is truly digital gold.” This represents about 10 times bitcoin’s current valuation, which is $104,0

億萬富翁安東尼·斯卡拉穆奇（Anthony Scaramucci）在最近接受彭博社的採訪中提到：“如果比特幣確實是數字黃金，則邏輯上有22萬億美元成為目標。”這代表比特幣目前的估值約10倍，為$ 104,0