比特币的全美梦：一个错误的开始？

特朗普对以美国为主的比特币产业的愿景面临着障碍，因为关税和地缘政治紧张局势有可能使“全美”加密雄心勃勃脱轨。

So, here's the deal: Trump wants Bitcoin to be as American as apple pie, mined right here, made right here. But is this 'All-American' Bitcoin dream just a false start? Let's dive in.

因此，这就是交易：特朗普希望比特币像苹果派一样，在这里开采，就在这里。但是，这个“全美”比特币梦想只是一个错误的开始吗？让我们潜水。

Trump's Bitcoin Mining Ambitions

特朗普的比特币采矿野心

Back in July 2024, at Bitcoin 2024 conference, Trump laid out a plan to make the US a Bitcoin mining superpower. National Bitcoin reserve, crypto czar—he was all in. But things got complicated.

早在2024年7月，在2024年比特币会议上，特朗普制定了一项计划，以使美国成为比特币采矿超级大国。国家比特币保护区，加密沙皇 - 他都在进行。但是事情变得复杂了。

Tariffs: A Double-Edged Sword

关税：双刃剑

Trump slapped tariffs on 57 countries, including China, which hit American Bitcoin miners hard since they rely on Chinese suppliers. While aiming to boost US manufacturers, these tariffs hiked up hardware costs, potentially crippling the miners they were supposed to help. Talk about mixed signals!

特朗普对包括中国在内的57个国家 /地区抨击了美国比特币矿工的关税，因为他们依靠中国供应商。在旨在促进美国制造商的目标时，这些关税却提高了硬件成本，可能会使他们本应提供帮助的矿工削弱。谈论混合信号！

The Impact of Geopolitical Tensions

地缘政治紧张局势的影响

And it's not just tariffs. The Israel-Iran conflict is throwing curveballs too. The crypto market is already reeling from the war's impact, and the possibility of US involvement could send Bitcoin prices plummeting even further. Investors are skittish, and uncertainty is the name of the game.

这不仅仅是关税。以色列 - 伊朗的冲突也在投掷曲线球。加密市场已经从战争的影响中引起了人们的影响，我们参与的可能性可能会使比特币价格进一步下降。投资者很棒，不确定性是游戏的名称。

The Pivot to AI

AI的枢轴

US mining companies are hedging their bets, pivoting to AI and other data center operations for more reliable profits. The dream of Bitcoin mined on US soil by US companies using US-made hardware? It might just be fading before it even begins.

美国矿业公司正在对冲他们的赌注，向AI和其他数据中心运营转移以获得更可靠的利润。美国公司使用US-MADE HADDWARE在美国公司在美国土地上开采的梦想？它可能只是在逐渐消失之前。

Expert Opinions

专家意见

Chris Bendiksen from CoinShares thinks we might have seen the peak of US Bitcoin mining. Meanwhile, the White House insists that tariffs and energy policy can work together to benefit the industry. But can they really pull it off?

Coinshares的Chris Bendiksen认为我们可能已经看到了美国比特币采矿的峰值。同时，白宫坚持认为关税和能源政策可以共同利用该行业。但是他们真的可以将其取消吗？

My Take

我的看法

Look, Trump's heart might be in the right place, but the road to an 'All-American' Bitcoin is paved with obstacles. Tariffs, geopolitical tensions, market volatility—it's a tough climb. Whether the US can truly dominate Bitcoin mining remains to be seen. But one thing's for sure: it won't be a walk in the park.

看，特朗普的心可能在正确的位置，但是通往“全美”比特币的道路充满了障碍。关税，地缘政治紧张局势，市场波动 - 这是一个艰难的攀登。美国是否能够真正主导比特币开采还有待观察。但是可以肯定的是：这不会在公园里散步。

The Bottom Line

底线

So, will Bitcoin become the next great American industry, or is this just a pipe dream? Only time will tell. But for now, keep your eyes on the market, and maybe invest in some popcorn—it's gonna be a wild ride!

那么，比特币会成为下一个伟大的美国行业，还是这只是一个梦想中的梦？只有时间会证明。但是就目前而言，请关注市场，也许可以投资一些爆米花 - 这将是一个疯狂的旅程！