比特币（BTC）在一个新时代的区块链开发时代的机构采用引诱者

不久前，比特币作为政府支持的储备资产的想法似乎是一种延伸。美国美联储建立战略比特币储备的举动标志着一个明显的转折点。

input: The US Federal Reserve’s move to begin adding Bitcoin to its strategic reserves is a clear turning point. Once dismissed as a speculative asset or niche investment, Bitcoin is increasingly being treated by some governments and financial institutions as a national store of value.

意见：美国美联储开始在其战略储备中增加比特币的举动是一个明显的转折点。一旦被视为投机性资产或利基投资，比特币越来越多地被一些政府和金融机构视为全国性的价值存储。

This evolution puts blockchain development at a crossroads. On one hand, memecoins, once dismissed as internet jokes, have dominated transaction volumes and social buzz on leading platforms. On the other hand, institutions and governments are taking the world’s most popular cryptocurrency — Bitcoin (BTC) — seriously and investing in infrastructure to secure it for the long term.

这种演变使区块链的开发处于十字路口。一方面，曾经被视为互联网笑话的Memecoins主导了领先平台的交易量和社会嗡嗡声。另一方面，机构和政府正在认真对待世界上最受欢迎的加密货币（BTC） - 并在基础设施上进行投资以长期确保其确保。

If Bitcoin is to be treated like gold, it must be secured like gold. Very soon, we will see governments and institutions seeking to secure Bitcoin in what will no doubt look like a digital Fort Knox. With more institutional and instrumental influence over the most valuable digital asset in the world, verifiable storage, hardened security protocols and structures built on resilience will become paramount.

如果要像黄金一样对待比特币，则必须像黄金一样固定。很快，我们将看到政府和机构寻求确保比特币，毫无疑问，这看起来像是诺克斯的数字堡垒。由于对世界上最有价值的数字资产的制度和工具影响更大，可验证的存储，基于弹性的硬性安全协议和结构将变得至关重要。

This shift could raise the stakes for developers. As institutional adoption rises, so does the demand for specialized developers capable of delivering institutional-grade security and long-term stability.

这种转变可能会为开发商增加赌注。随着机构采用的增长，对能够提供机构级安全和长期稳定的专业开发商的需求也是如此。

What does this demand mean for the developer community that made Bitcoin what it is today? How will this affect the grassroots development built on Bitcoin’s core principles of full decentralization and transparency? Will a more institutional Bitcoin leave room for innovation, or is this the end of Bitcoin decentralized finance (DeFi)?

这对制造比特币的开发人员社区意味着什么？这将如何影响基于比特币的全面权力下放和透明度的核心原则的基层发展？一个更具机构性的比特币会留出创新空间，还是比特币分散金融（DEFI）的终点？

Bitcoin’s institutional turn

比特币的机构转弯

Bitcoin, the first and most widely recognized cryptocurrency, was designed to operate outside of traditional systems. Yet the moment governments and traditional institutions stopped keeping their distance, the future of Bitcoin has begun to pivot. What was once met with skepticism now draws a new kind of curiosity.

比特币是第一个也是最广泛的加密货币，旨在在传统系统之外运行。然而，当政府和传统机构停止保持距离的那一刻，比特币的未来已经开始转移。曾经遇到的怀疑主义现在引起了一种新的好奇心。

The same players who once warned against digital assets are now making their claims. The International Monetary Fund’s latest Balance of Payments Manual now classifies digital assets like Bitcoin as part of the international financial system, placing it firmly alongside traditional reserves and gold.

曾经警告过数字资产的同一位参与者现在提出了索赔。国际货币基金组织的最新付款手册现在将比特币等数字资产作为国际金融体系的一部分进行了分类，并将其与传统储量和黄金一起牢固地列入。

As of January 2025, governments worldwide hold an estimated total of 471,000 BTC, which at current prices amounts to over $16.3 billion. Strategy continued to lead and cross its Bitcoin holdings at a corporate level, doubling down on the cryptocurrency as a long-term strategic play.

截至2025年1月，全球政府估计总计471,000 BTC，目前的价格超过163亿美元。策略继续领导并跨越其比特币持有的公司层面，将加密货币作为长期战略作用加倍。

Recent: Bitcoin DeFi surge may boost BTC demand and adoption — Binance

最近：比特币Defi激增可能会提高BTC的需求和采用 - Binance

This kind of institutional recognition validates Bitcoin’s core principle but also throws it into flux. Holding it in sovereign reserves, governments are simultaneously affirming its legitimacy while also conforming it to the very system it was meant to disrupt.

这种制度认可验证了比特币的核心原则，但也将其变成了不断变化。在主权储备中，政府同时确认其合法性，同时也将其符合其旨在破坏的系统。

The changing developer landscape

不断变化的开发人员格局

As the crypto landscape continues to evolve, fresh talent is still entering the space. In 2024, the total number of developers in the industry declined by 7% year-on-year. Yet seasoned and established developers saw a 27% increase in activity, contributing to a record share of the industry’s output.

随着加密货币景观的不断发展，新鲜的人才仍在进入该空间。 2024年，该行业的开发商总数同比下降了7％。然而，经验丰富和成熟的开发人员的活动增加了27％，这导致了该行业产出的创纪录。

While opportunities for small-scale contributors may be fading, the ecosystem supports a core of experienced builders, a signal that the space is maturing. The influx of institutional investors to crypto like Bitcoin is likely to drive up Bitcoin’s price, a consequence that might see them price out smaller developers and create an even higher barrier to entry.

虽然小规模贡献者的机会可能正在消失，但生态系统支持经验丰富的建筑商的核心，这表明空间正在成熟。像比特币这样的机构投资者涌入加密货币可能会推动比特币的价格上涨，这可能会使他们的价格超出了较小的开发商，并创造了更高的入境障碍。

As the stakes around Bitcoin continue to rise, the demand is no longer just for innovation. It’ll be for security, compliance and infrastructure that can meet enterprise-grade “Fort Knox” level expectations.

随着比特币周围的赌注继续上升，需求不再仅仅是为了创新。可以满足企业级“诺克斯堡”水平期望的安全，合规性和基础设施。

We’ll see a new wave of specialized developers stepping up to build intelligent, compliant and institutional-grade decentralized applications. From secure custody solutions to regulated exchanges and seamless bridges, institutional and government demands will shape the next phase of Bitcoin development.

我们将看到新的专业开发商浪潮正在加紧建立智能，合规和机构分散的应用程序。从安全的监护解决方案到受监管的交流和无缝桥梁，机构和政府的要求将影响比特币开发的下一阶段。

A new infrastructure

一个新的基础架构

As Bitcoin integrates more deeply into institutional finance, the development focus is maturing from experimentation to durability, compliance and security. Developers will likely focus on building not directly on Bitcoin but instead with Bitcoin. Bitcoin DeFi has so far been celebrated as a way to unlock open finance with the world’s most popular cryptocurrency, and it still might. Still, its future will depend on incoming compliance and regulatory frameworks.

随着比特币更深入地整合到机构金融中，从实验到耐用性，合规性和安全性的开发重点正在成熟。开发人员可能会专注于直接在比特币上建造，而是使用比特币。到目前为止，比特币Defi已被庆祝，是一种用世界上最受欢迎的加密货币解锁开放财务的一种方式，仍然可以。尽管如此，它的未来将取决于传入的合规性和监管框架。

If governments go down the path of shoehorning the asset into traditional financial models, we’ll find developers seeking ways to bridge Bitcoin’s liquidity and value to more operable, friendlier chains. If governments are open to preserving Bitcoin’s core offering as a new, borderless and decentralized currency, that will signal the community to continue innovation.

如果政府走上鞋类资产进入传统财务模式的道路，我们将发现开发人员正在寻找方法，以弥合比特币的流动性和价值，从而使更可操作，更友好的连锁店。如果政府愿意保留比特币的核心产品作为一种新的，无边界和分散的货币，这将表明社区继续创新。

The question for the community then isn’t whether Bitcoin can support innovation under institutional oversight. It’s whether Bitcoin can thrive in a world that could now seek to contain it.

那么，社区的问题不是比特币能否支持机构监督下的创新。这是比特币是否可以在现在可以试图遏制它的世界中蓬勃发展。

Opinion by: Markus Bopp, CEO of TAP Protocol.

意见作者：TAP协议首席执行官Markus Bopp。

This article is for general information purposes and is not intended to be and should not be taken as legal or investment advice. The views, thoughts, and opinions expressed here are the author’s alone and do not necessarily reflect or represent

本文是出于一般信息目的，不打算被视为法律或投资建议。这里表达的观点，思想和观点是作者独自一人，不一定反映或代表