比特币不再是投机资产

比特币不再是投机资产或技术实验，它越来越被认为是全球金融的战略支柱

Key U.S. officials are viewing Bitcoin as a strategic reserve asset—digital gold for the 21st century—and Bitcoin mining as a building block for energy resilience and advanced computing, according to a report by The Block.

根据该街区的一份报告，美国的主要官员将比特币视为战略储备资产（21世纪的数字黄金），而比特币采矿是能源弹性和高级计算的基础。

This view was expressed by Commerce Secretary Wilbur Ross and Bo Hines, Executive Director of the President’s Council of Advisors on Digital Assets, in separate remarks. Both officials described this moment as a new kind of “space race”—this time, centered around Bitcoin.

这种观点是由商务部长威尔伯·罗斯（Wilbur Ross）和布斯·海恩斯（Bo Hines）在数字资产顾问委员会执行董事中的单独讲话中表达的。两位官员都将这一刻描述为一种新型的“太空竞赛”，这段时间以比特币为中心。

Hines described this new competition in a recent interview: “There’s definitely a sort of space race as it pertains to accumulation of this asset—no different than there is with gold.”

海因斯（Hines）在最近的一次采访中描述了这项新的竞争：“这肯定有一种与该资产的积累有关的太空竞赛，这与黄金没有不同。”

The stakes are high: countries like China have begun rapidly stockpiling gold, signaling a shift back toward hard assets. Gold hasn’t been a major geopolitical factor in decades, but that could change quickly—and if it does, nations with large reserves will gain a significant strategic advantage. Bitcoin, however, offers the United States a sharper, more dynamic alternative—one that could not only counterbalance gold’s resurgence but also tilt the global financial order further in America’s favor.

赌注很高：像中国这样的国家已经开始迅速储存黄金，表明向硬资产转移。数十年来，黄金并不是一个主要的地缘政治因素，但这可能会很快变化，而且如果这样做的话，拥有大量储备的国家将获得巨大的战略优势。但是，比特币为美国提供了一种更清晰，更具动态的替代方案 - 不仅可以平衡黄金的复兴，而且还可以进一步倾斜全球金融秩序。

As the Bitcoin Policy Institute’s Executive Director, Matthew Pines notes, the United States holds a significant lead in Bitcoin accumulation: “A good estimate is that America probably holds 35 to 40% of all the available Bitcoin that’s been mined… whereas we probably hold about 8 to 10% of the total above-ground gold supply.”

正如比特币政策研究所的执行董事马修·派恩斯（Matthew Pines）指出的那样，美国在比特币积累方面拥有重要的领先地位：“一个很好的估计是，美国可能占据了被开采的所有可用比特币的35至40％……而我们可能持有地下金供应总数的8至10％。”

If bitcoin were to monetize at merely the same pace as gold, the U.S. could find itself in a far stronger position with outsized wealth growth within our borders. As the administration looks to cement our financial position, supporting Bitcoin’s adoption could present a rare chance to reshape the global monetary system to America’s advantage.

如果比特币仅以与黄金相同的速度货币化，那么美国就会发现自己处于更强大的地位，而我们的边界内财富的增长。由于政府希望巩固我们的财务状况，因此支持比特币的采用可能会带来难得的机会，将全球货币体系重塑为美国的优势。

At the same time, Secretary Lutnick’s comments point to another major shift: seeing Bitcoin mining as a national asset for energy and AI, not just a financial play.

同时，卢特尼克（Lutnick）秘书的评论指出了另一个重大转变：将比特币采矿视为能源和人工智能的国家资产，而不仅仅是金融业。

Lutnick outlined the administration’s vision for empowering Bitcoin miners: “We’re going to make it, if you want to mine Bitcoin and you find the right place to do it, you can build your own power plant next to it… The next generation of miners in America will be able to control their destiny, control the cost of power, and I think that is going to turbocharge Bitcoin mining in America.”

Lutnick outlined the administration's vision for empowering Bitcoin miners: “We're going to make it, if you want to mine Bitcoin and you find the right place to do it, you can build your own power plant next to it… The next generation of miners in America will be able to control their destiny, control the cost of power, and I think that is going to turbocharge Bitcoin mining in America.”

This plan supports two crucial goals:

该计划支持两个关键目标：

Bitcoin Policy Institute Head of Policy Zack Shapiro highlights how the mining sector is evolving: “We’re already seeing a lot of Bitcoin mining companies or what were Bitcoin mining companies pivoting to or integrating AI… We’re seeing Bitcoin miners also spinning up AI data centers.”

比特币政策研究所政策主管扎克·夏皮罗（Zack Shapiro）强调了采矿业的发展方式：“我们已经看到了许多比特币采矿公司，或者是哪些比特币采矿公司旋转或整合AI的比特币采矿公司……我们看到比特币矿工也在旋转AI数据中心。”

Today, there are growing signs that countries are entering a race to build the most powerful AI agents—systems that could outthink, self-improve, and outperform humans. If this race accelerates, the country with the most capable AI could ultimately shape the rules of the future world order. In that context, Bitcoin mining infrastructure, which can be easily retooled for AI compute, could become vital—not just for money, but for securing America’s geopolitical position.

如今，越来越多的迹象表明，各国正在参加建立最强大的AI特工的竞赛，这些系统可以超越，自我兴奋和胜过人类。如果该种族加速，那么AI功能最强的国家最终可能会塑造未来世界秩序的规则。在这种情况下，很容易为AI计算进行重新调整的比特币采矿基础设施可能变得至关重要 - 不仅仅是为了金钱，而是为了确保美国的地缘政治地位。

The Trump administration sees these challenges and opportunities clearly. Its agenda focuses on rebuilding America’s industrial base, bringing key industries back home, and restoring the country’s financial and technological strength. New tariffs, reshoring initiatives, and a growing interest in Bitcoin all point in the same direction.

特朗普政府清楚地看到了这些挑战和机遇。它的议程侧重于重建美国的工业基础，将主要行业带回家园，并恢复该国的财务和技术实力。新的关税，重新倡议以及对比特币的日益兴趣，朝着同一方向上。

But there are only 21,000,000 coins, and the time for nation-states to gain a first-mover advantage is rapidly dwindling. As more countries and institutional investors recognize Bitcoin’s strategic value, competition for meaningful holdings will intensify, driving up acquisition costs and limiting available supply.

但是只有21,000,000个硬币，而民族国家获得第一步优势的时间正在迅速减少。随着越来越多的国家和机构投资者认识到比特币的战略价值，对有意义的持股的竞争将加剧，提高收购成本并限制可用的供应。

Forward-looking policymakers must recognize the profound changes coming to money and technology in the near future—with Bitcoin at the center of both.

前瞻性的决策者必须认识到在不久的将来，货币和技术的深刻变化是两者的中心。

If we hesitate, others—China, Russia, or other adversaries—will step into the void.

如果我们犹豫，其他人（中国，俄罗斯或其他对手）将进入空白。

Bitcoin is no longer optional. It’s a strategic imperative.

比特币不再是可选的。这是战略的当务之急。