比特币，金砖四国的战略支柱？

唐纳德·特朗普（Donald Trump）总统宣布关于创建“战略加密储备”的消息使围绕比特币在货币地缘政治中的作用的紧张局势重新点燃了紧张局势。

As the BRICS (Brazil, Russia, India, China, and South Africa) accelerate their pursuit of independence from the US dollar, monetary tensions are escalating. This dynamic is disrupting global economic strategies and forcing major powers to reconsider their financial reserves. Recently, the Trump administration announced the creation of a “strategic crypto stockpile,” reigniting an explosive debate between bitcoin proponents and those of XRP. While some view this move as an official recognition of the role of these assets in monetary policy, others question which cryptos will actually be integrated.

随着金砖四国（巴西，俄罗斯，印度，中国和南非）加速他们对美元独立的追求，货币紧张局势正在上升。这种动态正在破坏全球经济战略，并迫使主要权力重新考虑其财务储备。最近，特朗普政府宣布建立“战略加密储备”，重新激发了比特币支持者与XRP的爆炸性辩论。尽管有些人认为这一举动是对这些资产在货币政策中的作用的正式认可，但其他人则实际上将质疑哪些加密货币实际上将被整合。

Beyond a technological rivalry, this confrontation reveals major geopolitical stakes: the choice of the BRICS between bitcoin, XRP, or another crypto could reshape the balance of global reserves and redefine the power relations among states.

除了技术竞争之外，这种对抗还揭示了主要的地缘政治利益：比特币，XRP或另一个加密货币之间的金砖国家的选择可以重塑全球储备的平衡并重新定义国家之间的权力关系。

Bitcoin, a strategic pillar for the BRICS ?

比特币，金砖四国的战略支柱？

President Donald Trump's announcement regarding the creation of a “strategic crypto stockpile” has rekindled tensions around the role of bitcoin in monetary geopolitics. This initiative, seen by some as a recognition of the potential of cryptos, fuels speculation about which cryptos could be integrated into the official reserves of states.

唐纳德·特朗普（Donald Trump）总统宣布关于创建“战略加密储备”的消息使围绕比特币在货币地缘政治中的作用的紧张局势重新点燃了紧张局势。这项倡议被某些人视为对加密货币潜力的认识，燃料猜测可以将哪些加密货物融入到国家的官方储备中。

Among the voices raised in this debate, Jason P. Lowery, an officer in the US Space Force and a national security expert, asserts that bitcoin represents the most credible option for the BRICS. He justifies this position and emphasizes that “the next global reserve asset will be the one chosen by our competitors, notably China and Russia. Thus, they will opt for the one that ensures independence and resistance to censorship.”

在这场辩论中提出的声音中，美国太空部队官员兼国家安全专家杰森·P·洛里（Jason P. Lowery）断言，比特币是金砖国家的最可信的选择。他认为这一立场是合理的，并强调“下一个全球储备资产将是我们竞争对手（尤其是中国和俄罗斯）选择的立场。因此，他们将选择确保独立性和抵抗审查制度的一种。”

For Lowery, the attractiveness of bitcoin lies in its decentralization and immunity from state interventions. Its functioning outside of any national jurisdiction grants it a unique status, in contrast to digital currencies supported by governments or private companies. This factor makes it, in his view, a solid alternative for nations seeking to reduce their dependence on the dollar and Western financial institutions. Conversely, cryptos like XRP, often associated with American companies like Ripple, could be perceived as a strategic risk by the BRICS. By choosing bitcoin, these emerging powers would seek to guarantee total sovereignty over their transactions and avoid any form of external control.

对于Lowery来说，比特币的吸引力在于其权力下放和免于国家干预措施。与政府或私人公司支持的数字货币相比，它在任何国家管辖区之外的运作都赋予其独特的地位。在他看来，这一因素是寻求减少对美元和西方金融机构的依赖的国家的坚实替代方案。相反，像XRP这样的加密货币（通常与Ripple这样的美国公司）相关，可以被金砖国家视为一种战略风险。通过选择比特币，这些新兴的权力将寻求保证对交易的全部主权，并避免任何形式的外部控制。

XRP, an opportunity hindered by its American ties ?

XRP，它的美国关系阻碍了机会？

While XRP benefits from undeniable technical advantages, particularly due to its partnerships with financial institutions and its efficiency in cross-border transactions, its geopolitical positioning limits its adoption prospects within the BRICS. Jason P. Lowery questions XRP's ability to establish itself as a strategic asset for these nations. He points out its close link with Ripple, an American company, and poses the following question: “do you really think countries like Russia or China will adopt a currency controlled by an American CEO?” According to him, this association with an entity under American jurisdiction significantly hampers XRP's chances of being incorporated into the digital reserves of emerging powers.

尽管XRP受益于不可否认的技术优势，尤其是由于其与金融机构的合作伙伴关系及其在跨境交易中的效率，但其地缘政治定位限制了其在金砖国家内的采用前景。 Jason P. Lowery质疑XRP将自己确立为这些国家的战略资产的能力。他指出了与美国公司Ripple的密切联系，并提出了以下问题：“您是否真的认为俄罗斯或中国这样的国家会采用由美国首席执行官控制的货币？”据他说，与美国管辖范围内的实体的这种联系极大地阻碍了XRP纳入新兴大国数字储备的机会。

However, some XRP advocates believe that clearer regulation in the United States could eventually favor its broader adoption. They argue that its gradual integration into international banking and financial infrastructures could make it a credible alternative to bitcoin. Nevertheless, Lowery warns against this perspective, deeming it unrealistic. He insists that the BRICS will primarily seek to ensure their monetary independence, which will drive them to prioritize a fully decentralized asset that is immune to American political pressures. In this context, adopting bitcoin would represent a pragmatic technological choice, but also a strong political signal of a break from the economic hegemony of the United States.

但是，一些XRP倡导者认为，美国更明确的法规最终可能会有利于其更广泛的采用。他们认为，其逐步集成到国际银行业和金融基础设施中可以使其成为比特币的可靠替代品。然而，Lowery警告说，认为它是不现实的。他坚持认为，金砖国家将主要寻求确保其货币独立性，这将促使他们优先考虑免于美国政治压力的完全分散的资产。在这种情况下，采用比特币将代表务实的技术选择，但也是从美国经济霸权中突破的强烈政治信号。

The duel between bitcoin and the XRP extends far beyond the technological and financial sphere. It reflects a profound shift in global power balances. If the BRICS choose to adopt bitcoin as a strategic asset, the United States may be forced to reassess its approach to avoid losing ground in the monetary arena. This evolution would mark a break from the traditional economic order, where the dollar still largely dominates international trade. As digital reserves expand, the competition between sovereign cryptos and state-influenced assets could reshape the foundations of the global financial system and accelerate the transition to a new monetary paradigm.

比特币和XRP之间的决斗远远超出了技术和财务领域。它反映了全球力量平衡的深刻转变。如果金砖国家选择采用比特币作为战略资产，那么美国可能会被迫重新评估其避免在货币领域失去立场的方法。这种演变将标志着传统经济秩序的突破，在那里美元仍然在很大程度上主导了国际贸易。随着数字储备的扩大，主权加密和受国家影响的资产之间的竞争可以重塑全球金融体系的基础，并加速过渡到新的货币范式。

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Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

我是Alyra发行的区块链顾问认证的科学毕业生，我于2019年加入了Cointribuni冒险。坚信区块链有可能改变经济领域的潜力，我承诺提高认识并告知认识并告知人们的意识并告知该区域。公众对这种不断发展的生态系统。我的目标是让每个人都能更好地了解区块链并抓住他们提供的机会。我每天都在努力对新闻进行客观的分析，破译市场趋势，传达最新的技术创新，并将其视为正在进行的革命的经济和社会问题。