金砖国家会拥抱比特币吗？

这至少是投资公司 VanEck 研究主管的论文。金砖国家正在开采比特币

The BRICS are showing a keen interest in bitcoin mining, with several members actively engaging in the process.

金砖国家对比特币挖矿表现出浓厚的兴趣，一些成员积极参与这一过程。

According to Matthew Sigel, head of research at VanEck, the combined GDP of the BRICS now surpasses that of the G7. Among the new members, three are involved in bitcoin mining at the government level - Argentina, the United Arab Emirates, and Ethiopia.

VanEck研究主管马修·西格尔表示，金砖国家的GDP总和现已超过七国集团。在新成员中，三个国家在政府层面参与比特币挖矿——阿根廷、阿拉伯联合酋长国和埃塞俄比亚。

While Argentina's membership in the BRICS is yet to be realized, its state-owned energy company YPF has indeed partnered with Genesis Digital Assets, an American miner, to utilize gas from oil fields that would otherwise be flared.

虽然阿根廷尚未成为金砖国家成员，但其国有能源公司 YPF 确实与美国矿商 Genesis Digital Assets 合作，利用油田中的天然气，否则这些天然气将被烧毁。

The sovereign fund of the United Arab Emirates has joined forces with Marathon, a bitcoin miner that operates 400 megawatts in Abu Dhabi, contributing around 3% to the global hashrate. Ethiopia, known for its vast hydropower surpluses, is also leveraging this energy resource for bitcoin mining.

阿拉伯联合酋长国主权基金与 Marathon 联手，Marathon 是一家在阿布扎比运营 400 兆瓦电力的比特币矿商，为全球算力贡献了约 3%。以其巨大的水电盈余而闻名的埃塞俄比亚也正在利用这种能源进行比特币开采。

Sigel further highlights Russia's involvement, stating that its sovereign fund will be investing in regional initiatives to build infrastructure for artificial intelligence and the bitcoin industry, with the goal of facilitating international transactions in bitcoins.

西格尔进一步强调了俄罗斯的参与，表示其主权基金将投资于为人工智能和比特币行业建设基础设施的区域举措，目的是促进比特币的国际交易。

It's worth noting that the Russian Parliament recently voted in favor of a legal framework that is more conducive to the bitcoin industry. According to Anti Danilevski, CEO of the Russian exchange Kickex, Russia currently generates 17% of the global hashrate.

值得注意的是，俄罗斯议会最近投票支持了更有利于比特币行业的法律框架。俄罗斯交易所 Kickex 首席执行官 Anti Danilevski 表示，俄罗斯目前占全球算力的 17%。

In an effort to counter sanctions, the Central Bank of Russia also launched an experimental platform for cryptocurrency payments, including bitcoin and stablecoins, in September.

为了对抗制裁，俄罗斯中央银行还于 9 月推出了一个用于加密货币支付的实验平台，包括比特币和稳定币。

However, Russia's enthusiasm for bitcoin is likely being expressed cautiously, awaiting the United States to officially embrace bitcoin before making any bold announcements.

然而，俄罗斯对比特币的热情可能会谨慎表达，等待美国正式接受比特币，然后再做出任何大胆的宣布。

Speaking of the United States

说到美国

Bitcoin has been a topic of discussion during this presidential election. Both candidates, aware that tens of millions of voters are invested in bitcoin, have shown support for the cryptocurrency.

比特币一直是本次总统选举期间讨论的话题。两位候选人都意识到数千万选民投资了比特币，因此都表现出了对加密货币的支持。

A victory this Tuesday, November 5, would be auspicious as Donald Trump has promised to create a “strategic reserve of bitcoins”. To be honest, he has mainly committed to not selling the 200,000 bitcoins that the government already holds (due to judicial seizures).

11 月 5 日这个星期二的胜利将是吉祥的，因为唐纳德·特朗普承诺创建“比特币战略储备”。老实说，他主要承诺不会出售政府已经持有的 20 万枚比特币（由于司法扣押）。

However, several Republican senators are preparing a bill aimed at building a reserve of one million bitcoins. Regardless, a Republican victory will very likely prompt many countries to seriously consider that bitcoin could become the reserve currency of the 21st century.

然而，几位共和党参议员正在准备一项旨在建立 100 万比特币储备的法案。无论如何，共和党的胜利很可能会促使许多国家认真考虑比特币可能成为 21 世纪的储备货币。

Let us recall that it is the only currency that exists in absolutely finite quantity, unlike gold. It is already mined two months of bitcoins for every ounce of gold (S2F ratio). It will even be four times less in 4 years, 8 times less in 8 years, 16 times less in 12 years, etc.

让我们记住，与黄金不同，它是唯一数量绝对有限的货币。每盎司黄金已经开采了两个月的比特币（S2F 比率）。甚至4年内减少4倍，8年减少8倍，12年减少16倍，等等。

The stateless bitcoin has all the assets to facilitate international exchanges. The CEO of the miner Marathon said nothing else last week during a conference in Dubai:

无国籍的比特币拥有促进国际交易的所有资产。矿业公司 Marathon 的首席执行官上周在迪拜举行的一次会议上没有再说什么：

“Why have two presidential candidates highlighted the notion of a strategic reserve of bitcoins [Trump and Kennedy]? For the same reason we have a strategic gold reserve. If bitcoin’s share of international transactions increases, which it will, it falls to the government to hold a large reserve of BTC in case we observe a boycott of the dollar by other nations”.

“为什么两位总统候选人强调比特币战略储备的概念（特朗普和肯尼迪）？出于同样的原因，我们有战略黄金储备。如果比特币在国际交易中的份额增加（它会增加），那么政府就有责任持有大量比特币储备，以防其他国家抵制美元。”

The greenback is no longer effective

美元不再有效

The BRICS have the clear intention to get rid of the dollar. Let us recall that two member countries (Russia and Iran) have been disconnected from the SWIFT network. Not to mention the freezing of 300 billion euros and dollars belonging to Russia.

金砖国家有摆脱美元的明确意图。让我们回顾一下，两个成员国（俄罗斯和伊朗）已与 SWIFT 网络断开连接。更不用说冻结属于俄罗斯的3000亿欧元和美元了。

There is no doubt that the BRICS will eventually trade without the dollar. China and Russia, for instance, trade entirely in their national currencies and their own version of the SWIFT system (CIPS and SPFS).

毫无疑问，金砖国家最终将在没有美元的情况下进行贸易。例如，中国和俄罗斯完全以本国货币和本国版本的 SWIFT 系统（CIPS 和 SPFS）进行交易。

That said, this system has its limits. We recently demonstrated this when Russia refused Indian currency as payment for its oil. The reason being that the rupee is a poor store of value and that India produces very little of interest for the Russian market.

也就是说，这个系统有其局限性。最近，当俄罗斯拒绝用印度货币支付其石油费用时，我们就证明了这一点。原因是卢比的保值能力很差，而且印度对俄罗斯市场的兴趣很小。

In other words, the BRICS will not be able to avoid a universal store of value. Some countries will always have trade surpluses that will need to be placed somewhere, preferably in solid assets.

换句话说，金砖国家将无法避免普遍的价值储存手段。一些国家总是有贸易顺差，需要将其存放在某个地方，最好是存放在固体资产中。

Gold played this role before the end of the Bretton Woods agreements in 1971. The problem is, it is very difficult to make payments in gold. It’s long and very expensive. In contrast, it is possible to conduct transactions of any amount for virtually nothing with bitcoin. These transactions are also instantaneous and can be done at any hour.

黄金在 1971 年布雷顿森林协定结束之前就发挥了这一作用。问题是，用黄金进行支付非常困难。它很长而且非常昂贵。相比之下，使用比特币几乎可以免费进行任何金额的交易。这些交易也是即时的，可以在任何时间完成。

That the United States buys bitcoins first is probably the price to pay to finally see the emergence of a neutral international monetary system. In this system, bitcoin becomes the absolute and unseizable store of value par excellence. As in the days of the Gold Standard, it is about trading on equal terms, without “exorbitant privilege”.

美国首先购买比特币可能是最终看到中立国际货币体系出现所付出的代价。在这个系统中，比特币成为绝对的、不可剥夺的卓越价值储存手段。与金本位时代一样，它是在平等条件下进行交易，没有“过高的特权”。

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