Consensus 24 会议上的每个人都在谈论拜登的加密货币触发器。他是真的吗？

与会者对明显的监管和立法变化持谨慎乐观态度，但并非所有人都相信。

Attendees are cautiously optimistic about apparent regulatory and legislative changes, though not everyone is convinced.

与会者对明显的监管和立法变化持谨慎乐观态度，但并非所有人都相信。

AUSTIN, Texas – The biggest news this year at Consensus seems to be the political sea change happening in the Democratic party over crypto.

德克萨斯州奥斯汀——今年共识大会上最大的新闻似乎是民主党在加密货币方面发生的政治巨变。

While President Biden’s administration essentially carried over the same reluctant-to-the-point-of-being-nearly-hostile approach to crypto as its predecessor, ever since the bottoming out of the industry in 2022 (the year from crypto hell) it has been actively hostile. The easiest way to sum up Biden’s “whole of government” attempt to wrangle in the crypto industry is with the catchphrase Operation Choke Point 2.0, coined by VC Nic Carter to describe the apparent debanking of many crypto firms.

尽管拜登总统的政府基本上延续了与其前任相同的对加密货币的不情愿甚至近乎敌对的态度，但自 2022 年（加密货币地狱的一年）该行业触底以来，它已经一直积极敌对。总结拜登“整个政府”试图在加密行业争论的最简单方法是用流行语“Operation Choke Point 2.0”，这是由风险投资人 Nic Carter 创造的，用于描述许多加密公司明显的去银行化。

But in a matter of weeks, this has changed. Beginning with the bipartisan vote in the House and Senate to repeal the U.S. Securities and Exchange Commission’s (SEC) much-maligned accounting bulletin (SAB121) and extending to yesterday’s reveal that the Biden administration is reportedly doing outreach to crypto firms in a late-stage attempt to hear what they have to say about what good crypto policy would look like, it has become (nearly) believable that brighter days are ahead on the political, regulatory and legislative fronts for the domestic crypto industry.

但几周后，情况发生了变化。从众议院和参议院两党投票废除美国证券交易委员会 (SEC) 饱受诟病的会计公告 (SAB121) 开始，一直到昨天披露的拜登政府据报道正在后期对加密货币公司进行外展尝试听听他们对良好的加密政策是什么样子的看法，可以相信，国内加密行业的政治、监管和立法方面的光明日子即将到来。

The feeling is in the air, probably because everyone appears to be voicing it out loud. For instance, yesterday on the Consensus stage, NYSE President Lynn Martin said that she doesn’t think that crypto will remain a “partisan” issue much longer. In the same way that stock and bonds are mostly apolitical, it doesn’t really make much sense to view crypto as inherently political (in fact, crypto may have a better case for actually being apolitical, given the technical design of protocols like Bitcoin).

空气中弥漫着这种感觉，可能是因为每个人似乎都在大声表达这种感觉。例如，昨天在共识舞台上，纽约证券交易所总裁林恩·马丁表示，她认为加密货币作为“党派”问题不会持续太久。就像股票和债券大多是非政治性的一样，将加密货币视为本质上的政治性并没有多大意义（事实上，考虑到比特币等协议的技术设计，加密货币可能有更好的理由实际上是非政治性的） 。

However, not everyone is in alignment here. For instance, a big name crypto lawyer who works for a red hot DeFi startup, who asked not to be named given the sensitivity of his work, said he doesn’t think Biden’s apparent change of heart is genuine. “He’ll likely revert back to course, if reelected,” he said. Asked whether he felt any weight off his shoulders at all, or whether his job has or will get any easier, under seemingly improving regulatory conditions, he said “absolutely not.” Today is the same as yesterday.

然而，并非所有人都同意这一点。例如，一位在一家炙手可热的 DeFi 初创公司工作的知名加密货币律师表示，鉴于其工作的敏感性，他要求不透露姓名，他表示，他认为拜登明显的改变并不是真实的。 “如果再次当选，他可能会回到正轨，”他说。当被问及在看似改善的监管条件下，他是否感到肩上的担子减轻了，或者他的工作是否已经或将会变得更加轻松时，他说“绝对没有”。今天和昨天一样。

Austin Campbell, a Columbia University business lecturer who is plugged into the D.C. circuit, echoed this idea when noting that the seemingly parallel change in Congress is not likely permanent. In fact, if you look at how the voting on the landmark Financial Innovation and Technology for the 21st Century Act (FIT21) happened, it largely broke down on age lines. Though this in itself could be a positive, given that younger members of Congress are more likely to “get it,” and despite the fact that U.S. politics is a gerontocracy, the dinosaurs won’t rule the world forever.

哥伦比亚大学商业讲师奥斯汀·坎贝尔（Austin Campbell）也认同这一观点，他指出国会看似平行的变化不太可能是永久性的。事实上，如果你看看具有里程碑意义的《21 世纪金融创新和技术法案》(FIT21) 的投票是如何进行的，你会发现它很大程度上是按照年龄界限进行的。尽管这本身可能是一个积极的因素，但考虑到年轻的国会议员更有可能“明白这一点”，而且尽管美国政治是老年政治，但恐龙不会永远统治世界。

This morning, Messari founder Ryan Selkis, who recently spoke with former President Trump at Mar-a-Lago Club, and Uniswap Labs chief lawyer Marvin Ammori, a longtime Democratic operative, actually debated the recent political machinations afoot on the Main Stage. Selkis’ main argument was that any easing up on crypto by the Democrats is largely a result of Trump capturing the “single issue” crypto vote, and that it should be treated as suspect. While Ammori argued that political changes don’t flip like a switch, and that things like SAB121 and FIT21 were the result of real bipartisan collaboration and successful crypto lobbying.

今天早上，最近在海湖庄园俱乐部与前总统特朗普交谈的 Messari 创始人瑞安·塞尔基斯 (Ryan Selkis) 和长期担任民主党工作人员的 Uniswap Labs 首席律师马文·阿莫里 (Marvin Ammori) 实际上在主舞台上就最近正在进行的政治阴谋进行了辩论。塞尔基斯的主要论点是，民主党对加密货币的任何放松很大程度上都是特朗普获得“单一问题”加密货币投票的结果，并且应该将其视为可疑的。尽管 Ammori 认为政治变革不会像开关一样翻转，但像 SAB121 和 FIT21 这样的事情是真正的两党合作和成功的加密货币游说的结果。

“My point is, we don't necessarily want to be partisan, because that will be a setback in the long term,” Ammori said. In other words, crypto should be wary of aligning itself with any one party or any one candidate – especially considering that campaign promises are rarely kept. For his part, Selkis wanted to step out of wishful thinking (i.e., that Democrats could be suddenly supportive of crypto after so many years) and into the realm of realpolitik (i.e., that if the theory of bipartisan support were true, it’d be because Dems’ needs have shifted).

“我的观点是，我们不一定想有党派之争，因为从长远来看这将是一个挫折，”阿莫里说。换句话说，加密货币应该警惕与任何一方或任何一位候选人结盟——特别是考虑到竞选承诺很少被兑现。就塞尔基斯而言，他希望摆脱一厢情愿的想法（即，民主党人可能在这么多年后突然支持加密货币），进入现实政治领域（即，如果两党支持的理论是正确的，那么它就会成为现实政治的一部分）。是因为民主党的需求发生了变化）。

“Democrats right now are like a cheating spouse; we caught them with their pants down,” Selkis said. “To reward this Democrat, mainstream party at this point in time is not only foolish, but I think it shows a profound lack of self-respect – they need to do penance.”

“现在的民主党人就像一个出轨的配偶；我们抓住了他们，他们脱下了裤子。”塞尔基斯说。 “此时此刻，主流政党奖励这位民主党人不仅是愚蠢的，而且我认为这表明他们严重缺乏自尊——他们需要忏悔。”

Disclosures

披露

Please note that our privacy policy, terms of use, cookies and do not sell my personal information policies apply. CoinDesk is an independently operated subsidiary of Digital Currency Group, which also owns or operates several other cryptocurrency businesses. CoinDesk journalists are not allowed to purchase stock in壱 any cryptocurrency company. More

请注意，我们的隐私政策、使用条款、cookies 和不出售我的个人信息政策均适用。 CoinDesk 是数字货币集团独立运营的子公司，该集团还拥有或经营其他几项加密货币业务。 CoinDesk 记者不得购买任何加密货币公司的股票。更多的