美国会形成战略比特币储备吗？亚历克斯·索恩（Alex Thorn）这么认为！

美国是否低估了战略比特币储备的重要性？ Galaxy Digital的Alex Thorn说，市场正在“低估”赔率。

The buzz around a US Strategic Bitcoin Reserve (SBR) is heating up! Is Uncle Sam about to jump into the Bitcoin game? Let's dive into what's happening.

美国战略比特币储备（SBR）周围的嗡嗡声正在加热！山姆大叔会跳入比特币游戏吗？让我们深入了解正在发生的事情。

Alex Thorn's Bullish Stance

亚历克斯·索恩（Alex Thorn）的看涨立场

Galaxy Digital's Alex Thorn is pretty confident. He believes the market is seriously “underpricing” the likelihood of the US announcing the formation of a Strategic Bitcoin Reserve before the end of 2025. According to Thorn, the United States government will form the highly anticipated Strategic Bitcoin Reserve by the end of this year.

Galaxy Digital的Alex Thorn非常自信。他认为，市场严重“低估”美国在2025年底之前宣布建立战略比特币储备的可能性。

Signs Pointing to 'Go'

指向“ go”的标志

What makes Thorn so optimistic? Well, there are a few things brewing. Back in March, President Trump signed an executive order establishing the concept of a Strategic Bitcoin Reserve and a US Digital Asset Stockpile. While a detailed plan is still MIA, it's a start, right?

是什么使荆棘如此乐观？好吧，有几件事正在酿造。早在三月份，特朗普总统就签署了一项行政命令，确立了战略性比特币储备金和美国数字资产库存的概念。虽然详细的计划仍然是MIA，但这是一个开始，对吗？

Adding fuel to the fire, US lawmakers recently introduced a bill pushing the Treasury to study the feasibility and technical aspects of the SBR. This includes the nitty-gritty details like custody, accounting, and how the heck they'd actually buy Bitcoin.

美国立法者最近提出了一项法案，推出了一项法案，促使财政部研究SBR的可行性和技术方面。这包括细节的细节，例如监护权，会计以及他们实际购买比特币。

Not Everyone's Convinced

并非每个人都相信

Of course, not everyone's popping champagne just yet. Some industry folks, like CoinRoutes’ former chairman, Dave Weisburger, think 2026 is a more realistic timeline. Weisburger also pointed out that this administration is too smart to announce ANYTHING until AFTER they accumulate to their initial target.

当然，并不是每个人都在弹出香槟。一些行业人士，例如Coinroutes的前董事长Dave Weisburger，认为2026年是一个更现实的时间表。韦斯伯格还指出，这个政府太聪明了，无法宣布任何事情，直到他们积累了最初的目标。

The Global Game of Bitcoin Catch-Up

比特币追赶的全球游戏

Here's where it gets interesting. Some Bitcoin advocates worry the US is dragging its feet. Jan3 founder Samson Mow even suggested the US needs to start acquiring Bitcoin ASAP, or risk being outmaneuvered by other countries. Kyrgyzstan is already making moves toward a state crypto reserve, and Indonesia is exploring how Bitcoin can boost its economy.

这是有趣的地方。一些比特币的拥护者担心美国正在拖着脚。 JAN3创始人Samson Mow甚至建议美国需要尽快购买比特币，或者可能会被其他国家超越。吉尔吉斯斯坦已经在向国家加密保护区迈进，印度尼西亚正在探索比特币如何促进其经济。

Why This Matters

为什么这很重要

A US Strategic Bitcoin Reserve could be a game-changer. It would signal serious institutional confidence, potentially reduce perceived supply, and shake up macro hedging strategies. But the impact depends on how the US acquires Bitcoin and what targets they set.

美国战略比特币储备可以改变游戏规则。这将表明严重的机构信心，有可能减少感知的供应并动摇宏观对冲策略。但是影响取决于美国如何获取比特币以及它们设定的目标。

The Bottom Line

底线

The Strategic Bitcoin Reserve is still a hot topic with growing support. While Alex Thorn is betting on a 2025 announcement, others preach patience and discreet accumulation. One thing's for sure: keep your eyes peeled for those Treasury reports and legislative updates. This story is far from over!

战略性比特币储备仍然是一个热门话题，支持越来越多。当亚历克斯·索恩（Alex Thorn）押注2025年的公告时，其他人则宣讲耐心和谨慎的积累。可以肯定的是：睁大了眼睛，以了解这些财政部报告和立法更新。这个故事还远远没有结束！

So, will the US join the Bitcoin party? Only time will tell. But one thing's for sure: it's gonna be a wild ride. Keep stacking sats!

那么，美国会参加比特币党吗？只有时间会证明。但是可以肯定的是：这将是一个疯狂的旅程。继续堆放坐着！