一份新记录正在为比特币提供。

来自美国方面的好消息正在堆积，甚至更好的消息即将来临。夏天会很热

A new record is in the pipeline for bitcoin. Good news from the US side is piling up and even better news is coming very soon. The summer will be hot.

一份新记录正在为比特币提供。来自美国方面的好消息正在堆积，甚至更好的消息即将来临。夏天会很热。

The previous record is at the doorstep with institutions queuing up, more and more convinced that the asset offers a much better potential today than ten years ago.

以前的记录是在门口处，机构排队越来越多，越来越多地确信，今天的资产比十年前提供了更好的潜力。

The reason is that JP Morgan’s CEO will finally allow his 90 million clients to buy bitcoins. This is a strong signal considering that Jamie Dimon recently considered it a “fraud”. The tide has turned for bitcoin since Donald Trump was elected and American banks are now strongly encouraged not to put obstacles in its way.

原因是JP Morgan的首席执行官最终将允许他的9000万客户购买比特币。考虑到杰米·戴蒙（Jamie Dimon）最近将其视为“欺诈”，这是一个强烈的信号。自从唐纳德·特朗普（Donald Trump）当选以来，潮流已经转向比特币，现在强烈鼓励美国银行不要在自己的路上施加障碍。

Movements at the ETF level confirm that institutions are at work. Nearly 3 billion dollars were invested there in May and ETFs have been absorbing 43 billion since their launch in January 2024. They now hold a total of 122 billion dollars.

ETF级别的运动证实机构正在起作用。自2024年1月推出以来，五月在那里投资了近30亿美元，ETF吸收了430亿美元。他们现在总共持有1,220亿美元。

More than 200 multinationals have already made bitcoin their treasury asset. Strategy holds 576,000 BTC, Tether (100,000), Marathon (48,000), XXI (31,000), Riot (10,000), Tesla (11,500), Metaplanet (7,800), Space X (8,250), etc.

200多名跨国公司已经使比特币成为财政资产。策略持有576,000 BTC，Tether（100,000），马拉松（48,000），XXI（31,000），Riot（10,000），Tesla（11,500），Metaplanet（7,800）（7,800），太空X（8,250），等等。

If we add states like the United States (198,012 BTC) and China (190,000 BTC), the grand total is 1.61 million bitcoins, or 171 billion dollars.

如果我们添加像美国（198,012 BTC）和中国（190,000 BTC）这样的州，总数为161万比特币，即1710亿美元。

Facing this institutional wave, Scott Melker, known as the “Wolf of Wall Street,” predicts $250,000 by the end of the year.

面对这一机构浪潮，斯科特·梅尔克（Scott Melker）被称为“华尔街狼”（Wolf of Wall Street），预计到年底将为25万美元。

Yahoo Finance expects bitcoin to reach a market capitalization of 20 trillion dollars by 2030. It is 2,000 billion currently. One bitcoin will then be worth nearly one million dollars.

Yahoo Finance预计比特币到2030年将达到20万亿美元的市值。目前是2000亿美元。然后，一个比特币价值将近一百万美元。

The U.S. government at work

美国政府在工作

This is no longer a secret or a pipe dream. The United States will be accumulating more bitcoins and the first concrete announcements are expected in July. In this regard, keep a close eye on the Bitcoin conference that will take place in Vegas from May 27 to 29. Among the attendees will be Vice President JD Vance, as well as David Sacks and Bo Hines, the two key figures in charge of the Bitcoin file at the White House.

这不再是秘密或白日梦。美国将积累更多的比特币，预计将于7月发布第一个具体公告。在这方面，请密切关注将于5月27日至29日在拉斯维加斯举行的比特币会议。与会人员将是副总统JD Vance以及David Sacks和Bo Hines，这是负责白宫比特币文件的两个关键人物。

Meanwhile, note that Senator Cynthia Lummis just got the SENATE to pass the GENIUS bill. The Guiding and Establishing National Innovation for U.S. Stablecoins Act, a law establishing an accommodating regulatory framework for stablecoins. The Senate passed it on Monday, May 19 with a bipartisan result (66-32):

同时，请注意，参议员辛西娅·卢米斯（Cynthia Lummis）刚刚让参议院通过了天才法案。为美国Stablecoins Act的指导和建立国家创新，该法案是一项法律，建立了一个适合稳定的监管框架。参议院于5月19日星期一通过了两党的结果（66-32）：

This law is presented as support for the dollar’s status as an international reserve currency. The reason being that stablecoin issuers like Tether will have to maintain 100% reserves in dollars or in Treasury bonds (U.S. public debt).

该法律作为对美元作为国际储备货币的地位的支持。原因是像Tether这样的Stablecoin发行人必须以美元或国库券（美国公共债务）维持100％的储量。

The bank Citigroup sees stablecoins reaching a value of $1.6 trillion by 2030, compared to $240 billion at present. For Citi, such a market capitalization alone could push bitcoin above $285,000.

该银行花旗集团认为，到2030年，稳定币的价值为1.6万亿美元，而目前为2400亿美元。对于花旗而言，仅这样的市值就可以将比特币提高到28.5万美元以上。

This is suggested by the historical correlation between the two assets. Stablecoins are used to defer capital gains tax. Selling bitcoins for stablecoins is not a taxable event.

这两个资产之间的历史相关性提出了这一点。稳定币用于推迟资本利得税。出售用于稳定的比特币不是应税活动。

Bitcoin, the gold of the 21st century

比特币，21世纪的黄金

Many countries are reluctant to place their reserves in U.S. debt, particularly the Sino-Russian duo. Instead, their central banks buy large amounts of gold. Beijing and Moscow each hold a bit more than 2,000 tons ($215 billion).

许多国家不愿将其储备金放在美国债务中，尤其是中俄的二人组。相反，他们的中央银行购买了大量黄金。北京和莫斯科各自拥有超过2,000吨（2150亿美元）。

And perhaps soon bitcoins? The Russian Central Bank acknowledged on Wednesday, May 21, that bitcoin is the best-performing asset of the past year, with a 38% return. This statement is noteworthy as Russia is accumulating bitcoins to settle international payments.

也许很快比特币？俄罗斯中央银行在5月21日星期三承认，比特币是过去一年表现最好的资产，回报率为38％。该声明值得注意，因为俄罗斯正在积累比特币以解决国际付款。

Vladimir Putin has recently expressed favorable opinions. He stated at the “Russia Calling” Investment Forum that Bitcoin is “impossible to ban” due to its decentralized nature. “Who can ban bitcoin? Nobody,” he said. It seems difficult to imagine Russia (and China) remaining idle if the United States begins selling its gold to accumulate bitcoins.

弗拉基米尔·普京（Vladimir Putin）最近表达了有利的意见。他在“俄罗斯呼唤”投资论坛上说，由于其分散的性质，比特币“不可能禁止”。他说：“谁可以禁止比特币？没有人。”如果美国开始出售黄金来积累比特币，似乎很难想象俄罗斯（和中国）仍然闲着。

Currently, bitcoin’s market capitalization stands at $2 trillion, putting it on a similar scale to tech giants like Google, Tesla, or Apple, which range between $1.5 trillion and $3 trillion. However, bitcoin can go much higher.

目前，比特币的市值为2万亿美元，与Google，Tesla或Apple等技术巨头相似，范围在1.5万亿至3万亿美元之间。但是，比特币可能会更高。

In a recent interview with Bloomberg, billionaire Anthony Scaramucci mentioned that “$22 trillion logically becomes the target if bitcoin is truly digital gold.” This represents about 10 times bitcoin’s current valuation, which is $104,0

亿万富翁安东尼·斯卡拉穆奇（Anthony Scaramucci）在最近接受彭博社的采访中提到：“如果比特币确实是数字黄金，则逻辑上有22万亿美元成为目标。”这代表比特币目前的估值约10倍，为$ 104,0