战略比特币储备：美国政策和比特币的价格 - 政府的库存来了吗？

探索美国战略比特币储备的潜力，其对政策的影响以及在全球加密开发方面影响比特币价格的因素。

Strategic Bitcoin Reserve: US Policy and the Price of Bitcoin—Is a Government Stockpile Coming?

战略比特币储备：美国政策和比特币的价格 - 政府的库存来了吗？

The buzz around a potential US Strategic Bitcoin Reserve (SBR) is heating up, and it's got everyone from crypto enthusiasts to Wall Street analysts talking. Is the US government about to formally embrace Bitcoin as a strategic asset? That's the million-dollar question, and here's what we're digging into.

潜在的美国战略比特币保护区（SBR）的嗡嗡声正在加热，这使每个人从加密爱好者到华尔街分析师谈话。美国政府是否将正式将比特币作为战略资产？那是百万美元的问题，这是我们要研究的问题。

The Foundation: Executive Orders and Policy Signals

基金会：执行命令和政策信号

Way back in March, an executive order signed by President Trump referenced a Strategic Bitcoin Reserve and a US Digital Asset Stockpile, laying the groundwork for agencies to develop procedures for custody, accounting, and reporting. This was a pretty big deal. It didn't finalize anything but put the idea on the table. Now, lawmakers are pushing the US Treasury to examine the SBR, analyzing custody, auditing, acquisition methods, and market impact.

早在3月，特朗普总统签署的一项行政命令提到了战略性比特币储备金和美国数字资产库存，为机构开发监护，会计和报告程序的基础是基础。这是一件大事。它没有最终确定任何想法。现在，立法者正在推动美国财政部检查SBR，分析监护权，审计，获取方法和市场影响。

The Debate: When Will It Happen?

辩论：什么时候会发生？

Alex Thorn from Galaxy Digital believes there's a "strong chance" the US will announce a Strategic Bitcoin Reserve *this* year, arguing the market is underestimating this possibility. On the other hand, Dave Weisburger, former chairman of CoinRoutes, thinks 2026 is more realistic, suggesting the government will accumulate BTC before making any announcements. Samson Mow of Jan3 warns the US needs to start acquiring Bitcoin now to avoid being overtaken by other countries.

Galaxy Digital的Alex Thorn认为，美国将在这一年宣布一个战略性比特币储备 *，认为市场正在低估这种可能性。另一方面，Coinroutes前董事长Dave Weisburger认为2026年更现实，这表明政府将在发布任何公告之前积累BTC。 Jan3的Samson Mow警告说，美国需要开始购买比特币，以免被其他国家超越。

Global Moves: Other Nations Eyeing Crypto Reserves

全球举动：其他国家关注加密储备金

While the US debates, other countries are already making moves. Kyrgyzstan is advancing a bill to establish a state cryptocurrency reserve. Bitcoin Indonesia has engaged with Indonesian officials to discuss a Bitcoin reserve strategy. These global developments add pressure on the US to act.

在美国辩论时，其他国家已经在采取行动。吉尔吉斯斯坦正在提出一项法案，以建立国家加密货币储备。印度尼西亚比特币与印度尼西亚官员订婚，讨论比特币储备战略。这些全球发展增加了对美国采取行动的压力。

Bitcoin Price: Riding the Wave

比特币价格：骑浪潮

Amidst all this, Bitcoin's price has been on a wild ride. Recently, Bitcoin surged above $116,500, pushing the global cryptocurrency market cap past $4.1 trillion. Experts have varied opinions on whether the upward trajectory will continue long-term, with some expecting pullbacks and others foreseeing new price highs. Forecasts for 2026 are incredible, with some experts predicting a doubling of BTC price. Longer-term forecasts are even more optimistic, with some reaching seven figures. For example, Arthur Hayes, co-founder of BitMEX, has repeatedly predicted that Bitcoin could reach $1 million by 2028.

在这一切之中，比特币的价格一直在疯狂。最近，比特币飙升至116,500美元以上，将全球加密货币市值推高了4.1万亿美元。专家对上升轨迹是否会长期持续有多种观点，有些人期望有回调，而另一些人则预见了新的价格高点。 2026年的预测令人难以置信，一些专家预测BTC价格的翻倍。长期预测甚至更加乐观，有些人达到了七个数字。例如，BITMEX的联合创始人亚瑟·海斯（Arthur Hayes）反复预测，到2028年，比特币将达到100万美元。

The American Innovation Project: Educating Policymakers

美国创新项目：教育决策者

Adding another layer to the mix, the American Innovation Project (AIP), a new nonprofit advocacy group, has launched to educate US policymakers on emerging technologies like crypto and AI. Backed by major crypto players, AIP aims to bridge the gap between policymakers and industry leaders, fostering informed regulations. This initiative arrives as lawmakers actively develop frameworks for stablecoins and broader crypto regulations.

新的非营利性倡导组织American Innovation Project（AIP）添加了另一层，该项目已启动，以教育美国决策者对Crypto和AI等新兴技术的教育。在主要的加密参与者的支持下，AIP旨在弥合决策者与行业领导者之间的差距，从而促进了知情的法规。随着立法者积极开发针对稳定的框架和更广泛的加密法规的框架，该倡议的到来。

My Take: A Strategic Bitcoin Reserve Makes Sense

我的看法：战略性比特币储备很有意义

Personally, I think a Strategic Bitcoin Reserve is a smart move for the US. Bitcoin has proven its staying power. A reserve could hedge against economic uncertainty and position the US as a leader in the digital asset space. Sure, there are hurdles like custody and regulation to overcome, but the potential benefits outweigh the risks.

就个人而言，我认为战略性比特币储备是美国的明智之举。比特币已证明其持久力。储备金可以对冲经济不确定性，并将美国定位为数字资产领域的领导者。当然，要克服的监护权和法规之类的障碍，但潜在的收益大于风险。

The Bottom Line

底线

Whether the US announces a Strategic Bitcoin Reserve this year, next year, or sometime down the road, the conversation is happening. As policy signals accumulate and global crypto reserves emerge, it's only a matter of time before the US seriously considers adding Bitcoin to its strategic arsenal. Keep your eyes peeled because this is going to be interesting!

无论是在今年，明年还是在某个时候宣布战略性比特币储备金，对话都在发生。随着政策信号的积累和全球加密储备的出现，美国认真考虑将比特币添加到其战略武器库中只是时间问题。睁大眼睛，因为这会很有趣！