特朗普转向加密货币

唐纳德·特朗普将加密货币放在了他入主白宫的道路上，推动比特币价格创下历史新高，并引发了激烈的争论。

Donald Trump has championed cryptocurrencies in his bid for the White House, driving the price of bitcoin to record highs and sparking fierce debate.

唐纳德·特朗普在竞选白宫时大力支持加密货币，推动比特币价格创下历史新高，并引发激烈争论。

The incoming U.S. president has even hinted at creating a strategic reserve of bitcoin.

即将上任的美国总统甚至暗示要建立比特币战略储备。

At the New York Stock Exchange this week, CNBC host Jim Cramer asked Trump whether he would proceed with such a plan.

本周在纽约证券交易所，CNBC 主持人吉姆·克莱默询问特朗普是否会继续实施这样的计划。

“Yeah. I think so. We're going to do something great with crypto,” he replied.

“是的。我想是的。我们将利用加密技术做一些伟大的事情，”他回答道。

Since Trump won the U.S. election, bitcoin has climbed above $100,000 US for the first time. Now, he's filling his administration with pro-crypto advisers, and seems to be backing the idea of a bitcoin reserve held by the U.S. Treasury, which analysts say could boost the price by another 50 per cent. Supporters say he could put the U.S. at the forefront of a technology that they view as revelatory — while critics say it'll further entrench wealth inequality.

自特朗普赢得美国大选以来，比特币首次突破 10 万美元。现在，他在政府中任命了支持加密货币的顾问，并且似乎支持美国财政部持有比特币储备的想法，分析师称这可能会使比特币价格再上涨 50%。支持者表示，他可以让美国走在他们认为具有启发性的技术的最前沿，而批评者则表示，这将进一步加剧财富不平等。

Trump's turn toward crypto

特朗普转向加密货币

Trump is a recent convert on the issue of cryptocurrencies, once calling bitcoin a scam against the U.S. dollar. But during the campaign, he heralded himself as the first major party nominee in American history to accept donations in bitcoin and crypto.

特朗普最近在加密货币问题上转变了立场，曾称比特币是兑美元的骗局。但在竞选期间，他宣称自己是美国历史上第一位接受比特币和加密货币捐赠的主要政党候选人。

It's unclear what prompted his change of heart. But he and his family did launch their own cryptocurrency during the recent campaign.

目前还不清楚是什么促使他改变了主意。但他和他的家人在最近的竞选活动中确实推出了自己的加密货币。

And, he said, that was just the beginning.

而且，他说，这只是一个开始。

“I'm laying out my plan to ensure that the United States will be the crypto capital of the planet and the bitcoin superpower of the world,” he told a bitcoin conference in November.

“我正在制定我的计划，以确保美国将成为地球的加密之都和世界的比特币超级大国，”他在 11 月份的比特币会议上说道。

He's also appointed billionaire David Sacks to be his new AI and crypto czar.

他还任命亿万富翁大卫·萨克斯（David Sacks）为他的新人工智能和加密货币沙皇。

Sacks was part of the so-called PayPal Mafia, a group of founders and employees (including fellow Trump appointee Elon Musk) who built the financial technology firm in the early 2000s, and have since founded or played major roles in other tech companies.

萨克斯是所谓的 PayPal 黑手党的一员，该组织由创始人和员工（包括特朗普任命的埃隆·马斯克）组成，他们在 2000 年代初创建了这家金融科技公司，此后又创立了其他科技公司或在其他科技公司中发挥了重要作用。

He's been a vocal proponent of bitcoin and cryptocurrency dating back to as early as 2013.

早在 2013 年，他就一直是比特币和加密货币的公开支持者。

“Bitcoin may be the next internet — the internet of money. I'm buying,” he posted on X on May 30, 2013, when bitcoin was trading for a mere $129 US. If he invested $1,000 US then, it would be worth nearly $800,000 US today.

“比特币可能是下一个互联网——货币互联网。我正在买入。”2013 年 5 月 30 日，他在 X 上发帖称，当时比特币的交易价格仅为 129 美元。如果他当时投资 1,000 美元，那么今天的价值将接近 800,000 美元。

Now, Sacks has a key job within the next administration, shaping how the industry will be regulated. In July, he posted on X that the industry's main desire was a clear legal framework.

现在，萨克斯在下一届政府中担任重要职务，负责制定该行业的监管方式。 7月，他在X上发帖称，该行业的主要愿望是一个明确的法律框架。

“If Trump wins, the industry will get this, and more innovation will happen in the U.S.”

“如果特朗普获胜，整个行业将会得到这个，更多的创新将会在美国发生”

Reserve not a new idea

不保留新想法

The idea of a strategic reserve was gaining steam even before Trump won the election.

甚至在特朗普赢得大选之前，战略储备的想法就已经开始流行。

A bill proposed this summer by Republican Sen. Cynthia Lummis of Wyoming, a Trump ally, would require all bitcoin held by any federal agency be transferred to the Treasury to be held in a strategic bitcoin reserve.

特朗普的盟友怀俄明州共和党参议员辛西娅·卢米斯 (Cynthia Lummis) 今年夏天提出的一项法案将要求任何联邦机构持有的所有比特币都转移到财政部，以战略比特币储备的形式持有。

It would also mandate the Treasury secretary to purchase no more than 200,000 bitcoins a year over a five-year period, for a total of one million bitcoins.

它还将要求财政部长在五年内每年购买不超过 20 万个比特币，总计 100 万个比特币。

The U.S. Treasury would be required to hold onto those bitcoins for at least 20 years.

美国财政部将被要求持有这些比特币至少 20 年。

Crypto enthusiasts say the reserve would position the United States as a world leader in the world of cryptocurrency, which they view as the future of the financial system. They also say bitcoin will soar to new heights if the new administration backs the idea of a strategic reserve.

加密货币爱好者表示，该储备将使美国成为加密货币领域的世界领导者，他们认为加密货币是金融体系的未来。他们还表示，如果新政府支持战略储备的想法，比特币将飙升至新的高度。

“I think it's headed for a range of $250,000 [US] to $500,000 [US per coin],” said analyst Ronnie Moas, founder of Standpoint Research.

Standpoint Research 创始人、分析师罗尼·莫斯 (Ronnie Moas) 表示：“我认为它的价格范围将达到 25 万美元到 50 万美元（每枚代币）。”

Moas says the Trump presidency has put new wind in the sails of crypto, and the moment a bitcoin reserve is announced, the price will spike again.

莫阿斯表示，特朗普总统任期为加密货币带来了新的风帆，一旦宣布建立比特币储备，价格将再次飙升。

“[It] will move the price overnight by between 25 and 50 per cent, because you'll have a flood of people coming in trying to jump in front of the government's purchase, which is going to take months or weeks to get off the ground,” Moas said this week.

“[它]将使价格在一夜之间上涨 25％ 至 50％，因为会有大量的人涌入，试图抢在政府购买之前，这将需要数月或数周的时间才能完成。地面，”莫阿斯本周说道。

Moas is no fan of Trump, calling him an idiot and a scam artist, but he says he is right on bitcoin.

莫阿斯不是特朗普的粉丝，称他是白痴和骗子，但他说他对比特币的看法是正确的。

Others are just as adamant that a bitcoin reserve fund is a fundamentally bad idea.

其他人也同样坚持认为比特币储备基金从根本上来说是一个坏主意。

Among the naysayers is Larry Summers, an economist and former U.S. Treasury secretary.

经济学家、前美国财政部长拉里·萨默斯(Larry Summers)就是反对者之一。

Summers says there may well have been a decent argument in favour of creating a strategic petroleum reserve or to build up hordes of gold at Fort Knox a century ago.

萨默斯表示，一个世纪前，很可能就有充分的理由支持建立战略石油储备或在诺克斯堡建立黄金大群。

He says there is no such argument in favour of buying

他说没有这样的理由支持购买