Odaily星球日报讯 当选总统特朗普承诺将美国打造为加密货币的全球家园，甚至支持建立战略性国家比特币储备的想法，不过行业人士对于后一个目标是否可行存在疑问。 TD Cowen 分析师 Jaret Seiberg 在一份报告中写道，比特币储备与特朗普“坚定”的美元作为世界关键货币的观点格格不入。 Seiberg 称：“特朗普很可能仍会在社交媒体上宣传比特币储备或在演讲中提到这一点，这与利用实现这一目标所需的重大政治资本不是一回事。”（彭博社）

Odaily星球日报讯 当选总统特朗普承诺将美国打造为加密货币的全球家园，甚至支持建立战略性国家比特币储备的想法，不过行业人士对于后一个目标是否可行存在疑问。TD Cowen 分析师 Jaret Seiberg 在一份报告中写道，比特币储备与特朗普“坚定”的美元作为世界关键货币的观点格格不入。Seiberg 称：“特朗普很可能仍会在社交媒体上宣传比特币储备或在演讲中提到这一点，这与利用实现这一目标所需的重大政治资本不是一回事。”（彭博社）

分析师：比特币储备与特朗普将美元作为世界关键货币的观点格格不入

Odaily Planet Daily Report: President-elect Trump has promised to make the United States a global home for cryptocurrencies, even supporting the idea of establishing a strategic national Bitcoin reserve. However, industry insiders have doubts about the feasibility of the latter goal. In a report, TD Cowen analyst <Jaret Seiberg> wrote that a Bitcoin reserve is at odds with Trump's "firm" view of the US dollar as the world's key currency. Seiberg said: "Trump is likely to continue to promote the idea of a Bitcoin reserve on social media or mention it in speeches, but that is a different matter from using the significant political capital required to achieve this goal." (Bloomberg)

Odaily Planet Daily Report: Newly elected President Trump has promised to make the United States a global home for cryptocurrencies, even supporting the idea of establishing a strategic national Bitcoin reserve. However, industry insiders have doubts about the feasibility of the latter goal. TD Cowen analyst <Jaret Seiberg> wrote in a report that a Bitcoin reserve is at odds with Trump's "firm" view of the US dollar as the world's key currency. Seiberg said: "Trump is likely to continue to promote the idea of a Bitcoin reserve on social media or mention it in speeches, but that is a different matter from using the significant political capital required to actually achieve this goal." (Bloomberg)

Analyst: Bitcoin reserves are at odds with Trump’s view of the dollar as the world’s key currency

Odaily Planet Daily Report: John Hardy, a strategist at Saxo Bank, said that if the trade tariffs proposed by US President-elect Trump prompt other countries to seek alternatives to the US dollar, the cryptocurrency market and gold could benefit. Tariffs will have a terrible impact on global trade, as they will cut off the needed supply of US dollars. The BRICS countries may use digital currencies backed by gold as a way to conduct transactions. Crypto-stablecoins pegged to gold may also be used. The crypto market could double to over $10 trillion, while the US dollar could depreciate 20% against major currencies and 30% against gold. (Jinshi)

Saxo Bank: Trump's tariffs may be good for cryptocurrencies, the market may quadruple to over $10 trillion

Chainfeeds Digest:

In the 2024 US presidential election, the Republican presidential candidate <Trump> publicly expressed his support for the cryptocurrency industry and proposed the idea of "establishing a BTC national reserve", which immediately brought BTC to the forefront of public attention and ignited the crypto market's expectations for the future. Now that the general election campaign for the US presidency has reached a stage of completion, can <Trump>'s charismatic "establishment of a BTC national reserve" plan "turn ideals into reality"?

Source:
https://mp.weixin.qq.com/s/...

Will the controversial "establishment of a BTC national reserve" ever become a reality?

Here is the English translation, with the content within <> left untranslated:

Editor's Note
George Selgin is a senior fellow and director emeritus of the Cato Institute's Center for Monetary and Financial Alternatives, and an emeritus professor of economics at the University of Georgia. His research covers a wide range of topics in monetary economics, including monetary history, macroeconomic theory, and the history of monetary thought.
Selgin is one of the founders of the modern free banking school, which draws inspiration from F.A. Hayek's writings on denationalization of money and monetary choice. Selgin has collaborated with <Kevin Dowd> and <Lawrence H. White> on various projects related to free banking.