特朗普在比特币会议上的讲话将标志着加密货币的关键时刻

深潮Published on 2024-07-17Last updated on 2024-07-17

特朗普在受伤后仍亲自出席田纳西州的比特币会议,或许带来的影响更大。

撰文:George Kaloudis

编译:白话区块链

前美国总统唐纳德·特朗普仍计划本月晚些时候亲自在纳什维尔的一场比特币会议上发表讲话,尽管他在上周六遭遇未遂刺杀事件后受伤。对加密货币来说,这是一个重要时刻。现在,加密货币正式进入了竞选舞台,超越了仅仅为了讨好某一天需要的选民群体和筹款政治行动委员会而随意提及。这一行业自成立以来一直渴望的合法性,现在在一个关于橙色硬币的会议上得到了具象化。

我不是政治策略家,但我总觉得奇怪的是总统候选人会在他们根本不会输掉的州进行竞选活动。特朗普,或者说任何共和党候选人,在 2024 年总统选举中不可能会输掉田纳西州(让我们面对现实吧,朋友们:乔·拜登不是比尔·克林顿)。尽管如此,特朗普还是选择在竞选季节如此繁忙的时候路过田纳西州,参加了比特币会议,就像候选人为了争取军事选民在飞机机库里发表竞选演讲,或者在工厂前为美国蓝领拉选票时那样。

尽管民意调查和数据显示,大多数美国人并不使用或持有加密货币 — 根据美联储的数据,2023 年有 7% 的美国成年人使用或持有过加密货币;根据加密投资公司 Paradigm 的数据,28% 的共和党人持有或曾经购买过加密货币;据加密交易平台 Coinbase 称,5200 万美国人拥有加密货币 — 但加密货币仍然是特朗普竞选连任策略的一部分。共和党甚至在其官方平台营销材料中(在未删节的、可下载的 PDF 版本中)将加密货币列为「支持创新」的子点,位于「人工智能」和「扩展自由、繁荣和太空安全」之上。

共和党一直在努力竞争成为美国支持加密货币的党派。例如,佛罗里达州州长罗恩·德桑提斯等人提前发表了反中央银行数字货币的官方声明(可能是为了显得反华和支持资本主义)。另一个例子是众议院为推翻拜登总统否决的支持加密货币决议而进行的投票努力,结果几乎完全按党派线投票(除了一个共和党反对者和 21 名民主党人的跨党派支持)。

在我看来,在这个选举周期中,加密货币作为个人自由的象征,已经成为共和党选民热衷的议题之一,以至于特朗普已经完全改变了他的反对加密货币的言论。2019 年,特朗普在推特上写道:「我不是比特币和其他加密货币的粉丝,它们不是货币,其价值高度波动且基于空气。未受监管的加密资产可以促进非法行为,包括毒品交易和其他非法活动……」但在 2021 年,他在福克斯商业频道的采访中称比特币是针对美元的一种骗局。

然而,今年早些时候在马阿拉歌庄园的晚宴上,他表达了支持,说:「……如果你支持加密货币,你最好投票给特朗普。」

显然,有选票可争,特朗普想要它们。

五千万选民,十万票:情况将变得奇怪

我们需要进行现实而理性的分析。假设有五千万持有加密货币的人,就像 Coinbase 所说的那样。他们真的都是单一议题选民吗?当然不是。去年,加密研究公司 Messari 的创始人兼社交媒体活跃者 Ryan Selkis 在接受 CoinDesk 的 Marc Hochstein 采访时,曾对 SEC 主席 Gary Gensler 和参议员伊丽莎白·沃伦的反加密立场发起了「战争」。他表示,并不是所有持有加密货币的人都会投票支持加密货币的候选人。

但其实,候选人也并不需要所有人都支持加密货币。如 Selkis 所说:「某些州的胜负只取决于数万张选票。所以,并不需要五千万人都成为单一议题选民。你只需要几十万人在正确的地区投票。」他说得很对。我认为 2024 年的美国总统选举将由大约十万张选票决定(当然,并不是普通的选票,我指的是争取高票的关键州的净票数)。因此,如果候选人想要胜出,就必须尽可能多地赢得关键地区的选票。

由于拜登总统似乎对处理或争取加密货币选票并不感兴趣(在我看来,这是一个显著的失误,因为只要立场正确,支持加密货币并不会使人们对候选人感到失望),每个单一议题的加密货币选民都可能会投票给特朗普,并试图影响他们周围的人也投票给特朗普。因此,共和党认为投入加密货币问题是赢得这些关键选票的有价值的方式,这是完全合理的。

更重要的是,这次会议吸引了人们从各地前来田纳西州。特朗普不会对田纳西州的选民发表演讲,而是将面对来自全美各地多样化的选民(我敢说,这就是去中心化的象征?如果能让比特币持有者去投票的话……)。这个想法太合理了。加密货币现在显然已经牢固地融入主流。即使加密货币很奇怪,美国政治一直也很奇怪。而且,这种奇怪将继续:在比特币会议上有特勤局特工分布,这将很奇怪;主流媒体(不仅仅是他们的财经或技术记者)将到场报道会议,这将很奇怪;当特朗普再次表示他希望所有剩余的比特币都是美国制造时,这将很奇怪。

我猜,当事情变得奇怪时,那些奇怪的人就会变得专业起来。

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