Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

Odaily星球日报Published on 2024-07-26Last updated on 2024-07-26

Abstract

一场别开生面的「政治盛会」。

原文来源：Cointelegraph, Decrypt

综编：Felix, PANews

比特币 2024 大会于 7 月 25 日在田纳西州纳什维尔开幕，由于多位知名政界人士加入纳什维尔活动演讲阵容，包括总统候选人唐纳德·特朗普和小罗伯特·肯尼迪，以及 Michael Saylor、Cathie Wood、参议员 Marsha Blackburn、Cynthia Lummis 等，本届大会在几周前就引起了广泛关注。

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

图片来源：Cointelegraph

今年涌入纳什维尔的比特币粉丝们并不关注该资产的价格。相反，他们沉浸在牛市的氛围中，与志同道合的与会者交流。

对于许多人来说，今年的会议并不是他们第一次参加。不过，自从 14 个月前在迈阿密，比特币的价格徘徊在 2.8 万美元左右以来，局势发生了翻天覆地的变化。

在会议的正门处，有一个会议禁令的提醒标志，比如外带食物和饮料或电子烟。但“熊不得入内”的警告非常明显，似乎受到了来自世界各地的与会者的热烈欢迎。

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

图片来源：Mike Germano

特朗普热潮席卷纳什维尔

会场中橙色为流行色，但今年的加密会议吸引了相当一部分穿着红色的与会者。

特朗普的名字被贴在了会议各处的广告和纪念品上。虽然距离特朗普的主题演讲还有两天，但会场上随处可见鲜艳棒球帽及周边。

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

图片来源：André Beganski/Decrypt

与此同时，一辆所谓的 MAG-wag 卡车在会场外绕圈，宣传一种以特朗普副总统候选人参议员 JD Vance (R-OH) 为主题的 Meme 币。

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

图片来源：André Beganski/Decrypt

对于基于区块链的预测平台 Polymarket 而言，今年的竞选引发的政治风波刺激了该平台投注和用户数量。在会场前门附近，与会者可以免费获得 Polymarket 的周边商品，比如印有平台名称的红帽子。

Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

免费赠送 Polymarket 主题帽子。图片来源：André Beganski/Decrypt

大会首日发言集锦

比特币和闪电网络仍为零售银行业务产生重大影响

Lightspark 首席战略官 Christian Catalini 和 Xapo Bank 公共事务、政策和监管总监 Joey Garcia 阐述了比特币和闪电网络仍将对零售银行业产生重大影响。Bitcoin 2024大会首日：特朗普元素遍布会场，牛市气氛浓厚

图片来源：Cointelegraph

Catalini 强调，比特币自诞生之日起就能够无缝地允许用户在“超 200 个国家/地区、每天 24/7 全天候地”转移价值：

“只有一种资产，那就是比特币。它有明确的监管，几乎在全球每个国家都有出入金渠道。”

贝莱德的客户主要对 BTC、ETH 感兴趣

贝莱德数字资产主管 Michael Mitchnick 在与彭博社的 James Seyffart 的对话中，阐述了贝莱德在 2024 年通过比特币 ETF 和以太坊 ETF 进军加密领域的举措。

图片来源：Cointelegraph

“我想说，就我们今天的客户而言，他们的兴趣主要是比特币。当然，人们对以太坊也很感兴趣，但除了这两者之外，现在几乎没有客户对其他代币感兴趣。”

Mitchnick 补充说，ETF 推出时，直接投资者主导了需求。但贝莱德财富咨询和机构投资者仍在积聚动力。摩根士丹利、瑞银和美林等大型财富咨询平台还没有提供比特币 ETF，这意味着它们只会在客户的要求下提供 ETF。

Michael Saylor： 2024 年是比特币成为主流的第一年

Microstrategy 创始人 Michael Saylor 在一场活动直播中表示， 2024 年将被视为“主流机构采用比特币的第一年”。Saylor 的公司自 2020 年 8 月宣布比特币为其主要财政储备资产以来，已拥有超过 20 万枚比特币。

图片来源：Cointelegraph

Saylor 表示，他不断接到各家上市公司 CEO 和机构的电话，他们对 Saylor 优先投资比特币的方式感兴趣。

与此同时，Saylor 暗示，两位总统候选人和其他著名美国参议员的出席可能会对比特币产生积极的影响。

“我认为无论如何，比特币都会有好的发展前景。我真的不认为未来有哪个政府会不接受比特币。”

问题不在于未来政府是否“支持比特币”，而在于他们“将采取多大的积极行动”，以及“他们是迅速行动，还是更加谨慎地行动”。

Saylor 表示，该行业在 2024 年 1 月经历了一个拐点，比特币显然已经成为一种机构级数字资产。

“正如 Larry Fink（贝莱德 CEO）所说，比特币在每个投资组合中都将有一席之地。比特币在全球具有巨大的吸引力。这是独一无二的东西，世界需要更多这样的东西。”


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