特朗普真的对加密货币有利吗?

币界网Publicado em 2024-07-23Última atualização em 2024-07-23

币界网报道:

随着美国前总统和共和党候选人唐纳德·特朗普即将出席本周最大的比特币会议之一,以及乔·拜登下台后民主党陷入动荡,加密货币社区的许多人怀疑特朗普的亲加密货币转变是否真实。

美国区块链行业的未来取决于答案——如果特朗普当选。

在针对他的暗杀企图发生几天后,特朗普在田纳西州纳什维尔证实了他对比特币2024的援助。一些人认为这表明特朗普绝对支持加密货币。

但对于特朗普,你永远不会知道——尤其是在竞选年。

一方面,他做出了支持该行业的重大姿态。特朗普表示,他将在上任第一天为丝绸之路创始人罗斯·乌布利希减刑。他还表示,他希望一半的比特币挖矿留在美国,有传言称他将宣布美国的比特币储备战略。

此外,他最近任命持有高达25万美元比特币的参议员J.D.Vance为他的竞选伙伴。

所有这些行动都促使加密货币交易员认为特朗普政府对市场持乐观态度。

特朗普因素

7月13日,一名枪手瞄准特朗普的头部,开了三枪,几乎致命。他幸存下来,带着我们这个时代最具标志性的照片之一离开了世界,几个小时后,加密货币市场向上撕裂。不到一周后,比特币从特朗普遭枪击当天的57000美元飙升至66000美元。

以太坊也遵循了类似的路径,现在的交易价格为3500美元,比枪击案当天的3070美元上涨了近15%,大多数加密货币市场也是如此,尤其是与前总统相关的模因币。

但仅仅因为市场反应良好,并不意味着特朗普对该行业有明确的积极态度。

进化论

特朗普在加密货币问题上的立场发生了重大转变。

2019年,他公开抨击比特币,称“我不喜欢比特币和其他加密货币,它们不是钱,价值波动很大,而且是凭空产生的。不受监管的加密资产可能会助长非法行为,包括毒品交易和其他非法活动……”

两年后,也就是2021年,他在福克斯商业频道的一次采访中声称,“比特币是对美元的骗局”。奇怪的是,这些话是在这位前总统继续根据自己的形象制作NFT的时候说的。

在他任期即将结束时,金融犯罪执法网络(FinCEN)提出了一项规定,要求与数字钱包互动的公司收集用户的身份信息。

在那之后,人们一直保持沉默,直到今年5月8日,特朗普开始改变立场。在Mar-A-Lago的一次活动中,特朗普被问及由于现任政府明确的反加密政策,美国如何遭受加密人才外流。

特朗普对嘲笑的人群回应道:“如果我们想让他们说,我们就拥抱他们。”。

对加密货币态度的迅速变化引起了一些人的担忧,比如以太坊创始人Vitalik Buterin。

他在7月17日写道,由于政客们对加密货币的立场,他反对选择政治忠诚。Buterin表示,政客们之前对该行业的行为,但更重要的是,他们的实际价值观,可能有助于预测未来的政策。

虽然Buterin没有直接提到特朗普,但他敦促未来的选民检查特朗普是否相信区块链技术的核心原则:去中心化、抗审查性和透明度。特朗普的业绩记录并不清楚。

经济衰退与印钞机一起等待

尽管如此,一些人认为特朗普对加密货币“绝对有利”。

这是加密风险投资公司Stratos的创始合伙人Rennick Palley对the Defiant所说的话,指出了特朗普的亲商行为和危机迫在眉睫的可能性。

他说:“下一次大衰退似乎很可能会在下届政府期间发生,但很可能会带来大量流动性的注入。”他补充说,白宫的民主党人也可能会打开印钞机。但帕利表示,从边际上讲,这将更多地发生在特朗普身上。

帕利可能指的是特朗普在新冠肺炎危机期间的快速打印态度,当时疫情迫使他封锁公民并发放刺激支票。随之而来的是创纪录的股市和加密货币价格,尽管它们在一年后暴跌。

最近的举措推动了加密货币的平衡

虽然并非所有人都支持特朗普,但他最近的一些竞选举措看起来很有希望。

一个重要的问题是任命万斯为副总裁。这位竞选搭档被认为是加密货币死敌Gary Gensler的坚定反对者。

万斯并不是特朗普唯一一位处于高位的支持加密货币的顾问。特朗普总统任期内的幕僚长Mick Mulvaney与人共同创立了国会区块链核心小组,并倡导监管以造福该行业。特朗普还任命Elad Roisman为美国证券交易委员会成员,他对加密货币创新持开放态度。

作为货币监理署署长,特朗普任命了加密货币行业的长期高管布莱恩·布鲁克斯(Brian Brooks),他曾在全球最大的加密货币交易所币安(Binance)短暂任职,并实施了多项加密货币友好政策。

特朗普的这些努力可能有助于缓解人们的担忧,扭转拜登政府对数字资产的趋势。

众所周知,拜登政府一直反对加密货币。美国证券交易委员会一再打击该行业,并对Coinbase和Binance等几家知名加密公司提起了大量诉讼。

在一些人所谓的“窒息点2.0行动”中,创新被推向了海外,据称几个政府机构对该行业发动了协同攻击。

预测未来是不可能的,像特朗普这样的两极分化人物可能会让事情变得更加困难。

可以帮助衡量政客行为的一个因素是追踪谁在资助他们。根据followthecrypto.org的数据,到目前为止,加密游说团体已向两党候选人捐赠了2.23亿美元,尽管政治行动委员会(PAC)只花费了3900万美元。特朗普和共和党人获得了1500多万美元,而民主党人获得了1100万美元。

很明显,特朗普似乎对加密货币有利,但这可能不是你在Polymarket上做的最好的赌注。

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