2024年选举:加密货币行业对支持加密货币的候选人下注1.19亿美元

币界网Publicado em 2024-08-22Última atualização em 2024-08-22

币界网报道:
    加密货币捐赠在2024年的选举周期中占据主导地位,突显了该行业对政治战略的影响。今年,加密货币公司的捐款超过了所有其他公司的政治捐款。

2024年的选举周期标志着加密货币行业的一个重要转折点,数字资产与政治战略前所未有地交织在一起。

加密货币行业的巨额选举捐款

在一项大胆的举措中,加密货币行业为总统竞选注入了令人印象深刻的1.19亿美元,主要是为了选举支持加密货币的候选人。

这是因为他们希望支持那些倡导有利法规的候选人,并挑战那些对该行业未来持怀疑态度的人。

这突显了加密货币对政治格局的影响越来越大,表明其在塑造国家经济政策方面发挥着至关重要的作用。

根据非营利消费者权益组织Public Citizen发布的一份报告,

“到目前为止,加密货币行业的公司——主要是Coinbase和Ripple——已经在2024年的选举中投入了超过1.19亿美元的实际资金,几乎全部投入了致力于提升支持加密货币的候选人和攻击加密货币怀疑论者的超级政治行动委员会。”

这表明,加密货币在2024年大选中的影响力不仅是前所未有的,而且是其他任何行业都无法比拟的。

加密货币在2024年选举周期中的影响力日益增强

加密货币公司已成为领先的企业政治捐助者,在本次选举周期中,近一半(48%)的企业捐款(2.48亿美元)来自加密货币支持者。

从长远来看,2020年选举的支出刚刚超过500万美元,与今年的支出相比只是一小部分。

这种压倒性的资金支持突显了该行业塑造政治叙事的决心,确保数字资产的未来与他们的利益相一致。

这背后是什么?

公共公民总统办公室研究主任里克·克莱波尔(Rick Claypool)援引同样的原因说:,

“加密货币在本次选举周期中成为热门话题的唯一原因是,加密货币企业正在花费令人瞠目结舌的金额,让自己无法被忽视。”

然而,Claypol也强调了加密货币在政治中日益增长的影响力的潜在风险,并指出,

“随着加密货币公司打破企业沉默的常态,为影响选举做出大规模贡献,更多的大公司可能会效仿。这意味着推翻公民联盟现在比以往任何时候都更加紧迫。”

这似乎是加密货币支持者支持亲加密货币候选人的努力,与之前坚决反对加密货币的拜登政府形成鲜明对比。

因此,随着选举的临近,看看一位对加密货币友好的候选人是否会获胜,或者这只是另一个上台的拜登政府,这将是一件有趣的事情。

Leituras Relacionadas

Opinion: AI Bubble Bursts, Bitcoin and Other Risky Assets Are the First to Be Impacted

BIS Warns AI Investment Boom Could Trigger Market Stress, Impacting Bitcoin First The Bank for International Settlements (BIS) warns that a potential bursting of the "AI bubble" could tighten liquidity and severely impact risk assets like Bitcoin in the near term. Major tech firms are projected to spend over $1 trillion on AI infrastructure in 2025-2026. The BIS cautions that if returns fail to meet expectations, a sudden withdrawal of financing could turn this investment boom into a prolonged bust, creating ripple effects across financial markets. While AI holds long-term economic promise, the current scale and speed of investment, coupled with intense competition and physical bottlenecks (e.g., semiconductors, power grids), mirror historical bubbles. The report highlights that the AI funding web—spanning corporate debt, private credit, and complex vendor agreements—makes systemic risks harder to see. A disappointment in AI adoption could transmit stress through this chain, widening credit spreads and pressuring weaker borrowers. For Bitcoin, the initial reaction to such a market shock would likely be defensive. As liquidity tightens, investors typically sell liquid assets first, and Bitcoin often trades in line with other risk assets during portfolio de-risking. Recent correlations, like Bitcoin's drop following a sharp decline in South Korea's stock market, support this view. However, the longer-term outcome for Bitcoin depends on the policy response. If an AI-driven credit crunch forces central banks to inject liquidity and ease policy eventually, it could reignite Bitcoin's narrative as a hedge against monetary debasement. Yet, traders betting on this outcome may first have to endure significant market volatility and potential price declines.

marsbitHá 1h

Opinion: AI Bubble Bursts, Bitcoin and Other Risky Assets Are the First to Be Impacted

marsbitHá 1h

South Korea Reaps Riches, America Turns Hostile

The US has filed a collective antitrust lawsuit in California against Samsung, SK Hynix, and US-based Micron, alleging they colluded to create a "RAMpocalypse" by slashing traditional DRAM production and raising prices 700% over four years amid the AI boom. This lawsuit targets the heart of the AI supply chain: High Bandwidth Memory (HBM), critical for Nvidia's GPUs. Currently, SK Hynix (57%), Samsung (22%), and Micron (21%) dominate global HBM production. The case highlights a deeper US concern: in the AI era, South Korea, through its HBM dominance, is capturing an estimated 35% of global AI profits, second only to the US (49%). SK Hynix's operating profit margin recently hit a record 72%. In response to the lawsuit, South Korea announced a massive $800 trillion won investment to build four new chip plants, doubling down on its strategic position. Analysts see the lawsuit not merely as a consumer price issue but as strategic pressure. It aims to support Micron's US manufacturing expansion (subsidized by the CHIPS Act) and secure America's share of AI profits by bringing more HBM production onshore. However, South Korea's rapid execution and massive cash flow from current HBM sales give it a significant speed advantage over US build-out timelines. The conflict underscores a fundamental shift: AI infrastructure like GPUs and HBM is becoming a new form of strategic national resource, akin to oil. While Nvidia and Korean memory giants are interdependent, the struggle over profit distribution and industrial sovereignty in this new landscape is just beginning. This lawsuit may be the first major skirmish in the AI resource wars.

marsbitHá 1h

South Korea Reaps Riches, America Turns Hostile

marsbitHá 1h

Trading

Spot
活动图片