“每个人都疯了”:2024 年美国大选引发加密行业内战

比推2024-09-09 tarihinde yayınlandı2024-09-09 tarihinde güncellendi

来源:Politico

作者:Eleanor Mueller、Declan Harty、Jasper Goodman

原标题:‘Everyone’s mad': Inside crypto’s civil war over the 2024 elections

编译:比推BitpushNews Mary Liu


加密货币行业对美国政治的影响比以往任何时候都更大。

但在幕后,左右两派在支持谁上台成为总统以及明年控制国会的问题上出现分歧。

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民主党加密货币游说者、高管和投资者表示,随着该行业领导人纷纷支持共和党总统候选人唐纳德·特朗普,该行业面临着过度右倾的风险,特朗普承诺将制定提振数字资产公司的政策。

他们的共和党同行表示,与民主党候选人卡马拉·哈里斯接触并支持其党内下级候选人可能会孤立共和党的长期盟友,而且几乎看不到成功的希望。拜登政府对加密货币交易持怀疑态度,目前尚不清楚哈里斯会如何下手。

随着加密行业近 1.7 亿美元的超级政治行动委员会(PAC)开始在全国各地的关键竞选中投入资金,以及一些加密货币倡导者寻求与哈里斯取得联系,这场内部纠纷逐渐浮出水面。

在加密超级PAC Fairshake宣布将斥资数百万美元罢免俄亥俄州参议员Sherrod Brown后,民主党巨额捐助者Ron Conway表示将与 Fairshake 切割

一位了解情况并要求匿名讨论私人谈话的人士表示,当 Fairshake 决定支持亚利桑那州的民主党众议员Ruben Gallego和密歇根州的民主党众议员Elissa Slotkin参加他们战场州的参议院竞选时,包括蒙大拿州共和党议员Steve Daines在内的共和党议员向加密货币高管表达了不满。

区块链协会首席执行官Kristin Smith表示:“现在大家的情绪非常激动。有行业战略,也有个人战略——有时这些战略可能并不完全一致。”

近十几位熟悉这场冲突的加密货币倡导者在采访中表示,不断升级的紧张局势为该行业带来了新的障碍,因为它试图在国会推动监管改革,而由于选举年的政治环境和有限的发言时间,这项改革已经遥遥无期。

“自从俄亥俄州超级政治行动委员会宣布以来,情况就变得一团糟,”一位不愿透露姓名的国会助理坦率地说道。“民主党人疯了,共和党人疯了,每个人都疯了。”

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选举年的动态阻碍两党合作势头并不罕见,但一个行业内部在如何推进的问题上存在如此大的分歧,却值得注意。即使是已倒闭的加密货币巨头 FTX 也为两党贡献了巨额资金。

一位不愿透露姓名的加密货币游说者坦言:“共和党人和民主党人以及独立人士的数量大致相同。这只是一个独特的行业,它正在引发冲突。”

加密货币的最大政治竞选资助者越来越直言不讳地谈论他们的个人观点。

Andreessen Horowitz联合创始人Marc Andreessen的风险投资公司是加密货币的主要支持者,他最近宣布特朗普是“我们业务未来”的“正确选择”。数字资产公司Gemini联合创始人Cameron WinklevossTyler Winklevoss表示,他们将分别向特朗普捐款 100 万美元。

加密货币企业家Jonathan Padilla表示:“来自中右翼、非常知名的首席执行官和投资者的尖刻批评,引起了左翼的极大恐慌。” Padilla帮助推出了支持民主党候选人哈里斯的 Crypto4Harris,以期为副总统争取支持。

紧张局势正在蔓延至国会山,可能会危及今年两党对制定加密货币友好型法规的立法支持率,自 5 月份 71 名民主党众议员帮助 208 名共和党议员通过加密货币改革法案以来,这一问题已平添更多的党派色彩。

在成为特朗普竞选搭档的几周前,俄亥俄州参议员JD Vance开始推广一项不太可能获得各党支持的加密货币监管提案。参议院农业委员会主席Debbie Stabenow(密歇根州民主党人)在无法获得共和党支持后,取消了委员会对自己加密货币法案的投票。

一些加密货币支持者现在提出这样的想法:在特朗普当选、共和党在参议院获得席位之前,加密货币行业应该谨慎推动选票。

尽管多数党领袖查克·舒默等民主党高层对加密行业的担忧持开放态度,但他们认为共和党将是更可靠的盟友。

一位不愿透露姓名的加密货币游说者在讨论这一想法时表示:“如果你认为唐纳德·特朗普将赢得大选,特别是如果你认为参议院可能会被共和党控制,那为什么要与自己人谈判呢?”

民主党加密货币游说者和立法者警告称,全力支持共和党是目光短浅的。他们正在努力与哈里斯的竞选活动取得进展,并仍然希望她能比拜登推行更多的支持性政策,拜登的监管机构与数字资产公司一直处于针锋相对的态势。

“与哈里斯接触的加密货币倡导者不相信把所有鸡蛋都放在一个篮子里或放在一个政党里,”加密货币创新委员会首席执行官Sheila Warren表示,“我认为这被视为勇敢,或毫无意义,这是一种可悲的状况,但这就是我们的现状。”

在加密货币超级政治行动委员会宣布计划斥资 1200 万美元支持布朗的共和党对手Bernie Moreno参加俄亥俄州的美国参议院竞选后,人们对左翼关系破裂的担忧加剧。如果布朗再次当选,他很可能会在明年担任参议院银行委员会主席,并对加密货币监管的未来拥有重大发言权,因此这一举动是一个冒险的赌注。

“任何关心加密货币未来的人都应该希望这个问题留在两党的讨论范围内,”北卡罗来纳州民主党众议员Wiley Nickel表示,他正试图将哈里斯的竞选团队与加密货币行业参与者联系起来。“任何不这样做都会在未来十年内毒害加密货币。”

支持加密货币的共和党人表示,对民主党抱有希望是幼稚的。该党是该行业一些最大对手的阵营,包括美国证券交易委员会主席Gary Gensler和马萨诸塞州参议员Elizabeth Warren,他们警告称,加密货币交易对消费者和金融系统构成危险。哈里斯在这个问题上没有明确的记录。

著名的加密货币支持者、怀俄明州共和党参议员Cynthia Lummis表示:“我非常担心,许多候选人为了政治利益而改变对这一问题的态度,”她说她“对哈里斯所谓的改变态度非常怀疑”。

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Fairshake 已向共和党和民主党投入巨额资金,努力争取盟友并平息批评。但这并不意味着任何一方都感到高兴,该组织表示,它已花费了筹集的 1.69 亿美元中的约 7500 万美元,并拒绝就此事发表评论。

包括科技亿万富翁康威在内的一些民主党捐助者警告称,该组织的花费更广泛地是为了赢得共和党在国会的多数席位。

同样,共和党人也对超级政治行动委员会对民主党的支持感到不满,有些人认为这是多年来的背叛。蒙大拿州议员戴恩斯就是其中之一,他领导共和党夺回参议院。

一位不愿透露姓名的共和党战略家在私下讨论时表示:“你惹恼了那些推动该行业发展的人,因为这个政党(共和党)充其量只是持怀疑态度。共和党议员之间曾有过这样的对话,在与加密货币行业人士会面之前,你有三思而后行吗?”


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