Trump embraced cryptocurrency to gain support from a new voter group, the 'crypto voter base,' which is predominantly young, male, and politically active. This group strongly supported Trump, with over 50% of cryptocurrency holders favoring him, making it a strategic move to secure votes.
Polymarket became a significant influence in the election by providing real-time betting odds that acted as a leading indicator of voter sentiment. Unlike traditional polls, Polymarket's odds were updated continuously, reflecting real financial stakes, making it a powerful tool for gauging election dynamics.
By embracing Bitcoin, the US aims to transfer the global consensus on Bitcoin to the dollar, similar to how it previously leveraged gold and oil. This strategy involves creating a free exchange relationship between Bitcoin and the dollar, thereby strengthening the dollar's global dominance.
Bitcoin ETFs could shift control of Bitcoin prices from the crypto community to US financial institutions. As ETFs grow, the majority of Bitcoin transactions will occur within US markets, effectively making Bitcoin a standard financial asset controlled by Wall Street and the SEC.
Bitcoin could potentially replace gold as a strategic reserve if its market value continues to grow. However, given the current scale of Bitcoin, it remains insufficient to fully support the dollar's global financial system, though it could act as a buffer pool alongside gold.
好久不见,刺激话题来了:聊聊比特币。
录播客时比特币一颗大概9万美元。有意思的是,现在推特上、圈子里,几乎没人喊“泡沫”;中本聪、反美元、反政府、达到美联储的理念也没人提;好像自从美国政府,特别是懂王表示支持比特币后,大家就把初心忘光了?
2024年美国大选,加密货币成为左右选情和重塑政治格局的关键变量。从特朗普积极拥抱加密货币社区,到民主党内部对加密货币监管态度的分歧,都表明加密货币已成为两党争取选民的重要工具和政策焦点,开始影响美国政治格局。
从大选结果可见,一个新兴的加密货币选民群体正在影响大选走向,围绕加密货币的监管之争也成为两党阵营角力的重要战场。从特朗普公开拥抱加密货币,誓言终结"敌对监管",到民主党也开始重视这一群体,向加密货币从业者靠拢,不能排除加密货币领域正在重新定义美国的金融生态,甚至可能重塑未来的国际货币体系的可能性。
加密货币是政治新宠,还是美国未来金融霸权的新工具?懂王能用比特币让美元再次伟大,重塑金融霸权吗?
本期剪辑:小碗
时间戳:
(00:01:35) 回顾一下大选前至今的走势。顺便弱弱问一句:比特币现在是泡沫吗?
(00:15:08): Polymarket
(00:20:10): 加密票仓
(00:26:15): 为什么特朗普要支持加密货币?
(00:33:10): 比特币对维系美元霸权是有促进作用还是有破坏作用?
(00:35:35): 比特币如何增加美元霸权?
(00:44:30): 美元的问题比特币能解决吗?
(00:51:46): 比特币被华尔街收编,会失去其特殊性
(00:51:46): 比特币被华尔街收编,会失去其特殊性?
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