———————————————
Em meados de novembro, com a notícia da eleição de Trump e seu compromisso com a criptomoeda durante sua campanha, o mercado criptográfico experimentou benefícios épicos de 68.000 para 100.000. Este movimento pode subverter o tradicional ciclo de alta e baixa do BTC. Em outras palavras, qualquer “turbulência” no futuro pode causar flutuações violentas na situação do mercado.
Quanto à reserva estratégica BTC, foi proposta pela primeira vez pela senadora Cynthia Lummis em 31 de julho de 2024 (a Lei de Reserva Estratégica BTC dos EUA) (Lei BITCOIN de 2024). O projeto de lei propunha que o Federal Reserve comprasse 200.000 BITCOIN BTC todos os anos. substituirá o ouro como nova reserva estratégica, atingindo 1 milhão de BTC em cinco anos.
There are 17 days left until Trump returns to the White House. By the end of December 2024, a draft executive order regarding Bitcoin's strategic reserve will be published, which includes establishing a Bitcoin strategic reserve with a ratio of 1% to 5% of national debt, led by the Treasury and supported by the Federal Reserve. Although Federal Reserve Chairman Powell stated that the Fed has no intention of participating and that this should be decided by Congress, Trump's team is still actively promoting the plan and has received support from the Treasury Secretary, who holds an open attitude towards crypto assets.
📍Will Hong Kong include BTC in its fiscal reserves?
Recently, Hong Kong legislator Wu Jiezhang pointed out that the advantages of 'one country, two systems' should be utilized to trial Bitcoin inclusion in the foreign exchange fund, exploring the application and management path of Bitcoin for the country. The low storage and transaction costs of Bitcoin make it possible to replace traditional precious metals such as gold.
Currently, Bitcoin's preservation function outweighs its appreciation function. Hong Kong's 'dual license' system has made progress in cryptocurrency regulation, but global regulatory efforts are still intensifying. Stablecoins are an important infrastructure for virtual assets, and Hong Kong is advancing relevant regulatory regulations, but cross-border regulatory cooperation issues need to be resolved. The trend of Bitcoin as a strategic reserve is worth paying attention to, and China may follow the United States.
Hong Kong's 'dual license' system is a proactive exploration, but it still needs to align with international regulatory frameworks. Stablecoin regulation is a key aspect.
The exploration of Bitcoin's strategic reserve by countries such as the United States and China is noteworthy, as it may have a significant impact on the future development of Bitcoin. Additionally, Binance founder Zhao Changpeng stated that China will become one of the countries adopting Bitcoin as a strategic reserve, potentially following the plans of Trump's new administration. He emphasized that Bitcoin is the only 'hard asset'.
🔹Wu Jiezhang's views reflect Hong Kong's proactive exploration in the cryptocurrency field. The global regulatory landscape for cryptocurrencies is still evolving, and Hong Kong's 'dual license' system and stablecoin regulatory framework will face challenges. The trend of Bitcoin as a strategic reserve is undoubtedly the biggest highlight this year.