川普签署了战略性比特币储备。
1. 我对这个事件只需要用行政命令解决有误判,当时认为需要立法,这也是参议院LUMMIS一直在推的,所以当时判断的时间点是年中
2. 整段发言里的重点一是估计美国政府通过没收大概有20万枚比特币,这20万枚都不会卖
3. 重点二:The Secretaries of Treasury and Commerce are authorized to develop budget-neutral strategies for acquiring additional bitcoin, provided that those strategies have no incremental costs on American taxpayers. 财政部长和商务部长被允许开发预算中性的购买策略。
什么是预算中性?不花纳税人的钱,就是一买一卖,这里没说卖什么,参考LUMMIS原先的提案:第一年啥都不做,保留现有的20万枚比特币,第二年开始卖黄金,再买20万枚比特币,买4年,4年后美国政府有100万枚比特币。
4. 这个事件的意义:美国政府承认比特币的价值,为比特币背书,STORE OF VALUE是建立在共识之上。期待第二个效仿的发达国家。
5. 我更在乎的是中性购买策略,这个策略一旦被公布,将正式开启机构(养老基金,大学捐赠基金等)的购买之旅,更多的场外资金进场。IBIT,现在最大的BTC ETF,里面多数是对冲基金的套利资金和高净值客户,年初和贝莱德的沟通过,他们期待机构的进入是年底或者26年。
The scenes at full-time.
Mikel Merino being serenaded by the superb Arsenal away fans.
It wasn’t pretty, but that’s a big win and you can see how happy the players are with it.
🔴⚪️⭐️ Arsenal 14 year old gem Max Dowman has been called up for #AFC U21 for the first time.
Dowman is the youngest ever player to be called up by Arsenal at U21 level or equivalent, as @jeorgebird reports.
🎭 Viktor Gyökeres: “Gabriel’s celebration? He’s welcome to steal it if he can’t create his own celebration!”.
“I didn’t know he did that, but it’s fun he likes my celebration”, told @ViaplayFotboll.
🚨 It’s a big night for 16-year-old goalkeeper Jack Porter, who is set to start Arsenal’s Carabao Cup tie against Bolton Wanderers this evening.
Club taking a precautionary stance over Raya after minor injury against Man City.
@TheAthleticFC 🔴⚪️
https://t.co/iSF3eMftqT
Letter of the law but only if you’re in an Arsenal shirt.
The problem isn’t the second yellow. The problem is the fact there is zero consistency.
Arsenal are the only team that gets these decisions. It’s corruption.