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Paradigm:主权国家建立BTC储备的竞赛已经开始

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原标题:Bitcoin for the Sovereign

作者:Matt Huang,Paradigm创始人;编译:0xjs@金色财经

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在 2018 年 Paradigm 成立之初,我们深信 BTC(当时每枚约 4000 美元)的价值将在未来几年内增长数倍,部分原因是合法性提高和机构采用(更多看好BTC的理由请看此前文章"为那些开明的怀疑者布道比特币")。

但当时,主权国家采用BTC的可能性仍然很小。现在看来,其可能性被低估了。

目前多个主权国家持有BTC,其中最知名的是萨尔瓦多。

阿布扎比主权财富基金参与比特币挖矿。

美国当选总统唐纳德·特朗普在比特币纳什维尔的舞台上谈到了战略比特币储备。

美国参议员辛西娅·卢米斯 (Cynthia Lummis)提出了战略比特币储备的立法草案。

预测市场平台 Polymarket 估计,川普建立战略性比特币储备的可能性约为 30% 。

那又怎么样?正如泰勒·科文(Tyler Cowen)喜欢说的那样,寻求均衡(solve for the equilibrium)。BTC采用的博弈论均衡已经发生了变化。

主权国家再也不能忽视BTC了。从博弈论的角度来看,BTC就像火药,而不是iPhone。克里斯托弗·诺兰可以不采用 iPhone,他故意采取的卢德主义甚至可能导致创造力增强(译者注:著名导演诺兰表示自己从来不使用智能手机,也不用电子邮件,甚至在编写剧本时所使用的都是没有连接互联网的电脑)。但一旦火药被发现,每个主权国家都被迫采用它……否则后果可怕。如今,AI、无人机和其他关键技术也是如此。

既然美国采用BTC的奥弗顿之窗(译者注:奥弗顿之窗即Overton window,是一种政治理论,指曾经被断然拒绝的政策理念现在正受到广泛讨论)已经打开,其他主权国家也不会等待。提前建立 BTC 储备的主权国家将受益于明显更优惠的入市价格。

主权国家建立 BTC 储备的竞赛已经开始。

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DavidDog
昨天 17:04

Disney made a smart choice’
Despite the comparisons, Abu Dhabi isn’t positioning itself as a direct rival to Orlando — it’s aiming to be something more. The emirate sees its theme parks as part of a bigger portfolio of attractions, alongside cultural landmarks, luxury hotels, pristine beaches, and desert adventures.
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A 15-minute drive from Yas Island, Saadiyat Island is home to the Louvre Abu Dhabi, a franchised outpost of the famous Paris art museum, which welcomed 1.4 million visitors last year, 84% from abroad. The Guggenheim Abu Dhabi and Zayed National Museum are both under construction, adding to a cultural district that will be one of the region’s most concentrated hubs of art and heritage.

“Abu Dhabi’s unique appeal lies in the diversity of our tourism offering,” Al Geziry added. “For thrill-seekers, we have record-breaking roller coasters and dune bashing in the desert. For culture lovers, historic sites like Al Ain Oasis and institutions like the Saadiyat museums. And for luxury travelers, world-class dining, private island resorts, and high-end shopping.

“Where else can you start your day under the Louvre’s iconic rain-of-light dome and end it in the immersive, story-driven worlds of Warner Bros. World or Ferrari World?”
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Still, not everyone is convinced that Disney’s expansion into the Middle East is a sure bet.

“The region has seen its share of false starts,” says Dennis Speigel, founder of the International Theme Park Services consultancy, comparing it to neighboring Dubai’s patchy record with theme park expansion ambitions in the mid-2010s. “Several of them struggled for profitability in their first decade.”

Related article
Saadiyat Cultural District in Abu Dhabi is set to become one of the world’s preeminent arts and culture hubs, with one of the highest concentrations of cultural institutions globally. But the area isn’t just for art connoisseurs. Explore what to do in the new district, from iconic museums to luxurious beach days to decadent dining options.
You can walk between the Louvre and the Guggenheim in this new art district

Spiegel believes Abu Dhabi is different. “Disney made a smart choice. The infrastructure, safety, and existing leisure developments create an ideal entry point,” he told CNN earlier this year. “It’s a much more controlled and calculated move.”

Under its Tourism Strategy 2030, Abu Dhabi aims to grow annual visitors from 24 million in 2023 to more than 39 million by the end of the decade. With Disneyland as a centerpiece, those targets may well be surpassed. The city’s population has already grown from 2.7 million in 2014 to more than 4.1 million today, a reflection of its rising profile as a regional hub.

Yas Island alone has been transformed in the space of a decade from a largely undeveloped stretch of sand to a self-contained resort destination, complete with golf courses, marinas, a mall, more than 160 restaurants, and a cluster of high-end hotels.

Orlando’s head start remains formidable — it still offers multiple Disney and Universal parks, has decades of brand loyalty, and an infrastructure built to handle tens of millions of tourists annually.

But Abu Dhabi is catching up fast. Its combination of frictionless travel, year-round comfort, cutting-edge attractions, and a cultural scene that adds depth to the experience gives Abu Dhabi its own unique selling point, potentially offering a model for the next generation of theme park capital.

WEEX 唯客