<p>Strategy 的创始人 Michael Saylor 本周建议，美国传闻将对黄金进口征收关税，这可能会导致资金从黄金流出，转向比特币。</p>
<p>根据彭博社的采访，Saylor 认为比特币无法在边境被征税，因为它 “存在于网络空间，没有关税。”</p>
<p>他说，币种缺乏实体重量和结算速度使其在讨论贵金属进口关税的世界中比黄金更具吸引力。</p>
<p><strong>Saylor 将比特币视为免关税资产</strong></p>
<p>报告显示，行业内其他人也表示赞同。Metaplanet 的总裁 Simon Gerovich 称黄金为 “沉重、缓慢和政治化的”，并将比特币称为 “轻便、快速和自由的”。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-c81cb7912dd4d40d6542de1e1062e6fe-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-c81cb7912dd4d40d6542de1e1062e6fe-resized.jpeg"/></p>
<p>根据报告，Metaplanet 是一家管理比特币国库的日本公司，最近购买了近 5400 万美元的比特币，使其总持有量达到 17,595 BTC，按当前价值约为 17.8 亿美元。</p>
<p>这些数字对观察企业国库是否会将资产配置从储存金属转向数字货币的投资者来说至关重要。</p>
<p><strong>市场反应与价格变动</strong></p>
<p>市场反应各异。黄金期货在关税消息发布后创下历史新高，交易者争相评估新进口规则可能带来的成本影响。</p>
<p>与此同时，比特币在同一时期大致横盘，过去 24 小时内下跌不到 1%。这种分化反应表明，政策冲击可能会将部分资本推向金属，而其他买家可能会观望或寻求加密货币作为另一种对冲方式。</p>
<blockquote>
<p>这是美元的购买力 这是所有法定货币的终极图表 有些人认为黄金是很好的价值储存（保持其购买力）——确实如此 但最终的价值储存将证明是比特币 $BTCpic.twitter.com/4rdar3TRtT</p>
<p>2025 年 8 月 8 日</p>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-ef1ff55c5f63016e5a64c05e527b39c6-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-ef1ff55c5f63016e5a64c05e527b39c6-resized.jpeg"/></p>
<p>Brandt 强调美元数十年的贬值</p>
<p>资深交易员 Peter Brandt 通过发布一张长期图表为辩论增添了火力，该图表追踪了 1971 年美元的购买力从 1.00 美元到 2025 年约 0.031 美元，基于 M2 货币增长。</p>
<p>Brandt 指出，在此期间大约 95% 的贬值，并表示这一趋势显示法定货币在数十年内可能会贬值。他认为，尽管黄金多年来保持了价值，但比特币现在正处于未来作为价值储存的有利位置。</p>
<p>根据市场观察者的说法，关税讨论改变了短期情绪，但并未解决哪种资产是更好的长期避风港。</p>
<p>像 Strategy 和 Metaplanet 这样的机构买家正在公开押注比特币，这影响了市场预期。同时，黄金的历史高位提醒投资者，政策风险可能会导致对实物价值储存的需求激增。</p>
<p><em>图片来自 Unsplash，图表来自 TradingView</em></p>

GBTC

<p>迈克尔·塞勒（Michael Saylor），Strategy 的创始人，建议美国对黄金进口的潜在关税可能会推动投资转向比特币，他声称比特币由于其数字特性而不受关税影响。塞勒的观点得到了行业人士如西蒙·杰罗维奇（Simon Gerovich）的支持，他们更看重比特币的速度和无实体重量，而非黄金。最近的市场反应显示，黄金期货上涨，而比特币保持稳定。对比特币的机构投资正在增加，表明资产配置的转变，尽管关于黄金与比特币长期价值的辩论仍在继续</p>

<p>Michael Saylor, founder of Strategy, suggested this week that a rumored move by the US to impose tariffs on gold imports could push money out of the metal and into Bitcoin.</p>
<div class="lb-trans"><p>Strategy 的创始人 Michael Saylor 本周建议，美国传闻将对黄金进口征收关税，这可能会导致资金从黄金流出，转向比特币。</p>
</div><p>According to a Bloomberg interview, Saylor argued that Bitcoin cannot be taxed at the border because it “lives in cyberspace, where there are no tariffs.”</p>
<div class="lb-trans"><p>根据彭博社的采访，Saylor 认为比特币无法在边境被征税，因为它 “存在于网络空间，没有关税。”</p>
</div><p>He said the coin’s lack of physical weight and its speed of settlement make it more attractive than gold in a world where import duties on bullion are being discussed.</p>
<div class="lb-trans"><p>他说，币种缺乏实体重量和结算速度使其在讨论贵金属进口关税的世界中比黄金更具吸引力。</p>
</div><p><strong>Saylor Frames Bitcoin As Tariff-Proof Asset</strong></p>
<div class="lb-trans"><p><strong>Saylor 将比特币视为免关税资产</strong></p>
</div><p>Reports have disclosed that others in the industry agree. Simon Gerovich, president of Metaplanet, called gold “heavy, slow, and political,” and labeled Bitcoin “light, fast, and free.”</p>
<div class="lb-trans"><p>报告显示，行业内其他人也表示赞同。Metaplanet 的总裁 Simon Gerovich 称黄金为 “沉重、缓慢和政治化的”，并将比特币称为 “轻便、快速和自由的”。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-c81cb7912dd4d40d6542de1e1062e6fe-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-c81cb7912dd4d40d6542de1e1062e6fe-resized.jpeg"/></p>
<p>Based on reports, Metaplanet — a Japanese company that manages a Bitcoin treasury — bought nearly $54 million in Bitcoin recently, bringing its total holdings to 17,595 BTC, roughly $1.78 billion at current values.</p>
<div class="lb-trans"><p>根据报告，Metaplanet 是一家管理比特币国库的日本公司，最近购买了近 5400 万美元的比特币，使其总持有量达到 17,595 BTC，按当前价值约为 17.8 亿美元。</p>
</div><p>Those numbers matter to investors watching whether corporate treasuries will switch allocation from stored metal to digital coins.</p>
<div class="lb-trans"><p>这些数字对观察企业国库是否会将资产配置从储存金属转向数字货币的投资者来说至关重要。</p>
</div><p><strong>Market Reaction And Price Moves</strong></p>
<div class="lb-trans"><p><strong>市场反应与价格变动</strong></p>
</div><p>Markets reacted in different ways. Gold futures hit an all-time high after the tariff news, as traders scrambled to price the possible cost impact of new import rules.</p>
<div class="lb-trans"><p>市场反应各异。黄金期货在关税消息发布后创下历史新高，交易者争相评估新进口规则可能带来的成本影响。</p>
</div><p>Bitcoin, meanwhile, traded roughly sideways in the same period, moving down by less than 1% in the last 24 hours. The split response shows that a policy shock can push some capital into metal while other buyers may sit on the sidelines or look to crypto for a different kind of hedge.</p>
<div class="lb-trans"><p>与此同时，比特币在同一时期大致横盘，过去 24 小时内下跌不到 1%。这种分化反应表明，政策冲击可能会将部分资本推向金属，而其他买家可能会观望或寻求加密货币作为另一种对冲方式。</p>
</div><blockquote>
<p>This is the purchasing power of the U.S. Dollar This is the ultimate chart pattern for all fiat currencies Some think Gold is a great store of value (preserving its purchasing power) – and it is But the ultimate store of value will prove to be Bitcoin $BTCpic.twitter.com/4rdar3TRtT</p>
<p>Aug 08, 2025</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>这是美元的购买力 这是所有法定货币的终极图表 有些人认为黄金是很好的价值储存（保持其购买力）——确实如此 但最终的价值储存将证明是比特币 $BTCpic.twitter.com/4rdar3TRtT</p>
<p>2025 年 8 月 8 日</p>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-ef1ff55c5f63016e5a64c05e527b39c6-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/newsbtc:b7d72784c094b-ef1ff55c5f63016e5a64c05e527b39c6-resized.jpeg"/></p>
<p>Brandt Highlights Dollar Decline Over Decades</p>
<div class="lb-trans"><p>Brandt 强调美元数十年的贬值</p>
</div><p>Veteran trader Peter Brandt added fuel to the debate by posting a long-run chart that traces the US dollar’s purchasing power from $1.00 in 1971 to about $0.031 in 2025, based on M2 money growth.</p>
<div class="lb-trans"><p>资深交易员 Peter Brandt 通过发布一张长期图表为辩论增添了火力，该图表追踪了 1971 年美元的购买力从 1.00 美元到 2025 年约 0.031 美元，基于 M2 货币增长。</p>
</div><p>Brandt pointed to a roughly 95% decline in that period and said this trend shows fiat currency can lose value over decades. He argued that while gold has held value for many years, Bitcoin is now positioned to serve as a store of value going forward.</p>
<div class="lb-trans"><p>Brandt 指出，在此期间大约 95% 的贬值，并表示这一趋势显示法定货币在数十年内可能会贬值。他认为，尽管黄金多年来保持了价值，但比特币现在正处于未来作为价值储存的有利位置。</p>
</div><p>According to market watchers, the tariff talk has changed the short-term mood but not resolved which asset is the better long-term refuge.</p>
<div class="lb-trans"><p>根据市场观察者的说法，关税讨论改变了短期情绪，但并未解决哪种资产是更好的长期避风港。</p>
</div><p>Institutional buyers like Strategy and Metaplanet are making public bets on Bitcoin, and that shapes expectations. At the same time, gold’s record high reminds investors that demand for tangible stores of value can spike on policy risk.</p>
<div class="lb-trans"><p>像 Strategy 和 Metaplanet 这样的机构买家正在公开押注比特币，这影响了市场预期。同时，黄金的历史高位提醒投资者，政策风险可能会导致对实物价值储存的需求激增。</p>
</div><p><em>Featured image from Unsplash, chart from TradingView</em></p>
<div class="lb-trans"><p><em>图片来自 Unsplash，图表来自 TradingView</em></p>
</div>

根据迈克尔·塞勒的观点，比特币仍然是资本流入的主导者