贝森特：数字资产对美债存在高达2万亿美元的需求

Group 1 - The U.S. Treasury Secretary, Becerra, indicated that the digital asset market could become a significant buyer of U.S. Treasury bonds, potentially creating up to $2 trillion in demand over the next few years [1] - As of the end of last year, JPMorgan estimated that approximately $114 billion of U.S. Treasury bonds were used as reserves for stablecoins, which, while less than 2% of the total circulation, is growing rapidly [1] - Becerra acknowledged low participation rates from primary dealers in recent Treasury auctions, suggesting regulatory issues may be limiting their ability to participate [1] Group 2 - Becerra emphasized the need for the U.S. to become the preferred destination for digital assets and to create a robust market structure for global best practices [2] - There are significant divisions in Congress regarding cryptocurrency regulation, with Republican proposals for a new regulatory framework facing opposition from some Democratic members [3] - Concerns have been raised about potential conflicts of interest related to former President Trump's involvement in the cryptocurrency space, particularly with his launch of a MEME coin [3]