美国财政部长贝森特在比特币战略储备问题上的表态出现戏剧性转折。 当地时间8月14日，这位财政部长稍早明确表示美国政府不会购买新比特币，但几小时后就在社交媒体 上改口，称将探索"预算中性"的路径来扩大储备，以实现特朗普将美国打造成"世界比特币超级大国"的 承诺。 "我们不会购买这些资产。" 贝森特周四接受《福克斯商业》采访时表示，美国政府不会进行新的比特 币购买，而是将利用价值150亿至200亿美元的已没收比特币来填充该储备，这些比特币来自刑事或民事 资产没收程序或作为罚款的抵偿。这意味着其比特币储备的建立将不会动用新的财政预算。 然而，仅仅几小时后，贝森特在X平台发文软化了上述立场。他表示，被美国政府没收的比特币将成为 战略储备的基础，同时财政部承诺探索"预算中性"的路径来获取更多比特币。 最终被没收给联邦政府的比特币将成为储备的基础，特朗普总统在3月份签署了行政命令以建立战略比 特币储备。此外，财政部致力于探索预算中性的途径来获取更多比特币以扩大储备，并履行总统的承 诺，让美国成为"世界比特币超级大国"。 态度摇摆背后：一个"潜在卖家"的消失 特朗普今年3月宣布创建战略比特币储备后，加密货币行业一直期待美国 ...

Core Viewpoint - The U.S. Treasury Secretary's statements regarding Bitcoin strategic reserves have undergone a dramatic shift, indicating a potential exploration of expanding reserves without new budget allocations [1][3]. Group 1: U.S. Government's Bitcoin Strategy - On August 14, the Treasury Secretary initially stated that the U.S. government would not purchase new Bitcoin but would utilize seized Bitcoin valued between $15 billion to $20 billion for reserves [1]. - Shortly after, the Secretary softened the stance, indicating that seized Bitcoin would form the basis of strategic reserves, and the Treasury would explore "budget-neutral" paths to acquire more Bitcoin [1][4]. - The establishment of a strategic Bitcoin reserve aligns with a directive from President Trump, who signed an executive order in March to create such reserves [1]. Group 2: Market Implications - The uncertainty surrounding U.S. government purchases has left the market in a state of confusion, but some analysts view the situation positively, suggesting that seized Bitcoin will be treated as non-saleable reserve assets [3]. - The disappearance of the U.S. government as a potential seller from the market could alleviate long-standing supply surplus concerns, as evidenced by past sales from other governments impacting market prices [3]. - The prospect of the U.S. government entering the Bitcoin market is seen as a significant milestone, potentially setting a psychological price floor and boosting institutional confidence [4]. Group 3: Future Outlook - The U.S. government's commitment to becoming a "world Bitcoin superpower" remains intact, despite the lack of clarity on specific plans [4]. - Analysts believe that the current administration may be the most supportive of Bitcoin in U.S. history, fostering optimism among cryptocurrency advocates regarding future policy directions [4].