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分析:特朗普对加密货币的支持成为其2024年上任的关键因素

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2025-06-16 00:00:17

特朗普竞选团队重磅发声:加密货币成2024大选关键胜负手



在Coinbase主办的加密行业峰会上,特朗普竞选联合经理克里斯·拉西维塔发表战略声明,首次明确将加密货币支持列为特朗普2024年竞选的核心政策支柱。拉西维塔强调,这一战略调整已产生显著政治效应:



关键选民群体突破:

• 成功吸引28%亚裔美国加密持有者(白人群体仅14%)

• 非裔选民支持率提升至20%历史高位

• 18-35岁年轻选民注册量同比激增47%



政策承诺升级:

共和党最新纲领首次纳入加密专项条款,包括:

- 建立比特币矿工联邦保护机制

- 立法禁止央行数字货币(CBDC)

- 设立加密创新专项监管沙盒



行业政治影响力爆发:

由Coinbase、Ripple Labs等领衔的加密超级PAC已累计投入2.3亿美元,直接影响关键摇摆州:

✓ 亚利桑那州数字选民接触量达120万人次

✓ 佛罗里达州加密政策支持率上升19个百分点



【对投资者的影响】

1. 政策确定性提升将刺激机构级加密基础设施投资

2. 矿业股或迎来新一轮估值修复行情

3. 监管框架明朗化可能加速ETF等传统金融产品审批

4. 需警惕选举波动引发的短期市场震荡风险

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