· 杂谈
1) 我经营一家金融科技(fintech)公司，每天与监管机构和立法打交道，因此非常了解目前的局势。 2) 情况很微妙，美国政府希望所有交易都以美元计价。他们看到其他国家纷纷转向黄金（黄金市值已超越国债），但仍希望美元保持储备货币地位。因此，他们正在动用一切手段来强制推行美元计价（例如，将加密货币重新绑定回美元）。 但在这个过程中，这实际上摧毁了加密货币行业（我仍然站在美国政府一边，这只是可能结果的悲惨现实）。 话虽如此，我强烈反对他们通过“清晰法案(Clarity Act)”投毒式地处理这些问题。 所以，这是在通过通胀稀释债务与确保美元仍是储备货币之间的一种微妙平衡。
1) I run a fintech and deal with regulators/legislation on a daily basis, so very familiar with what’s going on 2) it’s nuanced, US gov wants everything to be dollar denominated. they see other countries flocking to gold (gold mc outpaced treasuries) but still want the US dollar to be the reserve company. So they’re pulling every string attached to create forced dollar denomination (eg. with crypto back to usd). But in this process, it effectively nukes the crypto industry (I’m still siding with US gov, this is just the sad reality of the likely outcome). That being said I’m really against the way they’re poison pilling things with the “Clarity Act”. So it’s a delicate balance between inflating away debt while making sure US dollar is still the reserve currency