TD Cowen : 特朗普在国会演讲未提加密货币,表明加密不是他的优先事项

Odaily
06 Mar

Odaily星球日报讯 投资银行 TD Cowen 表示,美国总统特朗普在周二晚的国会演讲中未提及加密货币,这一遗漏引人注目,尤其是考虑到他近期在公开场合和社交媒体上多次谈论加密货币行业。 TD Cowen 华盛顿研究团队负责人 Jaret Seiberg 在周三的一份报告中指出:“如果加密货币是特朗普的个人优先事项,那么它应该出现在演讲中。”他认为,这一遗漏比特朗普对住房和银行等其他话题的沉默更具实质性意义,因为特朗普确实有一套加密货币战略。 Seiberg 指出,特朗普未提及加密货币可能有政治考量。国会共和党人正努力在未来几个月内争取民主党对稳定币立法的支持,而特朗普的介入可能会使这一努力复杂化。此外,Seiberg 认为,特朗普可能并未将加密货币视为其更广泛政治议程中的关键议题。 Seiberg 表示:“特朗普在加密货币投资者面前会谈论加密货币,但我们仍然认为这不是他的个人优先事项。”总体而言,Seiberg 认为特朗普的演讲“表演性多于实质性,甚至对特朗普来说也是如此”。

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