美国批准比特币现货ETF，曾经错失发展良机的中国会跟随改弦更张吗？

这两年的科技热点是人工智能技术。而曾经火爆一时的区块链，似乎有点昨日黄花了。不太能够吸引眼球。这方面的新闻道确实关注的很少。没曾想这两天区块链的鼻祖比特币就出了一个大新闻。说是美国的证监会，SEC批准了比特币现货的ETF。应该说这是美国的监管机构不得不向市场低头,承认比特币的市场地位。

作为世界上的头两大经济体，中、美两国对比特币，这新生事物都算不上友好。因为比特币诞生于2008年次贷危机之后。创始人中本聪的本意就是用一个去中心化的，总量有限的货币取代由各国央行，特别是美联储可以无限增发的法币。可以说其目的就是为了颠覆美元的霸权。所以美国的监管机构必然不会对这一新鲜事物有什么好态度。但是比特币十几年来的历史表明，它面对打压不但没有消亡，反而随着时间的增长，价格水涨船高，市场地位越来越重要。如今。美国证监会批准了比特币现货etf可以说是完全承认了他的地位，向市场低头了。

那么现在压力就转到了中国这边。要说起来，中国在比特币这一领域曾经是毫无疑问的领头羊。生产了几乎全球所有的比特币矿机。拥有超过一半的比特币挖矿算力。在2017年的交易禁令之前。也曾经是全球交易量最大的市场。而这一本来可以让中国引领世界的产业就在政府监管部门无脑一刀切的封禁政策下，让有史以来最大的投资机会与中国民众几乎绝缘。同样的这些政策也没有杀死比特币和它的相关产业，受损失的仅仅是中国的投资者和民众。

那些被关闭的交易所，在出海之后反而获得了更大的发展，像币安就是从中国走出去的，现在已经成为全世界最大的加密货币交易所。

当然那些官僚们是不会认错的，而且当年做出决策的人，现在也不在这个岗位上了。但是，美国证监会的批准是否也会给中国重开比特币市场带来新的契机呢？当然如果现在的监管官员明智的话。这其实是一个不错的决定。美国政府打压比特币还是情有可原，毕竟比特币直接挑战的就是美元的霸权。而中国的人民币离世界货币的地位还很遥远。其实发展比特币也是对抗美元霸权，挖美元霸权墙角的一个非常好的手段，但是那些脑回路奇特的愚蠢官僚们认识不到这一点。我猜他们脑中想的打压比特币的理由，可能就是如果让大家都能炒比特币，那谁还会去炒A股呢？所以他们要把比特币这个竞争对手赶尽杀绝。

不过现在。这个担忧，应该说是没有必要了。因为不管有没有比特币交易的竞争。 A股已经是死气沉沉了。2024年。头几个交易日也没有迎来开门红，反而跌破2900点。倒不如效仿美国证监会也跟着批准比特币现货etf。让股民可以通过现有的证券交易途径，参与比特币的交易，说不定还能给A股市场聚聚人气呢。当然我怀疑那些被马屁精包围了，和现实脱节很远的决策者们，恐怕不会有这样的想法。

In the past two years, the hot topic of science and technology has been artificial intelligence technology. And the once popular blockchain seems to be a bit of a flash yesterday. Not very eye-catching. There is really very little attention paid to this aspect of the news. I never thought that in the past two days, Bitcoin, the originator of the blockchain, has made a big news. It is said that the Securities and Exchange Commission of the United States, the SEC approved the Bitcoin spot ETF. It should be said that this is the US regulator having to bow to the market and recognize the market position of bitcoin.

As the world's two largest economies, China and the United States are not friendly to Bitcoin. Because Bitcoin was born after the subprime mortgage crisis in 2008. The original intention of the founder, Satoshi Nakamoto, was to replace the fiat currency that could be issued by central banks, especially the Federal Reserve, with a decentralized, limited amount of money. It can be said that its purpose is to subvert the hegemony of the dollar. So U.S. regulators are bound to have no good attitude toward this novelty. However, Bitcoin's history over the past decade shows that it has not only not died in the face of suppression, but has become more and more important in its market position as time has grown, with rising prices. Now. The SEC approved the Bitcoin spot ETF, which can be said to have fully recognized his status and bowed to the market.

Now the pressure is on China's side. Speaking of which, China was once the undisputed leader in the Bitcoin space. Produced almost all the Bitcoin mining rigs in the world. It has more than half of the Bitcoin mining power. Before the 2017 trading ban. It was also once the world's most traded market. And the industry, which would have allowed China to lead the world, has been virtually insulated from the Chinese people by the brainless blanket lockdown policy of government regulators. These same policies did not kill bitcoin and its related industries, only Chinese investors and citizens suffered.

Those exchanges that were closed have achieved greater development after going overseas, such as Binance, which went out of China and has now become the world's largest cryptocurrency exchange.

Of course, those bureaucrats will not admit their mistakes, and the people who made decisions back then are not in this position now. But will the SEC's approval also bring a new opportunity for China to reopen the bitcoin market? Of course, if the current regulatory officials are sensible. It was actually a good decision. The U.S. government's suppression of Bitcoin is still understandable, after all, Bitcoin directly challenges the hegemony of the U.S. dollar. And China's renminbi is still far from the status of a world currency. In fact, the development of bitcoin is also a very good means to fight against the hegemony of the dollar and dig into the corner of the hegemony of the dollar, but those stupid bureaucrats with strange brain circuits do not recognize this. I guess the reason in their minds to suppress bitcoin may be that if everyone can speculate on bitcoin, then who will speculate on A-shares? So they're going to wipe out Bitcoin as a competitor.

But now. This concern is unnecessary. Because regardless of whether there is competition for bitcoin transactions or not. A-shares are already dead. In 2024. The first few trading days did not usher in a good start, but fell below 2900 points. It is better to follow the example of the US Securities and Exchange Commission and follow suit to approve Bitcoin spot ETFs. Allowing investors to participate in bitcoin trading through the existing securities trading channels may also be able to gather popularity for the A-share market. Of course, I suspect that decision-makers who are surrounded by sycophants and far removed from reality may not have such ideas.