Fortune | FORTUNE 9小时前
Bitcoin surges on new Trump measure to allow crypto in retirement funds
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美国总统特朗普签署一项行政令,旨在放宽对退休账户投资另类资产的限制,此举被视为对加密货币市场的一大利好。受此消息提振,比特币和以太坊等主要加密货币价格显著上涨,总市值也随之攀升。分析人士认为,此举将为比特币等数字资产打开新的长期需求渠道,特别是考虑到401(k)市场的庞大规模。该行政令要求劳工部重新评估对基金经理关于将另类资产(包括加密货币)纳入退休账户的指导意见,并与其他监管机构协调相关规则。此举被视为恢复了特朗普第一任期内的相关政策,有望为加密货币市场带来持续的增长动力。

🇺🇸 特朗普签署行政令,旨在放宽对退休账户(如401(k))投资另类资产的限制,此举被视为对加密货币市场的积极信号。该行政令要求劳工部重新评估指导意见,并与其他监管机构协调规则,以促进另类资产的纳入。

🚀 受此消息影响,比特币价格在24小时内上涨2%,突破116,000美元,而以太坊也飙升7%,达到约3,800美元。加密货币总市值也随之上涨近2%,达到3.9万亿美元,显示出市场对该政策的积极反应。

📈 分析师认为,此举将为比特币等数字资产开辟新的、可持续的长期需求渠道。鉴于401(k)市场高达8.7万亿美元的总资产规模,这将为加密货币带来巨大的潜在投资者基础,并可能驱动价格进一步上涨。

🔄 该行政令被视为恢复了特朗普政府早期的政策,旨在解决不同监管机构在另类资产纳入退休计划方面规则不一致的问题。这有望为包括加密货币在内的另类资产提供更清晰、更统一的监管环境,从而吸引更多长期资金进入。

💡 与追逐短期动量或超额收益的交易者不同,401(k)的参与者通常通过系统性再平衡来维持目标配置,这种模式将为加密货币市场带来持续、可预测的需求流,从而稳定和提升市场表现。

Crypto investors rejoiced late Thursday morning on news President Donald Trump was set to sign an executive order to make it easier to include alternative assets in employees’ retirement accounts. Bitcoin jumped 2% over the past 24 hours to push past $116,000, and Ethereum, the world’s second largest cryptocurrency, soared 7% to hit about $3,800, according to data from Binance.

The total value of all cryptocurrencies rose almost 2% to $3.9 trillion, per CoinGecko. The rise mirrored the broader surge in the stock market as the S&P 500 notched a slight gain after markets opened before dropping later in the morning.

“This is yet another channel of sustained, long-term demand for Bitcoin that will bid the price higher,” Ryan Rasmussen, head of research at the crypto asset management firm Bitwise, told Fortune.

The rise in the crypto and equities markets follows multiple reports that Trump will sign an executive order Thursday midday that will task the Labor Department to reevaluate guidance for fund managers about whether alternative assets can be included in 401(k)s. These assets can include private equity as well as potential crypto products, including Bitcoin ETFs.

The guidance is tied to the Employee Retirement Income Security Act of 1974, or ERISA, which instructs the Labor Department to set investment standards for retirement and health plans.

Trump’s new executive order will also instruct the Labor Department to work with other regulators, including the Treasury as well as the Securities and Exchange Commission, to align rules across multiple agencies regarding alternative assets’ inclusion into retirement plans.

Beyond the initial price jump, crypto market analysts believe the order, which essentially reinstates a former policy Trump issued in his first term that President Joe Biden rolled back, will lead to further gains in Bitcoin and other digital assets.

The 401(k) market totaled $8.7 trillion in assets in the first quarter of 2025, according to the Investment Company Institute. “This move effectively opens access to Bitcoin and other cryptocurrencies for retirement investors,” said James Butterfill, head of research at CoinShares, another crypto asset manager.

Jake Ostrovskis, an OTC trader at the crypto market maker Wintermute, agreed. “Unlike retail investors, who chase momentum or institutional traders seeking alpha, 401(k) participants typically maintain target allocations through systematic rebalancing—creating sustained, predictable demand flows,” he told Fortune.

Bitcoin’s Thursday price jump follows a week of lows in August after the cryptocurrency notched repeated all-time highs in July, mirroring a corresponding rally in the stock market.

On the new Fortune Crypto Playbook vodcast, Fortune

’s senior crypto experts decode the biggest forces shaping crypto today.

Watch or listen now

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特朗普 加密货币 退休账户 另类资产 比特币
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