Ripple and the U.S. Strategic Reserve Bitcoin (SBR) Conflict

1. Ripple's Political Lobbying and Bitcoin Community Accusations

- Ripple is accused of spending millions of dollars to lobby U.S. politicians in an attempt to obstruct the SBR plan focused solely on Bitcoin, while promoting a 'diversified crypto reserve' that includes XRP.

- Bitcoin supporters (such as Riot Platforms executive Pierre Rochard) criticize Ripple's actions as an effort to promote its Central Bank Digital Currency (CBDC) strategy and undermine Bitcoin's dominance.

2. Fundamental Discrepancies in Technology and Philosophy

- Decentralization Controversy: The XRP ledger employs centralized nodes (UNL), contrasting with Bitcoin's Proof of Work (PoW) mechanism, which is criticized for violating the core spirit of blockchain.

- Token Distribution Issues: The 100 billion pre-mined XRP mechanism (Ripple Labs controls over 50% of circulation) is seen as a violation of fairness principles.

3. Economic Interests and Regulatory Games

- Ripple's motivation to promote diversified reserves is believed to be aimed at enhancing XRP's market valuation and liquidity (e.g., XRP ETF applications), which directly benefits its financial condition.

- The lawsuit with the SEC is not yet fully resolved (involving whether XRP is a security), and Ripple is trying to reduce regulatory risks through political lobbying.

4. Industry Impact and Policy Direction

- If the U.S. government adopts a diversified reserve plan, XRP may benefit, but the Bitcoin community has already mobilized opposition (such as legislative lobbying).

- The Trump administration reportedly negotiated with Ripple to establish a national reserve fund for 'XRP, Solana, USDC' to supplement Bitcoin reserves.

5. Market Reactions and Future Risks

- In the short term, the controversy intensifies XRP price volatility (dropping to $2.99 on January 27), while the long-term outlook depends on policy outcomes and technological developments.

- Ripple faces legal risks (SEC lawsuit) and tax disputes, which may impact its market trustworthiness.

Conclusion

The conflict between Ripple and Bitcoin's strategic reserves reflects the struggle between 'business interests' and 'decentralization ideals' in the crypto industry. Ripple's political lobbying and technical structure controversies make it a primary target of criticism from Bitcoin supporters, while regulatory uncertainty remains the greatest risk for the future.

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