中國所謂的比特幣持有量──分析師稱證據在哪裡？

上週，Bitcoin.com News 發表了一篇社論，洩露了所有掌握比特幣的政府的秘密，無論他們是透過打擊犯罪、還是透過挖礦或購買來獲取比特幣。在這篇文章中，我們指出中國可能藏有超過 19 萬枚比特幣，我們的報告也指出這一說法純粹是猜測。

An image shared by an X account on Dec. 10 shows countries and companies that own bitcoin (BTC). The data, which is from May 2024, indicates that the U.S. has the most holdings, followed by China, which has 194,000 BTC. The chart also shows Germany and Ukraine holding 50,000 to 46,351 BTC, respectively.

12 月 10 日，X 帳戶分享的一張圖片顯示了擁有比特幣 (BTC) 的國家和公司。該數據來自 2024 年 5 月，顯示美國持有比特幣最多，其次是中國，持有 194,000 枚比特幣。該圖表還顯示德國和烏克蘭分別持有 50,000 至 46,351 BTC。

“China and Ukraine don’t own anything,” Sani replied to the Finance Guy. The chart shared by the X account is quite dated when compared to current statistics. For example, Microstrategy’s holdings are significantly larger than what’s depicted, but the chart, of course, is from May 2024. Additionally, Ukraine no longer holds any bitcoins; donations sent to the government were converted into traditional fiat currencies to support their defense and relief initiatives.

「中國和烏克蘭不擁有任何東西，」薩尼回答財務專家。與目前的統計數據相比，X 帳戶共享的圖表相當過時。例如，Microstrategy 的持有量比所描繪的要大得多，但圖表當然是 2024 年 5 月的。發送給政府的捐款被兌換成傳統的法定貨幣，以支持他們的國防和救援行動。

Germany also sold off its 50,000 BTC stockpile earlier this year. Although the report is outdated, figures concerning China continue to circulate in numerous articles and research papers to date. Bitcoin.com News highlighted this in our latest article, where @Ergobtc, a researcher from the now-defunct OXT Research, clarified that many blockchain analysts believe these coins were disposed of on the open market in 2019. Sani also mentioned this last week.

德國今年稍早還出售了其 5 萬枚比特幣庫存。儘管該報告已經過時，但迄今為止，有關中國的數據仍在大量文章和研究論文中流傳。 Bitcoin.com News 在我們最新的文章中強調了這一點，現已解散的OXT Research 的研究員@Ergobtc 澄清說，許多區塊鏈分析師認為這些代幣已於2019 年在公開市場上被處置。上週也提到了這一點。

“I don’t know who needs to hear this, but there is no proof that China still holds any of their confiscated Bitcoin,” he wrote on X on Dec. 8. “Anyone thinking that they do, please provide us with the addresses.” Author and researcher Kyle Torpey responded to Sani's post. “I tried to fix this on @BTCtreasuries some months ago,” he said. “But it didn’t work because my source that disputes the numbers is not as recent. I think everyone is just citing them without looking at the source data.”

12 月8 日，他在X 上寫道：「我不知道誰需要聽到這個消息，但沒有證據表明中國仍然持有他們沒收的比特幣。如果有人認為他們持有這些比特幣，請向我們提供地址。作家兼研究員凱爾·托佩 (Kyle Torpey) 回覆了薩尼 (Sani) 的帖子。 「幾個月前我試圖在@BTCtreasuries 上解決這個問題，」他說。 「但這並沒有奏效，因為我對這些數字提出質疑的消息來源並不是最近的。我認為每個人都只是引用它們而沒有查看源數據。

The timechainindex.com founder replied:

timechainindex.com創辦人回覆：

No one ever does, they just choose what benefits them.

沒有人這樣做，他們只是選擇對自己有利的事。

Others humorously remarked that China might be “Mr 100,” known as Upbit's wallet, yet often labeled by influencers on X as a whale with that moniker. In the Bitcoin community, where the mantra “don’t trust, verify” is sacred, the unverified claim of China amassing over 190,000 bitcoins rings hollow.

其他人則幽默地評論說，中國可能是“100 先生”，被稱為 Upbit 的錢包，但經常被 X 上的影響者貼上這個綽號的鯨魚標籤。在比特幣社區，「不要相信，要驗證」的口號是神聖的，未經證實的中國積累了超過 19 萬枚比特幣的說法聽起來很空洞。

As of Dec. 11, 2024, we know that no wallet addresses have been produced to substantiate this claim, leaving the tale as nothing more than digital folklore. The blockchain’s ledger, transparent by design, should be the final word, yet this rumor often persists without the verification it demands, just like the “Mr 100” X posts. The persistent narrative of China’s supposed bitcoin hoard is a testament to how easily unverified can proliferate in the crypto space.

截至 2024 年 12 月 11 日，我們知道尚未產生任何錢包地址來證實這一說法，因此這個故事只不過是數位民間傳說。區塊鏈的帳本設計透明，應該是最終的決定，但這種謠言經常在沒有經過其所要求的驗證的情況下持續存在，就像「100先生」X的貼文一樣。中國所謂的比特幣囤積的持續敘述證明了未經驗證的比特幣在加密貨幣領域是多麼容易擴散。

At times it can be an echo chamber where hearsay is amplified over hard data. If we are to respect the integrity of Bitcoin’s decentralized ethos, we must demand proof, not just accept the stories that fit our narratives from time to time. This China rumor, lacking any blockchain-backed evidence, should be quashed.

有時，它可能是一個回音室，傳聞在硬數據上被放大。如果我們要尊重比特幣去中心化精神的完整性，我們就必須要求證據，而不僅僅是接受不時符合我們敘述的故事。這個缺乏任何區塊鏈支持證據的中國謠言應該被駁回。

We can confirm the U.S. government’s wallets along with the United Kingdom’s seized bitcoins. The community acknowledges that Germany disposed of their bitcoins, and on-chain evidence reflects the holdings on the balance sheets of the Royal Government of Bhutan and El Salvador.

我們可以確認美國政府的錢包以及英國扣押的比特幣。該社區承認德國處置了他們的比特幣，鏈上證據反映了不丹王國政府和薩爾瓦多資產負債表上的持有情況。