伊隆馬斯克的比特幣分拆：仍然有意義嗎？

2021 年，特斯拉及其所有者馬斯克（曾稱比特幣「在許多層面上都是一個好主意」）以環境問題為由拒絕了比特幣。

In May 2021, Tesla and its owner Elon Musk made headlines when they announced that the company would no longer be accepting Bitcoin as payment for its electric vehicles. The decision came as a surprise to many, especially considering that Tesla had only begun accepting the cryptocurrency a couple of months prior.

2021 年 5 月，特斯拉及其所有者 Elon Musk 宣布該公司將不再接受比特幣作為其電動車的付款方式，從而成為頭條新聞。這項決定令許多人感到驚訝，特別是考慮到特斯拉幾個月前才開始接受加密貨幣。

At the time, Musk cited environmental concerns as the primary reason for the decision. He noted that Bitcoin mining, which is the process of verifying and adding new transactions to the blockchain, consumes vast amounts of energy, a significant portion of which is still derived from fossil fuels.

當時，馬斯克將環境問題列為做出這項決定的主要原因。他指出，比特幣挖礦是驗證並在區塊鏈中添加新交易的過程，消耗大量能源，其中很大一部分仍來自化石燃料。

"Tesla is concerned about the rapidly increasing use of fossil fuels for Bitcoin mining and transactions, especially coal, which has the worst emissions of any fuel," Musk tweeted.

馬斯克在推特上寫道：“特斯拉對比特幣開採和交易中化石燃料的使用迅速增加感到擔憂，尤其是煤炭，它的排放量是所有燃料中最嚴重的。”

"Cryptocurrency is a good idea on many levels. And we believe it has a promising future, but it cannot come at great cost to the environment."

“加密貨幣在很多層面上都是一個好主意。我們相信它有一個充滿希望的未來，但它不會以巨大的環境代價為代價。”

The announcement had an immediate impact on the crypto market. Bitcoin's price dropped by more than 10% in a matter of hours following Musk's tweets. The decision also sparked a heated debate among crypto enthusiasts and the wider public.

該公告對加密貨幣市場產生了直接影響。在馬斯克發推文後的幾個小時內，比特幣的價格下跌了 10% 以上。這項決定也引發了加密貨幣愛好者和廣大大眾的激烈爭論。

Many Bitcoin believers were critical of Musk's decision, accusing him of being hypocritical and arguing that he knew full well how Bitcoin worked before Tesla decided to accept it. They also pointed out that other industries, such as traditional banking, also have a significant environmental footprint.

許多比特幣信徒對馬斯克的決定持批評態度，指責他虛偽，並認為在特斯拉決定接受比特幣之前，他完全了解比特幣的運作方式。他們也指出，其他行業，例如傳統銀行業，也產生了顯著的環境足跡。

Others speculated that Musk's decision to stop accepting Bitcoin was actually a strategy to cash out during the cryptocurrency's bull run in 2021. They noted that Tesla had purchased a large quantity of Bitcoin earlier in the year and that selling a portion of its holdings would have netted the company a substantial profit.

其他人猜測，馬斯克決定停止接受比特幣，實際上是在2021 年加密貨幣牛市期間套現的策略。將獲得淨收益。

Whatever Musk's motives may have been, his decision to stop accepting Bitcoin payments marked a turning point in Tesla's relationship with the cryptocurrency and in Musk's relationship with the crypto community.

無論馬斯克的動機是什麼，他停止接受比特幣支付的決定標誌著特斯拉與加密貨幣以及馬斯克與加密社群關係的轉捩點。

There is some validity to Musk's environmental concerns. Reports from the Cambridge Centre for Alternative Finance have shown that Bitcoin mining uses more electricity annually than entire countries, such as Sweden or Malaysia.

馬斯克對環境的擔憂有一定道理。劍橋另類金融中心的報告顯示，比特幣挖礦每年消耗的電力比瑞典或馬來西亞等整個國家還要多。

Given Tesla's image as a poster child for clean energy and sustainability, its association with an energy-intensive process that is largely powered by fossil fuels could be seen as problematic.

鑑於特斯拉作為清潔能源和永續發展典範的形象，其與主要由化石燃料驅動的能源密集過程的聯繫可能被視為有問題。

However, it's worth noting that the Bitcoin mining industry has made some progress in adopting renewable energy sources. Recent estimates suggest that around 52% of Bitcoin's global mining operations now use renewable sources, up from 39% in 2021.

然而，值得注意的是，比特幣挖礦業在採用再生能源方面取得了一些進展。最近的估計表明，目前全球約 52% 的比特幣挖礦業務使用再生能源，高於 2021 年的 39%。

Despite these improvements, Bitcoin mining still has a massive overall environmental footprint due to its high electricity consumption. This allows Tesla to maintain its sustainability argument, even if it may appear outdated.

儘管有這些改進，比特幣挖礦由於其高電力消耗，仍然對環境產生巨大的影響。這使得特斯拉能夠維持其永續發展論點，即使它可能看起來已經過時。

Interestingly, while Tesla stopped accepting Bitcoin payments, the company never sold its Bitcoin stash. Instead, it has held onto the cryptocurrency throughout, and this gamble has paid off handsomely.

有趣的是，雖然特斯拉停止接受比特幣支付，但該公司從未出售其比特幣儲備。相反，它自始至終都持有加密貨幣，這場賭博得到了豐厚的回報。

According to Tesla's latest financial filings, the company still owns 11,630 Bitcoins, which are currently valued at around $440 million. This remaining portion of Tesla's original Bitcoin purchase has seen a significant unrealized gain.

根據特斯拉最新的財務文件，該公司仍擁有 11,630 枚比特幣，目前價值約 4.4 億美元。特斯拉最初購買比特幣的剩餘部分已經獲得了巨大的未實現收益。

Elon Musk has also hinted that Tesla may start accepting cryptocurrency payments again in the future, but only if mining becomes more sustainable. "I think cryptocurrency is fundamentally good & ultimately will help advance a more sustainable energy future," Musk tweeted in December 2022.

伊隆馬斯克也暗示，特斯拉未來可能會再次開始接受加密貨幣支付，但前提是採礦業變得更永續。 「我認為加密貨幣從根本上來說是好的，最終將有助於推進更永續的能源未來，」馬斯克在 2022 年 12 月發推文。

"Once mining transitions to ~50% clean energy use, & total energy use is verified independently, Tesla will likely resume accepting Bitcoin."

“一旦採礦業過渡到約 50% 的清潔能源使用，並且總能源使用量得到獨立驗證，特斯拉可能會恢復接受比特幣。”

Financially, it's hard to argue with the results of Tesla's Bitcoin venture. The company's total realized gain from its Bitcoin sales now stands at $1.03 billion, which has contributed significantly to its overall bottom line.

從財務角度來看，特斯拉比特幣業務的成果無可爭議。該公司透過比特幣銷售實現的總收益目前為 10.3 億美元，這對其整體利潤做出了重大貢獻。

Moreover, Tesla's stock performance has been stellar throughout 2-23. Just last week, the stock hit an all-time high of $424.77, driven by continued optimism from Wall Street, Musk's political connections, and the global bull run.

此外，特斯拉的股票表現在2月至23日期間一直表現出色。就在上週，在華爾街持續樂觀、馬斯克的政治關係以及全球多頭市場的推動下，該股創下了 424.77 美元的歷史新高。

Speaking of politics, Elon Musk's growing influence in Washington could completely rewrite the narrative around Tesla and crypto. After spending $277 million to support Donald Trump's presidential campaign, the eccentric billionaire is now close friends with the president and is set to lead the Department of Government Efficiency under the incoming administration.

說到政治，伊隆馬斯克在華盛頓日益增長的影響力可能會完全改寫圍繞特斯拉和加密貨幣的敘述。在斥資 2.77 億美元支持唐納德·川普的總統競選之後，這位古怪的億萬富翁現在成為了總統的親密朋友，並將在即將上任的政府領導下領導政府效率部。

This role gives Musk significant sway over federal regulations, including those related to cryptocurrency and autonomous vehicles. A pro-crypto administration would likely mean looser regulations and more mainstream adoption, which would stand to benefit both Tesla and its Bitcoin holdings.

這個角色使馬斯克對聯邦法規具有重大影響力，包括與加密貨幣和自動駕駛汽車相關的法規。支持加密貨幣的政府可能意味著更寬鬆的監管和更主流的採用，這將使特斯拉及其持有的比特幣受益。

Analysts see Musk's political maneuvering as a strategic play to position Tesla for future gains, both through crypto-friendly policies and faster approval processes for Tesla's EV tech. Either way, this presents a great opportunity for the company to jump back in.

分析師認為，馬斯克的政治策略是一種策略策略，旨在透過加密貨幣友善的政策和特斯拉電動車技術更快的審批流程，為特斯拉爭取未來的收益。無論哪種方式，這都為該公司提供了重新介入的絕佳機會。

Trump himself has promised to not do anything that could crash Bitcoin, and Tesla is

川普本人已承諾不會做任何可能導致比特幣崩潰的事情，而特斯拉則在