根據 Arkham Intelligence 的一份報告， Elon Musk 的 SpaceX 似乎擁有近 8,300 個比特幣

該公司於 2021 年初購買了第一批 BTC，當時特斯拉也購買了它們。根據交易歷史追踪，2021 年 2 月 SpaceX 擁有的 BTC 甚至超過 28,000 個。

SpaceX, a company founded and led by Elon Musk, appears to own almost 8,300 Bitcoin.

SpaceX 是一家由 Elon Musk 創立和領導的公司，似乎擁有近 8,300 個比特幣。

This emerges from the report by Arkham Intelligence, which has managed to identify what should be the public addresses belonging to the company.

這是來自 Arkham Intelligence 的報告，該報告已成功確定了哪些應該屬於該公司的公共地址。

Elon Musk buys Bitcoin for SpaceX and Tesla

伊隆馬斯克為 SpaceX 和 Tesla 購買比特幣

From the Arkham report, it emerges that the company acquired its first BTC at the beginning of 2021, when Tesla also purchased them.

從 Arkham 報告中可以看出，該公司在 2021 年初購買了第一筆 BTC，當時特斯拉也購買了它們。

According to the tracking of transaction history, in February 2021, SpaceX came to possess even more than 28,000 BTC.

根據交易歷史追踪，2021年2月，SpaceX擁有超過28,000個BTC。

At the time, the price of Bitcoin was around $38,000, so in total, SpaceX should have invested just under a billion dollars.

當時，比特幣的價格約為 38,000 美元，因此 SpaceX 總共投資了不到 10 億美元。

However, after selling a small portion in May of the same year, when the price was above $37,000, nearly 18,000 were sold between May and June of 2022, when the price had dropped below $29,000 following the implosion of the Terra/Luna crypto ecosystem, with an overall loss of about 120 million dollars.

然而，在同年5 月（當時價格高於37,000 美元）出售了一小部分之後，在2022 年5 月至6 月期間售出了近18,000 個，當時隨著Terra/Luna 加密生態系統的崩潰，價格已跌至29,000 美元以下，整體損失約1.2億美元。

Since then, however, he has not sold anymore, so much so that the almost 8,300 BTC he owned at the end of June 2022 are still the same ones he owns now.

然而，從那以後，他就沒有再出售過，以至於到 2022 年 6 月底他擁有的近 8,300 BTC 仍然是他現在擁有的。

Earnings and losses of the Bitcoin held by SpaceX

SpaceX持有的比特幣收益與損失

The current value of the nearly 8,300 BTC (Bitcoin) owned by Elon Musk's SpaceX is slightly below 490 million dollars.

馬斯克 (Elon Musk) 的 SpaceX 擁有的近 8,300 BTC（比特幣）目前價值略低於 4.9 億美元。

It should be noted that the company has invested approximately 970 million dollars in BTC in total, in 2021, and that in 2022 from the two sales in May and June it collected approximately 505 million dollars. In February 2021 it had collected another 85, so in total from the three sales carried out so far it has collected more than 590 million dollars overall.

值得注意的是，該公司在 2021 年總共向 BTC 投資了約 9.7 億美元，2022 年從 5 月和 6 月的兩次銷售中籌集了約 5.05 億美元。 2021 年 2 月，它又籌集了 85 筆，因此迄今為止進行的三筆銷售總共籌集了超過 5.9 億美元。

Therefore, despite a cumulative loss of almost 120 million dollars with the sales made in 2021/2022, thanks to the strong rise in the price of Bitcoin in 2024, they would now theoretically be in profit, albeit only potentially.

因此，儘管 2021/2022 年的銷售額累計損失近 1.2 億美元，但由於 2024 年比特幣價格的強勁上漲，理論上他們現在將實現盈利，儘管只是可能盈利。

Just think that the purchase cost of the 8,300 BTC they still have in their portfolio was only 260 million dollars, but their current potential market value is close to 490 million. With these potential gains not yet realized, they not only manage to cover all the losses generated by the sales of 2022, but they even manage to make a profit.

試想一下，他們的投資組合中還剩下8,300個BTC的購買成本只有2.6億美元，但他們目前的潛在市值卻接近4.9億美元。由於這些潛在收益尚未實現，他們不僅能夠彌補 2022 年銷售產生的所有損失，甚至還能實現盈利。

In other words, they did very badly to sell in 2022 after the temporary collapse of the crypto market caused by the implosion of Terra/Luna, while in the end, for now, they did well to keep in their portfolio the 8,300 BTC they have held since then.

換句話說，在 Terra/Luna 崩潰導致加密貨幣市場暫時崩潰後，他們在 2022 年的拋售表現非常糟糕，而最終，目前他們在投資組合中保留了 8,300 BTC自此舉行。

Tesla and Bitcoin

特斯拉和比特幣

Arkham Intelligence is also able to monitor the public addresses of Tesla.

Arkham Intelligence 也能夠監控特斯拉的公共位址。

Although there are no absolute certainties that the addresses monitored by Arkham definitely correspond to those of SpaceX and Tesla, and many other entities, it is plausible that they might correspond.

儘管沒有絕對確定 Arkham 監控的位址一定與 SpaceX 和 Tesla 以及許多其他實體的位址相對應，但它們可能是相對應的。

According to the Arkham report on Tesla, the company acquired as many as 44,000 BTC at the beginning of 2021, and sold a total of 32,000 by June 2022.

根據 Arkham 對特斯拉的報告，該公司在 2021 年初購買了多達 44,000 枚 BTC，到 2022 年 6 月總共售出 32,000 枚。

This is a strategy very similar to that of SpaceX, which produced significant losses in 2022, but in 2024 potentially recovered all the losses and moved into profit.

這項策略與 SpaceX 的策略非常相似，後者在 2022 年出現了重大虧損，但在 2024 年有可能挽回所有虧損並扭虧為盈。

Even Tesla has as CEO Elon Musk, who between the end of 2020 and the beginning of 2021 pushed Bitcoin a lot, and then pushed Dogecoin until May of the same year.

就連特斯拉也有伊隆馬斯克擔任首席執行官，他在 2020 年底到 2021 年初期間大力推動比特幣，然後直到同年 5 月才推動狗狗幣。

Since then, he has pulled back a bit from the crypto markets, slowly over the months, so much so that now despite having tried several times, he has not been able to pump the price of DOGE anymore.

從那時起，他在幾個月的時間裡慢慢地從加密貨幣市場撤出了一點，以至於現在儘管已經嘗試了幾次，但他已經無法再推高 DOGE 的價格了。

His medium/short-term strategy on crypto has not paid off; in fact, it has produced losses. Instead, the long-term one is generating significant gains, even if for now they are only potential.

他的加密貨幣中/短期策略尚未獲得回報；事實上，它已經產生了損失。相反，長期的收益正在產生顯著的收益，即使目前它們還只是潛在的。

The cycles of the price of Bitcoin

比特幣價格的周期

What Elon Musk has probably underestimated is the consistency of Bitcoin cycles.

伊隆馬斯克可能低估了比特幣週期的一致性。

Bitcoin has a four-year cycle linked to the halving and the U.S. presidential elections. This cycle influences the entire crypto market.

比特幣的周期為四年，與減半和美國總統選舉有關。這個週期影響整個加密貨幣市場。

After the third halving and the 2020 US presidential

第三次減半和 2020 年美國總統大選後