美國政府準備清算從 Silk Road 扣押的價值 6.5B 美元的比特幣

該報告發布距離當選總統川普就職僅 11 天。川普發誓不會出售 187,236 比特幣中的任何一個

The price of bitcoin (BTC) has dropped by $10,000 in a matter of days, falling to $92,000. This sharp decline has raised concerns among some traders that the bull run could be coming to an end. However, there are several factors that suggest these fears may be overblown.

比特幣（BTC）的價格在幾天內下跌了 10,000 美元，跌至 92,000 美元。這種急劇下跌引起了一些交易員的擔憂，他們擔心牛市可能即將結束。然而，有幾個因素表明這些擔憂可能被誇大了。

Unconfirmed reports from DB News indicate that the Department of Justice (DOJ) has been authorized to liquidate 69,370 BTC ($6.5 billion) that were seized from the Silk Road marketplace.

DB News 未經證實的報導表明，司法部 (DOJ) 已被授權清算從 Silk Road 市場查獲的 69,370 BTC（65 億美元）。

The report comes just 11 days before President-elect Donald Trump's inauguration. Trump has vowed not to sell any of the 187,236 BTC that is still in possession by the U.S. government, according to Glassnode data. The majority of the tokens in the government's possession comes from the seizures on Bitfinex and Silk Road.

該報告是在當選總統唐納德·川普就職典禮前 11 天發布的。根據 Glassnode 的數據，川普發誓不會出售美國政府仍持有的 187,236 枚 BTC。政府擁有的大部分代幣來自 Bitfinex 和 Silk Road 上的扣押。

The reports of 69,370 BTC being liquidated at once sound like a lot, but if they are sold, they will most likely be sold in an orderly fashion as they are requested to get the best possible price. At the same time, the market already knew that this was a possibility, so this could have already been baked in to market expectations.

69,370 BTC 被一次性清算的報告聽起來很多，但如果出售的話，很可能會有序出售，因為他們被要求獲得盡可能最好的價格。同時，市場已經知道這是一種可能性，因此這可能已經融入了市場預期。

Secondly, the market has absorbed over 1 million bitcoin since September. This can be shown by the decrease in holdings by long-term holders, who are defined by Glassnode as investors who have held bitcoin for longer than 155 days. As a cohort they now hold 13.1 million BTC. However, since September, the price has gone from approximately $60,000 to over $100,000.

其次，自 9 月以來，市場已經吸收了超過 100 萬枚比特幣。這可以透過長期持有者持有量的減少來體現，Glassnode 將長期持有者定義為持有比特幣超過 155 天的投資者。作為一個群體，他們現在持有 1310 萬比特幣。然而，自9月以來，價格已從約6萬美元漲至超過10萬美元。

Lastly, we have previous data on another government selling a similar amount of bitcoin. The German government sold approximately 50,000 BTC from mid-June to mid-July of 2023. The total value of the coins was around $3.5 billion back then, around half the value now.

最後，我們有另一個政府出售類似數量比特幣的先前數據。德國政府從 2023 年 6 月中旬到 7 月中旬出售了約 50,000 個 BTC。

However, the market effectively front-ran the selling and the price bottomed out around July 7 at around $55,000 while the German government still had possession of at least 25,000 BTC.

然而，市場實際上搶先了拋售，價格在 7 月 7 日左右觸底至 55,000 美元左右，而德國政府仍持有至少 25,000 枚 BTC。