美國政府將 19,800 BTC 轉移至 Coinbase Prime，重燃戰略儲備熱議

區塊鏈分析公司 Arkham 的數據顯示，週一 16:27，一個與政府相關的錢包將 19,800 BTC 轉移到 Coinbase Prime 錢包

A government-linked wallet transferred 19,800 BTC to a Coinbase Prime wallet on Monday at 16:27 UTC, according to data from blockchain analytics firm Arkham. Each bitcoin was averaging $96,969 at the time of the transaction. This marks the government's first significant on-chain bitcoin movement since August, breaking a four-month hiatus.

根據區塊鏈分析公司 Arkham 的數據，週一世界標準時間 16:27，一個與政府相關的錢包將 19,800 BTC 轉移到 Coinbase Prime 錢包。交易時每個比特幣的平均價格為 96,969 美元。這標誌著政府自八月以來首次重大的鏈上比特幣運動，打破了四個月的中斷。

The bitcoins originated from assets seized during the crackdown on the Silk Road marketplace. In October, the Supreme Court authorized the U.S. to sell the confiscated 69,370 BTC tokens. Following this latest transaction, government wallets still hold about 188,309 BTC, worth an estimated $18.12 billion. These holdings also include substantial amounts of ETH, USDT and BNB.

這些比特幣源自於絲路市場鎮壓期間查獲的資產。 10 月，最高法院授權美國出售沒收的 69,370 枚 BTC 代幣。在此次最新交易之後，政府錢包仍持有約 188,309 BTC，價值估計為 181.2 億美元。這些持有的資產還包括大量的 ETH、USDT 和 BNB。

The transfer was executed with minimal cost, as the government spent only 3,440 satoshis—or $3.34—to send the funds. The bitcoin blockchain transfer offered no privacy, scoring zero out of 100 on Blockchair’s privacy tool due to matched addresses, co-spending and the near-roundness of the value transferred.

這次轉帳的執行成本極低，政府只花了 3,440 聰（即 3.34 美元）來發送資金。比特幣區塊鏈傳輸不提供隱私，由於地址匹配、共同支出以及傳輸價值的接近完整性，在 Blockchair 的隱私工具上得分為零（滿分 100 分）。

While the government moved the funds through an intermediary address before depositing them to Coinbase, Arkham’s data shows that 9,800 BTC were sent back to the intermediary wallet. This means the net inflow to Coinbase amounted to just 10,000 BTC.

雖然政府在將資金存入 Coinbase 之前透過中間地址轉移，但 Arkham 的數據顯示，有 9,800 BTC 被送回中間錢包。這意味著 Coinbase 的淨流入僅為 10,000 BTC。

The timing of the transfer coincides with increasing chatter about the establishment of a U.S. strategic bitcoin reserve. With Donald Trump set to take office in January, his administration may advance this idea, which has already garnered support in Congress from figures like Senator Cynthia Lummis.

此次轉移的時機恰逢建立美國戰略比特幣儲備的討論日益增加。隨著唐納德·特朗普將於一月份就職，他的政府可能會推進這一想法，該想法已經在國會獲得了參議員辛西婭·盧米斯等人物的支持。

The Securities and Exchange Commission (SEC) under current Chair Gary Gensler has faced criticism for its regulatory approach to cryptocurrencies, prompting Trump to pledge significant changes to the agency’s leadership and policies. Gensler confirmed his resignation effective January 20, 2025, aligning with Trump’s inauguration as the 47th president of the United States.

現任主席加里·詹斯勒 (Gary Gensler) 領導下的證券交易委員會 (SEC) 因其對加密貨幣的監管方式而受到批評，促使川普承諾對該機構的領導和政策進行重大改變。詹斯勒確認辭職於 2025 年 1 月 20 日生效，與川普就任美國第 47 任總統保持一致。

Industry analysts suggest the government's transfer to Coinbase Prime is likely a custody action rather than a prelude to selling the assets. In July, the U.S. Marshals Service — an agency under the Department of Justice — announced that Coinbase Prime would serve as a custody provider, offering management and trading services for confiscated digital assets.

產業分析師表示，政府向 Coinbase Prime 的轉移可能是一種託管行動，而不是出售資產的前奏。 7 月，司法部下屬機構美國法警局宣布 Coinbase Prime 將作為託管提供商，為沒收的數位資產提供管理和交易服務。

However, the substantial movement of bitcoins has fueled market speculation. Bitcoin's price dipped by about 1% following the news, dropping from an intraday high of $96,303 to around $95,219, struggling to maintain the $95,000 level.

然而，比特幣的大幅波動加劇了市場的猜測。消息傳出後，比特幣價格下跌約 1%，從盤中高點 96,303 美元跌至 95,219 美元左右，艱難地維持在 95,000 美元水準。

The government's significant holdings and recent movements have left market participants questioning the potential impact on bitcoin's price and the broader crypto market. Previous sales of seized assets have been executed in tranches, and the government has historically liquidated such holdings over time.

政府的大量持有和最近的舉動讓市場參與者質疑其對比特幣價格和更廣泛的加密貨幣市場的潛在影響。先前被扣押資產的出售都是分批進行的，而且政府歷來都會隨著時間的推移清算這些資產。