特斯拉悄悄轉移7.65億美元比特幣，馬斯克的加密貨幣策略在市場擔憂中受到嚴格審查

馬斯克 (Elon Musk) 對加密貨幣的冒險再次引起人們的注意。區塊鏈分析公司 Arkham Intelligence 報告稱，特斯拉最近將價值約 7.65 億美元的比特幣轉移到身份不明的錢包。

Elon Musk’s ventures into cryptocurrency are once again under close scrutiny. According to blockchain analytics firm Arkham Intelligence, Tesla has quietly moved about $765 million worth of Bitcoin to unidentified wallets.

馬斯克 (Elon Musk) 的加密貨幣冒險再次受到密切關注。據區塊鏈分析公司 Arkham Intelligence 稱，特斯拉已悄悄將價值約 7.65 億美元的比特幣轉移到身份不明的錢包。

This massive transfer has sparked a flurry of speculation, especially given Musk’s previous actions and statements regarding cryptocurrency. Tesla’s crypto strategy has been anything but straightforward, with the company making headlines in early 2021 with a massive $1.5 billion investment in Bitcoin.

這一大規模轉移引發了一系列猜測，特別是考慮到馬斯克先前有關加密貨幣的行動和聲明。特斯拉的加密戰略絕非直截了當，該公司在 2021 年初因對比特幣進行 15 億美元的巨額投資而成為頭條新聞。

Musk, never one to shy away from bold moves, saw the strategy as a way to diversify Tesla’s portfolio and support its interest in accepting cryptocurrency for car payments. The news alone sent Bitcoin soaring by over $10,000.

馬斯克從不迴避大膽的舉措，他認為這項策略是特斯拉投資組合多元化的一種方式，並支持其接受加密貨幣用於汽車支付的興趣。光是這則消息就讓比特幣飆升超過 1 萬美元。

However, Musk’s love affair with Bitcoin was short-lived. By mid-2021, he had hit the brakes on accepting Bitcoin for Tesla purchases, citing concerns over Bitcoin mining’s heavy reliance on coal and other fossil fuels, which didn’t align with his broader sustainability mission.

然而，馬斯克對比特幣的熱愛是短暫的。到 2021 年中期，他停止了接受比特幣購買特斯拉的計劃，理由是擔心比特幣開採嚴重依賴煤炭和其他化石燃料，這與他更廣泛的可持續發展使命不符。

The about-face sent shock waves through the crypto community, with Bitcoin dropping more than 10% almost overnight. Still, Musk stood firm, declaring that Tesla wouldn’t sell any of its Bitcoin and would resume accepting it for purchases once mining shifted toward renewable energy sources.

這一轉變為加密貨幣社群帶來了衝擊，比特幣幾乎一夜之間下跌了 10% 以上。儘管如此，馬斯克立場堅定，宣稱特斯拉不會出售任何比特幣，一旦採礦業轉向再生能源，將恢復接受比特幣購買。

But that didn’t last long either. By the summer of 2022, Tesla had sold off most of its Bitcoin at about $20,000 per coin, considerably lower than it initially paid. Critics quickly pointed out that the company had sold near the bottom of the market,

但這也沒有持續太久。到 2022 年夏天，特斯拉以每枚約 2 萬美元的價格出售了大部分比特幣，遠低於最初支付的價格。批評者很快指出該公司已在市場底部附近出售，

losing out on significant potential profit. Despite the sell-off, Tesla held on to a smaller reserve – fewer than 10,000 Bitcoin – which has appreciated over 350% since the company’s initial purchase.

損失巨大的潛在利潤。儘管遭到拋售，特斯拉仍保留了較小的儲備金——不到 10,000 個比特幣——自該公司首次購買以來，該儲備已升值超過 350%。

Had Tesla not sold its holdings, the Bitcoin stash would be worth more than $3 billion today. According to Forbes, Bitcoin recently hit a high of $73,750, far surpassing the company’s original buy price of 43,200 BTC.

如果特斯拉沒有出售其持有的比特幣，那麼今天所持有的比特幣價值將超過 30 億美元。根據《富比士》報道，比特幣最近觸及 73,750 美元的高位，遠遠超過了該公司最初購買價格 43,200 BTC。

Now, the crypto world waits to see what happens next. The timing of this transfer is particularly interesting, as new accounting standards are set to go into effect this December.

現在，加密世界正在等待接下來會發生什麼。此次轉移的時機特別有趣，因為新會計準則將於今年 12 月生效。

The Financial Accounting Standards Board (FASB) has updated its guidelines, requiring digital assets like Bitcoin to be marked at fair value. Previously, assets could only be marked down in case of depreciation, with no recognition of value increases unless they were sold.

財務會計準則委員會（FASB）更新了其指導方針，要求比特幣等數位資產以公允價值標記。此前，資產只能在折舊的情況下進行減價，除非出售，否則無法確認價值增加。

These new rules will allow companies to reflect gains and losses in their financial reports, which

這些新規則將允許公司在其財務報告中反映損益，這

could shift how firms like Tesla approach their Bitcoin holdings.

可能會改變特斯拉等公司持有比特幣的方式。