特斯拉 (TSLA) 將價值 7.6 億美元的比特幣 (BTC) 轉移至未知地址

儘管特斯拉（納斯達克股票代碼：TSLA）與比特幣（BTC）的歷史大部分於 2022 年 7 月結束，當時這家電動車（EV）製造商出售了約 75% 的加密貨幣

After selling about three-quarters of its Bitcoin (BTC) in July 2022, electric vehicle (EV) maker Tesla (NASDAQ: TSLA) appears to have made a surprising move on October 15 and 16, 2024, by shifting vast quantities of the cryptocurrency.

電動車(EV) 製造商特斯拉（納斯達克股票代碼：TSLA）在2022 年7 月出售了約四分之三的比特幣(BTC) 後，似乎在2024 年10 月15 日至16日採取了令人驚訝的舉措，轉移了大量的加密貨幣。

According to data retrieved from Arkham Intelligence, Tesla started moving the BTC to previously unknown addresses on the afternoon of October 15. In total, the EV maker performed 26 transactions, transferring some $760 million worth of the coin.

根據Arkham Intelligence 檢索到的數據，特斯拉於10 月15 日下午開始將BTC 轉移到之前未知的地址。 。

The transfers quickly drew the attention of the crypto community, as they involve virtually all of Tesla’s remaining 11,510 Bitcoins.

這些轉帳很快就引起了加密社群的關注，因為它們幾乎涉及特斯拉剩餘的 11,510 個比特幣。

Is Tesla planning to remove its Bitcoin exposure?

特斯拉是否計劃取消其比特幣風險敞口？

Perhaps the most obvious explanation — though not necessarily true — for the large-scale Bitcoin transfers is that Tesla is preparing to sell the remaining cryptocurrency.

對於大規模比特幣轉移，最明顯的解釋（儘管不一定正確）也許是特斯拉正準備出售剩餘的加密貨幣。

Indeed, the EV maker’s wallet remained largely dormant during much of the “crypto winter,” when BTC was mostly trading below $20,000, and came to life in “Uptober” of 2024 after the cryptocurrency had experienced a protracted period of strong performance.

事實上，在「加密貨幣冬天」的大部分時間裡，這家電動車製造商的錢包基本上處於休眠狀態，當時BTC 的交易價格大多低於20,000 美元，但在加密貨幣經歷了長時間的強勁表現後，在2024 年的「Uptober」中，這家電動車製造商的錢包又開始活躍起來。

So far, Bitcoin is up 58.89% in 2024 and had risen to $67,708 by press time on October 16. At the same time, the most recent trading saw BTC breaking its summertime downtrend and again appearing poised to try and hit a new all-time high.

到目前為止，比特幣在2024 年已上漲58.89%，截至10 月16 日發稿時已升至67,708 美元。記錄高的。

Such a setup would make selling the cryptocurrency lucrative for Tesla, and as its current situation and historical actions demonstrate, it has an incentive to make a quick buck in the cryptocurrency markets.

這樣的設定將使出售加密貨幣對特斯拉有利可圖，正如其目前的情況和歷史行動所表明的那樣，它有動機在加密貨幣市場上快速賺錢。

How Tesla came to own Bitcoin

特斯拉如何擁有比特幣

Though intentional ill-doing was never confirmed, Tesla’s original brush with Bitcoin remains somewhat controversial.

儘管故意的不當行為從未得到證實，但特斯拉最初與比特幣的摩擦仍然存在一些爭議。

In January 2021, the EV maker invested approximately $1.5 billion in BTC, and in March of the same year, the firm revealed it would accept the cryptocurrency as payment.

2021 年 1 月，這家電動車製造商向 BTC 投資了約 15 億美元，同年 3 月，該公司透露將接受加密貨幣作為付款方式。

Thanks to Musk’s popularity and reputation and Tesla’s overall importance, the revelations helped Bitcoin experience a substantial rally from its January 2, 2021, price of approximately $31,000 to about $58,000 on March 20 of the same year.

由於馬斯克的知名度和聲譽以及特斯拉的整體重要性，這些爆料幫助比特幣經歷了大幅上漲，從 2021 年 1 月 2 日的價格約 31,000 美元升至同年 3 月 20 日的約 58,000 美元。

While the community initially welcomed the moves, they quickly drew criticism as, in April 2021, Tesla sold a part of its BTC, making more than $100 million in profits and, just weeks later, in May, Musk said his firm would no longer accept the cryptocurrency due to environmental concerns.

雖然社區最初對這些舉措表示歡迎，但很快就招致了批評，因為2021 年4 月，特斯拉出售了部分BTC，賺取了超過1 億美元的利潤，而就在幾週後的5 月，馬斯克表示，他的公司將不再接受因環境問題而出現的加密貨幣。

Is Tesla using Bitcoin to improve quarterly financials?

特斯拉是否使用比特幣來改善季度財務狀況？

Not only did the sequence of events raise some allegations of market manipulation, but it also — together with environmental tax credits — had a meaningful impact on Tesla’s quarterly results.

這一系列事件不僅引發了一些市場操縱的指控，而且還與環境稅收抵免一起對特斯拉的季度業績產生了重大影響。

In October 2024, Tesla is again likely to face a week-long quarterly report due to the pressure from the prevailing ‘EV winter’ and the immediate lack of success for the recent ‘We, Robot’ event.

2024 年 10 月，由於當前「電動車冬天」的壓力以及最近的「我們，機器人」活動缺乏成功，特斯拉可能再次面臨為期一周的季度報告。

Still, while selling the $770 million worth of Bitcoin would positively impact Tesla’s financials, these would be reflected only in the report covering the final trimester of 2024.

儘管如此，雖然出售價值 7.7 億美元的比特幣將對特斯拉的財務產生積極影響，但這些只會反映在 2024 年最後三個月的報告中。

Furthermore, no market manipulation or other unsavory activity was proven in 2021 — even though crypto traders faced a 12% BTC downturn within a day after Tesla stopped accepting the cryptocurrency.

此外，2021 年沒有證據表明存在市場操縱或其他不良活動——儘管在特斯拉停止接受加密貨幣後的一天內，加密貨幣交易者面臨 12% 的 BTC 下跌。

Additionally, though some of the events indicate Musk partially influencing and partially just taking advantage of BTC’s movements, it is worth pointing out that the 2022 sale of the majority of the EV maker’s cryptocurrency was executed at a loss.

此外，儘管有些事件表明馬斯克部分影響了比特幣的走勢，部分只是利用了比特幣的走勢，但值得指出的是，這家電動車製造商在2022 年出售的大部分加密貨幣都是虧損的。

Ultimately, though there is plenty of room — and some backing — for theories centered on Tesla planning to sell its BTC, perhaps even to bolster its future reports with a major realized crypto market gain, it is equally possible the move is either a simple reshuffling of assets or an innocent attempt to make back some of the original investment.

最終，儘管圍繞特斯拉計劃出售其BTC 的理論有足夠的空間和一些支持，甚至可能是為了透過已實現的加密貨幣市場的重大收益來支持其未來的報告，但此舉同樣有可能是一次簡單的洗牌資產或無辜地試圖收回部分原始投資。

Still, cryptocurrency traders should be wary of Tesla’s possible selling as the sudden inflows of such a quantity of BTC into the market could cause significant downward pressure.

儘管如此，加密貨幣交易者仍應警惕特斯拉可能的拋售，因為如此大量的比特幣突然流入市場可能會造成巨大的下行壓力。