14 年比特币持有者暴利 1.4 亿美元，整合 2,000 BTC

一家不知名实体最近将 2010 年开采的 2,000 枚比特币整合到一个钱包中，凸显了持有比特币的潜在长期盈利能力。这种整合引发了有关矿工密钥安全性的问题，一些人认为密钥生成受到了损害。与此同时，分析师指出，这种交易模式是场外销售的一个迹象，由于需求增加和可供销售的供应量减少，导致了比特币的“卖方流动性危机”。

Unveiled: 14-Year Bitcoin Hodler Emerges with Consolidated 2,000 BTC Windfall

揭晓：14 年比特币持有者带来 2,000 BTC 意外之财

In an extraordinary development, an anonymous entity has consolidated 2,000 Bitcoin (BTC) mined in the nascent days of the cryptocurrency in 2010 into a single wallet. This consolidation, meticulously uncovered by developer mononautical on March 26, involved the transfer of 40 sets of mining rewards, each comprising 50 BTC, into a single repository.

一个非凡的进展是，一个匿名实体将 2010 年加密货币初期开采的 2,000 个比特币 (BTC) 整合到一个钱包中。开发者 mononautical 在 3 月 26 日精心揭露了这次合并，涉及将 40 组挖矿奖励（每组包含 50 BTC）转移到一个存储库中。

A Patient Investor's Triumph

耐心投资者的胜利

Reflecting on the situation, mononautical remarked, "Imagine holding for 14 years as the value rockets from a few hundred dollars to $140 million." At the time of mining, these rewards had a modest worth of $600.

反思这种情况，Mononautical 表示，“想象一下持有 14 年，其价值从几百美元飙升至 1.4 亿美元。”在挖矿时，这些奖励的价值仅为 600 美元。

Questions of Origin

起源问题

In response to this revelation, @Psifour raised concerns about the possibility of compromised key generation, suggesting that the rewards could have originated from either a known mining pool or a random source.

针对这一披露，@Psifour 提出了对密钥生成可能受到损害的担忧，表明奖励可能来自已知的矿池或随机来源。

However, mononautical clarified that the miner remains unidentified, indicating that the transfer may have been a strategic move rather than a security breach. "It's possible the keys were compromised, but it seems like this went straight to an OTC desk," mononautical added, citing a previous instance of similar old mining wallet sweeps.

然而，mononautical 澄清称，该矿工的身份仍然不明，这表明此次转移可能是一项战略举措，而不是安全漏洞。 mononautical 补充道：“密钥可能已被泄露，但这似乎直接进入了 OTC 柜台。”他引用了之前类似的旧挖矿钱包扫描事件。

Dormant Giant Awakens

沉睡的巨人苏醒

This news follows another significant Bitcoin movement over the weekend. The fifth richest Bitcoin address, dormant since 2019, has been reactivated. According to blockchain analytics firm Arkham, this address was funded with 94,500 BTC worth $6.05 billion in 2019. The Bitcoin remained untouched until recently, when it was divided and transferred to new addresses.

此消息是在周末比特币另一次重大变动之后发布的。自 2019 年以来一直处于休眠状态的第五大比特币地址已被重新激活。根据区块链分析公司 Arkham 的数据，该地址在 2019 年获得了 94,500 比特币的资助，价值 60.5 亿美元。直到最近，比特币才被分割并转移到新的地址。

Sell-Side Liquidity Crisis

卖方流动性危机

CryptoQuant founder and CEO Ki Young Ju observed that the consolidation indicates a "sell-side liquidity crisis waking up old Bitcoin." Ju also suggested that the transaction pattern points to over-the-counter (OTC) sales of the funds.

CryptoQuant 创始人兼首席执行官 Ki Young Ju 观察到，此次整合表明“卖方流动性危机唤醒了旧比特币”。鞠还表示，交易模式指向基金的场外交易（OTC）销售。

CryptoQuant's "Weekly Crypto Report" further outlined an impending "sell-side liquidity crisis." The report attributed this crisis to surging Bitcoin demand, fueled primarily by the introduction of spot Bitcoin exchange-traded funds (ETFs) in the U.S. This heightened demand has severely reduced the available supply for sale.

CryptoQuant 的“每周加密报告”进一步概述了即将到来的“卖方流动性危机”。该报告将这场危机归因于比特币需求激增，这主要是由于美国引入现货比特币交易所交易基金（ETF）而推动的。这种需求的增加严重减少了可供出售的供应量。

Dwindling Liquidity

流动性减少

According to the report, Bitcoin's liquid inventory has reached its lowest level ever in terms of months of demand, with current supply only sufficient to cover demand growth for twelve months.

报告称，就几个月的需求而言，比特币的流动库存已达到有史以来的最低水平，目前的供应量仅足以满足十二个月的需求增长。

When considering Bitcoin available strictly on U.S. exchanges, the supply would only be able to meet demand for half as long, dropping to six months of demand if Bitcoin from exchanges outside the U.S. is excluded. This exclusion is based on the assumption that U.S. spot Bitcoin ETFs will solely source Bitcoin from U.S. entities.

当考虑严格在美国交易所提供比特币时，如果排除美国境外交易所的比特币，供应量只能满足需求的一半，即下降到六个月的需求。这一排除是基于这样的假设：美国现货比特币 ETF 将仅从美国实体采购比特币。