中国所谓的比特币持有量——分析师称证据在哪里？

上周，Bitcoin.com News 发表了一篇社论，泄露了所有掌握比特币的政府的秘密，无论他们是通过打击犯罪、还是通过挖矿或购买来获取比特币。在这篇文章中，我们指出中国可能藏有超过 190,000 枚比特币，我们的报告还指出这种说法纯粹是猜测。

An image shared by an X account on Dec. 10 shows countries and companies that own bitcoin (BTC). The data, which is from May 2024, indicates that the U.S. has the most holdings, followed by China, which has 194,000 BTC. The chart also shows Germany and Ukraine holding 50,000 to 46,351 BTC, respectively.

12 月 10 日，X 账户分享的一张图片显示了拥有比特币 (BTC) 的国家和公司。该数据来自 2024 年 5 月，表明美国持有比特币最多，其次是中国，持有 194,000 枚比特币。该图表还显示德国和乌克兰分别持有 50,000 至 46,351 BTC。

“China and Ukraine don’t own anything,” Sani replied to the Finance Guy. The chart shared by the X account is quite dated when compared to current statistics. For example, Microstrategy’s holdings are significantly larger than what’s depicted, but the chart, of course, is from May 2024. Additionally, Ukraine no longer holds any bitcoins; donations sent to the government were converted into traditional fiat currencies to support their defense and relief initiatives.

“中国和乌克兰不拥有任何东西，”萨尼回答财务专家。与当前的统计数据相比，X 帐户共享的图表相当过时。例如，Microstrategy 的持有量明显比所描绘的要多，但图表当然是 2024 年 5 月的。此外，乌克兰不再持有任何比特币；发送给政府的捐款被兑换成传统的法定货币，以支持他们的国防和救援行动。

Germany also sold off its 50,000 BTC stockpile earlier this year. Although the report is outdated, figures concerning China continue to circulate in numerous articles and research papers to date. Bitcoin.com News highlighted this in our latest article, where @Ergobtc, a researcher from the now-defunct OXT Research, clarified that many blockchain analysts believe these coins were disposed of on the open market in 2019. Sani also mentioned this last week.

德国今年早些时候还出售了其 50,000 枚比特币库存。尽管该报告已经过时，但迄今为止，有关中国的数据仍在大量文章和研究论文中流传。 Bitcoin.com News 在我们最新的文章中强调了这一点，现已解散的 OXT Research 的研究员 @Ergobtc 澄清说，许多区块链分析师认为这些代币已于 2019 年在公开市场上被处置。Sani 上周也提到了这一点。

“I don’t know who needs to hear this, but there is no proof that China still holds any of their confiscated Bitcoin,” he wrote on X on Dec. 8. “Anyone thinking that they do, please provide us with the addresses.” Author and researcher Kyle Torpey responded to Sani's post. “I tried to fix this on @BTCtreasuries some months ago,” he said. “But it didn’t work because my source that disputes the numbers is not as recent. I think everyone is just citing them without looking at the source data.”

12 月 8 日，他在 X 上写道：“我不知道谁需要听到这个消息，但没有证据表明中国仍然持有他们没收的比特币。如果有人认为他们持有这些比特币，请向我们提供地址。” ”。作家兼研究员凯尔·托佩 (Kyle Torpey) 回复了萨尼 (Sani) 的帖子。 “几个月前我试图在@BTCtreasuries 上解决这个问题，”他说。 “但这并没有奏效，因为我对这些数字提出质疑的消息来源并不是最近的。我认为每个人都只是引用它们而没有查看源数据。”

The timechainindex.com founder replied:

timechainindex.com创始人回复：

No one ever does, they just choose what benefits them.

没有人这样做，他们只是选择对自己有利的事情。

Others humorously remarked that China might be “Mr 100,” known as Upbit's wallet, yet often labeled by influencers on X as a whale with that moniker. In the Bitcoin community, where the mantra “don’t trust, verify” is sacred, the unverified claim of China amassing over 190,000 bitcoins rings hollow.

其他人则幽默地评论说，中国可能是“100 先生”，被称为 Upbit 的钱包，但经常被 X 上的影响者贴上这个绰号的鲸鱼标签。在比特币社区，“不要相信，要验证”的口号是神圣的，未经证实的中国积累了超过 19 万枚比特币的说法听起来很空洞。

As of Dec. 11, 2024, we know that no wallet addresses have been produced to substantiate this claim, leaving the tale as nothing more than digital folklore. The blockchain’s ledger, transparent by design, should be the final word, yet this rumor often persists without the verification it demands, just like the “Mr 100” X posts. The persistent narrative of China’s supposed bitcoin hoard is a testament to how easily unverified can proliferate in the crypto space.

截至 2024 年 12 月 11 日，我们知道尚未产生任何钱包地址来证实这一说法，因此这个故事只不过是数字民间传说。区块链的账本设计透明，应该是最终的决定，但这种谣言经常在没有经过其所要求的验证的情况下持续存在，就像“100先生”X的帖子一样。中国所谓的比特币囤积的持续叙述证明了未经验证的比特币在加密货币领域是多么容易扩散。

At times it can be an echo chamber where hearsay is amplified over hard data. If we are to respect the integrity of Bitcoin’s decentralized ethos, we must demand proof, not just accept the stories that fit our narratives from time to time. This China rumor, lacking any blockchain-backed evidence, should be quashed.

有时，它可能是一个回音室，传闻在硬数据上被放大。如果我们要尊重比特币去中心化精神的完整性，我们就必须要求证据，而不仅仅是接受不时符合我们叙述的故事。这个缺乏任何区块链支持证据的中国谣言应该被驳回。

We can confirm the U.S. government’s wallets along with the United Kingdom’s seized bitcoins. The community acknowledges that Germany disposed of their bitcoins, and on-chain evidence reflects the holdings on the balance sheets of the Royal Government of Bhutan and El Salvador.

我们可以确认美国政府的钱包以及英国扣押的比特币。该社区承认德国处置了他们的比特币，链上证据反映了不丹王国政府和萨尔瓦多资产负债表上的持有情况。