埃隆·马斯克的比特币分拆：仍然有意义吗？

2021 年，特斯拉及其所有者埃隆·马斯克（曾称比特币“在很多层面上都是一个好主意”）以环境问题为由拒绝了比特币。

In May 2021, Tesla and its owner Elon Musk made headlines when they announced that the company would no longer be accepting Bitcoin as payment for its electric vehicles. The decision came as a surprise to many, especially considering that Tesla had only begun accepting the cryptocurrency a couple of months prior.

2021 年 5 月，特斯拉及其所有者埃隆·马斯克 (Elon Musk) 宣布该公司将不再接受比特币作为其电动汽车的付款方式，从而成为头条新闻。这一决定令许多人感到惊讶，特别是考虑到特斯拉几个月前才开始接受加密货币。

At the time, Musk cited environmental concerns as the primary reason for the decision. He noted that Bitcoin mining, which is the process of verifying and adding new transactions to the blockchain, consumes vast amounts of energy, a significant portion of which is still derived from fossil fuels.

当时，马斯克将环境问题列为做出这一决定的主要原因。他指出，比特币挖矿是验证并向区块链添加新交易的过程，消耗大量能源，其中很大一部分仍然来自化石燃料。

"Tesla is concerned about the rapidly increasing use of fossil fuels for Bitcoin mining and transactions, especially coal, which has the worst emissions of any fuel," Musk tweeted.

马斯克在推特上写道：“特斯拉对比特币开采和交易中化石燃料的使用迅速增加感到担忧，尤其是煤炭，它的排放量是所有燃料中最严重的。”

"Cryptocurrency is a good idea on many levels. And we believe it has a promising future, but it cannot come at great cost to the environment."

“加密货币在很多层面上都是一个好主意。我们相信它有一个充满希望的未来，但它不会以巨大的环境代价为代价。”

The announcement had an immediate impact on the crypto market. Bitcoin's price dropped by more than 10% in a matter of hours following Musk's tweets. The decision also sparked a heated debate among crypto enthusiasts and the wider public.

该公告对加密货币市场产生了直接影响。在马斯克发推文后的几个小时内，比特币的价格下跌了 10% 以上。这一决定也引发了加密货币爱好者和广大公众的激烈争论。

Many Bitcoin believers were critical of Musk's decision, accusing him of being hypocritical and arguing that he knew full well how Bitcoin worked before Tesla decided to accept it. They also pointed out that other industries, such as traditional banking, also have a significant environmental footprint.

许多比特币信徒对马斯克的决定持批评态度，指责他虚伪，并认为在特斯拉决定接受比特币之前，他完全了解比特币的运作方式。他们还指出，其他行业，例如传统银行业，也产生了显着的环境足迹。

Others speculated that Musk's decision to stop accepting Bitcoin was actually a strategy to cash out during the cryptocurrency's bull run in 2021. They noted that Tesla had purchased a large quantity of Bitcoin earlier in the year and that selling a portion of its holdings would have netted the company a substantial profit.

其他人猜测，马斯克决定停止接受比特币，实际上是在 2021 年加密货币牛市期间套现的策略。他们指出，特斯拉在今年早些时候购买了大量比特币，出售部分持有的比特币将获得净收益。公司盈利可观。

Whatever Musk's motives may have been, his decision to stop accepting Bitcoin payments marked a turning point in Tesla's relationship with the cryptocurrency and in Musk's relationship with the crypto community.

无论马斯克的动机是什么，他停止接受比特币支付的决定标志着特斯拉与加密货币以及马斯克与加密社区关系的转折点。

There is some validity to Musk's environmental concerns. Reports from the Cambridge Centre for Alternative Finance have shown that Bitcoin mining uses more electricity annually than entire countries, such as Sweden or Malaysia.

马斯克对环境的担忧有一定道理。剑桥另类金融中心的报告显示，比特币挖矿每年消耗的电力比瑞典或马来西亚等整个国家还要多。

Given Tesla's image as a poster child for clean energy and sustainability, its association with an energy-intensive process that is largely powered by fossil fuels could be seen as problematic.

鉴于特斯拉作为清洁能源和可持续发展典范的形象，其与主要由化石燃料驱动的能源密集型过程的联系可能会被视为有问题。

However, it's worth noting that the Bitcoin mining industry has made some progress in adopting renewable energy sources. Recent estimates suggest that around 52% of Bitcoin's global mining operations now use renewable sources, up from 39% in 2021.

然而，值得注意的是，比特币挖矿业在采用可再生能源方面取得了一些进展。最近的估计表明，目前全球约 52% 的比特币挖矿业务使用可再生能源，高于 2021 年的 39%。

Despite these improvements, Bitcoin mining still has a massive overall environmental footprint due to its high electricity consumption. This allows Tesla to maintain its sustainability argument, even if it may appear outdated.

尽管有这些改进，比特币挖矿由于其高电力消耗，仍然对整体环境产生巨大的影响。这使得特斯拉能够维持其可持续发展论点，即使它可能看起来已经过时。

Interestingly, while Tesla stopped accepting Bitcoin payments, the company never sold its Bitcoin stash. Instead, it has held onto the cryptocurrency throughout, and this gamble has paid off handsomely.

有趣的是，虽然特斯拉停止接受比特币支付，但该公司从未出售其比特币储备。相反，它自始至终都持有加密货币，这场赌博得到了丰厚的回报。

According to Tesla's latest financial filings, the company still owns 11,630 Bitcoins, which are currently valued at around $440 million. This remaining portion of Tesla's original Bitcoin purchase has seen a significant unrealized gain.

根据特斯拉最新的财务文件，该公司仍拥有 11,630 枚比特币，目前价值约为 4.4 亿美元。特斯拉最初购买比特币的剩余部分已经获得了巨大的未实现收益。

Elon Musk has also hinted that Tesla may start accepting cryptocurrency payments again in the future, but only if mining becomes more sustainable. "I think cryptocurrency is fundamentally good & ultimately will help advance a more sustainable energy future," Musk tweeted in December 2022.

埃隆·马斯克还暗示，特斯拉未来可能会再次开始接受加密货币支付，但前提是采矿业变得更加可持续。 “我认为加密货币从根本上来说是好的，最终将有助于推进更加可持续的能源未来，”马斯克在 2022 年 12 月发推文。

"Once mining transitions to ~50% clean energy use, & total energy use is verified independently, Tesla will likely resume accepting Bitcoin."

“一旦采矿业过渡到约 50% 的清洁能源使用，并且总能源使用量得到独立验证，特斯拉可能会恢复接受比特币。”

Financially, it's hard to argue with the results of Tesla's Bitcoin venture. The company's total realized gain from its Bitcoin sales now stands at $1.03 billion, which has contributed significantly to its overall bottom line.

从财务角度来看，特斯拉比特币业务的成果无可争议。该公司通过比特币销售实现的总收益目前为 10.3 亿美元，这对其整体利润做出了重大贡献。

Moreover, Tesla's stock performance has been stellar throughout 2-23. Just last week, the stock hit an all-time high of $424.77, driven by continued optimism from Wall Street, Musk's political connections, and the global bull run.

此外，特斯拉的股票表现在 2 月至 23 日期间一直表现出色。就在上周，在华尔街持续乐观情绪、马斯克的政治关系以及全球牛市的推动下，该股创下了 424.77 美元的历史新高。

Speaking of politics, Elon Musk's growing influence in Washington could completely rewrite the narrative around Tesla and crypto. After spending $277 million to support Donald Trump's presidential campaign, the eccentric billionaire is now close friends with the president and is set to lead the Department of Government Efficiency under the incoming administration.

说到政治，埃隆·马斯克在华盛顿日益增长的影响力可能会完全改写围绕特斯拉和加密货币的叙述。在斥资 2.77 亿美元支持唐纳德·特朗普的总统竞选之后，这位古怪的亿万富翁现在成为了总统的亲密朋友，并将在即将上任的政府领导下领导政府效率部。

This role gives Musk significant sway over federal regulations, including those related to cryptocurrency and autonomous vehicles. A pro-crypto administration would likely mean looser regulations and more mainstream adoption, which would stand to benefit both Tesla and its Bitcoin holdings.

这一角色使马斯克对联邦法规具有重大影响力，包括与加密货币和自动驾驶汽车相关的法规。支持加密货币的政府可能意味着更宽松的监管和更主流的采用，这将使特斯拉及其持有的比特币受益。

Analysts see Musk's political maneuvering as a strategic play to position Tesla for future gains, both through crypto-friendly policies and faster approval processes for Tesla's EV tech. Either way, this presents a great opportunity for the company to jump back in.

分析师认为，马斯克的政治策略是一种战略策略，旨在通过加密货币友好的政策和特斯拉电动汽车技术更快的审批流程，为特斯拉争取未来的收益。无论哪种方式，这都为该公司提供了重新介入的绝佳机会。

Trump himself has promised to not do anything that could crash Bitcoin, and Tesla is

特朗普本人已承诺不会做任何可能导致比特币崩溃的事情，而特斯拉则在