根据 Arkham Intelligence 的一份报告，埃隆·马斯克 (Elon Musk) 的 SpaceX 似乎拥有近 8,300 个比特币

该公司于 2021 年初购买了第一批 BTC，当时特斯拉也购买了它们。根据交易历史追踪，2021 年 2 月 SpaceX 拥有的 BTC 甚至超过 28,000 个。

SpaceX, a company founded and led by Elon Musk, appears to own almost 8,300 Bitcoin.

SpaceX 是一家由埃隆·马斯克 (Elon Musk) 创立和领导的公司，似乎拥有近 8,300 个比特币。

This emerges from the report by Arkham Intelligence, which has managed to identify what should be the public addresses belonging to the company.

这是来自 Arkham Intelligence 的报告，该报告已成功确定了哪些应该属于该公司的公共地址。

Elon Musk buys Bitcoin for SpaceX and Tesla

埃隆·马斯克为 SpaceX 和 Tesla 购买比特币

From the Arkham report, it emerges that the company acquired its first BTC at the beginning of 2021, when Tesla also purchased them.

从 Arkham 报告中可以看出，该公司在 2021 年初购买了第一笔 BTC，当时特斯拉也购买了它们。

According to the tracking of transaction history, in February 2021, SpaceX came to possess even more than 28,000 BTC.

根据交易历史追踪，2021年2月，SpaceX拥有超过28,000个BTC。

At the time, the price of Bitcoin was around $38,000, so in total, SpaceX should have invested just under a billion dollars.

当时，比特币的价格约为 38,000 美元，因此 SpaceX 总共投资了不到 10 亿美元。

However, after selling a small portion in May of the same year, when the price was above $37,000, nearly 18,000 were sold between May and June of 2022, when the price had dropped below $29,000 following the implosion of the Terra/Luna crypto ecosystem, with an overall loss of about 120 million dollars.

然而，在同年 5 月（当时价格高于 37,000 美元）出售了一小部分之后，在 2022 年 5 月至 6 月期间售出了近 18,000 个，当时随着 Terra/Luna 加密生态系统的崩溃，价格已跌至 29,000 美元以下，整体损失约1.2亿美元。

Since then, however, he has not sold anymore, so much so that the almost 8,300 BTC he owned at the end of June 2022 are still the same ones he owns now.

然而，从那以后，他就没有再出售过，以至于到 2022 年 6 月底他拥有的近 8,300 BTC 仍然是他现在拥有的。

Earnings and losses of the Bitcoin held by SpaceX

SpaceX持有的比特币收益和损失

The current value of the nearly 8,300 BTC (Bitcoin) owned by Elon Musk's SpaceX is slightly below 490 million dollars.

埃隆·马斯克 (Elon Musk) 的 SpaceX 拥有的近 8,300 BTC（比特币）目前价值略低于 4.9 亿美元。

It should be noted that the company has invested approximately 970 million dollars in BTC in total, in 2021, and that in 2022 from the two sales in May and June it collected approximately 505 million dollars. In February 2021 it had collected another 85, so in total from the three sales carried out so far it has collected more than 590 million dollars overall.

值得注意的是，该公司在 2021 年总共向 BTC 投资了约 9.7 亿美元，2022 年从 5 月和 6 月的两次销售中筹集了约 5.05 亿美元。 2021 年 2 月，它又筹集了 85 笔，因此迄今为止进行的三笔销售总共筹集了超过 5.9 亿美元。

Therefore, despite a cumulative loss of almost 120 million dollars with the sales made in 2021/2022, thanks to the strong rise in the price of Bitcoin in 2024, they would now theoretically be in profit, albeit only potentially.

因此，尽管 2021/2022 年的销售额累计损失近 1.2 亿美元，但由于 2024 年比特币价格的强劲上涨，理论上他们现在将实现盈利，尽管只是可能盈利。

Just think that the purchase cost of the 8,300 BTC they still have in their portfolio was only 260 million dollars, but their current potential market value is close to 490 million. With these potential gains not yet realized, they not only manage to cover all the losses generated by the sales of 2022, but they even manage to make a profit.

试想一下，他们的投资组合中还剩下8300个BTC的购买成本只有2.6亿美元，但他们目前的潜在市值却接近4.9亿美元。由于这些潜在收益尚未实现，他们不仅能够弥补 2022 年销售产生的所有损失，甚至还能实现盈利。

In other words, they did very badly to sell in 2022 after the temporary collapse of the crypto market caused by the implosion of Terra/Luna, while in the end, for now, they did well to keep in their portfolio the 8,300 BTC they have held since then.

换句话说，在 Terra/Luna 崩溃导致加密货币市场暂时崩溃后，他们在 2022 年的抛售表现非常糟糕，而最终，目前他们在投资组合中保留了 8,300 BTC自此举行。

Tesla and Bitcoin

特斯拉和比特币

Arkham Intelligence is also able to monitor the public addresses of Tesla.

Arkham Intelligence 还能够监控特斯拉的公共地址。

Although there are no absolute certainties that the addresses monitored by Arkham definitely correspond to those of SpaceX and Tesla, and many other entities, it is plausible that they might correspond.

尽管没有绝对确定 Arkham 监控的地址一定与 SpaceX 和 Tesla 以及许多其他实体的地址相对应，但它们可能是相对应的。

According to the Arkham report on Tesla, the company acquired as many as 44,000 BTC at the beginning of 2021, and sold a total of 32,000 by June 2022.

根据 Arkham 对特斯拉的报告，该公司在 2021 年初购买了多达 44,000 枚 BTC，到 2022 年 6 月总共售出 32,000 枚。

This is a strategy very similar to that of SpaceX, which produced significant losses in 2022, but in 2024 potentially recovered all the losses and moved into profit.

这一策略与 SpaceX 的策略非常相似，后者在 2022 年出现了重大亏损，但在 2024 年有可能挽回所有亏损并扭亏为盈。

Even Tesla has as CEO Elon Musk, who between the end of 2020 and the beginning of 2021 pushed Bitcoin a lot, and then pushed Dogecoin until May of the same year.

就连特斯拉也有埃隆·马斯克担任首席执行官，他在 2020 年底到 2021 年初期间大力推动比特币，然后直到同年 5 月才推动狗狗币。

Since then, he has pulled back a bit from the crypto markets, slowly over the months, so much so that now despite having tried several times, he has not been able to pump the price of DOGE anymore.

从那时起，他在几个月的时间里慢慢地从加密货币市场撤出了一点，以至于现在尽管已经尝试了几次，但他已经无法再推高 DOGE 的价格了。

His medium/short-term strategy on crypto has not paid off; in fact, it has produced losses. Instead, the long-term one is generating significant gains, even if for now they are only potential.

他的加密货币中/短期策略尚未获得回报；事实上，它已经产生了损失。相反，长期的收益正在产生显着的收益，即使目前它们还只是潜在的。

The cycles of the price of Bitcoin

比特币价格的周期

What Elon Musk has probably underestimated is the consistency of Bitcoin cycles.

埃隆·马斯克可能低估了比特币周期的一致性。

Bitcoin has a four-year cycle linked to the halving and the U.S. presidential elections. This cycle influences the entire crypto market.

比特币的周期为四年，与减半和美国总统选举有关。这个周期影响整个加密货币市场。

After the third halving and the 2020 US presidential

第三次减半和 2020 年美国总统大选之后