美国政府出售比特币：为持有者带来福音，加剧通胀担忧

鉴于美国政府最近出售了 30,000 个比特币，Blockstream 首席执行官 Adam Back 表示，这可能对长期比特币持有者（即“HODLers”）有利。 Back认为，政府向市场注入法定货币可能会导致通胀压力，从而可能增加比特币作为对冲货币贬值的价值。然而，另一种观点推测政府可能旨在保持低价或支持授权的 ETF 参与者。

US Government's Bitcoin Sales: A Boon for Long-Term HODLers

美国政府的比特币销售：长期持有者的福音

The recent revelation that the US government is offloading a portion of its Bitcoin (BTC) stockpile has sparked a flurry of speculation and debate within the cryptocurrency community. While some express concerns over the potential market impact, others, particularly long-term holders known as "HODLers," view it as a favorable development.

最近有消息称，美国政府正在出售部分比特币（BTC）库存，这在加密货币社区内引发了一系列猜测和争论。虽然一些人对潜在的市场影响表示担忧，但其他人，特别是被称为“HODLers”的长期持有者，认为这是一个有利的发展。

In a recent post on the social media platform X, Adam Back, co-founder and CEO of Blockstream, argued that the government's Bitcoin sales could ultimately benefit HODLers. "Hehe good point. Should've hodled," Back joked, implying that he would have maintained his own Bitcoin holdings rather than selling. "But better for bitcoiners if they sell and then print more USD later. They know they want to. Well, basically have to at this point."

Blockstream 联合创始人兼首席执行官 Adam Back 在社交媒体平台 X 最近发表的一篇文章中认为，政府的比特币销售最终可能会让 HODLers 受益。 “呵呵，说得好。应该持有，”巴克开玩笑说，暗示他会保留自己持有的比特币，而不是出售。 “但对于比特币持有者来说，如果他们先卖出然后再印制更多美元，那就更好了。他们知道自己想要这样做。好吧，现在基本上必须这样做。”

Back's reasoning stems from the assumption that the US government will likely use the proceeds from the Bitcoin sales to fund spending or reduce debt. This, in turn, could lead to an increase in the money supply, potentially fueling inflationary pressures. In such a scenario, Bitcoin's value as a hedge against currency devaluation may rise, making it more attractive for HODLers.

巴克的推理源于这样的假设：美国政府可能会使用比特币销售所得来资助支出或减少债务。反过来，这可能会导致货币供应量增加，从而可能加剧通胀压力。在这种情况下，比特币作为货币贬值对冲工具的价值可能会上升，从而对持有者更具吸引力。

However, not all market participants share Back's bullish outlook. Some speculate that the government's Bitcoin sales may be intended to keep the price of the cryptocurrency artificially low or to support certain authorized Exchange-Traded Funds (ETFs).

然而，并非所有市场参与者都认同巴克的看涨前景。一些人猜测，政府出售比特币可能是为了人为地压低加密货币的价格，或者是为了支持某些授权的交易所交易基金（ETF）。

It is important to note that this is not the first time the US government has attempted to sell Bitcoin seized from Silk Road, an infamous online black market known for facilitating illicit transactions. In January 2024, the government filed a notice to sell nearly $130 million worth of Bitcoins in two lots.

值得注意的是，这并不是美国政府第一次试图出售从丝绸之路缴获的比特币，丝绸之路是一个臭名昭著的在线黑市，以促进非法交易而闻名。 2024 年 1 月，政府发布通知，分两批出售价值近 1.3 亿美元的比特币。

The confiscated Bitcoin holdings originated from two separate seizures related to Silk Road. In February 2021, over 144,000 BTC were seized in Memphis, Tennessee, followed by another seizure in Arlington, Texas, in May 2021. The District Court in Maryland authorized the forfeiture of the seized Bitcoins to the US government on January 8, 2024.

被没收的比特币源自与丝绸之路相关的两次单独查获。 2021 年 2 月，田纳西州孟菲斯市查获了超过 144,000 枚比特币，随后又于 2021 年 5 月在德克萨斯州阿灵顿查获了另一笔比特币。马里兰州地方法院于 2024 年 1 月 8 日授权美国政府没收被查封的比特币。

As of December 2023, the US government owned approximately $9 billion worth of Bitcoin. However, this figure includes Bitcoin from various sources, including seizures unrelated to Silk Road.

截至 2023 年 12 月，美国政府拥有价值约 90 亿美元的比特币。然而，这个数字包括来自各种来源的比特币，包括与丝绸之路无关的缉获量。

The market impact of the government's Bitcoin sales remains uncertain. While some analysts predict a temporary downward pressure on Bitcoin's price, others believe that the long-term implications for HODLers could be positive.

政府销售比特币对市场的影响仍不确定。虽然一些分析师预测比特币价格将面临暂时的下行压力，但另一些分析师则认为，这对持有者的长期影响可能是积极的。

Ultimately, the trajectory of Bitcoin's price will depend on a multitude of factors, including macroeconomic conditions, global events, and the overall sentiment within the cryptocurrency market. However, for those who have adopted the "hodling" strategy, the US government's Bitcoin sales may prove to be an unexpected windfall in the long run.

最终，比特币价格的走势将取决于多种因素，包括宏观经济状况、全球事件以及加密货币市场的整体情绪。然而，对于那些采取“囤币”策略的人来说，从长远来看，美国政府出售比特币可能会被证明是一笔意外之财。