美国政府准备清算从 Silk Road 扣押的价值 6.5B 美元的比特币

该报告发布距离当选总统唐纳德·特朗普就职仅 11 天。特朗普发誓不会出售 187,236 比特币中的任何一个

The price of bitcoin (BTC) has dropped by $10,000 in a matter of days, falling to $92,000. This sharp decline has raised concerns among some traders that the bull run could be coming to an end. However, there are several factors that suggest these fears may be overblown.

比特币（BTC）的价格在几天内下跌了 10,000 美元，跌至 92,000 美元。这种急剧下跌引起了一些交易员的担忧，他们担心牛市可能即将结束。然而，有几个因素表明这些担忧可能被夸大了。

Unconfirmed reports from DB News indicate that the Department of Justice (DOJ) has been authorized to liquidate 69,370 BTC ($6.5 billion) that were seized from the Silk Road marketplace.

DB News 未经证实的报道表明，司法部 (DOJ) 已被授权清算从 Silk Road 市场查获的 69,370 BTC（65 亿美元）。

The report comes just 11 days before President-elect Donald Trump's inauguration. Trump has vowed not to sell any of the 187,236 BTC that is still in possession by the U.S. government, according to Glassnode data. The majority of the tokens in the government's possession comes from the seizures on Bitfinex and Silk Road.

该报告是在当选总统唐纳德·特朗普就职典礼前 11 天发布的。根据 Glassnode 的数据，特朗普发誓不会出售美国政府仍持有的 187,236 枚 BTC。政府拥有的大部分代币来自 Bitfinex 和 Silk Road 上的扣押。

The reports of 69,370 BTC being liquidated at once sound like a lot, but if they are sold, they will most likely be sold in an orderly fashion as they are requested to get the best possible price. At the same time, the market already knew that this was a possibility, so this could have already been baked in to market expectations.

69,370 BTC 被一次性清算的报道听起来很多，但如果出售的话，很可能会有序出售，因为他们被要求获得尽可能最好的价格。同时，市场已经知道这是一种可能性，因此这可能已经融入了市场预期。

Secondly, the market has absorbed over 1 million bitcoin since September. This can be shown by the decrease in holdings by long-term holders, who are defined by Glassnode as investors who have held bitcoin for longer than 155 days. As a cohort they now hold 13.1 million BTC. However, since September, the price has gone from approximately $60,000 to over $100,000.

其次，自 9 月份以来，市场已经吸收了超过 100 万枚比特币。这可以通过长期持有者持有量的减少来体现，Glassnode 将长期持有者定义为持有比特币超过 155 天的投资者。作为一个群体，他们现在持有 1310 万比特币。然而，自9月份以来，价格已从约6万美元涨至超过10万美元。

Lastly, we have previous data on another government selling a similar amount of bitcoin. The German government sold approximately 50,000 BTC from mid-June to mid-July of 2023. The total value of the coins was around $3.5 billion back then, around half the value now.

最后，我们有另一个政府出售类似数量比特币的先前数据。德国政府从 2023 年 6 月中旬到 7 月中旬出售了约 50,000 个 BTC。当时这些代币的总价值约为 35 亿美元，约为现在价值的一半。

However, the market effectively front-ran the selling and the price bottomed out around July 7 at around $55,000 while the German government still had possession of at least 25,000 BTC.

然而，市场实际上抢先了抛售，价格在 7 月 7 日左右触底至 55,000 美元左右，而德国政府仍持有至少 25,000 枚 BTC。