美国政府将 19,800 BTC 转移至 Coinbase Prime，重燃战略储备热议

区块链分析公司 Arkham 的数据显示，周一 16:27，一个与政府相关的钱包将 19,800 BTC 转移到 Coinbase Prime 钱包

A government-linked wallet transferred 19,800 BTC to a Coinbase Prime wallet on Monday at 16:27 UTC, according to data from blockchain analytics firm Arkham. Each bitcoin was averaging $96,969 at the time of the transaction. This marks the government's first significant on-chain bitcoin movement since August, breaking a four-month hiatus.

根据区块链分析公司 Arkham 的数据，周一世界标准时间 16:27，一个与政府相关的钱包将 19,800 BTC 转移到 Coinbase Prime 钱包。交易时每个比特币的平均价格为 96,969 美元。这标志着政府自八月份以来首次重大的链上比特币运动，打破了四个月的中断。

The bitcoins originated from assets seized during the crackdown on the Silk Road marketplace. In October, the Supreme Court authorized the U.S. to sell the confiscated 69,370 BTC tokens. Following this latest transaction, government wallets still hold about 188,309 BTC, worth an estimated $18.12 billion. These holdings also include substantial amounts of ETH, USDT and BNB.

这些比特币源自丝绸之路市场镇压期间查获的资产。 10 月，最高法院授权美国出售没收的 69,370 枚 BTC 代币。在此次最新交易之后，政府钱包仍持有约 188,309 BTC，价值估计为 181.2 亿美元。这些持有的资产还包括大量的 ETH、USDT 和 BNB。

The transfer was executed with minimal cost, as the government spent only 3,440 satoshis—or $3.34—to send the funds. The bitcoin blockchain transfer offered no privacy, scoring zero out of 100 on Blockchair’s privacy tool due to matched addresses, co-spending and the near-roundness of the value transferred.

此次转账的执行成本极低，政府仅花费了 3,440 聪（即 3.34 美元）来发送资金。比特币区块链传输不提供隐私，由于地址匹配、共同支出以及传输价值的接近完整性，在 Blockchair 的隐私工具上得分为零（满分 100 分）。

While the government moved the funds through an intermediary address before depositing them to Coinbase, Arkham’s data shows that 9,800 BTC were sent back to the intermediary wallet. This means the net inflow to Coinbase amounted to just 10,000 BTC.

虽然政府在将资金存入 Coinbase 之前通过中间地址转移，但 Arkham 的数据显示，有 9,800 BTC 被送回中间钱包。这意味着 Coinbase 的净流入仅为 10,000 BTC。

The timing of the transfer coincides with increasing chatter about the establishment of a U.S. strategic bitcoin reserve. With Donald Trump set to take office in January, his administration may advance this idea, which has already garnered support in Congress from figures like Senator Cynthia Lummis.

此次转移的时机恰逢关于建立美国战略比特币储备的讨论日益增多。随着唐纳德·特朗普将于一月份就职，他的政府可能会推进这一想法，该想法已经在国会获得了参议员辛西娅·卢米斯等人物的支持。

The Securities and Exchange Commission (SEC) under current Chair Gary Gensler has faced criticism for its regulatory approach to cryptocurrencies, prompting Trump to pledge significant changes to the agency’s leadership and policies. Gensler confirmed his resignation effective January 20, 2025, aligning with Trump’s inauguration as the 47th president of the United States.

现任主席加里·詹斯勒 (Gary Gensler) 领导下的证券交易委员会 (SEC) 因其对加密货币的监管方式而受到批评，促使特朗普承诺对该机构的领导和政策进行重大改变。詹斯勒确认辞职于 2025 年 1 月 20 日生效，与特朗普就任美国第 47 任总统保持一致。

Industry analysts suggest the government's transfer to Coinbase Prime is likely a custody action rather than a prelude to selling the assets. In July, the U.S. Marshals Service — an agency under the Department of Justice — announced that Coinbase Prime would serve as a custody provider, offering management and trading services for confiscated digital assets.

行业分析师表示，政府向 Coinbase Prime 的转移可能是一种托管行动，而不是出售资产的前奏。 7 月，司法部下属机构美国法警局宣布 Coinbase Prime 将作为托管提供商，为没收的数字资产提供管理和交易服务。

However, the substantial movement of bitcoins has fueled market speculation. Bitcoin's price dipped by about 1% following the news, dropping from an intraday high of $96,303 to around $95,219, struggling to maintain the $95,000 level.

然而，比特币的大幅波动加剧了市场的猜测。消息传出后，比特币价格下跌约 1%，从盘中高点 96,303 美元跌至 95,219 美元左右，艰难维持在 95,000 美元水平。

The government's significant holdings and recent movements have left market participants questioning the potential impact on bitcoin's price and the broader crypto market. Previous sales of seized assets have been executed in tranches, and the government has historically liquidated such holdings over time.

政府的大量持有和最近的举动让市场参与者质疑其对比特币价格和更广泛的加密货币市场的潜在影响。之前被扣押资产的出售都是分批进行的，而且政府历来都会随着时间的推移清算这些资产。