特斯拉与比特币的爱恨情仇

2021 年 2 月，埃隆·马斯克 (Elon Musk) 在特斯拉购买了总计 43,200 枚比特币后，宣布首次进入加密货币世界。

The value of Tesla’s crypto holdings has now exceeded 1 billion dollars, following the recent bullish price action recorded by Bitcoin.

在比特币最近出现看涨价格走势之后，特斯拉持有的加密货币价值现已超过 10 亿美元。

In February 2021, Tesla had purchased Bitcoin for 1.5 billion dollars, but later sold a part of it. The company is now in profit by about 495 million dollars.

2021年2月，特斯拉以15亿美元购买了比特币，但后来出售了一部分。该公司目前盈利约4.95亿美元。

Back in February 2021 Elon Musk announces his first entry into the crypto world after purchasing a total of 43,200 Bitcoin with Tesla.

早在 2021 年 2 月，埃隆·马斯克 (Elon Musk) 在特斯拉购买了总计 43,200 个比特币后，宣布首次进入加密货币世界。

The investment by the car manufacturer, amounting to 1.5 billion dollars according to the quotations of the time, was intended to maximize the returns of the company’s liquid cash.

根据当时的报价，汽车制造商的投资额为15亿美元，目的是使公司的流动现金回报最大化。

In parallel, Tesla would have started accepting payments in Bitcoin for the purchase of electric vehicles, supporting a phase of public acceptance of the cryptocurrency.

与此同时，特斯拉将开始接受比特币支付购买电动汽车，支持公众接受加密货币的阶段。

The news fueled part of the bull run of 2021, bringing Bitcoin above 60,000 dollars in the first quarter.

这一消息推动了 2021 年牛市的部分发展，使比特币在第一季度突破了 60,000 美元。

A few months later, however, Elon Musk decided to backtrack on his previous decision to liberalize bull and bear trading in crypto.

然而几个月后，埃隆·马斯克决定收回之前放开加密货币牛熊交易的决定。

With a totally unexpected news, in May Tesla announced the sale of 10% of its holdings in Bitcoin, halting support for the digital asset.

5 月，特斯拉发布了一个完全出乎意料的消息，宣布出售其持有的 10% 比特币，停止对这一数字资产的支持。

The reason for this choice reflects the way in which Bitcoin mining was powered at the time, with a large amount of CO2 emissions harmful to the environment.

这一选择的原因反映了当时比特币挖矿的供电方式，大量二氧化碳排放对环境有害。

In 2022, Tesla continued to progressively sell its Bitcoin holdings, liquidating approximately 400 million dollars in total.

2022年，特斯拉继续逐步出售其持有的比特币，总共变现约4亿美元。

In the second quarter, it liquidated 75% of the reserves at a loss when the price of the crypto was 24,000 dollars, obtaining 218 million dollars.

第二季度，当加密货币价格为 24,000 美元时，它亏损清算了 75% 的储备，获得了 2.18 亿美元。

In the fourth quarter, it further lightened the load by selling at a price of 21,000 dollars, for a total of 218 million dollars.

第四季度进一步减轻负担，以2.1万美元的价格出售，总计2.18亿美元。

From that moment on, Tesla has not executed any more operations in Bitcoin, leaving its holdings at a total of 11,500 coin.

从那时起，特斯拉就没有再进行任何比特币操作，其持有总量为 11,500 个比特币。

The latest news talks about Tesla’s Bitcoin balance, which after the latest bull rise in cryptocurrency prices has risen to 1 billion dollars.

最新消息谈到特斯拉的比特币余额，在加密货币价格最近一次牛市上涨后，其比特币余额已升至 10 亿美元。

At the end of 2022, when the value of the currency was just 17,000 dollars, the company’s crypto haul amounted to only 195 million dollars.

2022 年底，当货币价值仅为 17,000 美元时，该公司的加密货币收入仅为 1.95 亿美元。

Compared to then, prices have increased by over 400%, bringing the multi-billionaire Elon Musk and his automotive company back into profit.

与当时相比，价格上涨了 400% 以上，使亿万富翁埃隆·马斯克和他的汽车公司重新盈利。

Compared to the original price of 2021 at which these Bitcoin were initially purchased, we count an unrealized profit of 495 million dollars.

与 2021 年最初购买这些比特币的原价相比，我们算出未实现利润为 4.95 亿美元。

By also considering all the operations closed in losses, we can state that if Tesla were to sell the last 11,500 Bitcoin now, it would close the entire investment with a profit of approximately 200 million dollars.

再考虑到所有以亏损结束的业务，我们可以说，如果特斯拉现在出售最后 11,500 个比特币，它将结束整个投资，并获得约 2 亿美元的利润。

The dashboard of the Arkham Intelligence platform shows the current crypto assets of the company.

Arkham Intelligence 平台的仪表板显示了公司当前的加密资产。

In November, the news emerged that Tesla was moving its entire stack of Bitcoin to a new address for cryptocurrencies.

去年 11 月，有消息称特斯拉正在将其全部比特币转移到新的加密货币地址。

We do not know the reason for this shift, but we might be close to Elon Musk’s next unexpected move.

我们不知道这种转变的原因，但我们可能很快就会看到埃隆·马斯克的下一个意想不到的举动。

It is unlikely that these coins will be sold now, given Musk’s support for Trump’s election campaign, with the new president fully supporting the crypto.

鉴于马斯克对特朗普竞选活动的支持，以及新总统完全支持加密货币，这些代币现在不太可能被出售。

We might instead expect a new purchase, capable of triggering a new wave of FOMO in 2021 style.

相反，我们可能会期待新的购买，能够引发 2021 年风格的新一轮 FOMO 浪潮。

Elon Musk had indeed stated that he would resume embracing Bitcoin if mining became sustainable with 50% renewable energy.

埃隆·马斯克确实曾表示，如果采矿业能够利用 50% 的可再生能源实现可持续发展，他将重新拥抱比特币。

According to the data from the Bitcoin Mining Council, it has already surpassed that green mining threshold for some time.

根据比特币矿业委员会的数据，它已经超过绿色矿业门槛一段时间了。

After the latest news on the front of the USA elections, the price of Bitcoin soared, registering several continuous all-time highs in the market.

美国大选最新消息传出后，比特币价格飙升，连续创下市场历史新高。

Tesla or not, in this round of bull market the currency is advancing towards new horizons following the narrative of mainstream adoption.

无论特斯拉如何，在这一轮牛市中，随着主流采用的叙述，该货币正在迈向新的视野。

First with the launch of the ETFs in January, then with the presidential support of Donald Trump in November, Bitcoin goes its way breaking every record.

首先是 1 月份 ETF 的推出，然后是 11 月份唐纳德·特朗普总统的支持，比特币一路打破了所有记录。

Prices yesterday increased up to briefly reaching the 90,000 dollar mark, only to then make way for a brief retracement by the bear.

昨天价格上涨并短暂触及 90,000 美元大关，然后为空头的短暂回调让路。

Various publicly traded companies are celebrating their entry into the world of crypto, placing BTC as a strategic reserve of their finances

多家上市公司正在庆祝他们进入加密货币世界，将比特币作为其财务的战略储备

Enthusiasm and FOMO for speculations are returning, accompanied by an increase in searches for the query “Bitcoin” on Google Trends.

随着谷歌趋势上“比特币”搜索量的增加，投机热情和 FOMO 正在回归。

Both institutional with ETFs and retail with exchanges have returned to lead the cyclical four-year phase of the Bitcoin mania.

拥有 ETF 的机构机构和拥有交易所的零售机构都已重新引领比特币狂热的四年周期性阶段。

This bullish phase on Bitcoin is also pushing up the price of those company stocks that base their business on the cryptographic sector.

比特币的看涨阶段也推高了那些以加密货币领域为基础的公司股票的价格。