特斯拉悄悄转移7.65亿美元比特币，马斯克的加密货币战略在市场担忧中受到严格审查

埃隆·马斯克 (Elon Musk) 对加密货币的冒险再次引起人们的关注。区块链分析公司 Arkham Intelligence 报告称，特斯拉最近将价值约 7.65 亿美元的比特币转移到身份不明的钱包中。

Elon Musk’s ventures into cryptocurrency are once again under close scrutiny. According to blockchain analytics firm Arkham Intelligence, Tesla has quietly moved about $765 million worth of Bitcoin to unidentified wallets.

埃隆·马斯克 (Elon Musk) 的加密货币冒险再次受到密切关注。据区块链分析公司 Arkham Intelligence 称，特斯拉已悄悄将价值约 7.65 亿美元的比特币转移到身份不明的钱包中。

This massive transfer has sparked a flurry of speculation, especially given Musk’s previous actions and statements regarding cryptocurrency. Tesla’s crypto strategy has been anything but straightforward, with the company making headlines in early 2021 with a massive $1.5 billion investment in Bitcoin.

这一大规模转移引发了一系列猜测，特别是考虑到马斯克之前有关加密货币的行动和声明。特斯拉的加密战略绝非直截了当，该公司在 2021 年初因对比特币进行 15 亿美元的巨额投资而成为头条新闻。

Musk, never one to shy away from bold moves, saw the strategy as a way to diversify Tesla’s portfolio and support its interest in accepting cryptocurrency for car payments. The news alone sent Bitcoin soaring by over $10,000.

马斯克从不回避大胆的举措，他认为这一战略是特斯拉投资组合多元化的一种方式，并支持其接受加密货币用于汽车支付的兴趣。仅这一消息就让比特币飙升超过 10,000 美元。

However, Musk’s love affair with Bitcoin was short-lived. By mid-2021, he had hit the brakes on accepting Bitcoin for Tesla purchases, citing concerns over Bitcoin mining’s heavy reliance on coal and other fossil fuels, which didn’t align with his broader sustainability mission.

然而，马斯克对比特币的热爱是短暂的。到 2021 年中期，他停止了接受比特币购买特斯拉的计划，理由是担心比特币开采严重依赖煤炭和其他化石燃料，这与他更广泛的可持续发展使命不符。

The about-face sent shock waves through the crypto community, with Bitcoin dropping more than 10% almost overnight. Still, Musk stood firm, declaring that Tesla wouldn’t sell any of its Bitcoin and would resume accepting it for purchases once mining shifted toward renewable energy sources.

这一转变给加密货币社区带来了冲击，比特币几乎一夜之间下跌了 10% 以上。尽管如此，马斯克立场坚定，宣称特斯拉不会出售任何比特币，并且一旦采矿业转向可再生能源，将恢复接受比特币购买。

But that didn’t last long either. By the summer of 2022, Tesla had sold off most of its Bitcoin at about $20,000 per coin, considerably lower than it initially paid. Critics quickly pointed out that the company had sold near the bottom of the market,

但这也没有持续多久。到 2022 年夏天，特斯拉以每枚约 20,000 美元的价格出售了大部分比特币，远低于最初支付的价格。批评者很快指出该公司已在市场底部附近出售，

losing out on significant potential profit. Despite the sell-off, Tesla held on to a smaller reserve – fewer than 10,000 Bitcoin – which has appreciated over 350% since the company’s initial purchase.

损失巨大的潜在利润。尽管遭到抛售，特斯拉仍保留了较小的储备——不到 10,000 个比特币——自该公司首次购买以来，该储备已升值超过 350%。

Had Tesla not sold its holdings, the Bitcoin stash would be worth more than $3 billion today. According to Forbes, Bitcoin recently hit a high of $73,750, far surpassing the company’s original buy price of 43,200 BTC.

如果特斯拉没有出售其持有的比特币，那么今天所持有的比特币价值将超过 30 亿美元。据《福布斯》报道，比特币最近触及 73,750 美元的高位，远远超过了该公司最初购买价格 43,200 BTC。

Now, the crypto world waits to see what happens next. The timing of this transfer is particularly interesting, as new accounting standards are set to go into effect this December.

现在，加密世界正在等待接下来会发生什么。此次转移的时机特别有趣，因为新会计准则将于今年 12 月生效。

The Financial Accounting Standards Board (FASB) has updated its guidelines, requiring digital assets like Bitcoin to be marked at fair value. Previously, assets could only be marked down in case of depreciation, with no recognition of value increases unless they were sold.

财务会计准则委员会（FASB）更新了其指导方针，要求比特币等数字资产以公允价值标记。此前，资产只能在折旧的情况下进行减价，除非出售，否则无法确认价值增加。

These new rules will allow companies to reflect gains and losses in their financial reports, which

这些新规则将允许公司在其财务报告中反映损益，这

could shift how firms like Tesla approach their Bitcoin holdings.

可能会改变特斯拉等公司持有比特币的方式。