特斯拉 (TSLA) 将价值 7.6 亿美元的比特币 (BTC) 转移至未知地址

尽管特斯拉（纳斯达克股票代码：TSLA）与比特币（BTC）的历史大部分于 2022 年 7 月结束，当时这家电动汽车（EV）制造商出售了约 75% 的加密货币

After selling about three-quarters of its Bitcoin (BTC) in July 2022, electric vehicle (EV) maker Tesla (NASDAQ: TSLA) appears to have made a surprising move on October 15 and 16, 2024, by shifting vast quantities of the cryptocurrency.

电动汽车 (EV) 制造商特斯拉（纳斯达克股票代码：TSLA）在 2022 年 7 月出售了约四分之三的比特币 (BTC) 后，似乎在 2024 年 10 月 15 日至 16 日采取了令人惊讶的举措，转移了大量的加密货币。

According to data retrieved from Arkham Intelligence, Tesla started moving the BTC to previously unknown addresses on the afternoon of October 15. In total, the EV maker performed 26 transactions, transferring some $760 million worth of the coin.

根据 Arkham Intelligence 检索到的数据，特斯拉于 10 月 15 日下午开始将 BTC 转移到之前未知的地址。这家电动汽车制造商总共进行了 26 笔交易，转移了价值约 7.6 亿美元的代币。

The transfers quickly drew the attention of the crypto community, as they involve virtually all of Tesla’s remaining 11,510 Bitcoins.

这些转账很快引起了加密社区的关注，因为它们几乎涉及特斯拉剩余的 11,510 个比特币。

Is Tesla planning to remove its Bitcoin exposure?

特斯拉是否计划取消其比特币风险敞口？

Perhaps the most obvious explanation — though not necessarily true — for the large-scale Bitcoin transfers is that Tesla is preparing to sell the remaining cryptocurrency.

对于大规模比特币转移，最明显的解释（尽管不一定正确）也许是特斯拉正准备出售剩余的加密货币。

Indeed, the EV maker’s wallet remained largely dormant during much of the “crypto winter,” when BTC was mostly trading below $20,000, and came to life in “Uptober” of 2024 after the cryptocurrency had experienced a protracted period of strong performance.

事实上，在“加密货币冬天”的大部分时间里，这家电动汽车制造商的钱包基本上处于休眠状态，当时 BTC 的交易价格大多低于 20,000 美元，但在加密货币经历了长时间的强劲表现后，在 2024 年的“Uptober”中，这家电动汽车制造商的钱包又开始活跃起来。

So far, Bitcoin is up 58.89% in 2024 and had risen to $67,708 by press time on October 16. At the same time, the most recent trading saw BTC breaking its summertime downtrend and again appearing poised to try and hit a new all-time high.

到目前为止，比特币在 2024 年已上涨 58.89%，截至 10 月 16 日发稿时已升至 67,708 美元。与此同时，最近的交易显示 BTC 打破了夏季下跌趋势，并再次准备尝试创下新的历史记录高的。

Such a setup would make selling the cryptocurrency lucrative for Tesla, and as its current situation and historical actions demonstrate, it has an incentive to make a quick buck in the cryptocurrency markets.

这样的设置将使出售加密货币对特斯拉来说有利可图，正如其目前的情况和历史行动所表明的那样，它有动机在加密货币市场上快速赚钱。

How Tesla came to own Bitcoin

特斯拉如何拥有比特币

Though intentional ill-doing was never confirmed, Tesla’s original brush with Bitcoin remains somewhat controversial.

尽管故意的不当行为从未得到证实，但特斯拉最初与比特币的摩擦仍然存在一些争议。

In January 2021, the EV maker invested approximately $1.5 billion in BTC, and in March of the same year, the firm revealed it would accept the cryptocurrency as payment.

2021 年 1 月，这家电动汽车制造商向 BTC 投资了约 15 亿美元，同年 3 月，该公司透露将接受加密货币作为付款方式。

Thanks to Musk’s popularity and reputation and Tesla’s overall importance, the revelations helped Bitcoin experience a substantial rally from its January 2, 2021, price of approximately $31,000 to about $58,000 on March 20 of the same year.

由于马斯克的知名度和声誉以及特斯拉的整体重要性，这些爆料帮助比特币经历了大幅上涨，从 2021 年 1 月 2 日的价格约 31,000 美元升至同年 3 月 20 日的约 58,000 美元。

While the community initially welcomed the moves, they quickly drew criticism as, in April 2021, Tesla sold a part of its BTC, making more than $100 million in profits and, just weeks later, in May, Musk said his firm would no longer accept the cryptocurrency due to environmental concerns.

虽然社区最初对这些举措表示欢迎，但很快就招致了批评，因为 2021 年 4 月，特斯拉出售了部分 BTC，赚取了超过 1 亿美元的利润，而就在几周后的 5 月，马斯克表示，他的公司将不再接受由于环境问题而出现的加密货币。

Is Tesla using Bitcoin to improve quarterly financials?

特斯拉是否使用比特币来改善季度财务状况？

Not only did the sequence of events raise some allegations of market manipulation, but it also — together with environmental tax credits — had a meaningful impact on Tesla’s quarterly results.

这一系列事件不仅引发了一些市场操纵的指控，而且还与环境税收抵免一起对特斯拉的季度业绩产生了重大影响。

In October 2024, Tesla is again likely to face a week-long quarterly report due to the pressure from the prevailing ‘EV winter’ and the immediate lack of success for the recent ‘We, Robot’ event.

2024 年 10 月，由于当前“电动汽车冬天”的压力以及最近的“我们，机器人”活动缺乏成功，特斯拉可能再次面临为期一周的季度报告。

Still, while selling the $770 million worth of Bitcoin would positively impact Tesla’s financials, these would be reflected only in the report covering the final trimester of 2024.

尽管如此，虽然出售价值 7.7 亿美元的比特币将对特斯拉的财务产生积极影响，但这些只会反映在 2024 年最后三个月的报告中。

Furthermore, no market manipulation or other unsavory activity was proven in 2021 — even though crypto traders faced a 12% BTC downturn within a day after Tesla stopped accepting the cryptocurrency.

此外，2021 年没有证据表明存在市场操纵或其他不良活动——尽管在特斯拉停止接受加密货币后的一天内，加密货币交易者面临 12% 的 BTC 下跌。

Additionally, though some of the events indicate Musk partially influencing and partially just taking advantage of BTC’s movements, it is worth pointing out that the 2022 sale of the majority of the EV maker’s cryptocurrency was executed at a loss.

此外，尽管有些事件表明马斯克部分影响了比特币的走势，部分只是利用了比特币的走势，但值得指出的是，这家电动汽车制造商在 2022 年出售的大部分加密货币都是亏损的。

Ultimately, though there is plenty of room — and some backing — for theories centered on Tesla planning to sell its BTC, perhaps even to bolster its future reports with a major realized crypto market gain, it is equally possible the move is either a simple reshuffling of assets or an innocent attempt to make back some of the original investment.

最终，尽管围绕特斯拉计划出售其 BTC 的理论有足够的空间和一些支持，甚至可能是为了通过已实现的加密货币市场的重大收益来支持其未来的报告，但此举同样有可能是一次简单的洗牌资产或无辜地试图收回部分原始投资。

Still, cryptocurrency traders should be wary of Tesla’s possible selling as the sudden inflows of such a quantity of BTC into the market could cause significant downward pressure.

尽管如此，加密货币交易者仍应警惕特斯拉可能的抛售，因为如此大量的比特币突然流入市场可能会造成巨大的下行压力。