坐拥 50 亿美元比特币,美国政府为何「惜卖」?

Foresight NewsPublicado em 2023-06-21Última atualização em 2023-06-21

Resumo

根据福布斯最新研究,在许多其他国家 / 地区正在处理比特币时,美国政府则通过没收的方式一直在稳步增加比特币储备。

随着美国政府对加密货币业务的打击越来越严厉,他们似乎到了无法容忍加密货币的地步。然而,爱恨交织的另一面是:财政部坐拥 207,189 枚比特币,价值 50 亿美元,这是有史以来最大的政府比特币持有量。
根据福布斯最新研究,在许多其他国家 / 地区正在处理比特币时,美国政府则通过没收的方式一直在稳步增加比特币储备。据投资咨询公司 Morgan Creek Capital 普通合伙人 Sachin Jaitley 的研究,美国去年持有 69,640 枚比特币,占全球政府国库持有比特币总量的 94%
总部位于纽约的加密分析初创公司和 Morgan Creek 的投资组合公司 Elementus,通过将 2020 年司法部没收价值 10 亿美元比特币等事件与公共比特币区块链上可见的交易记录进行比较,为其研究提供了数据。根据 Elementus 论文,「通过媒体和区块链提供的公开信息,Elementus 能够绘制主权加密钱包的版图并随着时间的推移进行更新维护。」
到 2022 年,这项研究工作覆盖了 11 个拥有比特币的国家。「所有这些比特币都由这些政府机构持有,」Elementus 首席执行官 Max Galka 说。「但这并不意味着这些政府只持有这些比特币,也不是说其他​​政府没有使用过比特币。」
通过将这些持有量与 10 年来的货币供应信息和通货膨胀数据进行比较,42 岁的 Jaitley 得出结论,「随着货币供应的增长,以及随着对通货膨胀的担忧加剧,主权级别的比特币采用率也在增加,」他说,「因此存在一种具有统计学意义的关系。」 该研究不包括朝鲜,他们表示无法获得朝鲜的通货膨胀数据。

比特币


根据区块链分析公司 Elementus 的数据,该表显示了从 2013 年到 2022 年 11 个国家的比特币流量。大多数资产来自政府没收,信息不全面。
这个论点并不十分严谨。其一,根据软件工程师兼研究员 Jameson Lopp 的数据,2014 年至 2023 年期间,美国在 11 场拍卖中共出售了价值 3.66 亿美元的比特币。另一方面,政府显然从未购买过比特币,因此虽然保留大部分比特币可能是有意而为,但也从来没有购买比特币的意图。此外,来自 Lope 的数据表明,出售可能会导致 48 亿美元的潜在升值损失。
虽然 Jaitley 认为政府拥有比特币是对冲通胀的一种手段,但考虑到美国政府资产负债表的规模,50 亿美元的储备不太可能起到任何有意义的对冲作用。德国国家检察官 Jana Ringwald 表示,在德国,即时销售罚没资产不是强制性的。她说,「百分百确定近期会查获一些尚未出售的物品」,而且「检察官可能会下令『紧急出售』,但也可能不会这样做。」
Leslie Sammis 是坦帕市的一名刑事辩护律师,他的执业经历包括多起币安罚没案件。他表示,司法部官僚更有可能在等待加密货币的总体情况更加明朗。「我认为他们可能决定他们需要国会立法或司法部提出一些政策才能转移所有这些资产,」Sammis 说。
福布斯 TechCrunch 联系了美国法警局和司法部监察长办公室以确认确切金额,但尚未收到回复。

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