7月2日,数字资产数据公司CCData发布了《2024年下半年展望报告》(下称“报告”),报告认为比特币尚未达到当前升值周期的顶部,今年可能会创下新的历史高点。
On 2 July, the digital asset data company CCData released its Vision Report for the second half of 2024 (hereinafter referred to as “the Report”), which concluded that Bitcoin had not reached the top of the current appreciation cycle and that it was likely to reach a new historical high this year.
3月14日,比特币一度飙升至73000美元上方,创下了73835美元的历史高点,其后价格基本在58000美元-70000美元的区间波动。截至记者发稿,比特币报60912美元。
On 14 March, Bitcoin surged to over $73,000, creating a historic high of $73,835, after which prices fluctuated around $58,000-$700. As a journalist's release, Bitcoin reported $60,912.
备受投资者注意的是,十年前倒闭的比特币交易所Mt.Gox近日公告称,将从2024年7月初开始向投资者偿还比特币和比特币现金(比特币现金于2017年8月创建,是比特币的一个分支)。
Of note to investors is the recent announcement by the Bitcoin Exchange, Mt. Gox, which collapsed 10 years ago, that the repayment of Bitcoin and Bitcoin cash to investors will begin in early July 2024 (the Bitcoin cash was created in August 2017 and is a branch of Bitcoin).
市场担忧,一旦偿还计划开启,用户很有可能会抛售“失而复得”的数字货币,以求入袋为安,比特币上涨趋势或将进一步承压。
The market fears that once the repayment plan is in place, users are likely to sell the Mt.Gox偿还在即 Mt.Gox reimburses at . 6月24日,Mt.Gox公布了一则重磅消息,称将在7月开启偿还计划。 On 24 June, Mt. Gox released a heavy-pound message that a payment plan would be opened in July. Mt.Gox在中国拥有一个很接地气的昵称——“门头沟”交易所,其总部位于日本东京。十年前,该交易所曾是世界最大的比特币交易平台,一度占据全球7成左右的比特币交易量。 Mt. Gox has a well-known nickname in China – the “door ditch” exchange, based in Tokyo, Japan. Ten years ago, it was the world’s largest Bitcoin trading platform, accounting for about 70% of the world’s Bitcoin trade volume. 2014年2月,Mt.Gox称遭到黑客袭击,约85万枚比特币被洗劫一空,其中大部分属于用户所有,占比达到88%,约75万枚。以当时的比特币兑换率计算,丢失的比特币总额约为114亿日元。2月28日,Mt.Gox向日本东京地方法院申请破产保护。 In February 2014, Mt. Gox claimed to have been hacked, and about 850,000 bitcoins were looted, mostly by users, amounting to 88%, or about 750,000. At the then bitcoin exchange rate, the total lost bitcoins was approximately 11.4 billion yen. On February 28, Mt. Gox applied to the Tokyo District Court of Japan for bankruptcy protection. 其后Mt. Gox宣称寻回了20万枚比特币,历经漫长的法律程序,法院于2019年裁定将14万余枚比特币交付信托保管,并协商债权人投票,选择清偿方案。 Mt. Gox then claimed to have recovered 200,000 bitcoins and, after lengthy legal proceedings, the court decided in 2019 that more than 140,000 bitcoins would be placed in trust and that creditors would vote to opt for a settlement. 值得注意的是,在这十年,比特币价格已经从当初的600美元价位飙升至当下的60000美元,偿还计划的开启意味着用户“失而复得”的比特币将成为一个被动投资了十年,价值翻了百倍的资产。 It is worth noting that during this decade, the price of Bitcoin has soared from the original $600 to the current $60,000, and the opening of the repayment plan means that the “lost and recovered” bitcoin of the user will be a passive investment for 10 years, with a 100-fold increase in value. 加密货币借贷公司 Ledn 的首席投资官John Glover表示,许多人的资产因 Mt. Gox 破产而受困,而这是他们做过的最好投资,有些人显然会选择拿了钱就跑。 John Glover, the chief investment officer of the crypto-currency lending company Ledn, stated that the assets of many people were trapped by the bankruptcy of Mt. Gox, which was the best investment they had ever made, and that some of them apparently would have chosen to take the money and run. 市场亦有很多担忧认为,随着Mt.Gox债权人得到补偿并出售部分比特币资产,这可能会对比特币价格上涨带来压力。 There are also many concerns in the market that as Mt. Gox creditors are compensated for and sell some of their Bitcoin assets, this may put pressure on the price increase in bitcoin. 加密货币交易所 OKX 首席商务官 Lennix Lai 则认为,对于抛售的担忧可能只是短期的,因为“Mt.Gox 的许多早期用户以及债权人都是比特币的长期爱好者,他们不太可能立即出售所有比特币”。 Lennix Lai, the chief business officer of the encrypted currency exchange OKX, argued that the fear of selling out might be short-term, since “many early users of Mt.Gox, as well as creditors, are long-term fans of Bitcoin, who are unlikely to sell all bitcoins immediately”. 而在CCData的研究分析师Jacob Joseph看来,市场完全有能力消化这些抛售压力,其影响可能已经在近期的价格走势中得到了反映。 In the view of CCData research analyst Jacob Joseph, the market is well placed to absorb these dumping pressures, and their effects may have been reflected in recent price trends. “据相关分析人士统计,涉及的比特币价值约为90亿美元,相当于超过一半的比特币ETF流入量,这可能对市场产生一定影响。”OKX研究院高级研究员赵伟向21世纪经济报道记者补充表示。 “According to the relevant analysts, the amount of bitcoin involved is about US$ 9 billion, equivalent to more than half of the amount of bitcoin ETF inflows, which may have an impact on the market.” Zhao Wei, a senior researcher at the OkX Institute, added to the Economic Reporter for the 21st Century. 另有业内人士向21世纪经济报道记者分析称,考虑到市场对Mt.Gox事件的了解和预期已经充分反映在当前价格中,再加上赔偿计划的时间跨度较长,实际影响可能较为有限。 According to other sources, the actual impact may be more limited, given the market's knowledge and expectations of the Mt. Gox incident, which has been fully reflected in the current price, and the longer duration of the compensation scheme. “减半”后迎价格扩张期? “Stand by half” for price expansion? 今年初,在美国证券交易委员会(SEC)批准首个现货比特币ETF后,比特币迎来了一波强势上涨,并于3月中旬突破了73000美元,其后走势相对疲软,价格长期在6000美元上方浮动。
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