币圈还真是割完大户就开涨,特斯拉割肉清仓,比特币不跌反涨!The currency circle really opened up after cutting the big households, Tesla cut the meat and cleared its positions, and Bitcoin did not fall but rose!
币圈有意思,还真是割完大户就开涨。
马斯克清仓式卖出比特币后,原以为会引发恐慌砸盘,没想到比特币不跌反涨,让很多想趁机空一把的投机客再次被爆,领教了市场的变幻无常。
昨天特斯拉已经卖掉75%的比特币的新闻曝光,引起币圈震动。当地时间7月20日,特斯拉公布的2022年第二季度财报显示,其已将约75%的比特币持仓转换为法定货币。
特斯拉该季度内出售的比特币为其资产负债表增加了9.36亿美元的现金,单枚比特币出售均价为2.9万美元,公司利润表中显示相关亏损达1.06亿美元,如果单纯从买卖比特币的交易上看,马斯克是实实在在地割肉了。
而此前马斯克曾多次对外表示,特斯拉不会出售其持有的比特币。今年3月,在加密货币市场剧跌的时候,马斯克又推特上发言,“我仍然拥有,并且不会出售我的比特币、以太币以及狗狗币”。很明显,老马这次是涮了散户们,偷偷溜了。
在特斯拉电话会议上,特斯拉CEO埃隆·马斯克表示特斯拉抛售比特币只是一次常规操作,并不代表其个人和特斯拉看衰比特币,抛售比特币主要是为了改善特斯拉公司的现金状况。
为了改善现金状况而抛售,说白了就是缺现金了呗,有点害怕周转不开了。
大家都记得这一轮比特币暴涨的大牛市,和当初马斯克疯狂唱多比特币和狗狗币有很大关系,他如今在比特币从高点跌掉70%的艰难时刻,这一清仓式卖出,让大家很担心,机构的资金如果紧随特斯拉后减持,继而引发各方踩踏式砸盘逃命。大家都以为币市会开启暴跌模式。
然而,市场永远不会跟从大多数人的想法,昨天币市并没有出现大跌,今天还涨了不少!让人不得不怀疑,背后的庄家真是割完了大户就拉盘啊!
马斯克的所作所为,让我们又想起来另一个曾在炒币上折戟沉沙的富豪 — — 软银老板孙正义。
2017年12月份,在上个牛市周期末尾,软银掌舵人孙正义在比特币2万美金的历史高位,买入价值数亿美元的比特币,此后于2018年清仓,亏损达1.3亿美元。
此外,已故美国华裔物理学家、斯坦福大学终身教授张首晟所创立的丹华资本,在熊市周期净值亏损近9成。亿万富豪Michael Novogratz创建的Galaxy Digital资本,2018年一年亏损2.727亿美元,2021年Q2亏损更是高达3.494亿美元。
这些案例似乎成为“在炒币这件事上,巨头不过如此”的最佳注脚。
The currency circle is interesting, and it really starts to rise after the big account is cut.
After Musk sold bitcoin in a liquidation style, he thought it would cause panic and crash the market, but he did not expect bitcoin to rise instead of falling, which made many speculators who wanted to take advantage of the opportunity to be blown up again, and learned the fickleness of the market.
Yesterday, the news that Tesla had sold 75% of bitcoins was exposed, causing shock in the currency circle. On July 20, local time, Tesla’s second-quarter 2022 financial report showed that it has converted about 75% of its Bitcoin holdings to fiat currency.
The bitcoin sold by Tesla during the quarter added $936 million in cash to its balance sheet. The average price of a single bitcoin sold was $29,000, and the company’s income statement showed a related loss of $106 million. From the point of view of the transaction of buying and selling Bitcoin, Musk is really cutting the meat.
Musk has repeatedly said to the public that Tesla will not sell its bitcoin holdings. In March of this year, when the cryptocurrency market fell sharply, Musk tweeted again, “I still own and will not sell my Bitcoin, Ethereum and Dogecoin.” Obviously, this time Lao Ma scolded the retail investors and sneaked away.
On the Tesla conference call, Tesla CEO Elon Musk said that Tesla’s selling of Bitcoin is just a routine operation, and does not mean that he and Tesla are bearish on Bitcoin. Selling Bitcoin is mainly to improve Tesla’s cash position.
Selling in order to improve the cash position. To put it bluntly, it is a lack of cash. I am a little afraid that it will not be able to turn around.
Everyone remembers that this round of Bitcoin’s skyrocketing bull market has a lot to do with Musk’s crazy talk about Bitcoin and Dogecoin. He is now at a difficult time when Bitcoin has fallen by 70% from its high point. People are very worried that if the funds of institutions follow Tesla to reduce their holdings, it will cause all parties to smash the market and escape for their lives. Everyone thought that the currency market would start a crash mode.
However, the market will never follow the ideas of most people. The currency market did not drop sharply yesterday, and it has risen a lot today! People have to doubt that the dealer behind it really pulls the plate after cutting the big family!
What Musk has done reminds us of another tycoon — — SoftBank boss Masayoshi Son who has been smashed in the coin speculation.
In December 2017, at the end of the last bull market cycle, Masayoshi Son at the helm of Softbank bought bitcoin worth hundreds of millions of dollars at the historic high of $20,000, and then cleared his position in 2018 with a loss of $130 million.
In addition, Danhua Capital, founded by the late Chinese-American physicist and tenured Stanford University professor Zhang Shoucheng, lost nearly 90% of its net value during the bear market cycle. Galaxy Digital Capital, founded by billionaire Michael Novogratz, suffered a loss of $272.7 million in 2018 and a loss of $349.4 million in Q2 2021.
These cases seem to be the best footnotes for “in the case of currency speculation, the giants are nothing more than this”.