- 2020年比特币最高价格:$29094 (2020-12-31)
- 2020年比特币最低价格:$5012 (2020-03-16)
灰度比特币信托(官网:https://grayscale.co/)是灰度旗下规模最大的加密数字资产信托产品。基于该信托不支持赎回的机制、双重出资的形式以及巧妙地将发行与流通进行跨市场分离,美股二级市场的GBTC份额存在高溢...
The Greyscale Bitcoin Trust (https://grayscale.co/) is the largest encrypted digital asset trust product under the Greyscale flag. Based on the trust’s non-support mechanism for redemption, the form of double-funding, and the clever separation of distribution from circulation across markets, the share of the United States second-tier market GBTC has surged...
比特币年初1月1日的价格是7100美金。
The price of Bitcoin on 1 January of the beginning of the year was $7,100.
今年最低点是那次史无前例的312大惨案,跌到3800美金。
The lowest point this year was the unprecedented 312-year-old tragedy, which dropped to $3,800.
换句话说,如果你在圈内的资产从1月1日到现在,没有达到三倍的涨幅,或者说从312到现在,没有达到6倍涨幅,那么很不幸,你可能成了你第一天进圈就听到的那个反面教材——在圈内,买各种山寨币,一通操作猛如虎的下场,就是大概率跑不赢持有BTC装死不动……
In other words, if your assets in the circle have not increased by three times from January 1st to the present, or by 312 to the present, by six times, it is unfortunate that you may have become the negative material you heard on the first day in the circle — in the circle, buying all kinds of bountiful coins, and in the end, you probably won't win the BTC to die.
是不是扎心了老铁?
Did you get a hold of Iron?
其实还有更扎心的。
There's actually something stronger.
过去几个月,BTC在一万左右磨了好久之后开始启动之后,一路上涨,你觉得大家都挣钱了对么?只是挣多挣少的问题。
In the past few months, the BTC has been up since it started after 10,000 years of grinding, and you think everybody's making money? It's just a matter of earning more or less.
真相却很残酷,11月末的一次2000点的突然跳水,直接让多头24小时爆仓近10亿美金,几乎不亚于312。
The truth is cruel, with a 2000-point jump at the end of November, giving
更有意思的是,过去三个月,从1万到2万的这个翻倍行情里,你觉得爆仓的多头和空头哪个多呢?
What's even more interesting is that over the last three months, from 10,000 to 20,000, you think there's more than one head and nothing?
答案是多头,且远多于空头。
The answer to 正如一大V前段时间所言:有信心破2万,但多头必须死。 As one big V said in the preceding period: confidence breaks by 20,000, but many must die. 很多新手进来傻傻的问,BTC涨到一百万美金一个,我们币圈的人岂不是人人都是百万富翁,亿万富翁了? A lot of rookies come in here and ask, "BTC rises to a million dollars. Don't we all have millionaires and billionaires?" 而从这次BTC从1万涨到2万的过程,我们便可以很清楚的看到,即便BTC涨到1百万美金,其实和圈内绝大多数人,都是没什么关系的。因为其实就是在圈内大多数人亏钱的过程中,BTC一步步向前走的…… And from this BTC up from 10,000 to 20,000, it's clear that even if BTC goes up to $1 million, it doesn't have anything to do with the majority of the people in the circle, because it's the way in which most people are losing money in the world. 而圈外,也是一样的道理: And it's the same thing outside: 这个圈子你可以不信任何定律,唯独不能不信二八定律。 You may not believe in any law in this circle, except that you may not believe in the law of the 28th. 今年这几倍的涨幅,毫无疑问,机构是最大的推手。 There is no doubt that institutions are the biggest pushers for these multiple increases this year. 别的不说,单看最知名的灰度持仓量便能看的出来,灰度那边就是在不断的买买买。 If you don't tell me, you'll see the most famous gray spot on the other side, and it's buying and buying on the other side. 灰度基金里面,机构投资者占到了 80% 以上,其次才是合格的投资者、养老金账户等各类人群,灰度赚的也不是币价上涨的钱,换句话说,他自己不炒,他赚的是一个管理费。所以灰度的持仓不断增加,其实表明的是机构投资者,和那些有钱人(合格投资者在美国的门槛是“财富净值100万美元以上或近两年收入超过20万美元的个人、资产超过500万美元的机构投资者”)开始真的看好BTC,并大举买入。 In the Greyscale Fund, institutional investors account for more than 80%, followed by qualified investors, pension accounts, and all kinds of people, and the greyness is not the money that goes up in currency, in other words, he doesn't fire himself, and he earns a management fee
除了灰度之外,各大投资机构也都开始了“建仓”这个动作,据 Bitcoin Treasuries 数据统计,目前市面上已有超过16家上市公司持有BTC。
In addition to the greyscale, major investment agencies have also started the “silo” exercise, which, according to Bitcoin Treasuries data, now has more than 16 listed companies in possession of BTC.
比如单是近几天的消息,随便一搜就有好几个:
For example, just a few days ago, there were several random searches:
“Guggenheim Partners LLC最近表示可能会将其53亿美元的宏观机会基金的最多10%投资于一个BTC信托基金”;
“Guggenheim Partners LLC recently indicated that it might invest up to 10 per cent of its $5.3 billion macro-opportunity fund in a BTC trust fund”;
“保险业巨头马萨诸塞州共同保险公司(Massachusetts Mutual)最近公布了其普通投资账户对BTC(BTCUSD)的1亿美元投资”;
“Massachusetts Mutual, the insurance giant, recently announced $100 million in investment in the BTC (BTCUSD) in its general investment account”;
“英国上市公司Ruffer, 11月份开始减持黄金, 并配置了6.75亿美金的BTC, 占其资产管理规模的2.5%,并将其称为防御性的投资”;
, “The British listed company Ruffer, which began to cut gold in November, has allocated $675 million to BTC, accounting for 2.5 per cent of its asset management and calling it a defensive investment”; .
……
你看,就现在矿工挖出来那点币,根本就不够这些机构和基金买的,等到什么时候各国的各大养老金机构分别拿出一个百分比,哪怕1%,2%来配置BTC做“防御性”投资,可想而知到时候BTC价格会是怎么样一番“盛景”。
You see, now that the miners have dug up that coin, it is simply not enough for these agencies and foundations to buy it, and when the major pension institutions in each country contribute a percentage, or even 1 per cent, and 2 per cent, to the deployment of the BTC as a “defensive” investment, you can imagine what BTC prices would be like by then.
除了机构投资者的涌入之外,舆论在对加密货币,尤其是BTC的风评上,可以说时发生了180度大转弯:
In addition to the influx of institutional investors, public opinion has seen a 180-degree turn in the culture of encrypted money, particularly in the BTC:
我们国家,央视的态度最为显而易见。
In my country, the attitude is most evident.
17年11月那会,CCTV2的一档栏目叫做“BTC的疯狂何时终结”。
At the November 17th meeting, a column of CCTV2 was called “When did the madness of BTC come to an end?”.
今年9月,CCTV2这则消息则是圈内刷了屏。
In September of this year, the news of CCTV2 was painted inside the circle.
华尔街那边,之前骂BTC最凶的摩根大通曾经在17年对BTC及整个数字货币行业发出了当时最严厉的批评,称其为“一场骗局”。
On Wall Street, one of the toughest criticisms ever made of the BTC and the digital money industry as a whole in 17 years was the BTC's most vicious form of BTC.
现在,摩根大通今年自己发了一个JP Morgan Coin - 摩根币!
Now, Morgan Chase sent himself a JP Morgan Coin this year!
金融圈KOL就不用多说了,里面的BTC铁粉不少,而且是越来越多,这不,今年穷爸爸富爸爸的作者罗伯特清崎就发Twitter表示:“美联储印刷假美元无法挽救你。购买黄金、白银和BTC,拯救你自己”。
The financial world, KOL, needless to say, has a lot and more and more of BTC iron powder, and Robert Kishizaki, the author of the rich and poor dads this year, tweets: “The Fed cannot print fake dollars to save you. Buy gold, silver, and BTC, save yourself.”
更夸张的是,这股风潮直接扩散到了娱乐圈,先是《哈利·波特》作者J.K.罗琳在推特上发文,寻求网友为她解释“BTC是什么?” 接着《权利的游戏》知名女主二丫直接在Twitter上问:我是否应该持有BTC。两条twitter都是引来了圈内外无数转发和回复。
Even more exaggerating, the tide has spread directly to the entertainment world, starting with a tweet from Harry Potter's author, J.K. Lorraine, seeking the Internet to explain to her what the BTC is. And then the famous female head of the rights game asks on Twitter whether I should hold the BTC. Both twitters have drawn numerous tweets and responses, both inside and outside the circle.
这可能是历史上第一次,圈外的舆论,终于和我们圈内,有了一个大体一致的方向和氛围。
This may be the first time in history that public opinion outside the circle finally has a generally consistent direction and atmosphere within our circle.
今年的BTC如此的涨势,除了减半,除了舆论,除了机构,还有大环境的力量不可忽视。
This year's rise in the BTC, apart from halving the number of people in public opinion, there is a powerful environment beyond institutions that cannot be ignored.
美元放水:自2020年3月以来,美国财政部和美联储已经在短短的33周内,向市场投放总额达17.3万亿美元的基础货币流动性和经济刺激方案。
US$ : Since March 2020, the United States Department of the Treasury and the Federal Reserve have invested a total of US$17.3 trillion in base currency liquidity and economic stimulus packages into the market in just 33 weeks.
要知道,2008-2018年这10年,美国才印了3.3万亿,今年1整年,顶上过去几十年印的量。
As you know, in the decade 2008-2018, the United States only printed 3.3 trillion dollars, up from the last few decades throughout the year.
这种情况下,几乎所有资产价格必须涨,不受任何人控制,如果你对经济比较关注的话,你会发现不单单是BTC在涨,调味品(“蒜你狠”“姜你军”“向钱葱”重出江湖),粮食(比如玉米期货),工业相关的原材料和金属(比如铜,玻璃,动力煤,电解铝,铁矿石……),这些东西你会发现K线走势,和比特币差不了多少。你在生活中也一定已经感受到了,好多东西都在涨价,除了工资……
In this case, the price of almost all assets has to rise without being controlled by anyone. If you're more concerned about the economy, you'll find that it's not just the BTC that's going up, the spices ("Gang-you-go-on"), food (e.g. corn futures), industrial-related raw materials and metals (e.g. copper, glass, power coal, electrolytic aluminium, iron ore...), which you'll find in your life is not much different from the K-line movement.
而除了美元大放水推高所有资产价格之外,Paypal和P站(PornHub)对BTC的神助攻也绝对是功不可没。
Paypal and P Stations (PorrnHub) were certainly instrumental in the BTC attack, in addition to the US dollar, which pushed up the price of all assets.
Paypal不用说,相当于对全球3亿多用户直接打开了BTC购买窗口。而且相对于窗口或者说渠道,更重要的是,给全球散户吃下了一颗定心丸。之前无论怎么涨跌,BTC或者说整个加密货币行业,总是在大多数人眼中是个“另类”,甚至说“骗局”,但现在不一样了,Paypal直接可以买了!这在不懂区块链的普通人眼中的印象和观感,完全就是两回事了,Paypal背书,至少“骗局”,“空气”这些帽子,就彻底摘掉了。
Paypal goes without saying that it amounts to opening a BTC purchase window directly to more than 300 million users around the world . And it's more important than windows or channels to feed the global diaspora. Before that, BTC, or the entire crypto-currency industry, was always an “other” to most people, or even a “false” to them, but now Paypal can buy it.
然而在这篇BTC的总结最后,我依旧想要提醒你,你应该知道你投资的是什么东西。
But at the end of this BTC summary, I still want to remind you that you should know what you're investing in.
BTC原本的设计,是一个点对点电子现金系统,在中本聪后来的发帖中,BTC将来还将通过脚本承载着各种可能的事务类型:托管交易、保税合同、第三方仲裁、多方签名等等。
BTC was originally designed as a point-to-point electronic cash system, and in future BTC will carry possible types of services through scripts: hosting transactions, bond contracts, third-party arbitration, multiple signatures, etc.
这些跟现在的BTC统统没有关系,BTC目前拥有主要职能,便是价值存储。现金支付功能,以及脚本支持的各种类智能合约事务支持与BTC基本没有什么关系,这也正是后来有了BCH,BSV分叉的原因。
These have nothing to do with the current BTC, which currently has the primary function of value storage . Cash payment functions, as well as various types of smart contract support supported by scripts, have little to do with BTC, which is why the BCH, BSV splits later.
你可以说是Core开发组以及BlockStream刻意为之,也可以说这是市场自由竞争,自由选择出来的最终结果。不管怎样,BTC是价值存储,电子黄金,几乎已经深入圈内每个人的共识之中,而圈外人在进圈初始,接触到的,也一定是这条信息。
You can say that the Core Development Group and Blockstream did it, or that it was the end result of free competition in the market. In any case, the BTC is a value deposit, electronic gold, and it's almost everyone's consensus in the circle, and it's the information that the outsiders get into the circle at the beginning.
从技术的角度推导,百年之后,BTC挖完,再也没有区块奖励,若是单靠价值存储,不可能产生足够的链上TX,届时BTC算力和安全如何保证?难道要像ETH一样转PoS?
From a technical point of view, a hundred years later, BTC digs out and has no block reward, and if value storage alone does not produce enough TX on the chain, then how does BTC count and security guarantee?
没人知道答案。但作为投资者的你,也许更应该明白的是,作为诞生只有10年的BTC,这个100年之后的答案,重要么?
No one knows the answer. But as an investor, perhaps even more so, is it important to be a BTC that was born only 10 years later, a 100-year-old answer?
BTC从电子现金变成电子黄金,这条路线在未来回看,也许正确,也许错误。但有句话说的好,市场永远是对的。尊重市场,敬畏市场,也许是我们每个投资者必须牢记在心的公理。
BTC turns from e-cash to e-gold, a route that may be right and wrong in the future. But there's a good saying that markets are always right. Respecting markets, fearing markets, perhaps, is the justice that every one of us investors must keep in mind.
只是,怎么看,2020年的BTC,都有那么一点梁山好汉,面对官府(华尔街)招安,不得不从的悲壮……不知你,是否和我有同感?
It's just, how do you think that the 2020 BTC has a little bit of a good guy who's got to go out of his misery in the face of the government?
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