文：刘青青 石丹
Man: Liu Qingqing Ishi Dan
ID：BMR2004
5月31日上午10点，比特币报价3.48万美元。按照0.184亿的流通总量计算，相当于在5月份的最后一天，比特币已经在10小时内蒸发了114亿美元。
At 10 a.m. on 31 May, Bitcoin offered $348 million. On the basis of total circulation of $18.4 million, the equivalent of $11.4 billion evaporated within 10 hours on the last day of May.
而这仅仅是近期比特币“末日狂奔”的小波澜。此前马斯克拉盘，比特币价格飙升，5月10日一度突破5.95万美元。此后比特币崩盘，20余日内蒸发超4500亿美元。
And this is just a small part of the recent Apocalypse of Bitcoin. Before the Maskrat, the price of Bitcoin soared, and on May 10, it broke through $595 million. After that, Bitcoin crashed, evaporating over $450 billion in over 20 days.
图源：火币官网
Source: Military Currency Officer Network
币圈的波动尤为刺激，尤其是科技前沿人物马斯克，及旗下新能源汽车公司特斯拉多次在币圈“搅风搅雨”的情况下，比特币波动剧烈，甚至崩盘。
Currency swings have been particularly stimulating, especially for the technological frontier, Mr. Mask, and for the new energy car company, Tesla, which on several occasions has experienced severe or even collapses in the currency ring in the face of a “winding of the rain”.
不仅仅是比特币，马斯克还提及狗狗币、柴犬币等加密货币，导致不少投资者跟进。一边是马斯克不小的影响力，另一边却是其前后“变脸”、态度不一，这宛如戏耍投资者一般的言行被网友认为是“推特治股割韭菜”。
Not only bitcoin, but Musk also refers to encrypted currency, such as dog coins, wood-dog coins, which leads many investors to follow. On the one hand, Mask’s influence is not small, but on the other hand, he is “face-changed” and heterogeneous, as he used to play with investors, as his words and actions are perceived by his friends as “twisting his share of the tweezers.”
中国银行法学研究会理事肖飒告诉《商学院》记者，马斯克一番话影响了币价，倘若在合法的二级交易市场，他的言论必将受到法律严惩。然而，就是因为数字货币无国界，各国监管态度不一，导致韭菜不断被割。
China’s banker’s law research board, Shao Xiao, told the reporter of the Institute of Business Studies that Musk’s statements affected currency prices, and that if they were in the legitimate secondary trading market, they would be severely punished by the law. Yet, because the digital currency is borderless, countries’ regulatory attitudes vary, leading to the continued cutting of herbs.
“从币圈人士流传出来的一些图片和留言，我们发现配资搞合约、期货交易的玩家损失惨重，甚至有一家差一点点就彻底爆仓。金融老兵对金融应该是充满敬畏的，但很多玩家不认为自己在玩金融衍生品，还以为是过家家，玩心跳。”肖飒表示。
“A few pictures and messages from money circles show that players in contracts, futures deals, etc., have lost a lot of money, and even one of them is a little bit closer to crashing. Financial veterans should be wary of finance, but many of them don’t think they're playing with financial derivatives, they think they're homemakers, they're having a heartbeat.” Shawn says.
“那种一夜回到解放前的痛苦，希望大家不要轻易尝试。”肖飒劝诫道。
“that one night goes back to the pre-liberation pain, and I hope that you will not try so easily.” Shaw was exhorted.
“教父带货”，币圈崩盘
"The Godfather carries the goods, the currency collapses"
近期，马斯克在币圈“反复横跳”，多次“带货”比特币、狗狗币（DOGE）又“拆台”，造成虚拟货币价格剧烈波动。
In recent times, Musk has “circumstanced” in the currency ring, “carried” bitcoin and “dismantled” dog-coin (DOGE) on several occasions, causing high volatility in virtual currency prices.
早在2月初，“特斯拉投资总计15亿美元的比特币”的消息一出，比特币就开启暴涨模式，价格突破4.4万美元。
As early as the beginning of February, when the news of Tesla's investment in bitcoin, which totalled $1.5 billion, opened up a surge in Bitcoin at a price of over $44,000.
3月24日（北京时间），特斯拉创始人马斯克又在连发推特，宣布美国市场已可用比特币购买特斯拉汽车，而美国之外的市场也将于今年晚些时候接受比特币支付。该消息引爆币圈，当日比特币价格突破5.7万美元。
On March 24 (Beijing time), Tesla’s founder, Mask, tweeted again, declaring that the United States market had used Bitcoin to buy Tesla’s car, and that markets outside the United States would receive Bitcoin payments later this year. The news triggered the currency circle, at a price of $57,000 that day.
然而，仅仅不到2个月，马斯克却“变脸”，于5月13日（北京时间）在推特上宣布特斯拉暂停比特币支付方式，原因是对比特币开采和交易中使用化石燃料的迅速增加感到担忧。而在马斯克公开指责比特币不环保的同时，比特币出现大跌，一度跌至4.5万美元。
In just two months, however, Mr. Mask “face change” announced on Twitter on May 13 (Beijing time) that Tesla would suspend Bitcoin payments because of concerns about the rapid increase in the use of fossil fuels in the extraction and trading of Bitcoin. While Musco publicly accused Bitcoin of being environmentally unfriendly, Bitcoin fell sharply, once to $45,000.
但此后，马斯克又释放出比特币利好，在5月底回复一位推特用户时表示，“在法定货币和加密货币之间的争斗中，我更看好后者。”
Since then, however, Musk has released bitcoin, saying in reply to a Twitter user at the end of May that “I prefer the latter in the fight between legal and encrypted currencies”.
而在对比特币“拉盘”“砸盘”的过程中，马斯克还“带货”其他虚拟货币，将狗狗币（Dogecoin）、柴犬币（Shiba Inu）也带上热搜。
In the course of the Bitcoin “cracker”, Mask also “carried” other virtual currencies, which also heat-searched Dogecoin and Shiba Inu.
相较于主流虚拟货币比特币的涨跌，狗狗币和柴犬币的波动显得极为剧烈。火币交易所数据显示，4月1日，狗狗币收盘价（指零点）为0.06美元，而到5月8日，其最高价已经达到0.74美元，涨幅高达800%。
Compared to the rise and fall of the mainstream virtual currency, the volatility of dog and wood dog coins appears to be extreme. The gun exchange data show that, on 1 April, the dog price (point zero) was 0.06 dollars, and by 8 May, it had reached a maximum price of 0.74 dollars, up 800 per cent.
只是，狗狗币也没能摆脱被“戏弄”的命运。在经过马斯克的“带货”之后，又被马斯克亲自“砸盘”，其在综艺上暗示狗狗币是诈骗。截至5月28日24:00，狗狗币收盘价为0.32美元。
It's just that the dog coin didn't get rid of its fate. After passing Mask's "carrying" it was "cracked" by Musk himself, suggesting that the dog's coin was a fraud in the art. By 2400 on May 28, the dog's price was 0.32.
如此种种都印证了马斯克对币圈的影响力，其也因此被戏称为“币圈教父” “推特治股”。
All of this confirms Mask's influence on the currency circle, and as a result it has been dubbed the “Twitter Unit” of the Monarchy.
对于币圈的“头号风向标”，已经炒币好几年的何君（化名）认为，马斯克毕竟是一个资本家，他所做的一切都有利益的驱动，可能持仓、拉盘、砸盘等等都只是他的一个手段而已，而作为特斯拉的创始人，马斯克的影响力又太大了。
With regard to the currency ring's “first-winding” sign, Mr. Ho, who has been selling the currency for several years, believes that Mask is a capitalist, that everything he does is profitably driven, that he may be holding a warehouse, pulling a plate, smashing a plate, and so on, and that, as the founder of Tesla, Mask is too influential.
危险的虚拟货币
据了解，币圈的虚拟货币是基于密码学和现代网络P2P技术，通过复杂的数学算法产生的，特殊的电子化的、数字化的网络密码币。 It is understood that the virtual currency of the currency circle is based on cryptography and modern network P2P technology, generated through complex mathematical algorithms, special electronic, digital network cryptophones. 目前，全球已经有大量虚拟货币被发行并实现流通和使用，并多以主流虚拟货币和非主流虚拟货币被加以区分。 Currently, a large number of virtual currencies have been issued, circulated and used globally, and are largely distinguished by mainstream virtual and non-mainstream virtual currencies. 其中，以比特币为首的主流虚拟货币成为币圈的“硬通货”，呈现出“比特金、莱特银、无限铜、便士铝”的格局。因为马斯克“站台”而价格飙升的狗狗币、柴犬币则属于非主流虚拟货币。 Among them, the mainstream virtual currency, headed by bitcoin, became the “hard currency” of the currency circle, showing the pattern of “bitkin, Leather silver, infinity copper, pennies,” which is a non-mainstream virtual currency with soaring prices because of Musk’s “stand”. 看似繁荣的币圈不仅藏着令人迷醉的暴富神话，也藏着大量令人担忧的风险。 The seemingly prosperous circle of currency harbours not only intoxicated myths of wealth, but also a great deal of worrying risks. “1天跌涨几百倍，这谁扛得住？”炒币新手可可（化名）如是感叹。早在2020年底，可可（化名）刚刚冲进币圈时就经历了炒币人的“刺激”，在进入币圈不到1天的时间，可可所持虚拟货币就暴涨20%，但第二天又暴跌40%。 “A few hundred times as much a day as a day falls?” The new coco, as it would have been, is sighing. As early as the end of 2020, when the coco broke into the ring, it experienced a “stimulus” from the coco, and less than a day into the ring, the virtual currency held by the cocoa skyrocketed by 20%, but fell by another 40% the following day. 近期，在马斯克“推特带货”、拉盘又砸盘的情况下，比特币几度崩盘，价格一度跌破3万美元，可可又趁机加仓并且成功抄底。但在庆幸之余币圈的疯狂也着实令可可心惊，不过可可仍然持有集中比特币等几种主流货币，没有离开这个危险的游戏。 Recently, in Mask’s “twitter-tweets” and punctures, Bitcoin collapsed several times, at a price of $30,000, while cocoa took advantage of the opportunities and successfully took the floor. But luckily, the madness of the rest of the currency was also a source of surprise for cocoa, which still holds several mainstream currencies, such as centralized bitcoins, and has not left this dangerous game. 可可对记者表示，发行虚拟货币本来就是一个很简单的事情，很多虚拟货币都是用比特币的源代码直接改一改就行，没有什么门槛。但是这个币从哪里来？谁发行的？它到底有什么实际意义？未来有什么实际价值支撑？平台用户其实根本都是不知道的。 Coco says to reporters that issuing a virtual currency is a simple thing, and that many virtual currencies are changed directly by bitcoin's source code. But there is no threshold. But where does this currency come from? Who issues it? What does it really mean? What is the real value of the future? “普通用户只觉得涨了很多，然后去投，可能1万元进去最后8元钱出来。这样的虚拟货币是毫无价值的，只是为了涨一波拉升价格，然后‘割韭菜’，接下来要么价格跌到啥也没有要么再割一割。”可可表示。 "The average user only thinks it's up a lot, then throws, maybe $10,000 into the last eight dollars. The virtual currency is worthless, just to increase the price of a wave, and then "cutter" and then either the price falls to nothing or it cuts again." Cocoa means. 虚拟货币能有什么价值呢？可可表示，比如上市公司，好歹也有实体经营，市值、股价都是跟企业经营水平或者前景相匹配的。但是虚拟货币好像什么都没有，很多币连技术都没有，但是仍然想发行多少就发行多少，如果哪天没有人接盘了，这不就完了吗？ What's the value of a virtual currency? Cocoa means, for example, that a listed company, or at least an entity, has a market value, a stock price that matches the level of business or prospects. But virtual money seems to have nothing, many of which have no technology, but it's still going to be issued as much as it wants, and if no one answers it, it's over. 如果将虚拟货币和股市做对比，就能看到币圈的种种不同——一是虚拟货币是24小时交易，从未有停歇的时候；二是没有涨幅限制或者熔断机制，完完全全的“市场化”。 When comparing the virtual currency with the stock market, one can see the differences in the currency circle — the virtual currency is a round-the-clock transaction, and there is no pause; the other is a complete “marketization” without a capping or smelting mechanism. 三是虚拟货币交易时常还需要增添中间环节，即稳定币。以USTD为首的稳定币是锚定美元的虚拟货币，价格较为稳定。在不同虚拟货币进行互换时，就需要稳定币来充当“中介”。 Third, virtual currency transactions often require the addition of an intermediate link, i.e., a stable currency. A stable currency, led by the USTD, is a virtual currency anchored in the United States dollar, with a more stable price. 四是股市有监管，但虚拟货币不管是币种也好、交易所也好，大都属于“诚信交易”，缺乏监督管理。更何况，国内对虚拟货币收紧政策后，各大币圈交易所等均已经转移至海外。这意味着，在投资币圈时，用户的钱实际是到了海外，而交易所卷款跑路的事情此前并不少见。 The fourth is that the stock market is regulated, but the virtual currency, whether currency or exchange, is mostly a “good faith deal” and lacks oversight. Moreover, since the domestic tightening of the virtual currency policy, large currency circles, etc., have been transferred abroad. 也曾仓惶出逃 面对当前比特币几度崩盘的景象，何君并没有太大波动，并且在比特币价格走低时不断加仓，目前整体还处于盈利状态。 Faced with the current scenario of several collapses in bitcoin, he has not been too volatile and has been strangling at a time when bitcoin prices have fallen, and is still in a profitable position as a whole. 但这并不是来自于对比特币价值的信任，何君直言，对于自己而言，比特币等虚拟货币其实只是一个投机的工具，既然会涨那就可以考虑投资，“我并不认为比特币前景有多好，但如果没有特别好的投资渠道的话，投资比特币这种虚拟货币还是比较靠谱的方式，因为毕竟它整体趋势是上涨的。” But this is not because of the trust in the value of the bitcoin. How can you say that, for yourself, a virtual currency such as bitcoin is actually just a tool of speculation, and since it's going up, you can think of investment, “I don't think that bitcoin's prospects are good, but investment in bitcoin's virtual currency is a more robust way, because, after all, its overall trend is rising.” 更何况比起2017年的币圈大整顿，当前的价格波动和政策收紧不过是“毛毛雨”。 Moreover, the current price fluctuations and policy tightening are nothing more than “hair rains”, compared to the currency circle of 2017. 何君指出，在2017年之前币圈刚刚起步，大家都是跑马圈地，各种吹嘘站台。那时候行业给人最大的印象就是乱，用4个字就是乱象丛生。那个时候国家监管最大的影响就已经释放掉了，目前政策紧缩更多地是对“挖矿”环节产生更大的影响。 He pointed out that before 2017, when the currency ring had just begun, we were all running around and boasting about the platform. The industry had given the biggest impression at that time, with four words, of chaos. 肖飒表示，在中国，每每谈到对比特币等虚拟货币的监管，几乎言必称“289文”“9·4文”。前者是指2013年银发289号文，中国人民银行等央行等五部门就联合发布的《关于防范比特币风险的通知》，后者是指2017年9月4号出台的《关于防范代币发行融资风险的公告》，央行等七部门叫停各类代币发行融资。 Xiao Xiang states that, in China, almost every reference to the regulation of virtual currencies, such as bitcoin, is to be called “289” and “9/4”. The former refers to a joint circular on protection against the risk of bitcoin issued by five departments, namely the People's Bank of China and the Central Bank, in 2013, and the latter to a circular on protection against the risk of money-issuing financing, issued on 4 September 2017, in which seven departments, such as the Central Bank, called for the suspension of all forms of money-issuance financing. “自我国去年9月4日的文件后，境内从事ICO业务已属非法，同时，在国内进行比特币等交易所服务也被叫停。币圈的朋友们纷纷在国内紧锣密鼓地进行‘退币’，然后，四散到世界各地了。”肖飒表示。 “Since our paper of 4 September last year, it has been illegal to carry out ICO operations in the country, and at the same time it has been shut down to exchange services like Bitcoin in the country. Friends in the currency circles have been provoking `refunds' in the country, and then spread around the world.” Shaw said. 彼时，在监管之下，大量国内的首次代币发行（ICO）几乎肃清，但不少平台把交易转移到海外平台，但发行宣传的主战场仍在国内，并想方设法绕过国内金融机构风控进行充值交易。 At the same time, under their supervision, a large number of domestic first-time coin issuances (ICOs) have almost been cleared, but many platforms have moved transactions to overseas platforms, but the main battlegrounds for the distribution of propaganda are still in the country, and attempts are being made to bypass the control of domestic financial institutions for full-value trading. “围堵”比特币 "crowded" bitcoin 近期，在比特币等虚拟货币剧烈波动的同时，我国监管也进一步发声。 In recent times, our regulations have become more vocal in parallel with the volatility of virtual currencies, such as bitcoin. 5月18日，中国互联网金融协会、中国银行业协会、中国支付清算协会联合发布公告，提醒防范虚拟货币交易存在的风险。 On 18 May, the China Internet Finance Association, the China Banking Association and the China Payments Settlement Association jointly issued a circular warning against the risks of virtual currency transactions. 公告强调，虚拟货币是一种特定的虚拟商品，不由货币当局发行，不具有法偿性与强制性等货币属性，不是真正的货币，不应且不能作为货币在市场上流通使用。开展法定货币与虚拟货币兑换及虚拟货币之间的兑换业务、作为中央对手方买卖虚拟货币、为虚拟货币交易提供信息中介和定价服务、代币发行融资以及虚拟货币衍生品交易等相关交易活动，违反有关法律法规，并涉嫌非法集资、非法发行证券、非法发售代币票券等犯罪活动。 The bulletin emphasizes that virtual currency is a specific virtual commodity that is not issued by monetary authorities, has no legal and compulsory monetary attributes, is not real currency, and should not and cannot be used as a currency in the market. The related transactions, such as the exchange of legal and virtual currency and virtual currency, the purchase and sale of virtual currency as a central counterparty, the provision of information intermediaries and pricing services for virtual currency transactions, the financing of currency issuances and the trading of virtual money derivatives, are in violation of relevant laws and regulations, and are suspected of criminal activities such as the illegal collection of funds, the illegal distribution of securities and the illegal sale of currency coupons. 同日，内蒙古自治区发展和改革委员会发布公告，设立虚拟货币“挖矿”企业举报平台，贯彻落实全面清理关停虚拟货币“挖矿”项目。 On the same day, the Committee for Development and Reform of the Inner Mongolia Autonomous Region issued an announcement establishing a virtual currency “mining” business reporting platform to implement the project for the complete clean-up and closure of the virtual currency “mining”. 这意味着，在上一轮肃清国内虚拟货币ICO业务之后，“挖矿”业务也将受到严管。 This means that “mining” operations will also be strictly regulated following the last round of clearing the domestic virtual currency ICO operations. 肖飒对《商学院》记者表示，5月21日，国务院金融稳定发展委员会会议上，对于“打击比特币‘挖矿’和交易行为”给出了明确要求，鉴于此，比特币“挖矿”及其他加密代币的“挖矿”行为，在我国将确定退出历史，相关企业和供应商切勿抱有幻想。 Xiaojun stated to the reporter of the Business School that on 21 May, at a meeting of the State Council's Committee on Development of Financial Stability, a clear request was made to “combating the “mining” of Bitcoin and the trading”, in view of which the “mining” of Bitcoin and other encrypted tokens would determine the history of withdrawal in our country and the enterprises and suppliers concerned should not harbour any illusions. 从根上说，2008年比特币出生自带哈耶克思想，与现有国家为单位的世界格局不符，而各国法律也是国家管理的延伸，所以，比特币等代币流行与现行法律的抵牾是显而易见的。 At the root, the fact that in 2008 Bitcoin was born with the Hajek ideology does not correspond to the world pattern in which the existing State is a unit, and that national laws are an extension of State administration, makes it clear that currency such as bitcoin is popular and that existing laws are counterproductive. “因此，继续加密代币的‘挖矿’就会继续与法律对立，不仅是在我国，各国对于数字代币的谨慎态度会反映在各个方面，随着虚拟币对法币和金融安全的侵蚀，各国法律和执法只会趋严。无论你愿意还是不愿意，法律都在那里，不枉不纵。”肖飒总结道。 “Therefore, the “mining” that continues to encrypt the tokens will continue to be opposed to the law, not only in my country, but the cautious attitude of countries with regard to the digital tokens will be reflected in every aspect, with the erosion of virtual currency against French currency and financial security, and national laws and enforcement will only become more stringent. The law will be there, whether you like it or not.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论