Core Viewpoint - SpaceX has recently engaged in significant Bitcoin transactions, raising questions about its cryptocurrency strategy and potential market implications [2][3][5]. Group 1: SpaceX Bitcoin Transactions - On October 24, SpaceX conducted a Bitcoin transaction worth over $133 million, marking its second large transaction within a week [2][3]. - The analysis revealed that SpaceX transferred a total of 1,215 Bitcoins to different wallet addresses, including 300 Bitcoins valued at $33 million and 915 Bitcoins valued at $100.7 million [3]. - Prior to this, SpaceX executed a transaction involving approximately $268 million in Bitcoin, indicating a substantial movement of digital assets since July [3][5]. Group 2: Current Holdings and Market Speculation - Following the recent transactions, SpaceX holds approximately 6,970 Bitcoins, valued at around $770 million, indicating a reduction of over 70% from its previous holdings of 25,000 Bitcoins in 2022 [4][5]. - The reasons behind these transfers remain unclear, leading to speculation about potential sales, which often prompts cautious trading behavior in the market [5]. - Some analysts suggest that these transfers may represent an internal restructuring rather than a sale, as SpaceX could be consolidating its Bitcoin holdings into more secure wallets [6]. Group 3: Tesla's Bitcoin Holdings - Tesla, another company under Elon Musk, holds 11,509 Bitcoins, valued at over $1.27 billion, making it the eleventh largest corporate holder of Bitcoin globally [7]. - In October 2024, Tesla transferred approximately $765 million worth of Bitcoin to a new wallet, with no recorded on-chain activity since then [7]. - Earlier this year, Tesla revalued its assets according to new accounting standards, resulting in over $600 million in quarterly profits due to rising Bitcoin prices [8].
SpaceX转移了1.33亿美元比特币