加密货币加速下跌,詹克团告别比特大陆

以比特币为首的加密货币正在加速蒸发世界资产,国内曾经的矿机领军人物也在此时选择“转身”。日前,天眼查信息显示,北京比特大陆科技有限公司发生工商变更,詹克团卸任执行董事职位。

加密货币加速下跌,詹克团告别比特大陆

詹克团已于去年10月退出法定代表人职务,在此次卸任执行董事后,其在该公司已无任职。“宫斗剧”后,詹克团和吴忌寒两大创始人最终都离开了比特大陆。

受地缘政治影响,市场对投机性资产逐渐丧失热情,加密货币纷纷遭遇抛售。近期比特币一度跌破3万美元,较去年高位价格腰斩,40%的比特币投资账户出现亏损。头部稳定币也出现“脱钩”情况,进一步引发恐慌。

在今年的伯克希尔哈撒韦年度股东大会上,巴菲特再度抨击比特币,理由是认为比特币“不产生任何价值”。

詹克团退出比特大陆

在与吴忌寒“和平分手”之后,詹克团最终也选择了离开。

天眼查信息显示,北京比特大陆科技有限公司发生工商变更,詹克团卸任执行董事职位,在比特大陆不再任职。

作为国内矿机的巨无霸公司,比特大陆曾多次谋求IPO,但至今尚未成行。在经历了创始人内斗、抢夺营业执照等多番剧情后,2021年1月,詹克团与吴忌寒达成一致。吴忌寒辞去比特大陆首席执行官兼董事长职务,詹克团从比特大陆贷款4亿美金、从外部筹集2亿美金收购吴忌寒团队约一半的股份。

此外,吴忌寒带走Bitdeer及美国和挪威的海外矿场,担任比特小鹿(比特大陆旗下云挖矿服务商)董事长。Antpool(蚂蚁矿池)也被拆分成由詹克团领导的独立公司。彼时吴忌寒称,为了符合估值调整,B轮和B+轮的投资者手里的股票数量也涨了两倍。比特大陆的商业模式会更加直观,IPO之路也会更顺畅。

2021年9月,中国人民银行等十部门发布《关于进一步防范和处置虚拟货币交易炒作风险的通知》及国家发改委发布《关于整治虚拟货币“挖矿”活动的通知》。通知发布后,诸多相关企业响应监管并停止中国大陆服务,范围涵盖交易所、金融服务商、矿池、行情查询等各类企业,比特大陆也不例外。

2021年10月,比特大陆微信公众号宣布,积极响应公司各实体所在地的政府政策,蚂蚁矿机停止向中国大陆(不含中国香港和中国台湾)地区发货。同月,比特大陆法定代表人由詹克团变更为周锋。

加密货币加速下跌,詹克团告别比特大陆

不过,就在5月10日,比特大陆新增一条对外投资信息,投资一家名为北海山旁边投资合伙企业(有限合伙)的公司。该公司成立于5月9日,经营范围包括以自有资金从事投资活动、社会经济咨询服务、融资咨询服务、信息技术咨询服务等。

北海山旁边投资合伙企业(有限合伙)的执行事务合伙人为詹克团;控股股东为北海算力创业投资有限公司,实控人仍为詹克团本人。在告别比特大陆后,詹克团下一站预计在数字货币创投领域有其他发展考虑。

加密货币加速下跌,詹克团告别比特大陆

比特币价格震荡惹恐慌

受地缘政治影响,市场对投机性资产逐渐丧失热情,加密货币纷纷遭遇抛售。

MyToken数据显示,近期比特币价格反复在3万美元震荡。截至11日14:00,BTC价格为31708美元,近7天下跌18.43%,近6个月跌幅51.79%。与2021年11月高点时的6.7万美元相比,价格早已腰斩。

加密货币加速下跌,詹克团告别比特大陆

据区块链分析公司Glassnode的数据,有40%的比特币投资账户出现亏损。如果把比特币顶峰时期的短期持有账户算在内,这个比例甚至更高。

市值第二大的以太坊近期跌幅也同样可观,截至11日14:00价格为2401.77美元,近7天跌幅16.4%,近6个月跌幅48.58%。

加密货币加速下跌,詹克团告别比特大陆

加密货币的第三大稳定币TerraUSD(UST)在周一跌破1美元并一度下探至89美分的低点,导致大批投资者抛售所持资产。截至11日14:00,UST价格低至63.9美分,近7天跌幅36.75%,目前处于严重脱钩状态。

UST是算法稳定币,通过一套链上铸币与销毁机制来维持与美元的挂钩。即理论上,这些机制应该确保交易者始终可以将价值1美元的UST换成价值1美元的LUNA,LUNA具有浮动价格,旨在作为UST价格波动的一种“减震器”。但近日加密货币市场持续波动,LUNA币价持续下跌,二者市值出现倒挂,持有者逃离情绪蔓延。

上周四,美联储主席鲍威尔宣布美联储将加息50BP至0.75%-1%区间,兑现2000年以来最大幅度的单次加息,并宣布将自6月1日起缩减9万亿美元规模的资产负债表,每月削减475亿美元,且在3个月内上调至950亿美元。

据外媒报道,美联储周一表示,居高不下的通胀率,加上利率的急剧上升,是美国经济体系面临的最大近期风险之一,同时警告说,俄罗斯入侵乌克兰也可能影响金融稳定。

一方面是全球地缘政治威胁、美国加息和缩表带来的抛售压力,另一方面是算法稳定币的“不再稳定”引起恐慌,以比特币为首的一众加密货币近期价格仍存在继续下探的可能。

比特币的底部在哪里?日前美国加密投资基金Valkyrie Investments联合创始人和CIO Steven McClurg表示,25000美元可能是底部,自己会一直买入到25000美元甚至更低。“考虑到全球各国还在印钞,未来将有跟多的政府支出和更多的通货膨胀,任何供应有限的东西现在都很有意思。”

图片来自于微博

图片来自于微博

数字资产公司Galaxy Digital首席执行官Mike Novogratz在最近的财报电话会议上预测,加密货币复苏不会在未来两个月内发生,加密市场还会有更多的损失。但他表示对市场还是“非常有信心”,一旦股市找到“某种底部”,比特币将会反弹。今年一季度,Galaxy Digital净亏损达1.117亿美元,亏损同比下降近87%。

巴菲特再度抨击比特币

即便跌跌不休,加密货币市场已成为投资机构不可忽视的投资领域之一。4月26日,富达投资(Fidelity Investments)宣称,计划允许投资者在他们的401(k)(养老储蓄计划)中开设比特币账户。今年晚些时候,使用富达管理退休计划的2.3万家公司可以选择将比特币添加入退休储蓄清单。

萨尔瓦多总统布克尔5月9日在社交媒体中表示,萨尔瓦多政府已购买了500枚比特币,这是该政府迄今购买比特币最多的一次。布克尔介绍,自去年9月比特币成为该国法定货币以来,萨尔瓦多政府已购买了约2301枚比特币。

不过,自比特币席卷全球投资市场以来,股神巴菲特一直坚持拒绝投资比特币,并反复表达他对比特币的厌恶之情。这也让巴菲特受到了一些比特币爱好者的攻击。此前,有“硅谷风投教父”之称的美国亿万富翁Peter Thiel在迈阿密举办的2022年比特币大会上,列举了一系列试图阻止加密货币发展的“敌人名单”,其中巴菲特位居榜首。

在今年的伯克希尔哈撒韦年度股东大会上,巴菲特再次表达自己对比特币的观点,并表示不愿意花25美元购买全球所有比特币。

巴菲特指出,比特币不是一项生产性资产,也不会产生任何有形的东西,它的价值就是取决于下一个人给上一个拥有比特币的人付多少。现在有很多人参与这场赌博的游戏,但这些资金在不同的人之间转手,只是所有者不同,这其中有人赚有人赔。

“我不知道未来一年,或5年、10年,比特币价格是涨还是跌。但有一件事我很确定,那就是它不会产生任何价值。它有一种魔力,人们给很多东西都赋予了魔力。”巴菲特还称,为什么要买比特币,伯克希尔也可以出自己的币。归根结底,美国政府没有理由让另一种货币取代我们现在更青睐的美元。

芒格也接言强调了对比特币的反对情绪。“在我的生活中,我试图避免那些愚蠢、邪恶、让我与其他人相比显得很差劲的事情——而这三点,比特币全占了。”愚蠢在于它的价格仍有可能归零,邪恶是因为它削弱了国家货币和美联储系统的能力。“相比已经禁止比特币的国家,我们还在做各种各样的假设,这显得很愚蠢。”

Zhan Ketuan retired from his post as legal representative in October last year and has no post in the company since he stepped down as executive director. After the Gong Dou Opera, the two founders of Zhan Ketuan and Wu Jihan finally left Bitterland.

Under the influence of geopolitics, the market has gradually lost its enthusiasm for speculative assets and cryptocurrencies have been sold off. Bitcoin recently fell below $30,000, halving from last year's high, and 40 per cent of bitcoin investment accounts lost money. The head stability currency has also been "decoupled", further causing panic.

At Berkshire Hathaway's annual shareholder meeting this year, Buffett again attacked Bitcoin on the grounds that Bitcoin "does not produce any value".

Zhan Ketuan withdrew from the bit continent

After a "peaceful breakup" with Wu Jihan, Zhan Ketuan finally chose to leave.

According to Tianyan information, industrial and commercial changes have taken place in Beijing bit Continental Technology Co., Ltd. Zhan Ketuan stepped down as executive director and ceased to hold office in Bitland.

As a giant company of domestic mining machines, Bitland has sought IPO many times, but so far it has not been done yet. After many plots such as founder infighting and grabbing business licenses, Zhan Ketuan and Wu Jihan reached an agreement in January 2021. Wu Jihan resigned as chief executive and chairman of Bitland. Zhan Ketuan borrowed US $400 million from Bitland and raised US $200 million from the outside to buy about half of Wu Jihan's team.

In addition, Wu Jihan took Bitdeer and overseas mines in the United States and Norway to serve as chairman of bit Xiao Lu, a cloud mining service owned by bit Continent. Antpool (Ant Mine Pool) has also been split into an independent company led by Zhan Ketuan. Wu Jihan said at the time that the number of shares held by round B and round B + investors also tripled in order to be in line with the valuation adjustment. Bitterland's business model will be more intuitive and the road to IPO will be smoother.

In September 2021, the people's Bank of China and other ten departments issued the Circular on further preventing and dealing with the risk of speculation in Virtual currency transactions and the National Development and Reform Commission issued the Circular on regulating the "Mining" activities of Virtual currency. After the announcement, many related companies responded to regulation and stopped Chinese mainland services, including exchanges, financial service providers, mining pools, market inquiries and other enterprises, including Bitterland.

In October, Bitu's WeChat official account announced that in response to government policies where the company's entities are located, Ant Mining machines will stop shipping to Chinese mainland (excluding Hong Kong and Taiwan, China). In the same month, the legal representative of Bitterland was changed from Zhan Ketuan to Zhou Feng.

However, on May 10, Bitterland added a piece of foreign investment information to invest in a company called Beihaishan Investment Partnership (limited partnership). The company was established on May 9, and its business scope includes investment activities with its own funds, socio-economic consulting services, financing consulting services, information technology consulting services, and so on.

The executive partner of the investment partnership (limited partnership) next to Beihaishan is Zhan Ketuan; the controlling shareholder is Beihai Computational Venture Capital Co., Ltd., and the actual controller is still Zhan Ketuan himself. After bidding farewell to Bitland, Zhan Ketuan's next stop is expected to have other development considerations in the field of digital currency venture capital.

Bitcoin price shock causes panic

Under the influence of geopolitics, the market has gradually lost its enthusiasm for speculative assets and cryptocurrencies have been sold off.

The price of bitcoin has fluctuated repeatedly around $30, 000 recently, according to MyToken. As of the 11th, the price of 14Glo 00BTC was US $31708, down 18.43% in the past seven days and 51.79% in the past six months. Prices have halved from a peak of $67000 in November 2021.

According to blockchain analyst Glassnode, 40 per cent of bitcoin investment accounts are losing money. The proportion is even higher if short-term accounts held at the peak of Bitcoin are taken into account.

Tai Fong, which has the second largest market capitalization, has also fallen significantly recently, with the price of US $2401.77 as of 14:00 on the 11th, down 16.4% in the past seven days and 48.58% in the past six months.

The TerraUSD (UST), the third most stable currency in the cryptographic currency, fell below the dollar on Monday and fell to a low of 89 cents at one point, causing a large number of investors to sell their holdings. As of the 11th, the price of 14 0010 UST was as low as 63.9 cents, down 36.75% in the past seven days, and is currently in a state of serious decoupling.

UST is an algorithmic stable currency that maintains a peg to the US dollar through a set of coinage and destruction mechanisms on the chain. In theory, these mechanisms should ensure that traders can always replace $1 worth of UST with $1 worth of LUNA,LUNA with a floating price, designed to act as a "shock absorber" of UST price fluctuations. But in recent days, the encrypted currency market has continued to fluctuate, the price of the LUNA currency has continued to fall, the market capitalization of the two has been upside down, and holders have fled the spread of sentiment.

On Thursday, Federal Reserve Chairman Colin Powell announced that the Fed would raise interest rates by 50BP to a range of 0.75%, fulfilling its biggest single rate increase since 2000, and announced that it would shrink its balance sheet by $9 trillion from June 1, cutting by $47.5 billion a month and raising it to $95 billion in three months.

The Federal Reserve said on Monday that stubbornly high inflation, coupled with a sharp rise in interest rates, was one of the biggest near-term risks facing the US economic system, while warning that Russia's invasion of Ukraine could also affect financial stability, according to foreign media reports.

On the one hand, it is the global geopolitical threat, the selling pressure caused by US interest rate hikes and shrinking tables, and on the other hand, the "instability" of algorithmic stable coins has caused panic, and the prices of a group of cryptocurrencies, led by Bitcoin, are still likely to continue to decline in the near future.

Where is the bottom of Bitcoin? A few days ago, the co-founder and CIO Steven McClurg of Valkyrie Investments, a US encryption investment fund, said that $25000 could be the bottom, and he would keep buying to $25000 or less. "given that countries around the world are still printing money, there will be more government spending and more inflation in the future, anything with limited supply is interesting now."

The picture is from Weibo.

Mike Novogratz, CEO of digital asset firm Galaxy Digital, predicted on a recent earnings call that the cryptocurrency recovery would not happen in the next two months and that there would be more losses in the cryptographic market. But he said he was still "very confident" in the market and that once the stock market found "some kind of bottom", Bitcoin would rebound. In the first quarter of this year, Galaxy Digital posted a net loss of $111.7 million, down nearly 87 per cent from a year earlier.

Buffett attacks Bitcoin again

Even if it continues to fall, the cryptocurrency market has become one of the investment areas that investment institutions can not ignore. On April 26th Fidelity Investments announced plans to allow investors to open bitcoin accounts in their 401 (k) (retirement savings plan). Later this year, the 23000 companies that use Fidelity to manage retirement plans will have the option of adding bitcoin to their retirement savings list.

Salvadoran President Bucker said on social media on May 9 that the Salvadoran government has bought 500 bitcoins, the largest number so far. Since Bitcoin became the country's legal tender in September last year, the Salvadoran government has bought about 2301 bitcoins, Bucker said.

However, since Bitcoin swept the global investment market, Warren Buffett has consistently refused to invest in Bitcoin and repeatedly expressed his aversion to Bitcoin. Buffett has also been attacked by some bitcoin enthusiasts. Earlier, US billionaire Peter Thiel, known as the godfather of Silicon Valley venture capital, made a list of "enemies" trying to stop the development of cryptocurrency at the 2022 Bitcoin conference in Miami, with Buffett at the top of the list.

At Berkshire Hathaway's annual shareholders' meeting this year, Buffett once again expressed his views on bitcoin and said he was unwilling to spend $25 on all bitcoins in the world.

Buffett pointed out that Bitcoin is not a productive asset, nor does it produce anything tangible. Its value depends on how much the next person pays the last person who owns it. Now there are a lot of people taking part in this gambling game, but these funds change hands between different people, but the owners are different, some of them earn and some lose.

"I don't know whether the price of bitcoin will go up or down in the next year, or five or 10 years. But one thing I am sure of is that it will not produce any value. It has a kind of magic. People give magic to a lot of things. " Buffett also said that why to buy bitcoin, Berkshire can also buy their own coins. In the final analysis, there is no reason for the US government to let another currency replace the dollar we prefer now.

Munger also stressed his opposition to Bitcoin. "in my life, I try to avoid things that are stupid, evil and make me look bad compared to others-and Bitcoin takes up all three." Stupidity is that its price can still go back to zero, evil because it weakens the ability of the national currency and the Fed system. "compared with countries that have banned Bitcoin, we are still making all kinds of assumptions, which is stupid."

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