炒股少烦恼
Don't worry about the stock market.
比特币又闪崩了！
Bitcoin is crashing again!
投资者在美联储做出利率决定之前，选择从加密货币中撤出资金。假期第一天（5月1日），全球虚拟货币玩家又被收割。当天，比特币盘中上演大跳水，跌幅超过8%，以太坊、BNB、狗狗币等也跟随杀跌。
On the first day of the holiday (1 May), the global virtual currency player was harvested. On the same day, the Bitcoin board showed a big jump, with a drop of more than 8%, and the same goes for Ether, BNB, dog coin, etc.
Coinglass数据显示，24小时内，超过15万人在虚拟货币市场爆仓，爆仓金额达5亿美元，折合人民币36亿元。周三美股盘前，全球第二大加密货币交易平台Coinbase的股价跌超3%（该股此前两天已跌去了13.7%）。另外，加密货币概念股Marathon digital在美股盘前跌近4%，Riot Platforms跌超3%。
Coinglass data show that more than 150,000 people burst in the virtual currency market within 24 hours, amounting to $500 million and equivalent to $3.6 billion. The stock price of Coinbase, the world’s second largest encrypted currency trading platform, fell by more than 3 per cent before Wednesday’s shares (the unit had fallen by 13.7 per cent in the previous two days). Moreover, the cryptographic currency concept unit, Marathon Digital, fell by nearly 4 per cent in front of the US stock plate, and Riot Platforms by more than 3 per cent.
渣打银行的分析师表示，由于比特币价格已跌破60000美元大关，目前徘徊在57000美元左右，可能会进一步跌至50000美元左右。
According to the analysts of the Chartered Bank, the price of Bitcoin has fallen by $60,000 and is currently hovering around $57,000, which could further fall to about $50,000.
就在5月1日当天，币圈大佬、前“华人首富”、全球最大加密货币交易所币安的创始人赵长鹏也传出新消息，他在美国被判处4个月监禁，这比美国检方之前建议的36个月刑期，缩短了不少。此前，币安和赵长鹏在美国累计被罚72.16亿美元（约合人民币522亿元）。
Just on the same day, May 1, currency circles, former Chinese “rich” and the founder of the world’s largest encrypted currency exchange, Zhao Chang Peng, who was sentenced to four months’ imprisonment in the United States, were significantly shorter than the 36 months previously recommended by the United States prosecution. Previously, Yuan and Zhao Chang Peng had been fined cumulatively $7,216 billion in the United States (approximately $52.2 billion).
超15万人爆仓
Over 150,000 people blew up the barn.
虚拟货币市场风险巨大，时不时上演暴涨暴跌行情。北京时间5月1日下午，以比特币为首的虚拟货币再度上演大跳水行情。其中，比特币盘中相继失守6万美元、5.9万美元、5.8万美元、5.7万美元关口，24小时内跌幅超过8%，最低下探至56663.8美元。
On the afternoon of May 1, Beijing time, a virtual currency headed by Bitcoin re-emerged. Of this, $60,000, $590 million, $588 million and $577 million were lost in mid-bitcoin, with a drop of more than 8% in 24 hours and a low of $56663.8.
截至券商中国记者发稿时，比特币报56883.9美元/枚，24小时内跌幅为8.16%。其他币种也大幅杀跌，狗狗币、TON币跌超10%，以太坊、BNB、Solana跌幅超过7%。最近7天，比特币累计跌幅超过14%，以太坊跌幅超过12%，Solana、狗狗币跌幅超过24%，加密货币市场的总市值，也从2.45万亿美元下降至2.11万亿美元。
At the time of the issuance of the coupon by Chinese journalists, the newspaper Bitcoin had fallen by $56883.9 per day, or 8.16 per cent in 24 hours. Other currencies have also fallen sharply, with dog and Tonco falling by more than 10 per cent and Etherno, BNB, and Solana falling by more than 7 per cent. In the last seven days, Bitcoin has dropped cumulatively by more than 14 per cent, by more than 12 per cent, by more than 24 per cent, by Solana, and by 24 per cent, and the total market value of the encrypted currency market has also fallen from $2.45 trillion to $2.11 trillion.
Coinglass数据显示，最近24小时内，虚拟货币市场有15.14万人爆仓，爆仓金额达5.06亿美元，折合人民币36亿元。
Coinglass data show that, in the last 24 hours, the virtual currency market has exploded with 15.14 million people, amounting to $506 million and equivalent to 3.6 billion yuan.
近期，比特币已多次上演“大起大落”行情。3月14日，比特币价格一度飙升至7.3万美元上方，连续四天刷新历史新高，随后几天又大幅杀跌至6.1万美元下方，3月底再度回升至7万美元上方。进入4月份后，比特币价格依旧大幅波动。4月12日及13日，比特币价格大幅跳水，从7.1万美元跌至6.1万美元，两天时间全网爆仓规模达18.3亿美元，爆仓人数高达数十万。4月18日凌晨，比特币一度跌超5%并跌破6万美元大关，导致8万多人爆仓。
Bitcoin’s price surged from $71,000 to $61,000 on 12 and 13 April, reaching $1.83 billion in two days, with a total of hundreds of thousands of people. In the early hours of 18 April, Bitcoin fell by over 5 per cent and broke $60,000, causing more than 80,000 people to explode.
上述剧烈波动行情，发生在比特币减半事件前夕。北京时间24月20日8:09:27，比特币区块奖励完成历史上的第四次减半，“矿工”获得的区块奖励从6.25枚比特币降至3.125枚，第五次减半发生时点预计为2028年4月17日。历史上，比特币一共经历四次“减半”事件，分别发生于2012年11月28日、2016年7月9日、2020年5月11日、2024年4月20日，平均每4年发生一次。
The above-mentioned volatility occurred on the eve of the halving of Bitcoin. Beijing time on 20th 24th, at 809:27 p.m., the Bitcoin block rewarded the completion of the fourth halve in history, the “miners” received the block reward from 6.25 bitcoins to 3.125 bitcoins, and the fifth half was projected to take place on 17 April 2028. Historically, Bitcoin experienced four “half” events, on an average of four years, on 28 November 2012, 9 July 2016, 11 May 2020, and 20 April 2024.
进入“技术性熊市”
Entering “Technology Bears”
值得注意的是，比特币较3月创下的历史高点跌去22%，已进入“技术性熊市”。不过，今年以来，比特币的涨幅仍超过34%，价格是去年同期的两倍，这在很大程度上要归功于数十亿美元流入1月新上市的现货比特币ETF。
It is worth noting that Bitcoin fell by 22 per cent from its historic high in March and has entered the “Technology Bear Market.” However, since this year, Bitcoin has increased by more than 34 per cent, twice the price for the same period last year, thanks in large part to the billions of dollars flowing into the new spot Bitcoin ETF in January.
据路透社报道，Fineqia研究分析师Matteo Greco表示：“最近的下跌趋势可归因于在2022年和2023年经济衰退期间进入市场的投资者，以及在2024年初几周进入市场的ETF投资者的获利回吐得太多，他们开始离场。”
According to Reuters, “the recent downward trend can be attributed to investors who entered the market during the 2022 and 2023 recessions, as well as to the ETF investors who entered the market in the early weeks of 2024, who began to leave the site” according to Fineqia research analyst Matteo Greco.
有分析人士指出，在宏观经济方面，一场针对加密货币的“完美风暴”可能即将到来。美联储预计不会在晚些时候对利率做出任何改变，但投资者普遍认为，美联储今年可能根本不会降息，这将对加密货币、全球股票市场和债券甚至大宗商品等利率敏感资产造成打击。
Analysts have pointed out that, at the macroeconomic level, a “perfect storm” against encrypted currencies may be coming. The Fed is not expected to make any changes in interest rates at a later stage, but investors are generally of the view that the Fed may not have reduced interest rates at all this year, which will hit interest-rate-sensitive assets such as encrypted currencies, global stock markets, and bonds and even large commodities.
美联储将于北京时间周四凌晨2点公布5月利率决议，美联储主席鲍威尔将在当天凌晨2点半召开新闻发布会。美联储将如何处理顽固通胀问题将非常关键，市场正在对这一“重大问题”作出反应。
The Fed will publish its May interest rate resolution at 2 a.m. on Thursday, Beijing, and US Federal Reserve Chairman Powell will hold a press conference at 2:30 a.m. The Fed’s response to persistent inflation will be crucial, and the market is reacting to this “critical issue.”
渣打银行外汇和加密货币研究主管Geoff Kendrick在一封电子邮件中写道，“过去几周对数字资产来说是一场完美的负面风暴。比特币ETF的流入已经停滞，而以太坊ETF现在看起来不太可能像预期的那样在5月份获得批准。”Kendrick指出，美联储推迟降息的可能性越来越大，中东冲突升级的风险也使得比特币价格承压。
Geoff Kendrick, Head of Foreign Exchange and Encrypted Currency Research at Chartered Bank, wrote in an e-mail: “The past few weeks have been a perfect negative storm for digital assets. Bitcoin ETF inflows have stagnated, and it seems unlikely that ETF will be approved in May, as expected.” Kendrick notes that the Fed is increasingly likely to delay interest cuts, and that the risk of escalation of conflict in the Middle East is pushing Bitcoin prices.
投资者也做出了相应的反应，美国最大的10只现货比特币ETF正面临自1月份成立以来最大的单周流出。LSEG数据显示，本周现货比特币ETF的资金流出高达4.96亿美元，主要是因为流入贝莱德旗下iShares比特币信托（IBIT）的资金放缓。按持有量计算，IBIT是规模最大的现货比特币ETF。
Investors responded accordingly, with the top 10 active bitcoin ETFs in the United States facing the largest single-week outflow since their establishment in January. LSEG data show that the spot amounting to $496 million was released this week, mainly as a result of a slowdown in the flow of funds to the iShares Bitcoin Trust (IBIT) under the Belaid flag. In terms of holdings, IBIT is the largest spot currency ETF.
比特币上个月所谓的“减半事件”几乎没有支撑价格。自4月20日减半以来，比特币已经下跌了约15%。许多投资者在事件前夕买入了该市场，这涉及加密货币基础技术的改变，旨在降低新比特币的创建速度。
Bitcoin’s so-called “50-per-cent event” last month hardly supported prices. Bitcoin has fallen by about 15% since it was halved on April 20.
渣打银行表示，由于比特币价格已跌破6万美元大关，目前徘徊在57000美元左右，可能会进一步跌至5万美元左右。渣打银行外汇和加密货币研究主管Geoff Kendrick表示，比特币价格适当突破6万美元现在已经重新开启了通往5万—5.2万美元区间的道路。驱动因素似乎是特定加密货币和更广泛的宏观因素的结合。随着资金连续流出美国，现货比特币ETF目前平均购买价格低于58000美元，存在清算风险。超过一半的现货ETF头寸处于水下状态，因此还必须考虑其中一些头寸的清算风险。
As the price of Bitcoin has fallen by $60,000, it is likely that it will fall further to about $50,000. Geoff Kendrick, head of the Chartered Bank’s foreign exchange and crypto-currency research, said that a proper 60,000-dollar breakthrough had now reopened the road to 50,000-$52 million. The driver seemed to be a combination of specific encrypted currencies and broader macro-factors.
从技术图表来看，FXPro平台的高级市场分析师Alex Kuptsikevich表示，比特币的下跌正进入一个新阶段。Alex Kuptsikevich表示，“比特币周二的收盘价成为2月底以来的最低价，且还跌破3月和4月的支撑位以及重要的心理整数位，这确认了下跌趋势。”现在的技术下行目标似乎是55700美元，这是自去年10月份上涨以来的61.8%斐波纳契回撤位，下一个支撑则是51000美元至52000美元区域，即1月底的盘整区域。然而，5月1日晚些时候的FOMC会议和周五的非农月度就业数据都有足够的潜力加速或扭转比特币的下跌趋势。”
According to the technical chart, the FXPro platform's senior market analyst, Alex Kuptsikevich, said that the decline in Bitcoin was entering a new phase. Alex Kuptsikevich said that “the fall on Tuesday was the lowest since the end of February, and fell back on March and April, as well as on important integer numbers, confirming the downward trend.” The current technological downside seems to be $55,700, which is 61.8 per cent of Fibonacci's withdrawal since last October's rise, and the next supporting area is $51,000 to $52,000, or the entire area at the end of January. However, both the FOMC meeting late in May and the non-agricultural monthly employment data on Friday had sufficient potential to accelerate or reverse the decline in Bitcoin.”
尽管目前出现了“完美风暴”，但Kendrick表示：“我们认为，坏消息已经被比特币和以太坊的价格所反映，随着负面因素的消退，积极的结构性驱动因素将再次占据主导地位。”
Despite the current “perfect storm”, Kendrick said: “We believe that the bad news has been reflected in bitcoin and in the prices of the Taikus, and that as negative factors subside, positive structural drivers will once again dominate.”
赵长鹏被判处4个月监禁
Chiu Chang Peng was sentenced to four months' imprisonment.
当地时间4月30日，全球最大加密货币交易所币安的创始人、前“华人首富”赵长鹏在美国被判处4个月监禁。
On 30 April, local time, the founder of the world's largest encrypted currency exchange, former “China's richest”, Zhao Chang Peng, was sentenced to four months' imprisonment in the United States.
此前，美国检方当地时间4月23日在一份法庭文件中称，赵长鹏在承认违反反洗钱法之后，应在监狱服刑36个月。赵长鹏已于去年11月辞去币安首席执行官一职，当时他承认了违法行为，公司同意接受43.16亿美元的罚款。
Earlier, on 23 April, local United States prosecution time stated in a court document that Zhao Chang Peng should serve 36 months in prison after admitting that he had violated the anti-money-laundering law. Zhao Chang Peng resigned from the post of Chief Executive Officer last November, when he admitted that he had committed the offence and the company agreed to accept $4.316 billion in fines.
值得注意的是，币安和赵长鹏个人累计的罚款，已超过500亿元。2023年11月，美国司法部与币安和赵长鹏达成和解协议。根据美国司法部发表的声明，币安对涉嫌洗钱、无证汇款、违反制裁等指控认罪，将缴纳43.16亿美元罚款；赵长鹏承认违反了美国反洗钱有关法律规定，同意支付5000万美元的罚款，并辞去首席执行官职务。和解协议允许币安继续运营。当时，赵长鹏认罪后以1.75亿美元保释，但他并不能离开美国。
In November 2023, the U.S. Department of Justice reached a settlement agreement with Yuan and Zhao Changping. According to a statement issued by the U.S. Department of Justice, the currency will pay $4,316 million in fines for alleged money-laundering, unlicensed remittances, sanctions violations, etc.; Zhao Changping admitted to violating U.S. anti-money-laundering laws, agreeing to pay $50 million in fines and resigning from his post as chief executive officer.
另外，当地时间2023年12月18日，美国商品期货交易委员会（CFTC）再宣布对加密货币交易所币安及其前CEO赵长鹏实施28.5亿美元的处罚。
In addition, on 18 December 2023, local time, the United States Commodity Futures Trading Commission (CFTC) announced a further $2.85 billion in penalties for currency security on the encrypted currency exchange and its former CEO, Changping Zhao.
至此，币安和赵长鹏累计已被罚72.16亿美元（约合人民币522亿元）。
Thus, the sum of $7,216 million (approximately $52.2 billion) has been fined to Yuan An and Zhao Changping.
据Court Listener法律数据库显示，当地时间4月23日，赵长鹏向负责案件的法官递交致歉信，为自己的错误决定道歉，并表示对自己的行为承担全部责任。在致歉信中，赵长鹏表示：“我为我的错误决定道歉，并为我的行为承担全部责任。事后看来，我应该从一开始就专注于在币安实施合规改革，但我并没有。没有在币安建立必要的合规控制，是我的失败。我希望自己能改变币安故事的这一部分。不过在我的指导下，币安目前实施了在美国以外的最严格的反洗钱控制措施。这些控制措施自2022年以来一直在实施。”
According to the Court Listener legal database, on April 23, local time, Zhao Chang Peng sent the judge in charge of the case an apology for his wrongful decision and expressed full responsibility for his actions. In his apology letter, Zhao Chang Peng said, “I apologize for my wrong decision and take full responsibility for my actions. After all, I should have focused from the outset on implementing compliance reforms in currency security, but I did not. I failed to establish the necessary compliance controls in currency security. I hope I can change this part of the currency security story. But under my guidance, he is currently implementing the most stringent anti-money-laundering controls outside the United States. These controls have been in place since 2022.”
赵长鹏提及，他不再是币安的首席执行官，他无法形容自己对公司的投入有多大。改进币安使其成为一个安全的平台，为全球数亿用户提供金融服务，是他人生的重要组成部分。“我以为在接下来的几十年里，我都会这样做。但那种生活对我来说已不复存在了。起初我很难接受这个事实，但如今已经接受了。”
Zhao Chang Peng mentioned that he is no longer the CEO of Yuanan, and that he cannot describe how much he has invested in the company. Improving the currency as a safe platform for providing financial services to hundreds of millions of users around the world is an important part of his life. “I thought I would do that for the next few decades. But that life is no longer for me. At first, it was difficult for me to accept that fact, but it has now been accepted.”
提及未来，赵长鹏称，期待自己在其他领域产生积极影响。“最初对加密货币感兴趣，是因为它为世界上每个人提供了包容性和平等的机会。展望未来，我在生物技术领域也看到了许多机遇。”赵长鹏表示，将继续专注的另一个领域是帮助年轻人，从非洲的教育项目，到改善东南亚贫困青年的生活水平，再到欧洲的大学项目。
Referring to the future, Zhao Chang Peng said that he expected to have a positive impact in other areas. “The initial interest in encryption money was because it provided an opportunity for everyone in the world to be inclusive and equal. Looking ahead, I also saw many opportunities in the field of biotechnology.” Another area that Zhao Chang Peng said would continue to focus on is helping young people, from education projects in Africa to improving the living standards of poor youth in South-East Asia to university projects in Europe.
赵长鹏1977年出生于江苏连云港，12岁那年，他随家人移居加拿大温哥华，成为一名加拿大华裔。大学时期，他在蒙特利尔的麦吉尔大学学习计算机科学。1997年，大学毕业的赵长鹏进入金融科技行业，先是成为东京证券交易所的软件开发师，之后又前往纽约为彭博社工作，参与开发期货交易软件，27岁时，被称为编程奇才的赵长鹏，成了该公司新泽西、伦敦和东京的团队领导。2005年，赵长鹏在上海先后创立富讯信息（专为券商开发速度最快的高频交易系统）、比捷科技等公司，赚到了第一桶金。
He moved with his family to Vancouver, Canada, when he was 12 years old. During college, he studied computer science at McGill University in Montreal. In 1997, Zhao Changpen, who graduated from university, entered the financial science and technology industry, first became a software developer at the Tokyo Stock Exchange, then went to New York to work for Pombo, to develop futures trading software, 27 years old, a team leader of the company's New Jersey, London, and Tokyo. In 2005, Zhao Changpen made the first barrel of money by creating news information (the fastest-growing high-frequency trading system for coupons) in Shanghai.
2017年，赵长鹏携团队创立币安，发行了数字货币“币安币”(BNB)。成立短短半年后，币安凭借每秒140万次的交易能力，吸引到了600万用户，单日交易量超过100亿美元，一举飙升至行业第一，成为全球最大加密货币交易所。2018年一季度，币安盈利2亿美元。到2021年，币安在全球已拥有3000名员工，日交易额高达760亿美元，比其四个最大的竞争对手加起来还要多。当时，币安估值已到3000亿美元。
In 2017, the Zhao Jang Peng team created the currency and issued the digital currency, BNB. A short six months after its establishment, the currency attracted 6 million users with 1.4 million transactions per second, amounting to more than $10 billion a day, one of which jumped to the top of the industry and became the world’s largest encrypted currency exchange. In the first quarter of 2018, the currency earned $200 million. By 2021, it had 3,000 employees worldwide, with a daily turnover of $76 billion, more than its four largest competitors combined.
据悉，赵长鹏控制着币安的大部分股权。根据《福布斯》数据，创始人赵长鹏拥有30%的币安股份。2021年年底，在比特币等加密货币大涨的背景下，赵长鹏凭借941亿美元（约合6348亿元人民币）身家荣登华人首富，同时也跻身世界十大富豪。不过，半年后，比特币等虚拟货币出现暴跌，赵长鹏的财富也一度缩水超80%至174亿美元。
According to Forbes, the founder, Zhao Chang Peng, holds 30% of the shares. At the end of 2021, against the backdrop of a surge in encrypted currency such as Bitcoin, Zhao Chang Peng was rich with $94.1 billion (approximately $634.8 billion) from his family, and was also among the world’s top ten.
在2023年，随着比特币价格的回升，赵长鹏的财富暴增，远远超过币安同意向美国当局支付的罚款。据今年4月3日发布的《2024福布斯全球亿万富豪榜》，赵长鹏以330亿美元（约合人民币2390亿元）的身家位列第50。
In 2023, with the recovery of bitcoin prices, Zhao’s wealth surged, far exceeding the fine that he agreed to pay to the US authorities. According to the Global Billion Billion Billion Billion Billion Billion Billion Bill, released on April 3, this year, Zhao’s Billion Billion Dollars (approximately RMB 23.9 billion) was ranked 50th.
目前，在彭博亿万富豪指数榜上，赵长鹏的身家约为362亿美元，位居全球第42名。
At present, on the Bloomberg billionaire index, Zhao Chang Peng is home to approximately $36.2 billion, the 42nd largest person in the world.
来源：券商中国
Source: Bonders, China
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