K33 Research:美国政府转移约 1.77 万枚 BTC,大概率为托管操作而非抛售

链捕手
4 hours ago

ChainCatcher 消息,据 K33 Research 报道,美国政府本周将约 17,733 枚 BTC 转入 Coinbase Prime,其中包括与 Bitfinex 黑客事件相关的 12,267 枚 BTC,转移后政府标记持仓从 324,527 枚降至 306,795 枚 BTC。若计入未标记的疑似政府钱包,转入 Coinbase Prime 的 BTC 总量约达 21,500 枚。

分析认为,此次转移大概率为托管操作而非抛售——Coinbase Prime 自 2024 年起即为美国法警局的托管方。Bitfinex 相关币种仍处于索赔程序中,司法部要求以 BTC 形式返还受害者;战略比特币储备的禁售令亦仅覆盖已完全没收的币种。此外,约 1,200 枚来自 FTX 及 HashFlare 的 BTC 同步转移,或将以现金形式通过补偿金渠道支付给受害者。

值得关注的是,约 15,000 枚 Bitfinex 索赔相关 BTC 在两日内完成转移,或暗示分配方案或相关裁决正在推进中。

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