◎作者丨吴羽
◎来源丨中国基金报
（ID：chinafundnews）
(ID: Chinafundnews)
刚刚，比特币直接站上12000美元的关口！
Just now, Bitcoin stands straight at $12,000!
截至记者发稿，比特币价格为12590.32美元，涨幅7.14%。
As of the press release, the price of Bitcoin was $125,90.32, an increase of 7.14 per cent.
而4天前，比特币才刚冲破10000美元，如今稳稳站上12000美元的，上涨速度让人瞠目结舌。
And four days ago, Bitcoin just broke $10,000, and now stands steady on $12,000.
要是把时间稍微拉长一些，去年12月14日，比特币还一度跌至3135.55美元的低点，如今200天的时间里，比特币疯狂暴涨300%！
If you take it a little longer, on December 14, last year Bitcoin fell to a low point of $3135.55, and in 200 days now Bitcoin has gone wildly up 300%!
在暴涨的前夕，币圈多次传出矿机贱卖、币圈的人破产、绝望。
On the eve of the surge, currency rings were repeatedly spread out of the miner's base, the currency's people broke and despaired.
而在这暴涨的200天时间里，有币圈大佬花了3000万跟巴菲特吃饭，有互联网巨头Facebook的入局，也有币圈大佬因做空导致巨亏自杀……
And over the 200-day period of this surge, the big ones spent 30 million on eating with Buffett, the big Internet players on Facebook, and the big ones killed themselves because they were empty.
今天，基金君不和大家分析为啥比特币大涨，只和大家谈谈，比特币疯狂的这200天里，币圈的人和事。
Today, the Fund does not analyse why the bitcoin has soared, but only to talk to you about the people and things of the coin circles in the 200 days of Bitcoin's madness.
01
比特币疯狂200天
{\bord0\shad0\alphaH3D}Bitcoin crazy 200 days {\/strang}
得意者：斥资3000万和巴菲特吃午餐
: > 30 million dollars and Buffett lunches
这200天里，币圈最知名的莫过于90后孙宇晨。
None of these 200 days is better known than Sun Woo's morning, 90 years later.
2019年6月，在比特币冲破8000美元之后，90后波场TRON创始人孙宇晨宣布，以破纪录的456.7888万美元（约合人民币3153万元）的竞拍价格，拍下了第20届巴菲特慈善午餐。
In June 2019, after Bitcoin broke down $8,000, Sun Woo, founder of Tron in the after-90s, announced that the 20th Buffett charity lunch had been filmed at a record competitive price of $4,568.88 million (approximately $31.53 million).
而孙宇晨在微博也说了，自己一直都是巴菲特价值投资理念的长期信仰者，同时希望邀请区块链行业知名人士一起与巴菲特交流，从而增进顶级传统投资人与数字货币的理解和友谊，让整个行业真正受益！
Sun Woo-moo also said in Weibo that he had always been a long-standing believer in the Buffett concept of value investment, and that he wanted to invite prominent members of the block chain industry to interact with Buffett in order to enhance understanding and friendship between top traditional investors and digital money and to make the industry truly beneficial!
孙宇晨还在推特上发布了致加密社区的公开信称，世界上最成功的投资者之一也难免错过时代浪潮，例如巴菲特承认对卡夫亨氏投资价格过高，且没有意识到亚马逊、谷歌，甚至是苹果的价值，似乎认为巴菲特对比特币的一贯批评有点“看走了眼”。
Sun Woo also posted an open letter on Twitter to the encrypt community saying that one of the world's most successful investors, such as Buffett, who admitted that investment prices were too high for Kafhanzi and did not recognize the value of the Amazon, Google or even Apple, seemed to think that Buffet's consistent criticism of Bitcoin was a little “goes away”.
公开资料显示，孙宇晨出生于1990年7月，本科毕业于北京大学历史系，研究生就读于美国常青藤名校宾夕法尼亚大学。
According to public sources, Sun Woo-mun was born in July 1990, he graduated from Beijing University, Department of History, and a graduate student studied at the University of Pennsylvania, Ivyu University, United States of America.
2013年，当时还是比特币爱好者的孙宇晨在硅谷接触到了Ripple Labs项目后，直言Ripple比比特币还要神奇，“这是一套由价值网络支持的去中心化的支付体系，可以让不同货币自由、免费、零延时地汇兑”。一个多月后，他以Ripple Labs大中华区首席代表的身份回国创业。
In 2013, Sun Woo, who was also a Bitcoin fan at that time, came to the attention of the Silicon Valley after he reached the Ripple Labs project, saying that Ripple was even more amazing than Bitcoin, “a decentralised payment system supported by a value network that allowed the exchange of different currencies freely, free of charge and without delay.” More than a month later, he returned home in his capacity as the chief representative of the Greater Central China District of Ripple Labs.
回国后，成为币圈创业者的孙宇晨开始注重圈子和人设的打造。
Upon return, Sun Woo-moo, who became an entrepreneur in the currency business, began to focus on the creation of circles and human structures.
2014年3月起，孙宇晨一边通过接受媒体采访、参加论坛做宣传，另一边，成立了锐波科技，并拿到了信中利资本领投，IDG资本、中科资本、清控科创等多家创投跟投的千万美金级A轮融资。
Since March 2014, Sun Woo's campaign has been conducted through media interviews and forums, and on the other hand, he has set up a sharp wave of technology and received a letter-based capital investment, with millions of dollar-grade A-round financing from IDG capital, Chinese capital, clean-up and control technology, among others.
2015年，孙宇晨当选了中国福布斯30位30岁以下创业者，并入选湖畔大学。从此之后，“马云门徒”变成了孙宇晨本人最喜欢使用的头衔。
In 2015, Sun Woo-soon was elected 30 entrepreneurs under the age of 30 in Forbes, China, and joined the Lakeside University. Since then, “Maunmen” has become Sun Woo-soon’s favorite title.
而这3100万从哪里来？
And where does 31 million come from?
业内分析，除了波场的4次融资，孙宇晨并没有停止波场发行的代币进行流通，目前波场代币TRX在全球111个交易所都有交易。
Intra-industry analysis indicates that, with the exception of four waves of financing, Sun Woo did not stop the circulation of tokens issued by the waves, which are currently traded on 111 global exchanges.
而业内人士分析，如果没有比特币这一波暴涨和回归，孙宇晨也未必能套现3000万来吃这顿午饭。毕竟TRX随着比特币的暴涨，也翻倍上涨了。
And industry sources have analysed that without the surge and return of Bitcoin, Sun Woo-mun would not have been able to spend 30 million dollars for lunch. After all, TRX has doubled as Bitcoin soars.
02
失意者：100倍杠杆做空比特币，巨亏自杀
unsatisfied: 100 times the amount of free bitcoin. >/strong >
在这场暴富游戏中，也有人失去生命。
There are also people who have lost their lives in this rich game.
2019年6月5日，网传数字货币市场分析公司创始人惠轶疑似因100倍杠杆爆仓了2000个比特币（折合人民币超1亿元），因此选择了自杀，而这些比特币来自比特易投资者，并非其自有资金。
On 5 June 2019, the founder of the Digital Currency Market Analysis Corporation, Huixiang, suspected of having over a hundred times leveraged 2,000 bitcoins (up from 100 million yuan) and chose to commit suicide, which came from bitcoins, not its own funds.
数字货币市场分析公司比特易创始人惠轶于2019年6月5日逝世，其前比特易合伙人张歆彤在“长江EMABA27官群”发文证实上述信息。
The founder of Digital Money Market Analysis, Huixiang, died on 5 June 2019, and his former partner, Zhang, confirmed this information in a communication from the “EMAA27 Group of Officials of the Yangtze River”.
张歆彤在悼念惠轶的朋友圈中写道：“从2018年5月，老惠邀请我加入他的创业公司比特易，至2018年8月离开，虽只有短暂3个月时间，但我见到了老惠的正直、善良与聪慧，他对生活、对工作永远充满激情，他头脑清澈、思维通透。”
“From May 2018, he invited me to join his start-up company, Bitley, to leave in August 2018, for a short period of three months, but I saw his integrity, goodness and wisdom, his passion for life, his work forever, his clear-mindedness and his full sense of thought”.
在数字货币期货市场上，惠轶也曾以预测准确出名。在比特易的投资微信群中，他被称为“惠神”。
In the digital currency futures market, Huixiang was also known for his accuracy of predictions. In the Bittle-Little investment micro-message, he was referred to as “Mixed God.”
从2017年到2019年初，不少投资者因为听了他的指点而赚钱，这为他本人及其公司产品吸引了不少粉丝。
From 2017 to the beginning of 2019, a number of investors made money by listening to his instructions, which attracted a lot of fans for himself and his company's products.
惠轶被称为是追逐风口的连续创业者，先后创办北京途拓科技有限公司、花果金融、互联网投顾平台神仙有财，随后进入币圈创立了比特易。
Huixiang was described as a continuous entrepreneur in pursuit of the wind. He founded the Beijing Toto Technologies Ltd., Flower Fruit Finance, the Internet investment platform, and then entered the currency circle to create Bitley.
他有着光鲜的履历，毕业于中国科技大学，曾供职于IBM和微软，任Surface产品经理，参与过中国建设银行SOA 企业级架构开发、台湾建华银行 MMA 创新金融产品开发等多个标杆项目。
He has a bright curriculum, graduated from the Chinese University of Science and Technology, worked in IBM and Microsoft, as manager of Surface products, and participated in several pole projects such as the development of the SOA enterprise-level structure of the China Construction Bank and the MMA innovative financial products of the Taiwan Construction Bank.
但在原本就波动剧烈的数字货币市场上，开上百倍杠杆的做法，无异于引火焚身。
However, in the already volatile digital currency market, a 100-fold leverage approach is tantamount to a fire.
03
巨头入局：Facebook发币
6 月18日下午，Facebook 旗下全球数字加密货币 Libra 官方网站正式上线，Libra 稳定币白皮书也已经公布。白皮书的问世，意味着Facebook正式成为币圈的一分子。
On the afternoon of 18 June, the official website of Libra, a global digital encrypted currency under the banner of Facebook, was officially launched, and the White Paper of Libra Stabilizing the Currency was published. The White Paper was published, meaning that Facebook was officially part of the currency circle.
据官方内容显示，Libra 稳定币的出现，将作为一种简单的全球货币和金融基础架构，惠及数十亿人。
According to official sources, the emergence of Libra’s stable currency will benefit billions of people as a simple global monetary and financial infrastructure.
据相关媒体报道，Facebook已经与包括维萨卡（Visa）、万事达卡（MasterCard）、Uber和PayPal在内的28家合作伙伴建立了联盟，这些合作伙伴将运行互联网节点来验证交易。
According to relevant media reports, Facebook has established alliances with 28 partners, including Visaka, MasterCard, Uber and PayPal, who will run Internet nodes to validate transactions.
此外，Facebook还计划在Libra正式发布的时候将联盟成员数量扩大到100家。
In addition, Facebook plans to expand its membership to 100 members at the time of the official launch of Libra.
Facebok发币消息传出后，搜狗CEO王小川发布微博表示，称Facebook主导的数字货币计划标志着互联网3.0时代的到来。此外王小川还表示，世界将因Facebook而变，对中国来说也是巨大的挑战。
After news of Facebok’s currency distribution, the search dog, CEO Wang Xiaochuan, released a tweet saying that the Facebook-led digital money program marked the advent of the 3.0-year Internet era. Wang Xiaochuan also said that the world would change because of Facebook and that it was a huge challenge for China.
Facebook通过其白皮书表示，目前的金融格局并不那么令人满意，对此公司想要打破这种既有格局：全球仍有17亿成年人未接触到金融系统，无法享受传统银行提供的金融服务，而在这之中，有10亿人拥有手机，近5亿人可以上网。
Through its White Paper, Facebook indicated that the current financial landscape was less satisfactory and that companies wanted to break it: 1.7 billion adults around the world still had no access to the financial system and did not have access to financial services provided by traditional banks, of which 1 billion had mobile phones and nearly 500 million had access to the Internet.
此外，Facebook还表达了对目前金融成本过高的担忧：例如汇款手续费、电汇手续费、透支手续费和ATM手续费等。发薪日贷款的年化利率可能达到400%甚至更高，仅借贷\$100美元的金融服务，收费便可高达\$30美元。
In addition, Facebook has expressed concern about the current high financial costs, such as transfer charges, wire transfer charges, overdraft charges, and ATM charges.
Facebook称，在这种背景下，Libra的使命是建立一套简单的、无国界的货币和为数十亿人服务的金融基础设施。这种方法能够实现巨大的飞跃，朝着更低成本、更易进入、联系更紧密的全球金融系统迈进。
According to Facebook, in this context, Libra’s mission is to create a simple, borderless currency and financial infrastructure that serves billions of people. This approach can make a huge leap toward a cheaper, more accessible, and more closely connected global financial system.
而在Libra上线受，比特币的价格一路突飞猛进，连续突破9000美元、10000美元、11000美元、12000美元大关。
And in Libra, the price of Bitcoin has gone up all the way, breaking the $9,000, $10,000, $11,000 and $12,000 mark.
04
暴涨前夕
on the eve of the boom
比特币这200天的疯狂暴涨，让人似乎忘了之前币圈的惨淡。
The 200-day crazy surge in Bitcoin seems to have forgotten the bleakness of the previous currency circle.
此前，比特币曾用半年不到的时间，将价格从8488美元一口气跌至3135美元。
Previously, Bitcoin had dropped its price from $8488 to $3135 in less than six months.
在此背景下，关掉矿机、卖掉矿场，虚拟货币交易所破产，离场的故事不断上演。
In this context, the story of the closure of the mine, the sale of the mine and the bankruptcy of the virtual currency exchange continues.
05
寒冬中：矿机贱卖，矿场倒闭
Winter: Mine sold cheaply and mine closed down
2018年11月，商和硬件生产商正在经历着持续暴击。连番下跌中，比特币价格已经击穿多个矿机成本价格，即挖矿得到的收益不足以支付电费和管理费。不少矿机早已到达关机价格。
In November 2018, business and hardware producers were going through a continuing riot. In a series of declines, Bitcoin prices have broken through the cost of multiple miners, which is that the profits from mining are not sufficient to cover electricity and management costs.
由于损失难以承受，不少玩家转卖“挖矿设备”，金盆洗手退出币圈。
As a result of the unaffordable losses, a number of players resold “mining equipment” and the gold basin withdrew from the currency ring.
随之而来的是矿场关机，投资者离场。
This was followed by mine closures and the departure of investors.
据当时媒体报道，一家规模排名韩国前列的以太币矿场在2018年年初入行，开采一枚以太币的成本大约为24万韩元、约合人民币1477元。
According to media reports at the time, an Ethaeco mine of the highest size in Korea entered in early 2018 and mined one at a cost of approximately 240,000 won and about 1477 yuan.
当时以太币在韩国市场上的价格刚刚触及了235万韩元、约合人民币1.4万元的历史高点，较国际市场高出了三成多，为此矿场启动了将近1000台矿机挖矿。然而很快以太币就开始剧烈震荡，并最终在2018年11月跌破了成本价格，矿场一度被迫关闭了所有矿机。
At that time, the price of the tats on the Korean market had just touched the historical high of 2.35 million won and RMB 14,000, more than 30% higher than the international market, to which end the mine had launched nearly 1,000 mining machines. But soon, the tats began to shake sharply, and eventually fell into cost prices in November 2018, when the mine was forced to shut down all the machines.
韩国财立亚矿场运营负责人裴永泰：电费占据了成本的最大头，大部分矿场已经付不起了，据我所知 70%-80%的矿场都关机停运，倒闭的也不在少数。
Pei Yongtai, the head of Korea’s financial mining operations: electricity costs are the biggest cost, most of the mines are already unaffordable, and as far as I know, 70-80 percent of the mines are shut down and not very many are closed.
据悉，此前韩国是全球主要的虚拟货币交易市场之一，比特币的韩元结算交易量一度排名全球第三；从大学生、上班族到家庭主妇、甚至是退休老人，不同身份和年龄段的人纷纷加入炒币行列。这股热潮在韩国催生了从挖矿到交易的完整产业链。
Formerly known to have been one of the world’s leading virtual currency markets, the Democratic People’s Republic of Korea had once been ranked third in the currency’s Korean dollar settlement volume; from college students, working people to housewives, and even retired older persons, people of different identities and ages joined the ranks. The boom created a whole chain of industries in South Korea, from mining to trading.
06
虚拟货币交易所破产
Insolvency of the Virtual Currency Exchange
今年3月，韩国虚拟货币交易所Coinbin因负债293亿韩元（约合2600万美元）而陷入资金困境，并决定申请破产。
In March of this year, Coinbin, the Korea Virtual Currency Exchange, was in financial distress due to a debt of 29.3 billion won (approximately $26 million) and decided to apply for bankruptcy.
随着破产的申请，已停止使用密码货币和法定货币。
With the application for bankruptcy, the use of cryptographic and statutory currencies was discontinued.
随后，香港虚拟货币交易所Gatecoin被高院颁令清盘，其官方网站亦变为显示一份声明，指公司过去一段时间遭遇资金困难，以致无法再提供服务，公司并已被委任临时清盘人及需即时停止营运，即崩盘倒闭。
Subsequently, the Hong Kong Virtual Currency Exchange Gatecoin was cleared by order of the High Court, and its official website became a statement that the company had experienced financial difficulties over the past period, that it was no longer able to provide services, and that the company had been appointed a temporary clearing officer and had to cease operating immediately, that is to say, the collapse of the business.
这一切就发生在去年底，而在今年比特币的狂欢之下，这一切又似乎已经恍如隔世。
All this happened at the end of last year, and all this seems to have passed away in the midst of this year's Bitcoin frenzy.
祝福币圈。
Bless the currency ring.
“
中国基金报：报道基金关注的一切
China Foundation: coverage of everything the Fund is concerned about
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