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北京时间·🕒 发布 18:26:37时区推断·⟳ 抓取 18:26:41·⚡ 决策 08-03 18:34:29 +7m48s·85.4 天前
Trump Media据称将2628枚比特币转至Crypto.com，市场怀疑其可自由处置比特币仓位已基本耗尽
Seeking Alpha转述称Trump Media将2628枚BTC、约1.65亿美元转至Crypto.com，剩余约4261枚BTC接近其可转债抵押披露数量。
📄 原文Seeking Alpha↗ 原文
Trump Media reportedly moves $165M in bitcoin to Crypto.com
Trump Media & Technology Group (DJT) has reportedly moved 2,628 bitcoin (BTC-USD), worth about $165M, to Crypto.com in…
不做 Trump Media & Technology Group（DJT.US）
本次只确认链上转账至已知托管方Crypto.com，尚未确认出售；类似5月转账曾被公司称为未出售，做空催化强度不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 2026-08-02社交扩散Lookonchain非一手链上监测称Trump Media相关钱包发生两笔合计2628枚BTC向Crypto.com的转账。
- Seeking Alpha转述CoinDesk和Lookonchain，强调公司未披露转账是出售还是托管。市场反应:DJT.US最新价9.86美元，较前收跌5.01%。
- 2026-08-03 10:31 UTC市场反应Futu quote非一手行情显示DJT.US最新价9.86美元、前收10.38美元、跌5.01%，成交活跃但未能证明出售事实。市场反应:盘前负面反应已出现。
关键理由
- Seeking Alpha转述称Trump Media将2628枚BTC、约1.65亿美元转至Crypto.com，剩余约4261枚BTC接近其可转债抵押披露数量。
- 若转账代表出售，公司可自由处置比特币仓位可能大幅下降；但当前尚未由公司确认是出售还是托管调拨。
- 公司此前一季度仅87.12万美元收入却录得4.059亿美元净亏损，数字资产波动对财务叙事影响大，但本次新事实仍停留在链上转账解释层。
主要风险
- Crypto.com本就是公司披露的托管方之一，且5月类似转账后公司曾向CoinDesk表示只是转移并非出售。
- DJT.US属于高波动政治和加密叙事股，未确认出售前开空容易被10-Q或公司澄清反抽。
反向证据
- 做空前查反向 · 来源 web · 日期 2026-05-22 · 影响 weakens
CoinDesk报道5月类似BTC转入Crypto.com后，公司口径称只是转移并非出售。
检索:Trump Media bitcoin transfer Crypto.com not sold May 2026 company statement 原文 ↗ - 做空前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中本次2628枚BTC转账的独立确认或公司正式出售披露。
检索:Trump Media bitcoin transfer Crypto.com 2628 BTC 10-Q sale custody
历史先例(按相似度)
- 相似度 7/10 DJT 2026-05-22 Trump Media转移约2650枚BTC至Crypto.com，CoinDesk随后加入公司未出售声明。 原文 ↗
事件后 +1日 +4.2% · +2日 +7.8% · +3日 +11.9% · +4日 +17.1% · +5日 +19.1%
相似度依据:同一公司将大量BTC转入Crypto.com，引发出售疑虑，但随后公司口径称转移并非出售。
经验:仅凭转入交易所不能等同于确认出售，做空需等公司披露或财务确认。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,321 字
Trump Media & Technology Group (DJT) has reportedly moved 2,628 bitcoin (BTC-USD), worth about $165M, to Crypto.com in two transactions Saturday, leaving roughly 4,261 bitcoin in wallets attributed to the company.
That remaining balance is nearly identical to the 4,260.73 bitcoin Trump Media disclosed as collateral for its convertible notes, raising the possibility that the company's “discretionary bitcoin position is effectively gone,” CoinDesk reported.
Trump Media, which posted a $405.9M net loss on revenue of just $871,200 in the first quarter, has not disclosed whether the latest bitcoin transfers were sales or custody moves. That distinction is expected to become clear in its second-quarter Form 10-Q.
Crypto.com is one of the company's two named custodians alongside Anchorage Digital.
According to on-chain analytics firm Lookonchain, Trump Media bought 11,542 bitcoin for about $1.37B at an average price of $118,522 per coin and has since sold 7,281 bitcoin for about $545M at an average price of $74,855. Based on those transactions and the current value of the remaining holdings, Lookonchain estimates the company is sitting on about $555M in combined realized and unrealized losses on its bitcoin investment.
“Trump Media is now down a total of $555M on their $BTC holdings,” Lookonchain estimates.
That remaining balance is nearly identical to the 4,260.73 bitcoin Trump Media disclosed as collateral for its convertible notes, raising the possibility that the company's “discretionary bitcoin position is effectively gone,” CoinDesk reported.
Trump Media, which posted a $405.9M net loss on revenue of just $871,200 in the first quarter, has not disclosed whether the latest bitcoin transfers were sales or custody moves. That distinction is expected to become clear in its second-quarter Form 10-Q.
Crypto.com is one of the company's two named custodians alongside Anchorage Digital.
According to on-chain analytics firm Lookonchain, Trump Media bought 11,542 bitcoin for about $1.37B at an average price of $118,522 per coin and has since sold 7,281 bitcoin for about $545M at an average price of $74,855. Based on those transactions and the current value of the remaining holdings, Lookonchain estimates the company is sitting on about $555M in combined realized and unrealized losses on its bitcoin investment.
“Trump Media is now down a total of $555M on their $BTC holdings,” Lookonchain estimates.
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