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总部位于新加坡的加密对冲基金三箭资本出现了问题,但目前尚不清楚这是否意味着该公司资不抵债,正如在加密领域传播的谣言所暗示的那样。 1 M- x" I7 I, T7 a0 j# R6 a1 p
该对冲基金于2021年成立,管理着约 100 亿美元的资产,在许多加密货币最大的项目和公司中拥有头寸:比特币、以太坊、Solana、Axie Infinity和 BlockFi。 / v2 o+ L) Z4 Y) |
周三下午,同为 3AC 的三箭资本似乎一直在出售资产,其中包括价值 4000 万美元的 Lido Stakeed Ethereum (stETH)。网上的研究人员和分析师一直在说,这是为了防止 2.64 亿美元的 Aave 贷款和 3500 万美元的 Compound 贷款进入清算。
% c3 }( ~ o7 R: S2 L1 ?+ y( |最近,三箭资本破产传言越来越多,有传言称,该公司将成为继 LUNA 之后有一家倒下的加密货币公司?
0 s$ b# b( _! X# ]最新的多米诺骨牌? ) h. ~' Y' B) j, s0 p, Z' [
根据对最新链上数据的猜测,三箭资本正在走向破产,这些传言随着联合创始人苏朱的最新推文而愈演愈烈。 * C3 e1 S0 P4 G9 O
此外,鹰派分析师最近一直在积极观察 3AC 清算,一位在 Twitter 上名为 Moon Overload 的加密货币交易员证实,三箭资本已经“抛售了 30k stETH 并减少了所有 AAVE 头寸”。 ' h' C4 o: K# O/ o' H) T2 Y0 m
有趣的是,这位交易员透露了这家著名对冲基金的更多细节。
3 _7 H7 N2 K, ~, w* l3 b: M) f/ l . B2 O: k+ ^; w5 N h& m
We are in the process of communicating with relevant parties and fully committed to working this out + Y0 T# [! Q7 i4 I+ u7 U% \- q" q; z
“我们正在与有关方面进行沟通,并完全致力于解决这个问题“
0 U4 y) N! V0 _ 1 ?, L9 Z0 g: Y8 d% \( H! h* R$ d
“3AC in trouble? rumors swirling
/ s; u" h: [: O- Kyle and Zhu havent tweeted or liked anything in days
+ f3 w& e, S! y- Zhu took every coin and # tag out of his bio
* a4 U0 U% A. c. ?! ^- Zhu deleted his instagram - j, M& f- ]6 m$ R5 Z
- an hour ago they dumped 30k stETH and reduced all AAVE positions” $ @$ `* `* P) j
“3AC有麻烦了吗?谣言四起
( o# q1 s. Y4 s8 u: ^+ j/ t8 x" A% d- 凯尔和朱几天没有发推文或点赞任何东西 : R# P9 ]# t. g- `- D0 J
- 朱从他的简历中取出所有硬币和#标签
4 x0 D! F6 z! v; W7 q- 朱删除了他的Instagram
8 s! q5 ?4 X1 ~) N4 C- 一个小时前,他们抛售了 30k stETH 并减少了所有 AAVE 头寸”
$ v, T- U8 [1 d+ k$ G- u之前 这位交易员透露了这家著名对冲基金的更多细节。 2 |( v5 a9 q' j( \9 b. @
 / R3 i) ]. q1 q3 D/ X! M+ m
另一位分析师继续发帖讨论3AC 倒闭的损失,正如一条推文所述,他的观察结果令人震惊, 7 v1 D9 S" r$ J9 }5 o
“3AC 的崩溃是巨大的,这是因为他们从每个主要贷方借款。想想 BlockFi、Genesis、Nexo、Celsius,期望每个贷方都能承受 3AC 的冲击。”
$ t8 ]% I: q2 x- W+ A没有回头路?
7 \3 c* `5 d/ n- D+ `5 ?' i清算事件只是该公司的几次挫折之一,该公司支持的项目,如 Avalanche、Polkadot 和 Ether,在上个月分别跌了 57%、39% 和 47%。 - K' `& Z5 q; S" U1 p. H
社交网络上出现了很多关于 3AC 的细节,Crypto Maxi 分析师在推特上写道:“三箭资本以 5.596 亿美元的价格购买了 1090 万锁定的 LUNA,现在价值 670.45 美元。”
1 } \, q; z$ WWu Blockchain 还称,3AC 在 5 月份的 Bitfinex 交易中损失了 3130 万美元。 6 b2 V: F5 i' D
这显示了 3AC 自 5 月以来受到熊市和 Terra 崩盘的影响程度。 9 X ~# A* ~: b4 d9 g* k/ v
 # d1 ]8 b# z# w# F
事实上,苏朱因在他的公司之前推销代币就让人诟病,来自加密社区的强烈反对完全出乎意料。当然,谁也不知道苏朱Su Zhu现在在干嘛。
& V0 X% v, q: \1 X, Y 7 V9 o- X9 ~! D6 s- J' Z; \- U

. ^8 a2 ~1 g( Q( d9 C0 S如果 ETH 跌至 1,028 美元以下,三箭资本价值 2.52 |
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