币圈“雷曼危机”发酵，如今轮到对冲基金了！

华尔街见闻2022-06-16

继5月中旬稳定币UST和其姊妹代币LUNA遭遇了“死亡踩踏”之后，眼看着币圈从“货币危机”发酵到“银行危机”，随后新的危机接踵而至——这次轮到了对冲基金。有消息人士表示，受到加密货币LUNA和UST暴雷的影响，作为加密货币市场最大的对冲基金之一，三箭资本（Three Arrows Capital）可能将在大量清算后面临破产。据去中心化金融（DeFi）新闻资讯平台The Defiant称，当地时间...

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雪莲子
2022-06-17
雪莲子
OMG!!
Paggie
2022-06-17
Paggie
閱
eeth
2022-06-17
eeth
👍👍
CSNeo
2022-06-17
CSNeo
[呆住]
木讷呆滞的短线价格投机
2022-06-17
木讷呆滞的短线价格投机
雷曼時刻再次到來
_0_0_0_0_0_
2022-06-17
_0_0_0_0_0_
幣圈的雷曼危機

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Defiant称，当地时间周二，总部位于迪拜的三箭资本清算了大约4500万美元的stETH，这是一种质押在以太坊信标链上的以太坊（ETH），三箭资本也因此成为过去一周中最大的代币卖家。更令投资者担忧的是，据The Block称，三箭资本在Deribit和BlockFi等借贷平台的清算总额可能高达4亿美元。如果一切属实，那么三箭资本很可能即将面临破产。币圈“雷曼危机”蔓延到了对冲基金在传统金融中，当公司试图通过亏本出售某些资产来偿还债务时，就会发生清算。而在DeFi领域，基金或协议出售加密资产以偿还其债务。作为加密货币市场最大的对冲基金之一，三箭资本的投资组合曾包括Avalanche、Solana、Polkadot和Terra等代币，是币圈对冲基金中不可忽视的“顶流”。有媒体称，三箭资本资产管理规模一度达到100亿美元。然而，在三箭资本曾拥有的强大投资组合中，目前Terra几乎跌至零，Solana和Avalanche在各自创下历史新高以来分别下跌了77%和90%，风投“顶流”似乎陷入了困境。随后，三箭资本的联合创始人Zhu Su的新推文似乎证实了这些猜测，并进一步引发了人们对加密借贷市场潜在连锁反应的担忧。当地时间周二晚间，Zhu Su发表推文称：我们正在与相关方进行沟通，并致力于完全解决这个问题。加密货币市场崩盘：从“货币危机”到“银行危机”在投资者发现对冲基金不对劲之前，币圈银行就已经率先暴雷了。由于近期的美国CPI数据持续超预期上升，并一再刷新40年来新高，美联储发誓要按下高通胀，市场预期美联储将会持续激进加息。受此影响，全球风险资产集体跳水。随着流动性充裕的时代一去不复返，加密货币投资者“瑟瑟发抖”，曾经乘东风直上的加密货币市场“直面寒冬”。不仅第一大市值比特币“跌跌不休”，第三大稳定币UST和其姊妹代币Luna遭遇的“死亡踩踏”更是引发市场震动。华尔街见闻此前文章提及，受到风险资产崩盘的影响，币圈银行、加密借贷巨头Celsius的业务直面暴击。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。投资者担心，如果Celsius被要求停止运营，那么相关数十个DeFi项目、加密货币和其他数字资产都将出现连锁反应。有媒体称，Celsius在业内地位不容小觑，该公司号称拥有170万用户。截至5月17日，该公司拥有价值118亿美元的资产。此外，投资者还担心，Celsius的股东Tether Limited——全球最大稳定币Tether的发行商是否也会被拖下水。要知道，Tether在币圈中是如雷曼兄弟一样的存在。Tether是价值1800亿美元的稳定币领域最大的运营商，在促进整个加密货币市场的交易方面发挥着关键作用，还提供了与主流金融系统的联系，相当于币圈金融基础设施。本周一，Tether在一篇博文中试图与Celsius“保持距离”：虽然在Tether的投资组合中确实包括对公司（Celsius）的投资，但只占我们股东权益的一小部分，这项投资与我们自己的储备或稳定性之间没有相关性。对此，加密媒体公司Blockworks的Saleuddin表示，由于Tether所披露的内容含糊不清，因此无法确切知道Tether的资产正在面临多大风险。三箭资本会是加密熊市中最新倒下的多米诺骨牌吗？在“货币危机”和“银行危机”之后，币圈的新危机蔓延到了对冲基金身上。加密货币交易员Moon Overlord指出，在过去几天中，Celsius并不是stETH的最大卖家。他表示：有人认为Celsius是最大的stETH倾销者，但是事实上，三箭资本才是。三箭资本正在倾销他们拥有的账户和种子轮投资地址，大多数看起来都是为了偿还他们的债务和未偿还的借款。此外，根据DeFi分析师DeFiyst的说法，三箭资本对stETH的“大甩卖”于今年5月Terra的UST稳定币崩盘之后就开始了，他指出：stETH相对于ETH的价格曾在5月份短暂跌至95美分，三箭资本从当时为2.46亿美元的Curve中提取了12.7万stETH。在本周开始抛售之前，他们一直在AAVE和wstETH之间频繁操作。值得注意的是，stETH应该与ETH以1:1的比例交易，因为一旦主网合并发生，衍生代币stETH就可以兑换为以太坊。然而，自从6月9日以来，该“挂钩”比例已经出现下滑迹象，并一度跌至0.89。6月16日截至发稿时，Curve上的stETH与ETH兑换比例跌至0.93，stETH的市值已从5月初的约100亿美元降至40亿美元。链上数据分析平台Nansen的数据显示，本周二，三箭资本从去中心化借贷协议Aave中提取了8万stETH，并在两笔交易中以5.6%-5.9%的价差兑换了3.89万stETH（约4500万美元）。据The Block称，三箭资本的4亿美元头寸已经被清算。此外，加密货币分析师Onchain 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