币圈雷曼危机蔓延：银行挤兑、对冲基金巨亏，轮到券商了

华尔街见闻2022-06-23

正在进行中的“币圈雷曼危机”，已经将越来越多的人卷进漩涡之中。从“货币危机”（流动性枯竭）发酵到“银行危机”（Celsius冻结提款），随后蔓延到对冲基金（三箭资本Margin Call），现在加密货币“券商”也未能幸免。本周三，Voyager Digital股价暴跌超60%，较去年11月峰值已下跌95%。此前公司曾表示，或将损失超6.5亿美元，因其曾经向陷入困境的加密货币市场最大的对冲基金三箭...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Starboy166
2022-06-23
Starboy166
👍

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2245241868?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/de40758fdb3196bc5f6de8e7b8c6e98c","is_english":false,"pubTime":"2022-06-23 09:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2245241868","market":"us","top_or_hot":-1,"title":"币圈雷曼危机蔓延：银行挤兑、对冲基金巨亏，轮到券商了","media":"华尔街见闻","content":"<div>\n<p>正在进行中的“币圈雷曼危机”，已经将越来越多的人卷进漩涡之中。从“货币危机”（流动性枯竭）发酵到“银行危机”（Celsius冻结提款），随后蔓延到对冲基金（三箭资本Margin Call），现在加密货币“券商”也未能幸免。本周三，Voyager Digital股价暴跌超60%，较去年11月峰值已下跌95%。此前公司曾表示，或将损失超6.5亿美元，因其曾经向陷入困境的加密货币市场最大的对冲基金三箭...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3662765\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>币圈雷曼危机蔓延：银行挤兑、对冲基金巨亏，轮到券商了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n币圈雷曼危机蔓延：银行挤兑、对冲基金巨亏，轮到券商了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 09:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3662765><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在进行中的“币圈雷曼危机”，已经将越来越多的人卷进漩涡之中。从“货币危机”（流动性枯竭）发酵到“银行危机”（Celsius冻结提款），随后蔓延到对冲基金（三箭资本Margin Call），现在加密货币“券商”也未能幸免。本周三，Voyager Digital股价暴跌超60%，较去年11月峰值已下跌95%。此前公司曾表示，或将损失超6.5亿美元，因其曾经向陷入困境的加密货币市场最大的对冲基金三箭...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3662765\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_ES","symbol_name":"SP500指数","start_time":0,"source_url":"https://wallstreetcn.com/articles/3662765","article_id":"2245241868","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/de40758fdb3196bc5f6de8e7b8c6e98c"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3662765","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2245241868","pubTimestamp":1655946219,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"对冲基金Margin Call后，曾伸出援手的“友军”也被逼入困境。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","CAN":"嘉楠科技","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","EBON":"亿邦国际","SDS":"两倍做空标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4504":"桥水持仓","OEX":"标普100",".SPX":"S&P 500 Index","BK4170":"电脑硬件、储存设备及电脑周边","UPRO":"三倍做多标普500ETF"},"translate_title":"Lehman crisis spread in currency circle: bank run, hedge fund huge losses, it's the turn of brokers","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9e13e43878a88b9cafe2167512c361bb","symbols_score_info":{"161125":0.6,"513500":0.6,"CAN":0.9,"EBON":0.9,"SPY":0.66,"UPRO":0.6,".SPX":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,"IVV":0.6,"ESmain":0.6},"content_text":"正在进行中的“币圈雷曼危机”，已经将越来越多的人卷进漩涡之中。从“货币危机”（流动性枯竭）发酵到“银行危机”（Celsius冻结提款），随后蔓延到对冲基金（三箭资本Margin Call），现在加密货币“券商”也未能幸免。本周三，Voyager Digital股价暴跌超60%，较去年11月峰值已下跌95%。此前公司曾表示，或将损失超6.5亿美元，因其曾经向陷入困境的加密货币市场最大的对冲基金三箭资本伸出援手，出借了价值3.5亿美元的稳定币USDC和15250个比特币。Voyager的运营模式是，对存入加密货币的散户投资者予以回报，并提供借 记卡和用于数字资产交易的应用程序，而公司承诺回报率高达12%。截止3月底，Voyager应支付给客户的加密资产已达到55亿美元，其中包括价值8.4亿美元的稳定币USDC和33000个比特币，然而三箭资本的Margin Call却将其逼入困境。Voyager已经表示，它要求三箭资本在6月24日之前以USDC的形式偿还2500万美元的初始款项，并在6月27日之前全额偿还USDC和比特币。公司还补充说，这两笔款项都尚未偿还，并且“目前无法评估能够收回的金额”，现在公司正与三箭资本顾问“就可用的法律补救措施”进行谈判。而就在本月早些时候，Voyager还曾宣称，公司“通过与精选出的信誉良好的交易方合作，以及一种直接、低风险的贷款和资产管理方法和对手区分开来“。当时公司CEO Stephen Ehrlich表示，Voyager“资本充足，能够度过市场周期并保护客户资产”。但现在Voyager承认，截至本周初，公司手上只有1.52亿美元的现金和加密资产，以及用于购买USDC的2000万美元现金。可值得注意的是，“币圈央妈”Sam Bankman-Fried（SBF）高调现身，并且已经向Voyager伸出了援手。Voyager已从加密亿万富翁SBF的量化研究公司Alameda Research手中获得了价值2亿美元现金和15000个比特币的信贷额度。前提条件是，Voyager在任意30天内提取金额不超过7500万美元。就在上个月，三箭资本和Alameda Research参与了Voyager的股票募集，Voyager筹集了5800万美元。Voyager也在周三表示，Alameda拥有其11%的股份。根据Voyager的最新季度数据，截至3月底，4个交易方就占其20亿贷款账目的79%，其中前两名就占到一半以上。“币圈央妈”力挽狂澜？SBF，29岁，麻省理工学院毕业。三年前还是一名年轻的华尔街交易员，三年后已是创建FTX加密交易所的亿万富翁。FTX最新估值达到320亿美元，已经超过多家标普500指数里的上市公司。虽然与传统金融行业相比，加密货币市场的关键特点就是不受中央银行的管控而独立运转。但当9000亿美元币圈身处动荡之中时，SBF所扮演的几乎就是“币圈央妈”的角色。媒体称，数字资产对冲基金Nickel Digital Asset Management的基金经理Anatoly Crachilov表示：SBF成为最后能提供贷款的人......如果多个雷曼事件集中发生，那么加密货币寒冬可能会持续很长时间。FTX自身的资产负债表能够对（其他企业）业务提供支持，让整个生态挺过寒冬符合他们的长期既得利益。SBF曾在接受采访时表示，FTX应该要对陷入困境的币圈同行身处援手：我确实觉得有责任认真考虑介入其中，即使我们会有所亏损，但也要阻止（风险）传播。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9043579121,"gmtCreate":1655947366763,"gmtModify":1676535737931,"author":{"id":"4092705309644240","authorId":"4092705309644240","name":"Starboy166","avatar":"https://static.tigerbbs.com/433fac4f577973f5794f465faf8f3958","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4092705309644240","authorIdStr":"4092705309644240"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043579121","repostId":2245241868,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":12,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2245241868"}