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...

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Starboy166
2022-06-23
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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 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