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雪莲子
2022-06-17
OMG!!
The "Lehman crisis" in the currency circle is fermenting, and now it's the turn of hedge funds!
雪莲子
2022-06-16
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14:22","market":"us","language":"zh","title":"The \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!","url":"https://stock-news.laohu8.com/highlight/detail?id=2243974660","media":"华尔街见闻","summary":"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。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。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。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。","content":"<p><html><head></head><body>After the stablecoin UST and its sister token LUNA encountered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", and then new crises followed-this time it was the turn of hedge funds.</p><p>Sources said that affected by the thunderstorms of cryptocurrencies LUNA and UST, as one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital (Three Arrows Capital) may face bankruptcy after a large number of liquidations.</p><p>According to The Defiant, a decentralized finance (DeFi) news and information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated approximately US $45 million in stETH, a type of Ethereum staked on the Ethereum beacon chain. (ETH), Three Arrows Capital has therefore become the largest token seller in the past week.</p><p>What worries investors even more is that according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>Three Arrows Capital's total liquidation on lending platforms such as Deribit and BlockFi may be as high as $400 million, it said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>The \"Lehman Crisis\" in the Currency Circle Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company tries to pay off its debts by selling certain assets at a loss. Whereas in the DeFi space, funds or protocols sell crypto assets to repay their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's investment portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and is a \"top stream\" that cannot be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Sanjian Capital once reached 10 billion US dollars.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, Terra is currently down to almost zero, Solana and Avalanche are down 77% and 90% respectively since their respective record highs, and the venture capital \"top stream\" seems to be in trouble.</p><p>Subsequently, a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raised concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday night local time, Zhu Su tweeted:</p><p>We are communicating with relevant parties and are committed to resolving this issue completely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors discovered something was wrong with hedge funds, banks in the currency circle had already taken the lead in thunderstorms.</p><p><b>As the recent U.S. CPI data continues to rise beyond expectations and repeatedly refresh 40-year highs, the Federal Reserve has vowed to suppress high inflation, and the market expects the Federal Reserve to continue its aggressive rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>As the era of abundant liquidity is gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market that once took advantage of the east wind is \"facing the cold winter.\"</p><p>Not only did Bitcoin, the largest market value, \"fall endlessly\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna, caused market shocks.</p><p>A previous article on Wall Street Journal mentioned that affected by the collapse of risky assets, the business of currency bank and crypto lending giant Celsius faced a critical blow.</p><p>In an effort to prevent a run, Celsius announced a withdrawal freeze on Monday, a move that sparked market concerns.</p><p><b>Investors fear that if Celsius is asked to cease operations, there will be a ripple effect on the dozens of DeFi projects, cryptocurrencies and other digital assets involved.</b></p><p>According to some media, Celsius' position in the industry should not be underestimated. The company claims to have 1.7 million users. The company had $11.8 billion worth of assets as of May 17.</p><p>In addition, investors are also worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged into the water. You know, Tether exists like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market, and also provides links to the mainstream financial system, equivalent to the currency financial infrastructure.</p><p>On Monday, Tether tried to \"distance himself\" from Celsius in a blog post:</p><p>While Tether does include an investment in the company (Celsius) in its portfolio, it represents only a small portion of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In this regard, Saleuddin of encryption media company Blockworks said that due to the ambiguity of what Tether disclosed, it was impossible to know exactly how much risk Tether's assets were facing.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and \"banking crisis\", a new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the largest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they own, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Furthermore, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after Terra's UST stablecoin crash in May this year, who noted:</p><p>The price of stETH relative to ETH briefly fell to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was $246 million at the time. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is worth noting that stETH should be traded at a 1: 1 ratio with ETH, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and once fell to 0.89.</p><p>As of press time on June 16, the stETH-to-ETH exchange ratio on Curve fell to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from the on-chain data analysis platform Nansen, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from the decentralized lending protocol Aave and exchanged 38,900 stETH in two transactions at a price difference of 5.6%-5.9% (approximately $45 million).</p><p>According to The Block, a $400 million position in Three Arrows Capital has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, another $300 million of Three Arrows Capital's positions in Aave and Compound will also face liquidation risks.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"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>The \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-16 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the stablecoin UST and its sister token LUNA encountered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", and then new crises followed-this time it was the turn of hedge funds.</p><p>Sources said that affected by the thunderstorms of cryptocurrencies LUNA and UST, as one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital (Three Arrows Capital) may face bankruptcy after a large number of liquidations.</p><p>According to The Defiant, a decentralized finance (DeFi) news and information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated approximately US $45 million in stETH, a type of Ethereum staked on the Ethereum beacon chain. (ETH), Three Arrows Capital has therefore become the largest token seller in the past week.</p><p>What worries investors even more is that according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>Three Arrows Capital's total liquidation on lending platforms such as Deribit and BlockFi may be as high as $400 million, it said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>The \"Lehman Crisis\" in the Currency Circle Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company tries to pay off its debts by selling certain assets at a loss. Whereas in the DeFi space, funds or protocols sell crypto assets to repay their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's investment portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and is a \"top stream\" that cannot be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Sanjian Capital once reached 10 billion US dollars.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, Terra is currently down to almost zero, Solana and Avalanche are down 77% and 90% respectively since their respective record highs, and the venture capital \"top stream\" seems to be in trouble.</p><p>Subsequently, a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raised concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday night local time, Zhu Su tweeted:</p><p>We are communicating with relevant parties and are committed to resolving this issue completely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors discovered something was wrong with hedge funds, banks in the currency circle had already taken the lead in thunderstorms.</p><p><b>As the recent U.S. CPI data continues to rise beyond expectations and repeatedly refresh 40-year highs, the Federal Reserve has vowed to suppress high inflation, and the market expects the Federal Reserve to continue its aggressive rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>As the era of abundant liquidity is gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market that once took advantage of the east wind is \"facing the cold winter.\"</p><p>Not only did Bitcoin, the largest market value, \"fall endlessly\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna, caused market shocks.</p><p>A previous article on Wall Street Journal mentioned that affected by the collapse of risky assets, the business of currency bank and crypto lending giant Celsius faced a critical blow.</p><p>In an effort to prevent a run, Celsius announced a withdrawal freeze on Monday, a move that sparked market concerns.</p><p><b>Investors fear that if Celsius is asked to cease operations, there will be a ripple effect on the dozens of DeFi projects, cryptocurrencies and other digital assets involved.</b></p><p>According to some media, Celsius' position in the industry should not be underestimated. The company claims to have 1.7 million users. The company had $11.8 billion worth of assets as of May 17.</p><p>In addition, investors are also worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged into the water. You know, Tether exists like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market, and also provides links to the mainstream financial system, equivalent to the currency financial infrastructure.</p><p>On Monday, Tether tried to \"distance himself\" from Celsius in a blog post:</p><p>While Tether does include an investment in the company (Celsius) in its portfolio, it represents only a small portion of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In this regard, Saleuddin of encryption media company Blockworks said that due to the ambiguity of what Tether disclosed, it was impossible to know exactly how much risk Tether's assets were facing.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and \"banking crisis\", a new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the largest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they own, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Furthermore, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after Terra's UST stablecoin crash in May this year, who noted:</p><p>The price of stETH relative to ETH briefly fell to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was $246 million at the time. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is worth noting that stETH should be traded at a 1: 1 ratio with ETH, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and once fell to 0.89.</p><p>As of press time on June 16, the stETH-to-ETH exchange ratio on Curve fell to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from the on-chain data analysis platform Nansen, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from the decentralized lending protocol Aave and exchanged 38,900 stETH in two transactions at a price difference of 5.6%-5.9% (approximately $45 million).</p><p>According to The Block, a $400 million position in Three Arrows Capital has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, another $300 million of Three Arrows Capital's positions in Aave and Compound will also face liquidation risks.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662147\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{"DXD":"两倍做空道琼30指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SQQQ":"纳指三倍做空ETF","BK4508":"社交媒体",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","BK4077":"互动媒体与服务","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","TWTR":"Twitter","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","BK4516":"特朗普概念","DJX":"1/100道琼斯","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3662147","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243974660","content_text":"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 Wizard还称，如果市场继续下跌，三箭资本在Aave和Compound的另外3亿美元头寸也将面临清算风险。","news_type":1,"symbols_score_info":{"DXD":0.6,"UDOW":0.6,"QNETCN":0.6,"TQQQ":0.6,"MNQmain":0.6,"PSQ":0.6,"DJX":0.6,"NQmain":0.6,"TWTR":0.63,"DDM":0.6,"QQQ":0.6,"SQQQ":0.6,"DOG":0.6,".IXIC":0.76,"SDOW":0.6,"QID":0.6,"QLD":0.6,".DJI":0.62}},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054178769,"gmtCreate":1655359718051,"gmtModify":1676535622822,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574998450750200","authorIdStr":"3574998450750200"},"themes":[],"htmlText":"😓","listText":"😓","text":"😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054178769","repostId":"2243980480","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9057929458,"gmtCreate":1655453162074,"gmtModify":1676535642692,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574998450750200","idStr":"3574998450750200"},"themes":[],"htmlText":"OMG!!","listText":"OMG!!","text":"OMG!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057929458","repostId":"2243974660","repostType":2,"repost":{"id":"2243974660","kind":"highlight","pubTimestamp":1655360539,"share":"https://ttm.financial/m/news/2243974660?lang=en_US&edition=fundamental","pubTime":"2022-06-16 14:22","market":"us","language":"zh","title":"The \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!","url":"https://stock-news.laohu8.com/highlight/detail?id=2243974660","media":"华尔街见闻","summary":"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。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。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。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。","content":"<p><html><head></head><body>After the stablecoin UST and its sister token LUNA encountered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", and then new crises followed-this time it was the turn of hedge funds.</p><p>Sources said that affected by the thunderstorms of cryptocurrencies LUNA and UST, as one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital (Three Arrows Capital) may face bankruptcy after a large number of liquidations.</p><p>According to The Defiant, a decentralized finance (DeFi) news and information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated approximately US $45 million in stETH, a type of Ethereum staked on the Ethereum beacon chain. (ETH), Three Arrows Capital has therefore become the largest token seller in the past week.</p><p>What worries investors even more is that according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>Three Arrows Capital's total liquidation on lending platforms such as Deribit and BlockFi may be as high as $400 million, it said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>The \"Lehman Crisis\" in the Currency Circle Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company tries to pay off its debts by selling certain assets at a loss. Whereas in the DeFi space, funds or protocols sell crypto assets to repay their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's investment portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and is a \"top stream\" that cannot be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Sanjian Capital once reached 10 billion US dollars.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, Terra is currently down to almost zero, Solana and Avalanche are down 77% and 90% respectively since their respective record highs, and the venture capital \"top stream\" seems to be in trouble.</p><p>Subsequently, a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raised concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday night local time, Zhu Su tweeted:</p><p>We are communicating with relevant parties and are committed to resolving this issue completely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors discovered something was wrong with hedge funds, banks in the currency circle had already taken the lead in thunderstorms.</p><p><b>As the recent U.S. CPI data continues to rise beyond expectations and repeatedly refresh 40-year highs, the Federal Reserve has vowed to suppress high inflation, and the market expects the Federal Reserve to continue its aggressive rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>As the era of abundant liquidity is gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market that once took advantage of the east wind is \"facing the cold winter.\"</p><p>Not only did Bitcoin, the largest market value, \"fall endlessly\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna, caused market shocks.</p><p>A previous article on Wall Street Journal mentioned that affected by the collapse of risky assets, the business of currency bank and crypto lending giant Celsius faced a critical blow.</p><p>In an effort to prevent a run, Celsius announced a withdrawal freeze on Monday, a move that sparked market concerns.</p><p><b>Investors fear that if Celsius is asked to cease operations, there will be a ripple effect on the dozens of DeFi projects, cryptocurrencies and other digital assets involved.</b></p><p>According to some media, Celsius' position in the industry should not be underestimated. The company claims to have 1.7 million users. The company had $11.8 billion worth of assets as of May 17.</p><p>In addition, investors are also worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged into the water. You know, Tether exists like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market, and also provides links to the mainstream financial system, equivalent to the currency financial infrastructure.</p><p>On Monday, Tether tried to \"distance himself\" from Celsius in a blog post:</p><p>While Tether does include an investment in the company (Celsius) in its portfolio, it represents only a small portion of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In this regard, Saleuddin of encryption media company Blockworks said that due to the ambiguity of what Tether disclosed, it was impossible to know exactly how much risk Tether's assets were facing.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and \"banking crisis\", a new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the largest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they own, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Furthermore, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after Terra's UST stablecoin crash in May this year, who noted:</p><p>The price of stETH relative to ETH briefly fell to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was $246 million at the time. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is worth noting that stETH should be traded at a 1: 1 ratio with ETH, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and once fell to 0.89.</p><p>As of press time on June 16, the stETH-to-ETH exchange ratio on Curve fell to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from the on-chain data analysis platform Nansen, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from the decentralized lending protocol Aave and exchanged 38,900 stETH in two transactions at a price difference of 5.6%-5.9% (approximately $45 million).</p><p>According to The Block, a $400 million position in Three Arrows Capital has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, another $300 million of Three Arrows Capital's positions in Aave and Compound will also face liquidation risks.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"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>The \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe \"Lehman crisis\" in the currency circle is fermenting, and now it's the turn of hedge funds!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-16 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the stablecoin UST and its sister token LUNA encountered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", and then new crises followed-this time it was the turn of hedge funds.</p><p>Sources said that affected by the thunderstorms of cryptocurrencies LUNA and UST, as one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital (Three Arrows Capital) may face bankruptcy after a large number of liquidations.</p><p>According to The Defiant, a decentralized finance (DeFi) news and information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated approximately US $45 million in stETH, a type of Ethereum staked on the Ethereum beacon chain. (ETH), Three Arrows Capital has therefore become the largest token seller in the past week.</p><p>What worries investors even more is that according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>Three Arrows Capital's total liquidation on lending platforms such as Deribit and BlockFi may be as high as $400 million, it said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>The \"Lehman Crisis\" in the Currency Circle Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company tries to pay off its debts by selling certain assets at a loss. Whereas in the DeFi space, funds or protocols sell crypto assets to repay their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's investment portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and is a \"top stream\" that cannot be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Sanjian Capital once reached 10 billion US dollars.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, Terra is currently down to almost zero, Solana and Avalanche are down 77% and 90% respectively since their respective record highs, and the venture capital \"top stream\" seems to be in trouble.</p><p>Subsequently, a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raised concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday night local time, Zhu Su tweeted:</p><p>We are communicating with relevant parties and are committed to resolving this issue completely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors discovered something was wrong with hedge funds, banks in the currency circle had already taken the lead in thunderstorms.</p><p><b>As the recent U.S. CPI data continues to rise beyond expectations and repeatedly refresh 40-year highs, the Federal Reserve has vowed to suppress high inflation, and the market expects the Federal Reserve to continue its aggressive rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>As the era of abundant liquidity is gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market that once took advantage of the east wind is \"facing the cold winter.\"</p><p>Not only did Bitcoin, the largest market value, \"fall endlessly\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna, caused market shocks.</p><p>A previous article on Wall Street Journal mentioned that affected by the collapse of risky assets, the business of currency bank and crypto lending giant Celsius faced a critical blow.</p><p>In an effort to prevent a run, Celsius announced a withdrawal freeze on Monday, a move that sparked market concerns.</p><p><b>Investors fear that if Celsius is asked to cease operations, there will be a ripple effect on the dozens of DeFi projects, cryptocurrencies and other digital assets involved.</b></p><p>According to some media, Celsius' position in the industry should not be underestimated. The company claims to have 1.7 million users. The company had $11.8 billion worth of assets as of May 17.</p><p>In addition, investors are also worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged into the water. You know, Tether exists like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market, and also provides links to the mainstream financial system, equivalent to the currency financial infrastructure.</p><p>On Monday, Tether tried to \"distance himself\" from Celsius in a blog post:</p><p>While Tether does include an investment in the company (Celsius) in its portfolio, it represents only a small portion of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In this regard, Saleuddin of encryption media company Blockworks said that due to the ambiguity of what Tether disclosed, it was impossible to know exactly how much risk Tether's assets were facing.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and \"banking crisis\", a new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the largest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they own, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Furthermore, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after Terra's UST stablecoin crash in May this year, who noted:</p><p>The price of stETH relative to ETH briefly fell to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was $246 million at the time. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is worth noting that stETH should be traded at a 1: 1 ratio with ETH, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and once fell to 0.89.</p><p>As of press time on June 16, the stETH-to-ETH exchange ratio on Curve fell to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from the on-chain data analysis platform Nansen, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from the decentralized lending protocol Aave and exchanged 38,900 stETH in two transactions at a price difference of 5.6%-5.9% (approximately $45 million).</p><p>According to The Block, a $400 million position in Three Arrows Capital has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, another $300 million of Three Arrows Capital's positions in Aave and Compound will also face liquidation risks.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662147\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{"DXD":"两倍做空道琼30指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SQQQ":"纳指三倍做空ETF","BK4508":"社交媒体",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","BK4077":"互动媒体与服务","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","TWTR":"Twitter","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","BK4516":"特朗普概念","DJX":"1/100道琼斯","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3662147","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243974660","content_text":"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 Wizard还称，如果市场继续下跌，三箭资本在Aave和Compound的另外3亿美元头寸也将面临清算风险。","news_type":1,"symbols_score_info":{"DXD":0.6,"UDOW":0.6,"QNETCN":0.6,"TQQQ":0.6,"MNQmain":0.6,"PSQ":0.6,"DJX":0.6,"NQmain":0.6,"TWTR":0.63,"DDM":0.6,"QQQ":0.6,"SQQQ":0.6,"DOG":0.6,".IXIC":0.76,"SDOW":0.6,"QID":0.6,"QLD":0.6,".DJI":0.62}},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054178769,"gmtCreate":1655359718051,"gmtModify":1676535622822,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574998450750200","idStr":"3574998450750200"},"themes":[],"htmlText":"😓","listText":"😓","text":"😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054178769","repostId":"2243980480","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
