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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。 ) y; A7 V5 r! f# B2 ^
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。
5 m6 W w+ j& Y/ G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。 , X6 s/ P$ b" G
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?
, T O8 n, G8 U1 F% a2 g, }9 {最新的多米诺骨牌?
" ^1 z, ]8 r3 D( n* V) S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。 ! H3 M" g6 I6 Q# E- ^0 Z
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”。 8 M; {( G' Y+ q; e! p6 Z
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。
1 q! E5 e) t2 q 7 F, [, }. @5 b9 r+ t W
We are in the process of communicating with relevant parties and fully committed to working this out
( m7 n/ E2 {; Z/ j/ D“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“ ) [+ U. l- X1 o+ R1 l$ H+ N: z" \3 A

: e: C1 U! \2 g* U) S“3AC in trouble? rumors swirling . x. g) ?- q, H6 Q! }. [
- Kyle and Zhu havent tweeted or liked anything in days
5 y f5 |5 A: Q. S8 p& {- Zhu took every coin and # tag out of his bio
# D& r7 W& l! F- Zhu deleted his instagram ! O" l. r$ D0 K1 r8 q
- an hour ago they dumped 30k stETH and reduced all AAVE positions”
: t" `: H5 Y, ~. f/ o“3AC有麻烦了吗?谣言四起
- j3 e3 E. O5 a/ V1 J2 ^# Y' M x- 凯尔和朱几天没有发推文或点赞任何东西 ' V# v2 N3 [( l6 K" K
- 朱从他的简历中取出所有硬币和#标签 + [8 b7 `6 b! ^, V j
- 朱删除了他的Instagram 5 n' k' r) Y$ |$ c
- 一个小时前,他们抛售了 30k stETH 并减少了所有 AAVE 头寸”
3 w2 W! o$ o6 c7 \! u% _8 a之前 这位交易员透露了这家著名对冲基金的更多细节。 3 @& p0 I4 P5 |) V& B! C" y
 . f+ R: t, J7 {8 Y* _) `
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, N) R8 K0 \0 `# F, a0 s0 [
“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。”
0 O, \8 d7 }: |4 J没有回头路?
T$ |3 V! T$ L" C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%。
+ T. R+ @! d) C N3 p5 y W# T" Q- q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。”
- V1 s! B* ?9 u wWu Blockchain 还称,3AC 在 5 月份的 Bitfinex 交易中损失了 3130 万美元。
$ z8 j1 u% Q \! D' i' |! `+ E这显示了 3AC 自 5 月以来受到熊市和 Terra 崩盘的影响程度。 {" O' L5 i0 [. ~0 ?' i7 Z! o

* i4 E6 a3 z1 t9 @! R4 B7 ^" V5 \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。 1 K) g! t9 I) E; U" L l" z
 ( y5 W, J- p( a- Z5 C6 D

$ A* f/ b8 M9 f/ S如果 ETH 跌至 1,028 美元以下,三箭资本价值 2.52 |
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