SBF 对于 FTX 的偿付能力是否得到证实了？

The news that Shanouba Golden Finance's bankrupt cryptocurrency exchange is said to have recovered far more funds than needed to restore the losses of the victims' fraud is included in the latest bankruptcy plan announced on Tuesday, in which customers will receive compensation equivalent to twice the value of the cryptocurrency assets they held in the exchange at the time of the collapse in January, plus interest. In a bankrupt world, creditors usually get only meager repayment, but the result of this incident is quite different, which has always caused a sharp problem. Are they all correct? For example, Bloomberg bluntly pointed out in the latest issue of the newsletter "Money Thing" that it is illiquid but has sufficient assets. In a sense, this is a very simple and direct way to state the view. He was sentenced to years in prison for one of the largest financial frauds in history and has been insisting on this for many years. In short, he frantically tried to make up for his company's balance sheet by raising funds from almost everyone he could find on the eve of bankruptcy. It is reported that this includes a huge loophole in Silicon Valley venture capitalist, Saudi Arabia's richest man and even his sworn enemy, Qian Qian Zhao Changpeng. After reviewing the financial situation, he gave up a handshake and reached an acquisition agreement, which accelerated the run on the exchange. The reason why he tried to raise this fund is because his inner circle has painfully realized that there is a gap in the funds they need to meet all customers' withdrawals. It is reported that the balance sheet displayed to potential investors shows that the exchange has only $100 million. Current assets because he thinks this is controversial, or he said that he thinks that the funds are actually sufficient, but the liquidity is not enough, for example, the assets are fine. When the co-founder started to increase the customer's withdrawal after Zhao Changpeng announced that he would sell the position of Bi 'an, he famously tweeted that the sudden collapse from the beginning of the notorious media tour to the end of the trial was attributed to accounting errors, specifically to a confusing internal account, which made his mistaken financial situation even worse. In addition, as Michael Lewis mentioned in his eulogy book Infinitely Close, he privately estimated his worth to be more than 100 million dollars, but this happened before the price of other concept currencies plummeted. It was this statement that he insisted that he could have saved and his attitude of refusing to take responsibility for his crimes that led to his heavy sentence. In my career in 2000, I have never seen such a performance judge, Lewis Kaplan, who described avoidance and regret during the judgment of defense, said, but no matter what, How many articles individuals write or how many spreadsheets they create, as long as their ideas are wrong, it will never become a fact. The incumbent who is supervising the bankruptcy proceedings said that the company could recover 100 million yuan in the past month. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

据报道，价值高达 30 亿美元的资产近日被确认追回，这些资产原先并未包含在 FTX 交易所的资产负债表中。

尽管最终证实这一点可能需要一些目前尚未公开的文件，包括 FTX 在崩盘前和现在的财务报表，但很可能这次追回的资产主要受益于加密资产价格的上涨。尽管 JJR 聘请的昂贵律师团队可能付出了很多努力从“数十个私人实体”追回资金，但这不太可能达到数十亿甚至数百亿的规模。

例如，Anthropic 是 SBF 在人工智能领域的一次幸运投资，为公司带来了 8.84 亿美元的回报——这笔意外之财可能是 FTX 进行的非加密资产销售中最大的一笔。FTX 还以大约 1.99 亿美元的价格出售了 38 处巴哈马房产，并成功追回了近 26 亿美元的现金。

相比之下，FTX 最近以大幅折扣的价格出售了价值 19 亿美元的 SOL，并且显然仍持有价值 75 亿美元的锁定代币。这些代币在 FTX 崩盘时价值不到 5 亿美元。总而言之，FTX 通过出售代币筹集了大约 50 亿美元，预计在未来几个月再筹集 44 亿美元。

在业内人士看来，这似乎意味着 FTX 在崩盘时实际上并不具备偿付能力，只有 SBF 能够快速抛售所有财产、股权投资和加密货币的情况下，才有可能偿还缺失的 80 亿美元客户资金。然而，由于随后的牛市，FTX 才变得具有偿付能力。

客户将获得等额的赔偿，但不是以加密资产的形式，因为加密资产仍然存在缺口。赔偿将以 2022 年 11 月其账户美元价值的形式发放。市场反弹幅度足以弥补整体缺口。

但 SBF 表示，他没有几个月的时间来等待加密货币是否会从灰烬中崛起，他认为 FTX 流动性不足的说法显然是荒谬的。