币安弃购，红杉股权归零，币圈第二大交易所的白马王子是孙宇晨？

华夏时报（chinatimes.net.cn）记者卢梦雪 冉学东 北京报道

China Times.net.cn, journalist Lumong Shei, Beijing report

币圈龙头交易所FTX的灾火仍在蔓延，加密圈、传统VC圈等多个领域均未能幸免。

The FTX fire of the currency-circumstances is still spreading, and many areas, such as encryption and traditional VC circles, have not been spared.

在Binance（币安）放弃收购、美国司法部和美国证券交易委员会SEC对该事件展开调查之后，FTX的平台币FTT也较11月9日的高点跌去了超80%。11月10日，其创始人SBF连发22条推特致歉，称FTX下周将尝试进行一轮融资，后续，波场创始人孙宇晨表示正与FTX一起制定解决流动性危机的方案，但包括红杉资本在内的几家投资者已将他们在FTX的股权减持至零。

On November 10, its founder, SBF, apologized for 22 tweets, saying that FTX would try a round of financing next week, following an investigation into the incident by the United States Department of Justice and the United States Securities and Exchange Commission (SEC) that the FTX platform currency FTT had fallen by more than 80 per cent over its 9 November peak. Following up on the announcement by its founder Sun Woo morning that it was working with FTX to develop a solution to the liquidity crisis, several investors, including Redwood capital, had reduced their shares in FTX to zero.

相关分析人士向《华夏时报》记者表示，作为币圈龙头交易所，FTX本次风波对加密货币行业的影响将远超Luna，后续或逐渐有交易所、投资机构、基于项目方的关停和清算。如若彻底失败，对于整个加密市场后续长期发展及投资机构的信心都是重要考验。

According to the analysts, the impact of the current FTX wave on the crypto-currency sector, as a currency-crowding flagship exchange, will be far greater than Luna, followed by an exchange, an investment agency, and a project-based shutdown and liquidation. If it fails once and for all, it will be an important test for the subsequent long-term development of the entire encrypted market and for the confidence of investment agencies.

雪上加霜

added to the problem

截至发稿，FTX的平台币FTT报价3.21美元，较11月9日币安传出收购消息后的高点17.99美元跌去82.16%，延续近几日以来的阴跌趋势。

As of the release, FTX's platform currency, FTT, was quoted at $3.21, down 82.16 per cent from its peak of $17.99 on 9 November, continuing the downward trend of recent years.

自11月2日FTX的姐妹公司Alameda（Alameda Research）财务数据风波以来，市场对FTX流动性危机的恐慌与日俱增。

Market panic over the FTX liquidity crisis has increased since the financial data boom of Alameda Research, a sister company of FTX, on 2 November.

后续，随着11月9日SBF与币安创始人赵长鹏在社交平台发文，宣布双方签署了一份不具约束力的意向书，币安将全面收购FTX，并帮助弥补流动性危机，成了事件的一个小小转折点，市场的恐慌情绪稍作缓解，FTT也小幅拉升。

As a follow-up, the signing of a non-binding letter of intent on 9 November by the SBF and the founder of the currency, Zhao Chang Peng, on a social platform, announced that the currency would fully acquire the FTX and help to remedy the liquidity crisis, a small turning point in the events, a slight easing of the panic in the market and a slight rise in the FTT.

然而币安的救世主角色尚未落定，随之而来的监管风波就给FTX的用户泼了一盆冷水。

However, the role of the King's Savior has not yet been settled, and the ensuing regulatory wave has thrown cold water at the users of FTX.

收购消息传出当天，外媒就报道称，收购交易可能因为涉及垄断而遭到监管阻止。消息传出，FTT在当日即跳水，由17.99美元跌至4.23美元，跌幅超26%。

On the same day when the news of the acquisition came out, the foreign media reported that the purchase transaction might be blocked by regulation because of the monopoly involved. The news was that the FTT jumped from $17.99 to $4.23, a drop of more than 26%.

11月9日晚间，外媒援引知情人士报道称，在审查FTX的内部数据不到一天后，币安表示收购该公司的可能性变得非常小，而彼时双方都拒绝置评。

On the evening of 9 November, the external media quoted sources who reported that less than a day after reviewing the internal FTX data, the currency had indicated that the possibility of acquiring the company had become very small and that both parties had refused to comment.

但很快，11月10日上午，币安官方推特就发文表示，“币安决定放弃对FTX.com的潜在收购”。

However, shortly thereafter, on the morning of 10 November, the official Twitter account sent a letter stating that “the currency decided to abandon the potential acquisition of FTX.com”.

在文中，币安表示，根据公司尽职调查的结果，以及有关不当处理客户资金和美国机构调查的最新新闻报道，币安决定放弃对FTX.com的潜在收购。“币安最初希望能够支持FTX的客户并提供流动性，但这些问题超出了币安的控制范围或能力”。

In the text, it is stated that, on the basis of the results of corporate due diligence and the latest press reports on the improper handling of customer funds and investigations by United States agencies, the currency decided to abandon the potential acquisition of FTX.com. “The currency was originally expected to support FTX clients and provide liquidity, but these issues went beyond the control or capacity of the currency.”

监管也已在此期间介入。

Regulation has also been involved during this period.

据Walter Bloomberg报道，美国已经介入调查FTX对客户资金和贷款的处理。华尔街日报也援引知情人士报道，美国证券交易委员会（SEC）美国司法部正在对FTX进行调查。并有消息称，美国司法部和监管机构已联系币安，欲了解FTX内部运作情况。

Walter Bloomberg reports that the United States is already involved in investigating the handling of FTX funds and loans to its clients. The Wall Street Journal also quotes sources who reported that the United States Securities and Exchange Commission (SEC) Department of Justice is investigating FTX.

求助孙宇晨

/ strong

眼见求助币安无门，岌岌可危的FTX开始另谋生路。

There was no access to the money, and the precarious FTX began to make another livelihood.

11月10日，孙宇晨在推特上表示：“正在与FTX一起制定解决流动性危机的方案。”同时，孙宇晨称支持FTX上所有波场系代币(TRX、BTT、JST、SUN、HT)持有者。

On November 10, Sun Woo-mun tweeted: “A solution to the liquidity crisis is being developed with FTX.” At the same time, Sun Woo-moo claims to be the holder of all TRX, BTT, JST, SUN, HT supporting the FTX.

随后，SBF转发该推文，市场认为这或许暗示着双方有进一步合作的可能性。

Subsequently, the SBF forwarded the tweet, which the market considered might suggest that there was a possibility for further cooperation between the parties.

当日下午，孙宇晨再次宣布，FTX上TRX交易已恢复，正处理提款功能，“这只是迈向整体解决方案的第一步，该解决方案旨在帮助所有FTX用户恢复常态。”随后，又在推特上披露了其三个链上地址，称这3个地址有48555枚BTC。孙宇晨表示：“这仅占我们拥有的高价值资产总额的不到3%，包括BTC、USD、稳定币、短期国库券。”

In the afternoon, Sun Woo morning announced again that TRX transactions on FTX had been restored and that it was dealing with withdrawal functions, “this is only the first step towards a holistic solution that aims to help all FTX users return to normality.” Subsequently, three links were released on Twitter, stating that they had 48,555 BTCs. Sun Woo morning said: “This represents less than 3 per cent of the total value of our high-value assets, including BTC, USD, stable currency, short-term treasury bills.”

SBF一封给内部员工的信也被公开，该信件发布在币安确认不再收购FTX后。SBF在信中透露：“FTX理论上仍有筹集资金的可能，这是FTX下周的首要工作，融资最终可能是FTX与FTX US的联合注资，但我不想在这方面过于自信；作为潜在的出资方，我们已经在和孙宇晨对话；对于币安，我感觉他们可能根本没有计划完成这笔交易。”

A letter from the SBF to its internal staff was also made public, which was published after the currency confirmed that the acquisition of FTX would no longer take place. The SBF stated in its letter: “FTX theoretically still has the possibility of raising funds, which is the top priority for FTX next week, and which may end up being a joint venture between FTX and FTX US, but I do not want to be too confident in this regard; as a potential contributor, we are already talking to Sun Woo-mun; as for the currency, I feel that they may not have planned to complete the deal at all.”

11月11日，FTX宣布与波场达成合作协议，使得事情有了小小的眉目。

On 11 November, FTX announced a cooperation agreement with the Dome, which gave a small glimpse of the situation.

双方表示，将共同建立一个特殊设施，允许TRX、BTT、JST、SUN和HT的持有者将资产按照1:1的比例从FTX置换至外部钱包。作为本次合作协议的一部分，FTX将在此期间禁止所有用户存入波场系资产。唯一的存款将是波场团队每周预先宣布的存款。最初该设施将部署1300万美元的资产来促进资产置换。

The parties indicated that a special facility would be established together to allow the holders of TRX, BTT, JST, SUN and HT to exchange assets from FTX to external wallets at a ratio of 1:1. As part of this cooperation agreement, FTX would ban all users from depositing assets in the waveyard during this period. The only deposit would be a weekly pre-declared deposit by the wave team. The facility would initially deploy $13 million in assets to facilitate asset replacement.

值得一提的是，在币安正式宣布放弃收购FTX之前，SBF曾透露，FTX面临高达80亿美元的资金缺口，并试图以债券、股票或两者结合的方式筹集资金。

It is worth mentioning that prior to the formal announcement by the currency board that it had renounced the acquisition of FTX, the SBF had revealed that FTX faced a funding gap of up to $8 billion and had attempted to raise funds in the form of bonds, equities or a combination of both.

本次合作或许是一个好的信号，然而TRX、BTT、JST、SUN和HT市场份额占比较小，也注定了这个小小信号的拉动效果有限，未来仍未可知。

This cooperation may be a good signal, but the relatively small market share of TRX, BTT, JST, Sun and HT is also destined to have a limited pull effect on this small signal and is not known for the future.

火烧传统VC

Burn traditional VC

11月11日，加密借贷公司BlockFi也宣布因FTX事件导致公司无法照常营业，将暂停提款服务。

On 11 November, BlockFi, an encrypted lending company, also announced that it would suspend withdrawal services because of the FTX incident, which prevented the company from doing business as usual.

加密圈受FTX的灾火波及众多，甚至连传统VC圈也未能幸免。

The encrypting circle was heavily affected by the fire of FTX, and even the traditional VC circle was not spared.

11月10日，红杉资本(Sequoia Capital)发布一则声明，表示流动性紧缩给FTX带来了偿付风险。虽目前还不清楚这种风险的全部性质和程度，但根据对目前情况的理解，“红杉资本正在将对其的投资在基金中标记变更为0。”

On November 10, Sequoia Capital issued a statement that liquidity tightening poses a payback risk for FTX. Although the full nature and extent of this risk is not yet known, according to the understanding of the current situation, “Redwood capital is changing its investment to zero in the fund.”

此外，根据一份股东名单，贝莱德、安大略教师养老金计划、红杉、Paradigm、Tiger Global、软银、Circle、Ribbit Capital、Alan Howard、Multicoin Capital、VanEck 和淡马锡等均为FTX的股东。

In addition, according to a list of shareholders, Belet, Ontario Teachers'Pension Scheme, Redwood, Paradigm, Tiger Global, Silver and Silver, Circle, Ribbit Capital, Alan Howard, Multicoin Capital, Van Eck and Leatsi are all shareholders in FTX.

据《福布斯》报道，红杉资本、淡马锡和Paradigm将是FTX风波中损失最大的三家投资机构。

According to Forbes, Redwood Capital, Leatsi and Paradigm will be the three most lost investment institutions in the FTX wind wave.

该报道称，红杉资本、淡马锡、Paradigm对FTX的持股比例分别为1.1%、1%、1%，对应的估算投资金额分别约为2亿美元、2.05亿美元、2.15亿美元，“如果这些机构投资者在一个月内无法‘兑现’，他们最终很可能一无所有。”

The report states that the share of Redwood capital in FTX in Paradigm is 1.1 per cent, 1 per cent and 1 per cent respectively, and that the corresponding estimated investment amounts are approximately $200 million, $205 million and $215 million, respectively, “if these institutional investors are unable to `deal' within a month, they are likely to end up without any ownership”.

11月11日午间，FTX官方发布公告称，FTX US的ETH提款将很快恢复。随即，FTX旗下日本加密衍生品交易所FTX Japan发布公告称，已恢复日元提现服务。

On the afternoon of 11 November, an official announcement was issued by FTX stating that the ETH withdrawal from FTX US would resume soon. Subsequently, an announcement was issued by FTX under the Japanese encrypted derivatives exchange FTX Japan that the Japanese yen cash withdrawal service had been restored.

“从现状来看，FTX 还在尝试自救，寻求94亿美元救助计划，但因为资金缺口太大结果并不容乐观。”中国通信工业协会区块链专委会共同主席于佳宁认为，FTX 在美国（FTX US）、日本（FTX Japan）等拥有合规牌照的地方设定了独立的实体公司，已经受监管部门要求开放提现，但其主体很有可能在得不到援助的情况下申请破产，其他国家和地区的用户或许很难获得资金保护。

“In view of the current situation, FTX is still trying to save itself by seeking a $9.4 billion bailout plan, but because the funding gap is too large to be optimistic.” The Co-Chair of the District Chain Committee of the China Communications Industry Association, Janin, argued that FTX had set up independent entity companies in places with compliance plates, such as the United States (FTX US) and Japan (FTX Japan), which were already subject to regulatory requirements but whose subjects were likely to apply for bankruptcy without assistance, and that users in other countries and regions might find it difficult to obtain financial protection.

而Muse Labs理事长宋双杰博士则对FTX的未来走向持相对乐观态度。他向《华夏时报》记者表示，大概率SBF能够找到接盘方。而迫于美国监管的压力，SBF应当会优先保障美国用户的利益，FTX US的用户资金相对安全。

For his part, President Muse Labs, Dr. Song Jingjie, has been relatively optimistic about the future of FTX. He has suggested to the Washington Times that it is likely that the SBF will be able to find a handler.

“但即使这一乐观情况发生。FTX作为币圈的龙头交易所，此事对加密货币行业依然影响巨大，远远超过上一次Terra崩盘的影响。”宋双杰坦言。

“But even if that were to happen, FTX, as a leading currency exchange, would still have a huge impact on the crypto-currency industry, far more than the impact of the last Terra crash.” Soong-Jean.

“FTX如若彻底失败，对于整个加密市场后续长期发展及投资机构的信心都是重要考验。”于佳宁向《华夏时报》记者表示。

“The complete failure of FTX will be an important test for the subsequent long-term development of the entire encryption market and for the confidence of investment institutions.” Ingéné addressed to the Washington Times journalist.

此外，宋双杰认为，Alameda作为市场上最强势的投资机构，Solona作为强大的公链，这一次SBF系的崩溃，衍生连带的交易也将远远超出Luna。“未来我们还会看到交易所、投资机构、基于项目方的关停和清算。后市需密切关注为Alameda提供授信的借贷机构与Alameda所投项目的运营情况。”

In addition, Song Junjie believes that Alameda, as the most powerful investment agency in the market, and Solona, as a powerful public chain, will collapse this time of the SBF system, with derivative transactions well beyond Luna. “In the future, we will also see exchanges, investment agencies, project-based closures and liquidations.

责任编辑：孟俊莲 主编：卢梦雪

Editor-in-charge: Mon Joon-yeon, editor-in-chief: Lu Mon-shue

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