Coinbase 的神秘「cbBTC」貼文引發了人們對 Base 上新的 WBTC 替代品的猜測

來自 Coinbase X 帳戶的一條神秘貼文引發了人們的猜測，即該交易所正在開發 Wrapped Bitcoin (WBTC) 的新替代品。

Coinbase appeared to tease a new alternative to Wrapped Bitcoin (WBTC) with a cryptic post on Tuesday.

Coinbase 週二發布了一篇神秘的帖子，似乎在挑逗 Wrapped Bitcoin (WBTC) 的新替代品。

“cbBTC,” wrote Coinbase in a post on X, which it followed up with “Coming soon” a few hours later.

“cbBTC”，Coinbase 在 X 上的一篇貼文中寫道，幾小時後又發布了“即將推出”。

The exchange’s layer 2 network Base also chimed in on the post with a comment from its X account that read “based.”

該交易所的第 2 層網路 Base 也對這篇文章進行了回應，其 X 帳戶的評論中寫著「基於」。

This led to further speculation that Coinbase plans to roll out its own version of WBTC on Base, a claim that was all but confirmed by the layer 2 network’s creator shortly after.

這引發了進一步的猜測，即 Coinbase 計劃在 Base 上推出自己的 WBTC 版本，這一說法不久後就得到了 Layer 2 網路創建者的證實。

“to say it out loud: I love bitcoin, am so grateful for it’s role kickstarting crypto, and we’re going to build a massive bitcoin economy on base,” wrote Pollak on X.

Pollak 在 X 上寫道：“大聲說出來：我喜歡比特幣，非常感謝它在推動加密貨幣方面發揮的作用，我們將在此基礎上建立一個龐大的比特幣經濟。”

If launched, cbBTC on Base would likely come with benefits of lower fees to mint and redeem tokens, and drive increased usage of wrapped Bitcoin tokens by drawing in more users that trust the Coinbase brand.

如果推出，Base 上的 cbBTC 可能會帶來鑄造和贖回代幣費用較低的好處，並透過吸引更多信任 Coinbase 品牌的用戶來推動包裝比特幣代幣的使用增加。

A potential alternative to WBTC comes at a particularly interesting time, given the recent controversy around one of WBTC’s primary custodians BitGo, and its plans to move custody out of the U.S. and into Hong Kong and Singapore.

鑑於最近圍繞 WBTC 的主要託管人之一 BitGo 及其將託管權從美國轉移到香港和新加坡的計劃，WBTC 的潛在替代品出現在一個特別有趣的時刻。

There is around 154,000 WBTC on Ethereum, valued at over $9 billion at the time of writing. Major DeFi lending protocols like MakerDAO and Aave have a significant amount of WBTC as collateral, and have already begun discussing the next steps in light of the custody changes.

以太坊上約有 154,000 個 WBTC，在撰寫本文時價值超過 90 億美元。 MakerDAO 和 Aave 等主要 DeFi 借貸協議擁有大量 WBTC 作為抵押品，並且已經開始根據託管變更討論下一步。

MakerDAO’s risk management unit BA Labs proposed offboarding WBTC, while Aave’s risk unit Chaos Labs seems to be leaning towards a more wait-and-see type of approach.

MakerDAO 的風險管理部門 BA Labs 提議淘汰 WBTC，而 Aave 的風險部門 Chaos Labs 似乎更傾向於採取觀望態度。

“This week may mark the turning point when BitGo went from being the market dominant BTC derivative, with a $9.3 billion market cap, securing several billion in loans across DeFi, to a very rapid decline,” said Moonwell founding contributor and DeFi contributor Luke Youngblood.

Moonwell 創始貢獻者兼DeFi 貢獻者Luke Youngblood 表示：「本周可能標誌著一個轉折點，BitGo 從市場主導的BTC 衍生品（市值93 億美元，在DeFi 領域獲得了數十億美元的貸款）轉向了快速下滑。

“We don’t know when cbBTC will launch, but BitGo fumbling the ball and losing the entire tokenized Bitcoin market in a very short period of time was not something anyone predicted a week ago.”

“我們不知道 cbBTC 何時推出，但 BitGo 在很短的時間內失手並失去整個代幣化比特幣市場，這在一周前是沒有​​人預料到的。”