基於 Solana 的比特幣衍生性商品因 FTX 的影響而暴跌

週五，基於 Solana 的加密資產 Solet Bitcoin (soBTC) 經歷了劇烈的價值暴跌，原因是其唯一兌換為實際比特幣的交易所 FTX US 凍結了提款。儘管最初猜測 FTX 和 Alameda 持有比特幣的支持，但由於其與倒閉的交易所關係密切，許多人懷疑它的存在。提款凍結實際上使 soBTC 持有者陷入困境，並引發了對其抵押狀況的擔憂。

Solana-Based Bitcoin Derivative Collapses Amid FTX Fallout

基於 Solana 的比特幣衍生性商品因 FTX 的影響而崩潰

New York, November 12, 2022 - A Solana-based cryptocurrency asset, Sollet Bitcoin (soBTC), experienced a dramatic collapse in value on Friday before recovering partially, as news of FTX US's bankruptcy filing and subsequent freeze on withdrawals sent shockwaves through the market.

紐約，2022 年11 月12 日- 由於FTX US 申請破產和隨後凍結提款的消息給市場帶來衝擊，基於Solana 的加密貨幣資產Sollet 比特幣(soBTC) 週五經歷了價值大幅下跌，隨後部分回升。

The wrapped asset, purportedly backed 1-to-1 with actual Bitcoin, plunged by $10,000 on Friday afternoon, according to decentralized finance (DeFi) protocol Raydium. This came after FTX US, previously the sole platform for converting soBTC into Bitcoin, abruptly froze withdrawals.

根據去中心化金融 (DeFi) 協議 Raydium 的數據，據稱與實際比特幣 1:1 支持的打包資產在周五下午暴跌 10,000 美元。此前，FTX US（先前將 soBTC 兌換為比特幣的唯一平台）突然凍結了提款。

The move prompted widespread speculation and concern within Solana's DeFi ecosystem, where many had long suspected that FTX and its sister company, Alameda Research, held the Bitcoin reserves backing soBTC. Indeed, sources revealed that FTX employees were notified of every soBTC withdrawal via the company's internal Slack channel, highlighting the intertwined nature of the Bitcoin derivative and Sam Bankman-Fried's trading empire.

此舉引發了 Solana DeFi 生態系統內的廣泛猜測和擔憂，許多人長期以來一直懷疑 FTX 及其姊妹公司 Alameda Research 持有支援 soBTC 的比特幣儲備。事實上，消息人士透露，每次 soBTC 提款，FTX 員工都會透過公司內部 Slack 管道收到通知，這突顯了比特幣衍生品和 Sam Bankman-Fried 交易帝國相互交織的性質。

With FTX US serving as the only gateway for soBTC holders to redeem their assets for actual Bitcoin, the withdrawal freeze effectively stranded those who still held the approximately 16,000 soBTC in circulation at the time of writing.

由於 FTX US 是 soBTC 持有者將其資產兌換為實際比特幣的唯一網關，提款凍結實際上使那些在撰寫本文時仍持有約 16,000 soBTC 的人陷入困境。

According to data from blockchain indexer SolanaFM, a staggering 90% of soBTC is held in wallets controlled by FTX or Alameda, suggesting that traders had relatively small holdings of the asset heading into the crisis.

根據區塊鏈索引器 SolanaFM 的數據，令人震驚的是，90% 的 soBTC 都存放在 FTX 或 Alameda 控制的錢包中，這表明交易員在危機爆發前持有的資產相對較少。

In anticipation of the worst, several DeFi projects on Solana took steps to limit their exposure to soBTC and related risks. Crypto lending protocols Solend and Hubble, as well as decentralized exchange Mango Markets, implemented measures to minimize the potential impact on their users and platforms.

考慮到最壞的情況，Solana 上的幾個 DeFi 專案採取了措施限制其對 soBTC 和相關風險的曝險。加密借貸協議 Solend 和 Hubble 以及去中心化交易所 Mango Markets 採取了措施，盡量減少對其用戶和平台的潛在影響。

"All Sollet wrapped assets like soBTC are backed by FTX, so nobody knows the collateralization status of those assets," explained Ben Chow, co-founder of DeFi protocol Jupiter Aggregator.

DeFi 協議 Jupiter Aggregator 聯合創始人 Ben Chow 解釋道：“所有 Sollet 包裝的資產（例如 soBTC）都由 FTX 支持，因此沒有人知道這些資產的抵押狀態。”

Despite the uncertainty surrounding soBTC, its early adoption and perceived backing by FTX and Alameda had made it a widely accepted form of collateral across Solana's DeFi ecosystem. As long as the peg held and FTX honored redemptions, soBTC was regarded as a reliable representation of digital gold.

儘管 soBTC 存在不確定性，但其早期採用以及 FTX 和 Alameda 的支援使其成為 Solana DeFi 生態系統中廣泛接受的抵押品形式。只要保持掛鉤並且 FTX 兌現贖回，soBTC 就被視為數位黃金的可靠代表。

"The whole of Solana DeFi that has BTC as collateral has issues," said one anonymous source.

一位匿名消息人士表示：“整個以 BTC 作為抵押品的 Solana DeFi 都存在問題。”

The collapse of soBTC serves as a stark reminder of the interconnectedness and risks inherent in the cryptocurrency industry. As major exchanges and trading firms face scrutiny and potential collapse, the value of assets tied to them can be severely impacted, leaving investors and traders vulnerable to significant losses.

soBTC 的崩潰清楚地提醒人們加密貨幣產業固有的相互關聯性和風險。由於主要交易所和交易公司面臨審查和潛在的倒閉，與其相關的資產價值可能會受到嚴重影響，使投資者和交易者容易遭受重大損失。

Updates:

更新：

• November 11, 2022, 21:35 UTC: Additional context added.
• November 11, 2022, 22:42 UTC: Information about reopened withdrawals included.

2022 年 11 月 11 日 21:35 UTC：新增了其他上下文。