Coinbase (COIN) 寻求为其第 2 层区块链基础开发 Wrapped Bitcoin (WBTC) 替代方案

Coinbase 和 Base 创建者 Jesse Pollak 在 X 上发布的帖子表明，该加密货币交易所正在开发一种类似于 BitGo 的 wBTC 的打包比特币，以便在第 2 层区块链上运行。

Crypto exchange Coinbase (COIN) is apparently developing an alternative to BitGo's wrapped bitcoin wBTC ({{WBTC}}) to operate on Base, its own layer-2 blockchain, to give users access to the largest cryptocurrency by market value on the network.

加密货币交易所 Coinbase (COIN) 显然正在开发 BitGo 包装的比特币 wBTC ({{WBTC}}) 的替代方案，在其自己的第 2 层区块链 Base 上运行，让用户能够访问网络上市值最大的加密货币。

Coinbase sparked speculation with cryptic posts late Tuesday U.S. time. The posts included the terms "cbBTC" and "Coming soon."

美国时间周二晚间，Coinbase 的神秘帖子引发了猜测。这些帖子包括“cbBTC”和“即将推出”等术语。

cbBTC.

CBBTC。

— Coinbase ?️ (@coinbase) August 13, 2024

- Coinbase ?️ (@coinbase) 2024 年 8 月 13 日

The posts were followed by one from Jesse Pollak, who runs Base, stating the team's intention to build a "massive bitcoin economy" on the network.

随后，Base 运营者杰西·波拉克 (Jesse Pollak) 发了一篇帖子，表示该团队打算在网络上建立一个“大规模的比特币经济”。

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.

大声说出来：我喜欢比特币，非常感谢它在启动加密货币方面的作用，我们将在 @base 上建立一个庞大的比特币经济。

— Jesse Pollak (jesse.xyz) ?️ (@jessepollak) August 14, 2044

— 杰西·波拉克 (jesse.xyz) ?️ (@jessepollak) 2044 年 8 月 14 日

Wrapping a crypto token makes it available on protocols other than the one it was originally designed for, increasing liquidity in the target ecosystem. Each wrapped bitcoin represents one original bitcoin, which is held in custody. When a trader wants to redeem the wrapped token for bitcoin, the wrapped version is "burnt," or deleted from the chain, and the original is released.

包装加密代币使其可以在最初设计的协议之外的协议上使用，从而增加目标生态系统的流动性。每一个被包装的比特币代表一个被托管的原始比特币。当交易者想要将打包的代币兑换成比特币时，打包的版本会被“烧毁”，或者从链中删除，而原始版本会被释放。

Coinbase's announcement comes as wBTC faces some scrutiny. Earlier this month, BitGo announced a joint venture with BiT Global, a Hong Kong-registered custody platform partly owned by the Tron ecosystem and Tron founder Justin Sun. The venture will continue to use the same BitGo multisignature technology and deep cold storage, the announcement said.

Coinbase 宣布这一消息之际，wBTC 正面临一些审查。本月早些时候，BitGo 宣布与 BiT Global 成立合资企业，BiT Global 是一家在香港注册的托管平台，部分股份由 Tron 生态系统和 Tron 创始人孙宇晨拥有。公告称，该合资企业将继续使用相同的 BitGo 多重签名技术和深度冷存储。

The announcement sparked a largely neutral response, as there is no technical change to the product and all data about underlying reserves continues to be verifiable on-chain. However, some chatter on the forums of DAI stablecoin issuer MakerDAO expressed a negative reaction. An executive proposal for MakerDAO token holders to stop wBTC borrowing and cut wBTC debt limits to 0 DAI to reduce risk is open for the next month.

该公告引发了基本上中立的反应，因为该产品没有技术变化，并且有关基础储备的所有数据仍然可以在链上验证。然而，DAI 稳定币发行者 MakerDAO 的论坛上的一些讨论表达了负面反应。一项要求 MakerDAO 代币持有者停止 wBTC 借贷并将 wBTC 债务限额削减至 0 DAI 以降低风险的执行提案将于下个月开放。

Meanwhile, on-chain data from Dune shows there has been no change in supply for wBTC, indicating that traders are not attempting to exit the protocol en-masse.

与此同时，Dune 的链上数据显示 wBTC 的供应量没有变化，这表明交易者并没有试图集体退出该协议。

In a post on X, Sun stated that there will be "no changes to WBTC" except for the joint venture and that he does not control the protocol's private keys or have the ability to move any of the BTC reserves.

在 X 上的一篇帖子中，Sun 表示，除了合资公司之外，“WBTC 不会发生任何变化”，并且他不控制该协议的私钥，也没有能力转移任何 BTC 储备。

"My personal involvement in WBTC is entirely strategic," he wrote.

“我个人参与 WBTC 完全是战略性的，”他写道。

UPDATE (Aug. 14, 15:41 UTC): Updates throughout to correct spelling of Jesse Pollak.

更新（世界标准时间 8 月 14 日 15:41）：更新全文以纠正 Jesse Pollak 的拼写。