Coinbase 的神秘“cbBTC”帖子引发了人们对 Base 上新的 WBTC 替代品的猜测

来自 Coinbase X 账户的一条神秘帖子引发了人们的猜测，即该交易所正在开发 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 周二发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 上的一篇帖子中写道，几小时后又发布了“即将推出”。

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

该交易所的第 2 层网络 Base 也对这篇文章进行了回应，其 X 账户的评论中写着“基于”。

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.

这引发了进一步的猜测，即 Coinbase 计划在 Base 上推出自己的 WBTC 版本，这一说法不久后就得到了 Layer 2 网络创建者的证实。

“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 上写道：“大声说出来：我喜欢比特币，非常感谢它在推动加密货币方面发挥的作用，我们将在此基础上建立一个庞大的比特币经济。”

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 可能会带来铸造和赎回代币费用较低的好处，并通过吸引更多信任 Coinbase 品牌的用户来推动包装比特币代币的使用增加。

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.

鉴于最近围绕 WBTC 的主要托管人之一 BitGo 及其将托管权从美国转移到香港和新加坡的计划，WBTC 的潜在替代品出现在一个特别有趣的时刻。

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.

以太坊上约有 154,000 个 WBTC，在撰写本文时价值超过 90 亿美元。 MakerDAO 和 Aave 等主要 DeFi 借贷协议拥有大量 WBTC 作为抵押品，并且已经开始根据托管变更讨论下一步行动。

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 的风险管理部门 BA Labs 提议淘汰 WBTC，而 Aave 的风险部门 Chaos Labs 似乎更倾向于采取观望态度。

“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 创始贡献者兼 DeFi 贡献者 Luke Youngblood 表示：“本周可能标志着一个转折点，BitGo 从市场主导的 BTC 衍生品（市值 93 亿美元，在 DeFi 领域获得了数十亿美元的贷款）转向了快速下滑。” 。

“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.”

“我们不知道 cbBTC 何时推出，但 BitGo 在很短的时间内失手并失去整个代币化比特币市场，这在一周前是没有人预料到的。”