基于 Solana 的比特币衍生品因 FTX 的影响而暴跌

周五，基于 Solana 的加密资产 Solet Bitcoin (soBTC) 经历了剧烈的价值暴跌，原因是其唯一兑换为实际比特币的交易所 FTX US 冻结了提款。尽管最初猜测 FTX 和 Alameda 持有比特币的支持，但由于其与倒闭的交易所关系密切，许多人怀疑它的存在。提款冻结实际上使 soBTC 持有者陷入困境，并引发了对其抵押状况的担忧。

Solana-Based Bitcoin Derivative Collapses Amid FTX Fallout

基于 Solana 的比特币衍生品因 FTX 的影响而崩溃

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.

纽约，2022 年 11 月 12 日 - 由于 FTX US 申请破产和随后冻结提款的消息给市场带来冲击，基于 Solana 的加密货币资产 Sollet 比特币 (soBTC) 周五经历了价值大幅下跌，随后部分回升。 。

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.

根据去中心化金融 (DeFi) 协议 Raydium 的数据，据称与实际比特币 1:1 支持的打包资产在周五下午暴跌 10,000 美元。此前，FTX US（之前将 soBTC 兑换为比特币的唯一平台）突然冻结了提款。

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.

此举引发了 Solana DeFi 生态系统内的广泛猜测和担忧，许多人长期以来一直怀疑 FTX 及其姐妹公司 Alameda Research 持有支持 soBTC 的比特币储备。事实上，消息人士透露，每次 soBTC 提款，FTX 员工都会通过公司内部 Slack 渠道收到通知，这突显了比特币衍生品和 Sam Bankman-Fried 交易帝国相互交织的性质。

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.

由于 FTX US 是 soBTC 持有者将其资产兑换为实际比特币的唯一网关，提款冻结实际上使那些在撰写本文时仍持有约 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.

根据区块链索引器 SolanaFM 的数据，令人震惊的是，90% 的 soBTC 都存放在 FTX 或 Alameda 控制的钱包中，这表明交易员在危机爆发前持有的资产相对较少。

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.

考虑到最坏的情况，Solana 上的几个 DeFi 项目采取了措施限制其对 soBTC 和相关风险的敞口。加密借贷协议 Solend 和 Hubble 以及去中心化交易所 Mango Markets 采取了措施，尽量减少对其用户和平台的潜在影响。

"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 协议 Jupiter Aggregator 联合创始人 Ben Chow 解释道：“所有 Sollet 包装的资产（例如 soBTC）都由 FTX 支持，因此没有人知道这些资产的抵押状态。”

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.

尽管 soBTC 存在不确定性，但其早期采用以及 FTX 和 Alameda 的支持使其成为 Solana DeFi 生态系统中广泛接受的抵押品形式。只要保持挂钩并且 FTX 兑现赎回，soBTC 就被视为数字黄金的可靠代表。

"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：“整个以 BTC 作为抵押品的 Solana DeFi 都存在问题。”

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 的崩溃清楚地提醒人们加密货币行业固有的相互关联性和风险。由于主要交易所和交易公司面临审查和潜在的倒闭，与其相关的资产价值可能会受到严重影响，使投资者和交易者容易遭受重大损失。

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：添加了其他上下文。2022 年 11 月 11 日 22:42 UTC：包含有关重新开放提款的信息。