By Bitcoin.com - 1 tausaga talu ai - Taimi Faitau: 3 minute
Su'esu'ega ole FTX ma Alameda Fa'ailo Fa'ailoga ile Terra LUNA Fallout Amataina le Domino Effect
O se au'ili'iliga o le FTX ma le Alameda Research na fa'asalalauina e le kamupani poloka poloka ma le crypto analytics Nansen ma o lo'o ta'ua i le lipoti o le Terra stablecoin ua pa'u, ma le fa'aletonu o le suavai lea na tupu, atonu na amata ai le a'afiaga o le tomino lea na mafua ai le pa'u o le kamupani. O le suʻesuʻega mai Nansen faʻamatalaga atili e faʻapea "FTX ma Alameda e iai soʻotaga vavalalata talu mai le amataga."
Lipoti o lo'o fa'aalia ai le pa'u o Terra LUNA ma so'otaga fefiloi atonu na mafua ai le malepe o FTX ma Alameda.
I le aso 17 o Novema, 2022, e toalima tagata suʻesuʻe mai le vaega a Nansen na lomia se suʻesuʻega poloka poloka ma se vaaiga lautele i le "The Collapse of Alameda and FTX." O loʻo taʻua e le lipoti o FTX ma Alameda sa i ai "sootaga vavalalata," ma faʻamaumauga poloka poloka faʻamaonia lenei mea moni. FTX's ma Alameda's si'i a'e ile pito i luga na amata ile FTT fa'ailoga fa'ailoga ma o le "toʻalua oi latou na faʻasoa le tele o le aofaʻi o le FTT sapalai e leʻi oʻo mai i le faʻasalalauga," faʻamatala auiliili e le au suʻesuʻe a Nansen.
FTX ma FTT's meteoric scaling na taitai atu ai i le fulafula o paleni paleni a Alameda lea “e foliga mai na faaaoga e Alameda e fai ma faamalumaluga e nono mai ai”. Na fa'amatala auiliili e le au su'esu'e a Nansen afai o tupe nono e fa'aaogaina e fai ai ni tupe fa'afaigaluega, o lona uiga "o le a avea le FTT ma vaivaiga tutotonu mo Alameda." Fai mai le au su'esu'e a Nansen, na amata ona fa'aalia vaivaiga ina ua fa'aitiitia le tupe siliva a Terra, UST ma fa'atupu ai le tele o le suavai. O lenei mea na mafua ai le paʻu o le crypto hedge fund Three Arrows Capital (3AC) ma le crypto lender Celsius.
E ui e le o fesoʻotaʻi ma le lipoti a Nansen, 3AC faʻavae o Kyle Davies fai i se faatalanoaga talu ai nei e faapea o le FTX ma le Alameda Research "ua taupulepule e fefaʻatauaʻi ma tagata faʻatau." Fai mai Davies o FTX ma Alameda taofi le tuliga lana tupe puipui crypto. Ina ua maeʻa le faʻamaʻi pipisi mai Celsius ma le 3AC, fai mai le lipoti a Nansen "semanu e manaʻomia e Alameda le faʻatupe mai se punavai o le a naunau pea e tuʻuina atu se nonogatupe e faasaga i le latou faʻamaoniga o loʻo iai."
Na fa'amatalaina e Nansen na fa'aliliu e Alameda le $3 piliona le tau o le FTT i luga o le FTX fa'afesuia'i ma o le tele o na tupe na tumau i le FTX se'ia pa'u. "O faʻamaoniga o le nonogatupe moni mai le FTX i Alameda e le o vaʻaia saʻo i luga o filifili, atonu ona o le natura faʻapitoa o CEXs atonu na faʻafefeteina manino [onchain] faʻailoga," taʻutino tagata suʻesuʻe Nansen. Ae ui i lea, o le tafe mai ma se faatalatalanoaga a le Bankman-Fried Reuters o loʻo fautua mai i tagata suʻesuʻe o Nansen e faʻapea na faʻaaogaina le faʻamaoniga o le FTT e faʻamautu ai nonogatupe.
“E tusa ai ma faʻamaumauga, o le aofaʻi o le $ 4b FTT o loʻo alu ese mai Alameda i FTX ia Iuni ma Iulai atonu o le tuʻuina atu lea o vaega o le faʻamalumaluga na faʻaaogaina e faʻamautu ai nonogatupe (e tusa ma le $ 4b lona tau) ia Me / Iuni lea. na faʻaalia e le toʻatele o tagata latalata ia Bankman-Fried i se faʻatalanoaga a Reuters, "o le faʻaaliga a Nansen. O le lipoti ua faaiuina e faapea o le paleni Coindesk tala “exposed concerns regarding Alameda’s balance sheet” which finally led to the “back-and-forth battle between the CEOs of Binance and FTX.”
“[The incidents] caused a ripple effect on market participants, Binance owned a large FTT position,” Nansen researchers noted. “From this point on, the intermingled relationship between Alameda and FTX became more troubling, given that customer funds were also in the equation. Alameda was at the stage where survival was its chosen priority, and if one entity collapses, more trouble could start brewing for FTX.” The report concludes:
E tusa ai ma le feso'ota'iga na fa'atūina ai nei fa'alapotopotoga e fa'agaioi ai, fa'atasi ai ma le fa'atupuina o fa'amalumaluga, o la matou su'esu'ega fa'anatinati [onchain] o lo'o fa'ailoa mai ai o le pa'ū mulimuli ane o Alameda (ma le i'uga o a'afiaga i le FTX), masalo, e le maalofia.
E mafai ona e faitau i le lipoti atoa a Nansen's FTX ma Alameda iinei.
O le a sou manatu i le lipoti atoa a Nansen e uiga i le pa'u o Alameda ma FTX? Faailoa mai ia i matou lou manatu e uiga i lenei mataupu i le vaega o faʻamatalaga o loʻo i lalo.
Punavai autu: Bitcoin.com