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雪莲子
2022-06-17
OMG!!
The "Lehman Crisis" in the currency circle is fermenting, and now it's hedge funds' turn!
雪莲子
2022-06-16
😓
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14:22","market":"us","language":"zh","title":"The \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!","url":"https://stock-news.laohu8.com/highlight/detail?id=2243974660","media":"华尔街见闻","summary":"继5月中旬稳定币UST和其姊妹代币LUNA遭遇了“死亡踩踏”之后，眼看着币圈从“货币危机”发酵到“银行危机”，随后新的危机接踵而至——这次轮到了对冲基金。币圈“雷曼危机”蔓延到了对冲基金在传统金融中，当公司试图通过亏本出售某些资产来偿还债务时，就会发生清算。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。在“货币危机”和“银行危机”之后，币圈的新危机蔓延到了对冲基金身上。","content":"<p><html><head></head><body>After the stablecoin UST and its sister token LUNA suffered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", followed by new crises-this time it was hedge funds' turn.</p><p>Three Arrows Capital, one of the biggest hedge funds in the cryptocurrency market, could face bankruptcy after heavy liquidations, according to sources, affected by the thunderstorms of cryptocurrencies LUNA and UST.</p><p>According to The Defiant, a decentralized finance (DeFi) news information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated about $45 million of stETH, a type of Ethereum (ETH) staking on The Ethereum beacon chain, making Three Arrows Capital The biggest token seller in The past week.</p><p>What worries investors even more is that, according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>The total liquidation of Three Arrows Capital on lending platforms such as Deribit and BlockFi could be as high as $400 million, said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>Currency Circle \"Lehman Crisis\" Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company attempts to pay off its debt by selling certain assets at a loss. While in the DeFi space, funds or agreements sell crypto assets to pay off their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and it is the \"top stream\" that can't be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Three Arrows Capital once reached 10 billion USD.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, with Terra currently falling to almost zero, Solana and Avalanche down 77% and 90% respectively since each hitting all-time highs, the VC \"top stream\" appears to be in trouble.</p><p>Then a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raise concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday evening local time, Zhu Su tweeted:</p><p>We are communicating with the parties involved and are committed to resolving this issue entirely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors found out that something was wrong with hedge funds, currency circle banks had taken the lead in thunderstorms.</p><p><b>As the recent CPI data in the United States continues to rise beyond expectations and repeatedly sets new highs in 40 years, the Federal Reserve vows to press down high inflation, and the market expects the Federal Reserve to continue to aggressively rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>With the era of abundant liquidity gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market, which once rode the east wind straight up, is \"facing the cold winter\".</p><p>Not only does Bitcoin, the largest market capitalization, \"fall and fall\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna has caused market shock.</p><p>Wall Street's previous article mentioned that due to the collapse of risky assets, the business of currency circle banks and crypto lending giant Celsius faced a critical hit.</p><p>To prevent a run, Celsius announced a withdrawal freeze on Monday, a move that raised concerns in the markets.</p><p><b>Investors fear ripple effects across the dozens of DeFi projects, cryptocurrencies and other digital assets involved if Celsius is asked to cease operations.</b></p><p>According to some media, Celsius's position in the industry should not be underestimated. The company claims to have 1.7 million users. As of May 17, the company had $11.8 billion worth of assets.</p><p>In addition, investors are worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged down. You know, Tether is like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market and also provides a connection to the mainstream financial system, equivalent to the coin circle financial infrastructure.</p><p>This Monday, Tether tried to \"distance itself\" from Celsius in a blog post:</p><p>While it is true that an investment in the Company (Celsius) is included in Tether's portfolio, it represents only a small percentage of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In response, Saleuddin of crypto media company Blockworks said that because of the ambiguity of what Tether is disclosing, it is impossible to know exactly how much Tether's assets are at risk.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and the \"banking crisis\", the new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the biggest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they have, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Additionally, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after the collapse of Terra's UST stablecoin in May of this year, noting:</p><p>The price of stETH relative to ETH had briefly fallen to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was then $246 million. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is important to note that stETH should be traded with ETH in a 1:1 ratio, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and at one point fell to 0.89.</p><p>June 16 At the time of publication, the stETH to ETH exchange ratio on Curve dropped to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from Nansen, an on-chain data analysis platform, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from Aave, a decentralized lending protocol, and exchanged 38,900 stETH (about $45 million) in two transactions at a spread of 5.6%-5.9%.</p><p>According to The Block, Three Arrows Capital's $400 million position has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, Three Arrows Capital's other $300 million position in Aave and Compound will also face liquidation risk.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-16 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the stablecoin UST and its sister token LUNA suffered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", followed by new crises-this time it was hedge funds' turn.</p><p>Three Arrows Capital, one of the biggest hedge funds in the cryptocurrency market, could face bankruptcy after heavy liquidations, according to sources, affected by the thunderstorms of cryptocurrencies LUNA and UST.</p><p>According to The Defiant, a decentralized finance (DeFi) news information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated about $45 million of stETH, a type of Ethereum (ETH) staking on The Ethereum beacon chain, making Three Arrows Capital The biggest token seller in The past week.</p><p>What worries investors even more is that, according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>The total liquidation of Three Arrows Capital on lending platforms such as Deribit and BlockFi could be as high as $400 million, said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>Currency Circle \"Lehman Crisis\" Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company attempts to pay off its debt by selling certain assets at a loss. While in the DeFi space, funds or agreements sell crypto assets to pay off their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and it is the \"top stream\" that can't be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Three Arrows Capital once reached 10 billion USD.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, with Terra currently falling to almost zero, Solana and Avalanche down 77% and 90% respectively since each hitting all-time highs, the VC \"top stream\" appears to be in trouble.</p><p>Then a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raise concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday evening local time, Zhu Su tweeted:</p><p>We are communicating with the parties involved and are committed to resolving this issue entirely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors found out that something was wrong with hedge funds, currency circle banks had taken the lead in thunderstorms.</p><p><b>As the recent CPI data in the United States continues to rise beyond expectations and repeatedly sets new highs in 40 years, the Federal Reserve vows to press down high inflation, and the market expects the Federal Reserve to continue to aggressively rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>With the era of abundant liquidity gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market, which once rode the east wind straight up, is \"facing the cold winter\".</p><p>Not only does Bitcoin, the largest market capitalization, \"fall and fall\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna has caused market shock.</p><p>Wall Street's previous article mentioned that due to the collapse of risky assets, the business of currency circle banks and crypto lending giant Celsius faced a critical hit.</p><p>To prevent a run, Celsius announced a withdrawal freeze on Monday, a move that raised concerns in the markets.</p><p><b>Investors fear ripple effects across the dozens of DeFi projects, cryptocurrencies and other digital assets involved if Celsius is asked to cease operations.</b></p><p>According to some media, Celsius's position in the industry should not be underestimated. The company claims to have 1.7 million users. As of May 17, the company had $11.8 billion worth of assets.</p><p>In addition, investors are worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged down. You know, Tether is like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market and also provides a connection to the mainstream financial system, equivalent to the coin circle financial infrastructure.</p><p>This Monday, Tether tried to \"distance itself\" from Celsius in a blog post:</p><p>While it is true that an investment in the Company (Celsius) is included in Tether's portfolio, it represents only a small percentage of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In response, Saleuddin of crypto media company Blockworks said that because of the ambiguity of what Tether is disclosing, it is impossible to know exactly how much Tether's assets are at risk.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and the \"banking crisis\", the new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the biggest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they have, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Additionally, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after the collapse of Terra's UST stablecoin in May of this year, noting:</p><p>The price of stETH relative to ETH had briefly fallen to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was then $246 million. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is important to note that stETH should be traded with ETH in a 1:1 ratio, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and at one point fell to 0.89.</p><p>June 16 At the time of publication, the stETH to ETH exchange ratio on Curve dropped to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from Nansen, an on-chain data analysis platform, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from Aave, a decentralized lending protocol, and exchanged 38,900 stETH (about $45 million) in two transactions at a spread of 5.6%-5.9%.</p><p>According to The Block, Three Arrows Capital's $400 million position has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, Three Arrows Capital's other $300 million position in Aave and Compound will also face liquidation risk.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662147\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{"BK4077":"互动媒体与服务","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","BK4516":"特朗普概念","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4579":"人工智能","QNETCN":"纳斯达克中美互联网老虎指数","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","TWTR":"Twitter","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","BK4508":"社交媒体","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3662147","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243974660","content_text":"继5月中旬稳定币UST和其姊妹代币LUNA遭遇了“死亡踩踏”之后，眼看着币圈从“货币危机”发酵到“银行危机”，随后新的危机接踵而至——这次轮到了对冲基金。有消息人士表示，受到加密货币LUNA和UST暴雷的影响，作为加密货币市场最大的对冲基金之一，三箭资本（Three Arrows Capital）可能将在大量清算后面临破产。据去中心化金融（DeFi）新闻资讯平台The Defiant称，当地时间周二，总部位于迪拜的三箭资本清算了大约4500万美元的stETH，这是一种质押在以太坊信标链上的以太坊（ETH），三箭资本也因此成为过去一周中最大的代币卖家。更令投资者担忧的是，据The Block称，三箭资本在Deribit和BlockFi等借贷平台的清算总额可能高达4亿美元。如果一切属实，那么三箭资本很可能即将面临破产。币圈“雷曼危机”蔓延到了对冲基金在传统金融中，当公司试图通过亏本出售某些资产来偿还债务时，就会发生清算。而在DeFi领域，基金或协议出售加密资产以偿还其债务。作为加密货币市场最大的对冲基金之一，三箭资本的投资组合曾包括Avalanche、Solana、Polkadot和Terra等代币，是币圈对冲基金中不可忽视的“顶流”。有媒体称，三箭资本资产管理规模一度达到100亿美元。然而，在三箭资本曾拥有的强大投资组合中，目前Terra几乎跌至零，Solana和Avalanche在各自创下历史新高以来分别下跌了77%和90%，风投“顶流”似乎陷入了困境。随后，三箭资本的联合创始人Zhu Su的新推文似乎证实了这些猜测，并进一步引发了人们对加密借贷市场潜在连锁反应的担忧。当地时间周二晚间，Zhu Su发表推文称：我们正在与相关方进行沟通，并致力于完全解决这个问题。加密货币市场崩盘：从“货币危机”到“银行危机”在投资者发现对冲基金不对劲之前，币圈银行就已经率先暴雷了。由于近期的美国CPI数据持续超预期上升，并一再刷新40年来新高，美联储发誓要按下高通胀，市场预期美联储将会持续激进加息。受此影响，全球风险资产集体跳水。随着流动性充裕的时代一去不复返，加密货币投资者“瑟瑟发抖”，曾经乘东风直上的加密货币市场“直面寒冬”。不仅第一大市值比特币“跌跌不休”，第三大稳定币UST和其姊妹代币Luna遭遇的“死亡踩踏”更是引发市场震动。华尔街见闻此前文章提及，受到风险资产崩盘的影响，币圈银行、加密借贷巨头Celsius的业务直面暴击。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。投资者担心，如果Celsius被要求停止运营，那么相关数十个DeFi项目、加密货币和其他数字资产都将出现连锁反应。有媒体称，Celsius在业内地位不容小觑，该公司号称拥有170万用户。截至5月17日，该公司拥有价值118亿美元的资产。此外，投资者还担心，Celsius的股东Tether Limited——全球最大稳定币Tether的发行商是否也会被拖下水。要知道，Tether在币圈中是如雷曼兄弟一样的存在。Tether是价值1800亿美元的稳定币领域最大的运营商，在促进整个加密货币市场的交易方面发挥着关键作用，还提供了与主流金融系统的联系，相当于币圈金融基础设施。本周一，Tether在一篇博文中试图与Celsius“保持距离”：虽然在Tether的投资组合中确实包括对公司（Celsius）的投资，但只占我们股东权益的一小部分，这项投资与我们自己的储备或稳定性之间没有相关性。对此，加密媒体公司Blockworks的Saleuddin表示，由于Tether所披露的内容含糊不清，因此无法确切知道Tether的资产正在面临多大风险。三箭资本会是加密熊市中最新倒下的多米诺骨牌吗？在“货币危机”和“银行危机”之后，币圈的新危机蔓延到了对冲基金身上。加密货币交易员Moon Overlord指出，在过去几天中，Celsius并不是stETH的最大卖家。他表示：有人认为Celsius是最大的stETH倾销者，但是事实上，三箭资本才是。三箭资本正在倾销他们拥有的账户和种子轮投资地址，大多数看起来都是为了偿还他们的债务和未偿还的借款。此外，根据DeFi分析师DeFiyst的说法，三箭资本对stETH的“大甩卖”于今年5月Terra的UST稳定币崩盘之后就开始了，他指出：stETH相对于ETH的价格曾在5月份短暂跌至95美分，三箭资本从当时为2.46亿美元的Curve中提取了12.7万stETH。在本周开始抛售之前，他们一直在AAVE和wstETH之间频繁操作。值得注意的是，stETH应该与ETH以1:1的比例交易，因为一旦主网合并发生，衍生代币stETH就可以兑换为以太坊。然而，自从6月9日以来，该“挂钩”比例已经出现下滑迹象，并一度跌至0.89。6月16日截至发稿时，Curve上的stETH与ETH兑换比例跌至0.93，stETH的市值已从5月初的约100亿美元降至40亿美元。链上数据分析平台Nansen的数据显示，本周二，三箭资本从去中心化借贷协议Aave中提取了8万stETH，并在两笔交易中以5.6%-5.9%的价差兑换了3.89万stETH（约4500万美元）。据The Block称，三箭资本的4亿美元头寸已经被清算。此外，加密货币分析师Onchain Wizard还称，如果市场继续下跌，三箭资本在Aave和Compound的另外3亿美元头寸也将面临清算风险。","news_type":1,"symbols_score_info":{"QLD":0.6,"QID":0.6,"UDOW":0.6,"DOG":0.6,"MNQmain":0.6,"DJX":0.6,"DDM":0.6,"QNETCN":0.6,"QQQ":0.6,".DJI":0.62,"SDOW":0.6,"TQQQ":0.6,"TWTR":0.63,"PSQ":0.6,"NQmain":0.6,".IXIC":0.76,"SQQQ":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054178769,"gmtCreate":1655359718051,"gmtModify":1676535622822,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574998450750200","idStr":"3574998450750200"},"themes":[],"htmlText":"😓","listText":"😓","text":"😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054178769","repostId":"2243980480","repostType":2,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9057929458,"gmtCreate":1655453162074,"gmtModify":1676535642692,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574998450750200","idStr":"3574998450750200"},"themes":[],"htmlText":"OMG!!","listText":"OMG!!","text":"OMG!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057929458","repostId":"2243974660","repostType":2,"repost":{"id":"2243974660","kind":"highlight","pubTimestamp":1655360539,"share":"https://ttm.financial/m/news/2243974660?lang=en_US&edition=fundamental","pubTime":"2022-06-16 14:22","market":"us","language":"zh","title":"The \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!","url":"https://stock-news.laohu8.com/highlight/detail?id=2243974660","media":"华尔街见闻","summary":"继5月中旬稳定币UST和其姊妹代币LUNA遭遇了“死亡踩踏”之后，眼看着币圈从“货币危机”发酵到“银行危机”，随后新的危机接踵而至——这次轮到了对冲基金。币圈“雷曼危机”蔓延到了对冲基金在传统金融中，当公司试图通过亏本出售某些资产来偿还债务时，就会发生清算。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。在“货币危机”和“银行危机”之后，币圈的新危机蔓延到了对冲基金身上。","content":"<p><html><head></head><body>After the stablecoin UST and its sister token LUNA suffered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", followed by new crises-this time it was hedge funds' turn.</p><p>Three Arrows Capital, one of the biggest hedge funds in the cryptocurrency market, could face bankruptcy after heavy liquidations, according to sources, affected by the thunderstorms of cryptocurrencies LUNA and UST.</p><p>According to The Defiant, a decentralized finance (DeFi) news information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated about $45 million of stETH, a type of Ethereum (ETH) staking on The Ethereum beacon chain, making Three Arrows Capital The biggest token seller in The past week.</p><p>What worries investors even more is that, according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>The total liquidation of Three Arrows Capital on lending platforms such as Deribit and BlockFi could be as high as $400 million, said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>Currency Circle \"Lehman Crisis\" Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company attempts to pay off its debt by selling certain assets at a loss. While in the DeFi space, funds or agreements sell crypto assets to pay off their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and it is the \"top stream\" that can't be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Three Arrows Capital once reached 10 billion USD.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, with Terra currently falling to almost zero, Solana and Avalanche down 77% and 90% respectively since each hitting all-time highs, the VC \"top stream\" appears to be in trouble.</p><p>Then a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raise concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday evening local time, Zhu Su tweeted:</p><p>We are communicating with the parties involved and are committed to resolving this issue entirely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors found out that something was wrong with hedge funds, currency circle banks had taken the lead in thunderstorms.</p><p><b>As the recent CPI data in the United States continues to rise beyond expectations and repeatedly sets new highs in 40 years, the Federal Reserve vows to press down high inflation, and the market expects the Federal Reserve to continue to aggressively rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>With the era of abundant liquidity gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market, which once rode the east wind straight up, is \"facing the cold winter\".</p><p>Not only does Bitcoin, the largest market capitalization, \"fall and fall\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna has caused market shock.</p><p>Wall Street's previous article mentioned that due to the collapse of risky assets, the business of currency circle banks and crypto lending giant Celsius faced a critical hit.</p><p>To prevent a run, Celsius announced a withdrawal freeze on Monday, a move that raised concerns in the markets.</p><p><b>Investors fear ripple effects across the dozens of DeFi projects, cryptocurrencies and other digital assets involved if Celsius is asked to cease operations.</b></p><p>According to some media, Celsius's position in the industry should not be underestimated. The company claims to have 1.7 million users. As of May 17, the company had $11.8 billion worth of assets.</p><p>In addition, investors are worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged down. You know, Tether is like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market and also provides a connection to the mainstream financial system, equivalent to the coin circle financial infrastructure.</p><p>This Monday, Tether tried to \"distance itself\" from Celsius in a blog post:</p><p>While it is true that an investment in the Company (Celsius) is included in Tether's portfolio, it represents only a small percentage of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In response, Saleuddin of crypto media company Blockworks said that because of the ambiguity of what Tether is disclosing, it is impossible to know exactly how much Tether's assets are at risk.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and the \"banking crisis\", the new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the biggest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they have, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Additionally, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after the collapse of Terra's UST stablecoin in May of this year, noting:</p><p>The price of stETH relative to ETH had briefly fallen to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was then $246 million. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is important to note that stETH should be traded with ETH in a 1:1 ratio, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and at one point fell to 0.89.</p><p>June 16 At the time of publication, the stETH to ETH exchange ratio on Curve dropped to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from Nansen, an on-chain data analysis platform, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from Aave, a decentralized lending protocol, and exchanged 38,900 stETH (about $45 million) in two transactions at a spread of 5.6%-5.9%.</p><p>According to The Block, Three Arrows Capital's $400 million position has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, Three Arrows Capital's other $300 million position in Aave and Compound will also face liquidation risk.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Lehman Crisis\" in the currency circle is fermenting, and now it's hedge funds' turn!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-16 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the stablecoin UST and its sister token LUNA suffered a \"death stampede\" in mid-May, watching the currency circle ferment from a \"currency crisis\" to a \"banking crisis\", followed by new crises-this time it was hedge funds' turn.</p><p>Three Arrows Capital, one of the biggest hedge funds in the cryptocurrency market, could face bankruptcy after heavy liquidations, according to sources, affected by the thunderstorms of cryptocurrencies LUNA and UST.</p><p>According to The Defiant, a decentralized finance (DeFi) news information platform, on Tuesday local time, Dubai-based Three Arrows Capital liquidated about $45 million of stETH, a type of Ethereum (ETH) staking on The Ethereum beacon chain, making Three Arrows Capital The biggest token seller in The past week.</p><p>What worries investors even more is that, according to The<a href=\"https://laohu8.com/S/SQ\">Block</a>The total liquidation of Three Arrows Capital on lending platforms such as Deribit and BlockFi could be as high as $400 million, said.</p><p><b>If all is true, then Three Arrows Capital is likely to face bankruptcy.</b></p><p><b>Currency Circle \"Lehman Crisis\" Spread to Hedge Funds</b></p><p>In traditional finance, liquidation occurs when a company attempts to pay off its debt by selling certain assets at a loss. While in the DeFi space, funds or agreements sell crypto assets to pay off their debts.</p><p>As one of the largest hedge funds in the cryptocurrency market, Three Arrows Capital's portfolio once included tokens such as Avalanche, Solana, Polkadot and Terra, and it is the \"top stream\" that can't be ignored among hedge funds in the currency circle.</p><p>According to some media, the asset management scale of Three Arrows Capital once reached 10 billion USD.</p><p>However, in the strong portfolio once owned by Three Arrows Capital, with Terra currently falling to almost zero, Solana and Avalanche down 77% and 90% respectively since each hitting all-time highs, the VC \"top stream\" appears to be in trouble.</p><p>Then a new tweet from Zhu Su, co-founder of Three Arrows Capital, appeared to confirm these speculations and further raise concerns about potential ripple effects in the crypto lending market.</p><p>On Tuesday evening local time, Zhu Su tweeted:</p><p>We are communicating with the parties involved and are committed to resolving this issue entirely.<img src=\"https://static.tigerbbs.com/f6b708a7a29bccba67d263ac9fb182d7\" tg-width=\"523\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/><b>Crypto Market Crash: From 'Currency Crisis' to 'Banking Crisis'</b></p><p>Before investors found out that something was wrong with hedge funds, currency circle banks had taken the lead in thunderstorms.</p><p><b>As the recent CPI data in the United States continues to rise beyond expectations and repeatedly sets new highs in 40 years, the Federal Reserve vows to press down high inflation, and the market expects the Federal Reserve to continue to aggressively rate hike.</b></p><p><b>Affected by this, global risk assets collectively plunged.</b></p><p>With the era of abundant liquidity gone forever, cryptocurrency investors are \"shivering\", and the cryptocurrency market, which once rode the east wind straight up, is \"facing the cold winter\".</p><p>Not only does Bitcoin, the largest market capitalization, \"fall and fall\", but the \"death stampede\" encountered by UST, the third largest stablecoin, and its sister token Luna has caused market shock.</p><p>Wall Street's previous article mentioned that due to the collapse of risky assets, the business of currency circle banks and crypto lending giant Celsius faced a critical hit.</p><p>To prevent a run, Celsius announced a withdrawal freeze on Monday, a move that raised concerns in the markets.</p><p><b>Investors fear ripple effects across the dozens of DeFi projects, cryptocurrencies and other digital assets involved if Celsius is asked to cease operations.</b></p><p>According to some media, Celsius's position in the industry should not be underestimated. The company claims to have 1.7 million users. As of May 17, the company had $11.8 billion worth of assets.</p><p>In addition, investors are worried about whether Celsius shareholder Tether Limited, the issuer of Tether, the world's largest stablecoin, will also be dragged down. You know, Tether is like Lehman Brothers in the currency circle.</p><p>Tether, the largest operator in the $180 billion stablecoin space, plays a key role in facilitating transactions across the cryptocurrency market and also provides a connection to the mainstream financial system, equivalent to the coin circle financial infrastructure.</p><p>This Monday, Tether tried to \"distance itself\" from Celsius in a blog post:</p><p>While it is true that an investment in the Company (Celsius) is included in Tether's portfolio, it represents only a small percentage of our shareholders' equity and there is no correlation between this investment and our own reserves or stability. In response, Saleuddin of crypto media company Blockworks said that because of the ambiguity of what Tether is disclosing, it is impossible to know exactly how much Tether's assets are at risk.</p><p><b>Will Three Arrows Capital be the latest domino to fall in the crypto bear market?</b></p><p>After the \"currency crisis\" and the \"banking crisis\", the new crisis in the currency circle spread to hedge funds.</p><p>Cryptocurrency trader Moon Overlord noted that Celsius has not been the biggest seller of stETH over the past few days. He said:</p><p><b>Some people think that Celsius is the biggest stETH dumper, but in fact, Three Arrows Capital is.</b>Three Arrows Capital is dumping the accounts and seed round investment addresses they have, most of which appear to be to pay off their debts and outstanding borrowings.<img src=\"https://static.tigerbbs.com/78124b2fe0b2939c49760263db9c398f\" tg-width=\"509\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>Additionally, according to DeFi analyst DeFiyst, Three Arrows Capital's \"big sale\" of stETH began right after the collapse of Terra's UST stablecoin in May of this year, noting:</p><p>The price of stETH relative to ETH had briefly fallen to 95 cents in May, and Three Arrows Capital withdrew 127,000 stETH from Curve, which was then $246 million. They had been operating frequently between AAVE and wstETH before the sell-off began this week. It is important to note that stETH should be traded with ETH in a 1:1 ratio, as the derivative token stETH can be exchanged for Ethereum once the mainnet merger occurs.</p><p>However, since June 9, the \"peg\" ratio has shown signs of decline, and at one point fell to 0.89.</p><p>June 16 At the time of publication, the stETH to ETH exchange ratio on Curve dropped to 0.93, and the market cap of stETH has dropped to $4 billion from about $10 billion in early May.</p><p><img src=\"https://static.tigerbbs.com/adc497aa733d961bad25f176a45038cb\" tg-width=\"248\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p>According to data from Nansen, an on-chain data analysis platform, on Tuesday, Three Arrows Capital withdrew 80,000 stETH from Aave, a decentralized lending protocol, and exchanged 38,900 stETH (about $45 million) in two transactions at a spread of 5.6%-5.9%.</p><p>According to The Block, Three Arrows Capital's $400 million position has been liquidated. In addition, cryptocurrency analyst Onchain Wizard also said that if the market continues to fall, Three Arrows Capital's other $300 million position in Aave and Compound will also face liquidation risk.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662147\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{"BK4077":"互动媒体与服务","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","BK4516":"特朗普概念","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4579":"人工智能","QNETCN":"纳斯达克中美互联网老虎指数","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","TWTR":"Twitter","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","BK4508":"社交媒体","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3662147","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243974660","content_text":"继5月中旬稳定币UST和其姊妹代币LUNA遭遇了“死亡踩踏”之后，眼看着币圈从“货币危机”发酵到“银行危机”，随后新的危机接踵而至——这次轮到了对冲基金。有消息人士表示，受到加密货币LUNA和UST暴雷的影响，作为加密货币市场最大的对冲基金之一，三箭资本（Three Arrows Capital）可能将在大量清算后面临破产。据去中心化金融（DeFi）新闻资讯平台The Defiant称，当地时间周二，总部位于迪拜的三箭资本清算了大约4500万美元的stETH，这是一种质押在以太坊信标链上的以太坊（ETH），三箭资本也因此成为过去一周中最大的代币卖家。更令投资者担忧的是，据The Block称，三箭资本在Deribit和BlockFi等借贷平台的清算总额可能高达4亿美元。如果一切属实，那么三箭资本很可能即将面临破产。币圈“雷曼危机”蔓延到了对冲基金在传统金融中，当公司试图通过亏本出售某些资产来偿还债务时，就会发生清算。而在DeFi领域，基金或协议出售加密资产以偿还其债务。作为加密货币市场最大的对冲基金之一，三箭资本的投资组合曾包括Avalanche、Solana、Polkadot和Terra等代币，是币圈对冲基金中不可忽视的“顶流”。有媒体称，三箭资本资产管理规模一度达到100亿美元。然而，在三箭资本曾拥有的强大投资组合中，目前Terra几乎跌至零，Solana和Avalanche在各自创下历史新高以来分别下跌了77%和90%，风投“顶流”似乎陷入了困境。随后，三箭资本的联合创始人Zhu Su的新推文似乎证实了这些猜测，并进一步引发了人们对加密借贷市场潜在连锁反应的担忧。当地时间周二晚间，Zhu Su发表推文称：我们正在与相关方进行沟通，并致力于完全解决这个问题。加密货币市场崩盘：从“货币危机”到“银行危机”在投资者发现对冲基金不对劲之前，币圈银行就已经率先暴雷了。由于近期的美国CPI数据持续超预期上升，并一再刷新40年来新高，美联储发誓要按下高通胀，市场预期美联储将会持续激进加息。受此影响，全球风险资产集体跳水。随着流动性充裕的时代一去不复返，加密货币投资者“瑟瑟发抖”，曾经乘东风直上的加密货币市场“直面寒冬”。不仅第一大市值比特币“跌跌不休”，第三大稳定币UST和其姊妹代币Luna遭遇的“死亡踩踏”更是引发市场震动。华尔街见闻此前文章提及，受到风险资产崩盘的影响，币圈银行、加密借贷巨头Celsius的业务直面暴击。为了防止挤兑，Celsius周一宣布冻结提款，此举引发了市场担忧。投资者担心，如果Celsius被要求停止运营，那么相关数十个DeFi项目、加密货币和其他数字资产都将出现连锁反应。有媒体称，Celsius在业内地位不容小觑，该公司号称拥有170万用户。截至5月17日，该公司拥有价值118亿美元的资产。此外，投资者还担心，Celsius的股东Tether Limited——全球最大稳定币Tether的发行商是否也会被拖下水。要知道，Tether在币圈中是如雷曼兄弟一样的存在。Tether是价值1800亿美元的稳定币领域最大的运营商，在促进整个加密货币市场的交易方面发挥着关键作用，还提供了与主流金融系统的联系，相当于币圈金融基础设施。本周一，Tether在一篇博文中试图与Celsius“保持距离”：虽然在Tether的投资组合中确实包括对公司（Celsius）的投资，但只占我们股东权益的一小部分，这项投资与我们自己的储备或稳定性之间没有相关性。对此，加密媒体公司Blockworks的Saleuddin表示，由于Tether所披露的内容含糊不清，因此无法确切知道Tether的资产正在面临多大风险。三箭资本会是加密熊市中最新倒下的多米诺骨牌吗？在“货币危机”和“银行危机”之后，币圈的新危机蔓延到了对冲基金身上。加密货币交易员Moon Overlord指出，在过去几天中，Celsius并不是stETH的最大卖家。他表示：有人认为Celsius是最大的stETH倾销者，但是事实上，三箭资本才是。三箭资本正在倾销他们拥有的账户和种子轮投资地址，大多数看起来都是为了偿还他们的债务和未偿还的借款。此外，根据DeFi分析师DeFiyst的说法，三箭资本对stETH的“大甩卖”于今年5月Terra的UST稳定币崩盘之后就开始了，他指出：stETH相对于ETH的价格曾在5月份短暂跌至95美分，三箭资本从当时为2.46亿美元的Curve中提取了12.7万stETH。在本周开始抛售之前，他们一直在AAVE和wstETH之间频繁操作。值得注意的是，stETH应该与ETH以1:1的比例交易，因为一旦主网合并发生，衍生代币stETH就可以兑换为以太坊。然而，自从6月9日以来，该“挂钩”比例已经出现下滑迹象，并一度跌至0.89。6月16日截至发稿时，Curve上的stETH与ETH兑换比例跌至0.93，stETH的市值已从5月初的约100亿美元降至40亿美元。链上数据分析平台Nansen的数据显示，本周二，三箭资本从去中心化借贷协议Aave中提取了8万stETH，并在两笔交易中以5.6%-5.9%的价差兑换了3.89万stETH（约4500万美元）。据The Block称，三箭资本的4亿美元头寸已经被清算。此外，加密货币分析师Onchain Wizard还称，如果市场继续下跌，三箭资本在Aave和Compound的另外3亿美元头寸也将面临清算风险。","news_type":1,"symbols_score_info":{"QLD":0.6,"QID":0.6,"UDOW":0.6,"DOG":0.6,"MNQmain":0.6,"DJX":0.6,"DDM":0.6,"QNETCN":0.6,"QQQ":0.6,".DJI":0.62,"SDOW":0.6,"TQQQ":0.6,"TWTR":0.63,"PSQ":0.6,"NQmain":0.6,".IXIC":0.76,"SQQQ":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054178769,"gmtCreate":1655359718051,"gmtModify":1676535622822,"author":{"id":"3574998450750200","authorId":"3574998450750200","name":"雪莲子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574998450750200","idStr":"3574998450750200"},"themes":[],"htmlText":"😓","listText":"😓","text":"😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054178769","repostId":"2243980480","repostType":2,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
