Alameda Kev Tshawb Fawb yog nyob rau ntawm cov dej khov me me yog tias peb yuav ntseeg cov ntawv tshaj tawm tshiab. Sam Bankman-Fried lub lag luam lag luam zoo li muaj feem ntau ntawm nws cov cuab tam hauv illiquid altcoins, uas yog qhov phem txaus. Qhov phem tshaj yog tias tsov ntxhuav feem ntawm nws cov cuab tam yog nyob rau hauv FTT, lub token tsim los ntawm nws derivatives pauv FTX. Yog tias muaj tseeb, lub tsev ntawm daim npav ua rau hauv av tsis xis nyob. Thiab yog tias ib yam dab tsi loj li Alameda Kev Tshawb Fawb ntog, kev sib kis tuaj yeem cuam tshuam rau tag nrho qhov chaw crypto. Nyob rau hauv ib txoj kev loj.
Txawm li cas los xij, tsis muaj kev lees paub tias qhov no yog tag nrho cov duab. Cov daim ntawv qhia los ntawm "cov ntaub ntawv nyiaj txiag ntiag tug tau tshuaj xyuas los ntawm CoinDesk" thiab cov ntawv tshaj tawm tau lees tias "Nws yog qhov xav tau cov ntaub ntawv tsuas yog ib feem ntawm Alameda Kev Tshawb Fawb." Txawm li cas los xij, raws li cov ntaub ntawv, Alameda Research qhia txog $ 14.6B hauv cov cuab tam thiab $ 8B hauv kev lav phib xaub.
Alameda Kev Tshawb Fawb Tag Nrho Hauv FTT
Tsis muaj dab tsi tsis ncaj ncees lawm mus rau hauv tag nrho yog tias kev txiav txim siab nyob ntawd. Thaum kev nqis peev nyob rau hauv koj tus kheej token, txawm li cas los xij, nws qhib qhov rooj rau txhua yam kev pheej hmoo. FTT token zoo ib yam li Binance txoj kev vam meej heev BNB. Nws yog FTX ecosystem tus nqi hluav taws xob token thiab nws muaj cov tuav txhua yam txiaj ntsig thiab txo nqi hauv kev ua lag luam thiab cov nqi sib pauv. Yog li, FTX tas li thawb FTT token thiab tsis muaj leej twg bats lub qhov muag.
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Raws li CoinDesk, Alameda kev tshawb fawb muaj $ 14.6 billion ntawm cov cuab tam, tiv thaiv $ 8b ntawm kev lav phib xaub.
Rau cov khoom muaj nqis: $ 3.66b FTT, $ 2.16b “FTT collateral”, $ 3.37b crypto ($ 292m SOL, $ 863m “locked SOL”), $ 134m USD & $ 2b “equity securities.
Feem ntau cov nyiaj ncaj ncees khi nyob rau hauv tag nrho illiquid altcoins.
- Dylan LeClair 🟠 (@DylanLeClair_) Kaum ib hlis 2, 2022
Tus kws tshuaj ntsuam sau tseg Dylan LeClair txuas ntxiv rhuav tshem Alameda Kev Tshawb Fawb cov khoom muaj nqis, thaum tawm tswv yim: "Feem ntau cov txiaj ntsig tau khi rau hauv cov nyiaj tsis txaus ntseeg kiag li."
- $3.66B FTT
- $ 2.16B "FTT collateral"
- $ 3.37B crypto ($ 292M SOL, $ 863M "xauv SOL")
- $134 MUS
- $2B equity securities
Rov qab mus rau daim ntawv tshaj tawm, Alameda Kev Tshawb Fawb tau liam cov ntsiab lus nyiaj txiag muaj tag nrho FTT ntau dhau:
"Cov nyiaj txiag ua kom pom tseeb tias cov neeg saib xyuas kev lag luam twb xav tias: Alameda yog qhov loj. Raws li lub Rau Hli 30, lub tuam txhab cov khoom muaj nqis rau $ 14.6 billion. Nws ib qho cuab tam loj tshaj plaws: $ 3.66 nphom ntawm "xauv FTT." Qhov thib peb-loj tshaj nkag rau ntawm cov khoom muaj nqis ntawm tus accounting ledger? Ib qho $ 2.16 billion pawg ntawm "FTT collateral."
Muaj ntau FTX tokens ntawm nws $ 8 nphom ntawm kev lav phib xaub, suav nrog $ 292 lab ntawm "xauv FTT." (Cov kev lav phib xaub yog dominated los ntawm $ 7.4 billion ntawm cov nyiaj qiv.) "
Puas yog qhov teeb meem? Dylan LeClair muab tso rau hauv qhov kev xav: "Tag nrho cov lag luam cap ntawm FTT yog $ 3.35b, & tag nrho diluted ua lag luam cap yog $8.8b. Koj tsis tuaj yeem muag $ 1m ntawm qhov khoom no yam tsis tau thawb lub lag luam qis dua. " Yog lawm, lawv tuav tag nrho lub neej yav tom ntej ntawm FTT hauv lawv txhais tes. Qhov twg tsis zoo tagnrho.
FTT tus nqi daim ntawv qhia ntawm FTX | Source: FTT/USD rau TradingView.com
Puas yog Alameda Kev Tshawb Fawb Hauv Qhov Teeb Meem?
Yog tias nws yog qhov kev xav koj xav tau, Swan Bitcoin's Cory Klippsten muab nws ntau dua eloquently. "Nws yog qhov txaus nyiam pom tias feem ntau ntawm cov nyiaj ncaj ncees hauv Alameda ua lag luam yog qhov tseeb FTX tus kheej tswj hwm hauv nruab nrab thiab luam tawm-ntawm-nyias-cua token," Coindesk hais nws. Puas yog nws phem npaum li cas rau Alameda Research, ho? Zoo, raws li LeClair, Alameda Kev Tshawb Fawb cov cuab tam muaj $ 5.82B tus nqi ntawm FTT, thiab lub token lub khw tam sim no yog $ 3.35B. Qhov twg tsis zoo tagnrho.
Peb paub tias Alameda yog ib tug nuj nqis rau Voyager thaum lub sij hawm ntawm 3AC poob nyiaj, mus rau lub suab ntawm $ 370 lab.
Tsuas yog ntau npaum li cas USD denominated liabilities lawv muaj tawm tsam cov khoom tsis raug cai ntawd… https://t.co/0MtFaOpVSl pic.twitter.com/pESSmIWuYP ib
- Dylan LeClair 🟠 (@DylanLeClair_) Kaum ib hlis 2, 2022
"Peb tsis muaj kev nkag siab txog qhov kev lav phib xaub yog dab tsi. Yog tias feem ntau yog USD, Alameda yog qhov teeb meem DEEP. Cov cuab yeej cuab tam ntawm lawv BS yog qhov tsis muaj tseeb. Yog tias nws yog qiv nyiaj hauv 'crypto', nws zoo dua, tab sis tseem tsis zoo, " LeClair tweeted. Tom qab ntawd, nws thuam neeg mus txog qib tshiab raws li nws piav qhia ntxiv txog cov txheej txheem. "99% + ntawm token yog tuav los ntawm sab saum toj 1% ntawm qhov chaw nyob, ntawm cov uas loj tshaj plaws yog ib tug hedge fund, Alameda Research, uas yog VC caj npab nyuam qhuav merged nrog FTX."
Yog tias cov lus ceeb toom muaj tseeb, peb yuav tau tsom mus rau cov teeb meem tsis raug. Tus kws tshuaj ntsuam xyuas Cobie mus rau lub caj pas, "qhov funny tshaj plaws ntawm qhov no rau kuv tsis yog kev vwm ntawm Alameda muaj yuav luag tag nrho cov ntab ntawm FTT, tab sis nws yog cov cuab tam tseem ceeb ntawm lawv daim ntawv tshuav nyiaj li cas suav nrog "MAPS, OXY thiab FIDA."
Featured duab los ntawm Gerd Altmann los ntawm Pixabay | Kab kos los ntawm TradingView
Tau qhov twg los: https://bitcoinist.com/alameda-research-assets-entirely-illiquid/