FTX 崩潰暴露市場互聯，加密產業準備迎接更多動盪

隨著 FTX 崩盤的影響波及整個加密貨幣產業，多家公司揭露了他們對這家已倒閉交易所的曝險。 BlockFi 申請破產，而 Genesis 則致力於增強其流動性。 Binance、Celsius Network、Coinbase、CoinShares、Crypto.com、Galaxy Digital、Galois Capital、Kraken、Silvergate Capital、Voyager Digital 和 Grayscale 也報告了各自的風險敞口，凸顯了 FTX 內爆的廣泛影響。

Cryptocurrency Industry Braces for Further Turmoil as FTX's Collapse Exposes Market Entanglements

FTX 崩盤暴露市場糾葛，加密貨幣產業準備迎接進一步動盪

The recent implosion of major cryptocurrency exchange FTX has sent shockwaves through the industry, raising concerns about the potential for further turmoil and highlighting the interconnectedness of the crypto market. Multiple companies have disclosed their exposure to FTX and its affiliated trading firm Alameda Research, indicating the potential for significant financial impact.

主要加密貨幣交易所 FTX 最近的崩盤給整個行業帶來了衝擊，引發了人們對進一步動蕩的可能性的擔憂，並凸顯了加密貨幣市場的相互關聯性。多家公司已揭露其對 FTX 及其附屬貿易公司 Alameda Research 的曝險，顯示可能產生重大財務影響。

BlockFi's Bankruptcy and FTX's Unfulfilled Acquisition

BlockFi 破產與 FTX 未完成的收購

BlockFi, a crypto lender that had entered into an agreement with FTX for a potential acquisition, has filed for bankruptcy weeks after suspending client withdrawals. The collapse of FTX has left BlockFi's future uncertain, and it remains unclear whether the acquisition will proceed.

BlockFi 是一家加密貨幣貸款機構，已與 FTX 達成潛在收購協議，在暫停客戶提款幾週後，該機構已申請破產。 FTX的倒閉讓BlockFi的未來充滿了不確定性，收購是否會進行仍不明朗。

Genesis' Liquidity Concerns and FTX Exposure

Genesis 的流動性擔憂和 FTX 風險

Genesis, the crypto lending arm of U.S. digital asset broker Genesis Trading, has acknowledged its exposure to FTX and admitted that it will take "weeks rather than days" to formulate a plan for addressing the situation. Genesis has suspended customer redemptions and disclosed approximately $175 million in locked funds on FTX.

美國數位資產經紀商 Genesis Trading 的加密貨幣借貸部門 Genesis 承認其對 FTX 的敞口，並承認需要「幾週而不是幾天」的時間來製定解決這一情況的計劃。 Genesis 已暫停客戶贖回，並披露了 FTX 上約 1.75 億美元的鎖定資金。

Binance's FTT Holdings and Ongoing Concerns

幣安的 FTT 控股和持續關注

Binance, the world's largest cryptocurrency exchange, has expressed concerns about the stability of FTX and sold a significant portion of its holdings of FTX's native token FTT. Binance's CEO, Changpeng Zhao, has urged rival exchanges to follow suit, raising further doubts about the viability of FTX.

全球最大的加密貨幣交易所幣安對 FTX 的穩定性表示擔憂，並出售了其持有的 FTX 原生代幣 FTT 的很大一部分。幣安首席執行官趙長鵬敦促競爭對手紛紛效仿，這引發了人們對 FTX 生存能力的進一步懷疑。

FD7 Ventures' Alameda Exposure and Contagion Risk

FD7 Ventures 的阿拉米達暴露與傳染風險

FD7 Ventures, a venture capital fund known for its investments in crypto startups, has acknowledged exposure to FTX-linked trading firm Alameda Research. The fund has emphasized its focus on minimizing potential contagion risk and mitigating the impact on its portfolio companies.

FD7 Ventures 是一家以投資加密新創公司而聞名的創投基金，該基金已承認與 FTX 相關的交易公司 Alameda Research 存在風險敞口。該基金強調其重點是最大限度地減少潛在的傳染風險並減輕對其投資組合公司的影響。

Celsius Network's Loans to Alameda and SRM Tokens Held on FTX

elsel 網路向 Alameda 和 SRM 代幣提供的貸款在 FTX 上持有

Bankrupt crypto lender Celsius Network has disclosed that it had 3.5 million Serum tokens (SRM) on FTX and around $13 million in loans to Alameda Research. Celsius has stated that the loans were under-collateralized, primarily by FTT tokens.

破產的加密貨幣貸款機構攝氏網路 (Celsius Network) 透露，它在 FTX 上擁有 350 萬個 Serum 代幣 (SRM)，並向 Alameda Research 提供了約 1300 萬美元的貸款。攝氏度表示這些貸款的抵押不足，主要是 FTT 代幣。

Coinbase's Limited Exposure and Withdrawal of FTT Deposits

Coinbase 對 FTT 存款的有限暴露和提取

Coinbase Global Inc., another major cryptocurrency exchange, has reported having $15 million worth of deposits on FTX. Coinbase has confirmed that it has no exposure to FTT or Alameda Research and no loans to FTX. The company has also stopped accepting deposits of FTX's FTT token on its platform.

另一家主要加密貨幣交易所 Coinbase Global Inc. 報告稱，FTX 上有價值 1500 萬美元的存款。 Coinbase 已確認其與 FTT 或 Alameda Research 沒有任何關係，也沒有向 FTX 提供貸款。該公司也停止在其平台上接受 FTX 的 FTT 代幣存款。

CoinShares' Exposure and CEO's Reassurances

CoinShares 的曝光和執行長的保證

Crypto asset manager CoinShares has reported exposure to FTX worth $30.3 million. Despite this, CoinShares' CEO has maintained that the group's financial health remains "strong."

加密資產管理公司 CoinShares 報告稱，其 FTX 風險敞口價值 3,030 萬美元。儘管如此，CoinShares 執行長仍堅稱該集團的財務狀況仍然「強勁」。

Crypto.com's Transfer of Funds and Reduced Exposure

Crypto.com 的資金轉移和減少風險

Cryptocurrency exchange Crypto.com has disclosed that it transferred about $1 billion to FTX over the course of a year but recovered most of the funds. Crypto.com's exposure to FTX at the time of the collapse was less than $10 million.

加密貨幣交易所 Crypto.com 透露，它在一年內向 FTX 轉移了約 10 億美元，但收回了大部分資金。 Crypto.com 在崩潰時對 FTX 的敞口不到 1000 萬美元。

Galaxy Digital's Exposure and Withdrawal Process

Galaxy Digital的曝光與撤回流程

Crypto financial services company Galaxy Digital Holdings Ltd. has reported exposure to FTX worth $76.8 million, with $47.5 million reportedly in the withdrawal process.

加密貨幣金融服務公司 Galaxy Digital Holdings Ltd. 報告稱，其 FTX 風險敞口價值 7,680 萬美元，其中 4,750 萬美元正在提款過程中。

Galois Capital's Trapped Assets and Exposure Confirmation

Galois Capital的受困資產和暴露確認

Hedge fund Galois Capital has acknowledged that half of its assets are trapped on FTX. Galois Capital has confirmed exposure of up to $45 million to the collapsed exchange.

對沖基金 Galois Capital 承認其一半資產被困在 FTX 上。 Galois Capital 已確認該倒閉交易所的風險敞口高達 4,500 萬美元。

Kraken's Minimal Exposure and Lack of Material Impact

Kraken 的暴露程度極低且缺乏實質影響

Cryptocurrency exchange Kraken has declared that it held about 9,000 FTT tokens on FTX but was not affected "in any material way."

加密貨幣交易所 Kraken 宣布其在 FTX 上持有約 9,000 個 FTT 代幣，但並未「受到任何實質影響」。

Silvergate Capital's Limited Deposit Exposure

Silvergate Capital 的有限存款風險

Financial solutions provider Silvergate Capital Corp. has stated that FTX represented less than 10% of its digital asset customer deposits as of September 30th. Silvergate has confirmed that it has no outstanding loans or investments in FTX and that FTX is not a custodian for its bitcoin-collateralized lending program.

金融解決方案提供商 Silvergate Capital Corp. 表示，截至 9 月 30 日，FTX 佔其數位資產客戶存款的比例不到 10%。 Silvergate 已確認其在 FTX 上沒有未償還的貸款或投資，並且 FTX 不是其比特幣抵押貸款計劃的託管人。

Voyager Digital's Balance on FTX and Binance's Renewed Acquisition Interest

Voyager Digital 在 FTX 上的餘額和幣安更新的收購興趣

Bankrupt crypto lender Voyager Digital, which had agreed to sell its assets to FTX, has disclosed a balance of approximately $3 million at the collapsed exchange. Crypto exchange Binance's U.S. unit has reportedly relaunched its bid to acquire Voyager Digital.

破產的加密貨幣貸款機構 Voyager Digital 已同意將其資產出售給 FTX，並披露了倒閉交易所的餘額約為 300 萬美元。據報道，加密貨幣交易所 Binance 的美國子公司已重新啟動收購 Voyager Digital 的競標。

Grayscale's Unimpacted Product Operations and Fund Security

灰階不受影響的產品營運與資金安全

Crypto asset manager Grayscale has assured investors that recent market events have not impacted its product operations or the security of the holdings in its funds.

加密資產管理公司 Grayscale 向投資者保證，最近的市場事件並未影響其產品營運或所持基金的安全性。

As the aftermath of FTX's collapse continues to unfold, the full extent of the industry's exposure and the potential for further contagion remain uncertain. Regulators and market participants alike are monitoring the situation closely to mitigate risks and identify potential vulnerabilities.

隨著 FTX 崩潰的後果繼續顯現，該行業的整體暴露程度和進一步蔓延的可能性仍然不確定。監管機構和市場參與者都在密切監視局勢，以降低風險並識別潛在的漏洞。