FTX 破產拍賣吸引加密巨頭購買 63 億美元鎖定的 Solana 代幣

FTX 的破產財產正準備拍賣第二批 Solana (SOL) 代幣，估計價值數十億美元。包括 Pantera Capital 在內的大型加密貨幣投資公司對此次拍賣表示了興趣。該莊園先前以 60 美元的價格出售了價值 19 億美元的 SOL，目前這些代幣的交易價格超過 150 美元。儘管反對債權人表示擔憂，FTX 仍計劃拍賣這些代幣，讓價格由競爭的投資者決定。

FTX Bankruptcy Estate to Auction Massive Batch of Locked Solana Tokens, Drawing Interest from Crypto Giants

FTX 破產財產將拍賣大量鎖定的 Solana 代幣，吸引加密巨頭的興趣

New York, USA - The bankruptcy estate of the collapsed crypto exchange FTX is preparing to auction a second batch of Solana (SOL) tokens worth billions of dollars, attracting the attention of several крупных криптовалютных инвестиционных фирм. This follows a successful previous sale of SOL tokens valued at $1.9 billion through Galaxy Digital, where investors acquired the tokens for approximately $60 each. Solana has since experienced a significant surge in price, currently trading above $150.

美國紐約 - 倒閉的加密貨幣交易所 FTX 的破產財產正準備拍賣第二批價值數十億美元的 Solana (SOL) 代幣，吸引了幾位 крупных криптовалютныххнвестицоннниыххниыххц 的關注。此前，透過 Galaxy Digital 成功銷售了價值 19 億美元的 SOL 代幣，投資者以每枚約 60 美元的價格購買了這些代幣。此後 Solana 的價格大幅上漲，目前交易價格超過 150 美元。

Substantial Solana Holdings

大量 Solana 控股公司

FTX holds a substantial 41 million locked Solana tokens, estimated to be worth approximately $6.341 billion at current market prices. In March 2024, the exchange's bankruptcy estate reportedly sold around 30 million tokens at $64 each, generating close to $2 billion.

FTX 持有大量 4,100 萬個鎖定的 Solana 代幣，以當前市場價格估計價值約為 63.41 億美元。據報道，2024 年 3 月，該交易所的破產財產以每個 64 美元的價格出售了約 3,000 萬個代幣，產生了近 20 億美元的收入。

At the time of that sale, SOL was trading at $174, representing a discount of approximately 63%. However, these tokens are locked and were issued to FTX as part of its investment in Solana Labs. This means that the purchasers of these tokens will not be able to sell them for several months.

出售時，SOL 的交易價格為 174 美元，折價約 63%。然而，這些代幣被鎖定並作為其對 Solana Labs 投資的一部分發行給 FTX。這意味著這些代幣的購買者將在幾個月內無法出售它們。

Calculated Risk, Potential Rewards

計算出的風險、潛在回報

Purchasing locked tokens carries inherent risk, as their value could potentially decline significantly during the lock-up period. However, investors are betting on Solana's continued growth trajectory. Those who purchased the tokens at $64 during the previous sale have already realized a substantial profit on paper, with SOL currently trading at over $150.

購買鎖定代幣具有固有風險，因為它們的價值可能在鎖定期內大幅下降。然而，投資人押注 Solana 的持續成長軌跡。那些在上次銷售期間以 64 美元購買代幣的人已經實現了可觀的紙面利潤，SOL 目前的交易價格超過 150 美元。

Auction Format

拍賣形式

In contrast to the previous sale, FTX has decided not to set a fixed price for the upcoming SOL auction. This move aims to maximize revenue by allowing investors to compete and drive up the price. The decision is likely influenced by the high demand for FTX's Solana stash, with major investment firms expressing interest.

與先前的拍賣相反，FTX 決定不對即將到來的 SOL 拍賣設定固定價格。此舉旨在透過允許投資者競爭並抬高價格來最大化收入。這項決定可能是受到對 FTX Solana 儲備的高需求的影響，主要投資公司表達了興趣。

Pantera Capital's Ambitious Plan

Pantera Capital 的雄心勃勃的計劃

Among the interested parties is Pantera Capital, which plans to raise $250 million to participate in the auction. Figure Markets is also seeking to compete, announcing the launch of a special purpose vehicle (SPV) to pool investor funds for the purchase. In the US, the SPV is exclusively available to accredited investors, while non-US retail investors can participate freely.

Pantera Capital 是感興趣的各方之一，該公司計劃籌集 2.5 億美元參與拍賣。 Figure Markets 也尋求競爭，宣布推出特殊目的工具 (SPV)，以匯集投資者資金進行購買。在美國，SPV僅向合格投資者開放，非美國散戶投資者可以自由參與。

Creditor Objections

債權人反對

FTX creditors, who suffered significant losses during the exchange's collapse, have expressed concerns about the upcoming sale. They allege that Sullivan & Cromwell, the bankruptcy firm handling FTX's estate, is abusing its power by colluding with Galaxy Digital to sell the tokens at a discount to the firm's clients.

FTX 債權人在交易所倒閉期間遭受了重大損失，他們對即將進行的出售表示擔憂。他們指控，處理 FTX 遺產的破產公司 Sullivan & Cromwell 濫用權力，與 Galaxy Digital 勾結，以折扣價向該公司的客戶出售代幣。

Sunil Kavuri, a vocal creditor, has criticized the sale process, stating that Sullivan & Cromwell is "adamant in selling FTX creditors' locked Solana at a heavy discount to their own clients (Galaxy), despite our objections."

直言不諱的債權人 Sunil Kavuri 對出售過程提出了批評，表示 Sullivan & Cromwell “堅決以大幅折扣將 FTX 債權人鎖定的 Solana 出售給他們自己的客戶 (Galaxy)，儘管我們反對。”

Kavuri has, however, endorsed Figure Markets' efforts to pool resources from retail investors for the purchase. He noted that the SPV allows investors to participate with a minimum investment of $5,000, compared to the previous minimum of $5 million.

不過，Kavuri 認可了Figure Markets 為此次收購籌集散戶投資者資源的努力。他指出，SPV 允許投資者的最低投資額為 5,000 美元，而先前的最低投資額為 500 萬美元。

Solana's Price Performance

Solana 的性價比

At the time of writing, Solana is trading at $152.09, representing a gain of 1.57% over the past 24 hours. The token has experienced notable price appreciation since the beginning of the year, reflecting the broader recovery in the crypto market.

截至撰寫本文時，Solana 的交易價格為 152.09 美元，過去 24 小時內上漲了 1.57%。自今年年初以來，該代幣的價格顯著上漲，反映出加密貨幣市場的更廣泛復甦。

The upcoming auction of FTX's Solana tokens is expected to be fiercely contested, with investors eager to acquire a stake in the promising blockchain platform. The outcome of the auction will shed light on the ongoing demand for crypto assets and the broader market sentiment.

即將舉行的 FTX Solana 代幣拍賣預計將引發激烈競爭，投資者渴望獲得這個前景光明的區塊鏈平台的股份。拍賣的結果將揭示對加密資產的持續需求和更廣泛的市場情緒。