破產申請顯示 FTX 資產“嚴重短缺”

根據一份新聞稿，該新聞稿詳細介紹了周四破產的加密貨幣交易所第 11 章案件中提交的陳述，FTX.com 的資產存在「巨大短缺」。

FTX has a “massive shortfall” in assets, a press release detailing a presentation filed in the bankrupt crypto exchange's Chapter 11 case on Thursday revealed.

一份新聞稿詳細介紹了周四破產的加密貨幣交易所第 11 章案件中提交的演示文稿，FTX 的資產「嚴重短缺」。

Using the latest spot prices, $2.2 billion of total assets have been identified in the wallets of the accounts associated with FTX.com, out of which only $694 million are the most liquid “Category A Assets” that include fiat, stablecoins, bitcoin or ether.

根據最新現貨價格，與FTX.com 相關帳戶的錢包中已確定總資產為22 億美元，其中只有6.94 億美元是流動性最強的“A 類資產”，包括法定貨幣、穩定幣、比特幣或以太幣。

Other assets include $385 million of customer receivables, and large claims against FTX sister company Alameda Research and related parties. The presentation also shows a $9.3 billion net borrowing by Alameda from the FTX.com wallets and accounts.

其他資產包括 3.85 億美元的客戶應收帳款，以及針對 FTX 姐妹公司 Alameda Research 及關聯方的大額索賠。該簡報還顯示 Alameda 從 FTX.com 錢包和帳戶淨借款 93 億美元。

FTX US also showed a shortfall in assets, with $191 million of total assets located in the wallets of accounts associated with the exchange, as well as $28 million in customer receivables and $155 million of related party receivables. There is also $107 million net payable by FTX US to Alameda Research.

FTX US也顯示資產短缺，與交易所關聯的帳戶錢包中總資產為1.91億美元，客戶應收帳款為2800萬美元，關聯方應收帳款為1.55億美元。 FTX US 還需向 Alameda Research 支付 1.07 億美元淨額。

“The exchanges' assets were highly commingled, and their books and records are incomplete and, in many cases, totally absent,” wrote John J. Ray III, the CEO and chief restructuring officer of the FTX Debtors, in the press release. “For these reasons, it is important to emphasize that this information is still preliminary and subject to change.”

FTX 債務人首席執行官兼首席重組官 John J. Ray III 在新聞稿中寫道：“交易所的資產高度混合，賬簿和記錄不完整，在許多情況下甚至完全不存在。” “出於這些原因，必須強調的是，這些信息仍然是初步的，可能會發生變化。”

According to the presentation, FTX's team identified $7 billion in customer payables in cash and stablecoins, offset by $580 million in identified assets as of its petition date.

根據演示文稿，FTX 團隊以現金和穩定幣形式確定了 70 億美元的客戶應付款項，截至申請日期，已確定資產抵消了 5.8 億美元。

FTX has a deficit for every token treated as a Category A asset – bitcoin, ether, sol, XRP, BNB, matic, tron and others – but is treating Category B tokens as having surpluses. These include tokens MAPS, serum and fida. The value of these token holdings do not come close to offsetting Category A liabilities, though.

FTX 對每種被視為 A 類資產的代幣（比特幣、以太幣、sol、XRP、BNB、matic、tron 等）都有赤字，但將 B 類代幣視為有盈餘。其中包括代幣 MAPS、血清和 fida。不過，這些代幣持有量的價值並不足以抵銷 A 類負債。

FTX US did record some surpluses at the date of its petition, largely in relatively small amounts of certain tokens such as DOGE, but these weren't enough to offset deficits from its stablecoin, ether and sol payables.

FTX US 在提交請願書之日確實記錄了一些盈餘，主要是相對少量的某些代幣，例如 DOGE，但這些不足以抵消其穩定幣、以太幣和 sol 應付帳款的赤字。

CoinDesk

幣台

UPDATE (March 2, 2023, 20:40 UTC): Adds additional information.

更新（世界標準時間 2023 年 3 月 2 日 20:40）：新增其他資訊。