FTX 崩溃暴露市场互联，加密行业准备迎接更多动荡

随着 FTX 崩溃的影响波及整个加密货币行业，多家公司披露了他们对这家已倒闭交易所的敞口。 BlockFi 申请破产，而 Genesis 则致力于增强其流动性。 Binance、Celsius Network、Coinbase、CoinShares、Crypto.com、Galaxy Digital、Galois Capital、Kraken、Silvergate Capital、Voyager Digital 和 Grayscale 也报告了各自的风险敞口，凸显了 FTX 内爆的广泛影响。

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

FTX 崩盘暴露市场纠葛，加密货币行业准备迎接进一步动荡

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.

主要加密货币交易所 FTX 最近的崩盘给整个行业带来了冲击，引发了人们对进一步动荡的可能性的担忧，并凸显了加密货币市场的相互关​​联性。多家公司已披露其对 FTX 及其附属贸易公司 Alameda Research 的敞口，表明可能产生重大财务影响。

BlockFi's Bankruptcy and FTX's Unfulfilled Acquisition

BlockFi 破产与 FTX 未完成的收购

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 是一家加密货币贷款机构，已与 FTX 达成潜在收购协议，在暂停客户提款几周后，该机构已申请破产。 FTX的倒闭让BlockFi的未来充满了不确定性，收购是否会进行仍不明朗。

Genesis' Liquidity Concerns and FTX Exposure

Genesis 的流动性担忧和 FTX 风险

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.

美国数字资产经纪商 Genesis Trading 的加密货币借贷部门 Genesis 承认其对 FTX 的敞口，并承认需要“几周而不是几天”的时间来制定解决这一情况的计划。 Genesis 已暂停客户赎回，并披露了 FTX 上约 1.75 亿美元的锁定资金。

Binance's FTT Holdings and Ongoing Concerns

币安的 FTT 控股和持续关注

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.

全球最大的加密货币交易所币安对 FTX 的稳定性表示担忧，并出售了其持有的 FTX 原生代币 FTT 的很大一部分。币安首席执行官赵长鹏敦促竞争对手纷纷效仿，这引发了人们对 FTX 生存能力的进一步怀疑。

FD7 Ventures' Alameda Exposure and Contagion Risk

FD7 Ventures 的阿拉米达暴露和传染风险

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 是一家以投资加密初创公司而闻名的风险投资基金，该基金已承认与 FTX 相关的交易公司 Alameda Research 存在风险敞口。该基金强调其重点是最大限度地减少潜在的传染风险并减轻对其投资组合公司的影响。

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

elsel 网络向 Alameda 和 SRM 代币提供的贷款在 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.

破产的加密货币贷款机构摄氏度网络 (Celsius Network) 透露，它在 FTX 上拥有 350 万个 Serum 代币 (SRM)，并向 Alameda Research 提供了约 1300 万美元的贷款。摄氏度表示这些贷款的抵押不足，主要是 FTT 代币。

Coinbase's Limited Exposure and Withdrawal of FTT Deposits

Coinbase 对 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.

另一家主要加密货币交易所 Coinbase Global Inc. 报告称，FTX 上有价值 1500 万美元的存款。 Coinbase 已确认其与 FTT 或 Alameda Research 没有任何关系，也没有向 FTX 提供贷款。该公司还停止在其平台上接受 FTX 的 FTT 代币存款。

CoinShares' Exposure and CEO's Reassurances

CoinShares 的曝光和首席执行官的保证

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."

加密资产管理公司 CoinShares 报告称，其 FTX 风险敞口价值 3030 万美元。尽管如此，CoinShares 首席执行官仍坚称该集团的财务状况仍然“强劲”。

Crypto.com's Transfer of Funds and Reduced Exposure

Crypto.com 的资金转移和减少风险

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.

加密货币交易所 Crypto.com 透露，它在一年内向 FTX 转移了约 10 亿美元，但收回了大部分资金。 Crypto.com 在崩溃时对 FTX 的敞口不到 1000 万美元。

Galaxy Digital's Exposure and Withdrawal Process

Galaxy Digital的曝光和撤回流程

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.

加密货币金融服务公司 Galaxy Digital Holdings Ltd. 报告称，其 FTX 风险敞口价值 7,680 万美元，其中 4,750 万美元正在提款过程中。

Galois Capital's Trapped Assets and Exposure Confirmation

Galois Capital的被困资产和暴露确认

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.

对冲基金 Galois Capital 承认其一半资产被困在 FTX 上。 Galois Capital 已确认该倒闭交易所的风险敞口高达 4500 万美元。

Kraken's Minimal Exposure and Lack of Material Impact

Kraken 的暴露程度极低且缺乏实质性影响

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

加密货币交易所 Kraken 宣布其在 FTX 上持有约 9,000 个 FTT 代币，但并未“受到任何实质性影响”。

Silvergate Capital's Limited Deposit Exposure

Silvergate Capital 的有限存款风险

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.

金融解决方案提供商 Silvergate Capital Corp. 表示，截至 9 月 30 日，FTX 占其数字资产客户存款的比例不到 10%。 Silvergate 已确认其在 FTX 上没有未偿还的贷款或投资，并且 FTX 不是其比特币抵押贷款计划的托管人。

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

Voyager Digital 在 FTX 上的余额和币安更新的收购兴趣

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.

破产的加密货币贷款机构 Voyager Digital 已同意将其资产出售给 FTX，并披露了倒闭交易所的余额约为 300 万美元。据报道，加密货币交易所 Binance 的美国子公司已重新启动收购 Voyager Digital 的竞标。

Grayscale's Unimpacted Product Operations and Fund Security

灰度不受影响的产品运营和资金安全

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.

加密资产管理公司 Grayscale 向投资者保证，最近的市场事件并未影响其产品运营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.

随着 FTX 崩溃的后果继续显现，该行业的整体暴露程度和进一步蔓延的可能性仍然不确定。监管机构和市场参与者都在密切监视局势，以降低风险并识别潜在的漏洞。