FTX 破产拍卖吸引加密巨头购买 63 亿美元的锁定 Solana 代币

FTX 的破产财产正准备拍卖第二批 Solana (SOL) 代币，估计价值数十亿美元。包括 Pantera Capital 在内的大型加密货币投资公司对此次拍卖表示了兴趣。该庄园此前以 60 美元的价格出售了价值 19 亿美元的 SOL，目前这些代币的交易价格超过 150 美元。尽管反对债权人表示担忧，FTX 仍计划拍卖这些代币，让价格由竞争的投资者决定。

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

FTX 破产财产将拍卖大量锁定的 Solana 代币，吸引加密巨头的兴趣

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.

美国纽约 - 倒闭的加密货币交易所 FTX 的破产财产正准备拍卖第二批价值数十亿美元的 Solana (SOL) 代币，吸引了几位 крупных криптовалютных инвестиционных фирм 的关注。此前，通过 Galaxy Digital 成功销售了价值 19 亿美元的 SOL 代币，投资者以每枚约 60 美元的价格购买了这些代币。此后 Solana 的价格大幅上涨，目前交易价格超过 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 4100 万个锁定的 Solana 代币，按当前市场价格估计价值约为 63.41 亿美元。据报道，2024 年 3 月，该交易所的破产财产以每个 64 美元的价格出售了约 3000 万个代币，产生了近 20 亿美元的收入。

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.

出售时，SOL 的交易价格为 174 美元，折价约 63%。然而，这些代币被锁定并作为其对 Solana Labs 投资的一部分发行给 FTX。这意味着这些代币的购买者将在几个月内无法出售它们。

Calculated Risk, Potential Rewards

计算出的风险、潜在回报

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.

购买锁定代币具有固有风险，因为它们的价值可能在锁定期内大幅下降。然而，投资者押注 Solana 的持续增长轨迹。那些在上次销售期间以 64 美元购买代币的人已经实现了可观的纸面利润，SOL 目前的交易价格超过 150 美元。

Auction Format

拍卖形式

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.

与之前的拍卖相反，FTX 决定不对即将到来的 SOL 拍卖设定固定价格。此举旨在通过允许投资者竞争并抬高价格来最大化收入。这一决定可能是受到对 FTX Solana 储备的高需求的影响，主要投资公司表达了兴趣。

Pantera Capital's Ambitious Plan

Pantera Capital 的雄心勃勃的计划

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 是感兴趣的各方之一，该公司计划筹集 2.5 亿美元参与拍卖。 Figure Markets 也在寻求竞争，宣布推出特殊目的工具 (SPV)，以汇集投资者资金进行购买。在美国，SPV仅向合格投资者开放，非美国散户投资者可以自由参与。

Creditor Objections

债权人反对

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 债权人在交易所倒闭期间遭受了重大损失，他们对即将进行的出售表示担忧。他们指控，处理 FTX 遗产的破产公司 Sullivan & Cromwell 滥用权力，与 Galaxy Digital 勾结，以折扣价向该公司的客户出售代币。

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."

直言不讳的债权人 Sunil Kavuri 对出售过程提出了批评，表示 Sullivan & Cromwell “坚决以大幅折扣将 FTX 债权人锁定的 Solana 出售给他们自己的客户 (Galaxy)，尽管我们反对。”

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.

不过，Kavuri 认可了Figure Markets 为此次收购筹集散户投资者资源的努力。他指出，SPV 允许投资者的最低投资额为 5,000 美元，而之前的最低投资额为 500 万美元。

Solana's Price Performance

Solana 的性价比

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.

截至撰写本文时，Solana 的交易价格为 152.09 美元，过去 24 小时内上涨了 1.57%。自今年年初以来，该代币的价格显着上涨，反映出加密货币市场的更广泛复苏。

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.

即将举行的 FTX Solana 代币拍卖预计将引发激烈竞争，投资者渴望获得这个前景光明的区块链平台的股份。拍卖的结果将揭示对加密资产的持续需求和更广泛的市场情绪。