FTX 破产受托人以大幅折扣出售大量 Solana 资产

FTX 破产受托人以折扣价出售了其 26 亿美元 Solana (SOL) 持股中的三分之二，Galaxy Trading 和 Pantera Capital 等主要投资者参与其中。 25-3000 万枚 SOL 代币以每枚 64 美元的价格出售，为 FTX 产业带来了 19 亿美元的收入。 Galaxy Trading 为一只基金筹集了 6.2 亿美元来购买 SOL，投资者需支付 1% 的管理费并通过质押赚取收益。

FTX Bankruptcy Trustees Divest Significant Solana Holdings

FTX 破产受托人剥离重要的 Solana 控股公司

In a groundbreaking development, FTX bankruptcy trustees have reportedly sold approximately two-thirds of their $2.6 billion stockpile of Solana (SOL) tokens at a substantial discount. This momentous divestment marks a major milestone in the ongoing proceedings of the FTX bankruptcy case.

据报道，FTX 破产受托人以大幅折扣出售了价值 26 亿美元的 Solana (SOL) 代币库存中的约三分之二，这是一项突破性进展。这一重大撤资标志着 FTX 破产案正在进行中的一个重要里程碑。

Solana Tokens' Gradual Release and Potential Market Impact

Solana 代币的逐步发行及潜在的市场影响

As per the report, the FTX estate successfully sold between 25 million and 30 million SOL tokens, which were previously locked due to a predetermined vesting period. These tokens were sold at a price of $64 per token, yielding a total of up to $1.9 billion in proceeds for the estate.

根据该报告，FTX 资产成功出售了 2500 万至 3000 万个 SOL 代币，这些代币之前由于预定的归属期而被锁定。这些代币的售价为每个代币 64 美元，为该遗产带来了总计高达 19 亿美元的收益。

It is noteworthy that these 41 million SOL tokens will not immediately flood the market due to the aforementioned vesting period. Instead, they will be gradually released over the course of four years, potentially influencing SOL's price action in the long run. However, with the tokens remaining locked for the foreseeable future, SOL's impressive 739% year-to-date uptrend remains intact, with the possibility for further gains still on the table.

值得注意的是，由于上述等待期，这 4100 万个 SOL 代币不会立即涌入市场。相反，它们将在四年内逐步发布，从长远来看可能会影响 SOL 的价格走势。然而，由于代币在可预见的未来仍处于锁定状态，SOL 年初至今令人印象深刻的 739% 的上涨趋势仍然完好无损，进一步上涨的可能性仍然存在。

Prominent Investors Join the SOL Acquisition

知名投资者加入 SOL 收购

The FTX estate's SOL sale has garnered significant interest from prominent industry figures, including Mike Novogratz's Galaxy Digital and $5.2 billion asset manager Pantera Capital.

FTX 地产的 SOL 出售引起了行业知名人士的极大兴趣，其中包括 Mike Novogratz 的 Galaxy Digital 和价值 52 亿美元的资产管理公司 Pantera Capital。

Under Galaxy Digital's leadership, Galaxy Trading raised approximately $620 million for a fund specifically designed to purchase SOL from the FTX estate. Notably, investors in this fund will incur a 1% management fee and are expected to generate returns through staking.

在 Galaxy Digital 的领导下，Galaxy Trading 筹集了约 6.2 亿美元，用于专门从 FTX 资产购买 SOL 的基金。值得注意的是，该基金的投资者将承担1%的管理费，并有望通过质押产生回报。

Pantera Capital has also demonstrated its bullish stance on SOL, reportedly raising capital for a dedicated fund to acquire up to $250 million of SOL tokens from the FTX estate.

Pantera Capital 也表现出了对 SOL 的看好立场，据报道，该基金正在为一支专门基金筹集资金，以从 FTX 财产中收购高达 2.5 亿美元的 SOL 代币。

FTX Creditors Express Concerns over Compensation

FTX债权人对赔偿表示担忧

Despite the substantial proceeds generated from the SOL sale, concerns have been raised by FTX creditors regarding the potential for undercompensation. In January, the judge presiding over the bankruptcy case ruled that creditor claims should be based on the value of their assets at the time FTX filed for bankruptcy. At that time, SOL was trading at approximately $16, significantly below its current market price.

尽管 SOL 出售产生了大量收益，但 FTX 债权人仍对补偿不足的可能性表示担忧。一月份，主持破产案的法官裁定，债权人的索赔应基于 FTX 申请破产时其资产的价值。当时，SOL 的交易价格约为 16 美元，远低于当前市场价格。

As SOL's price surged in recent months, this disparity has become a contentious issue for some creditors. One creditor, Sunil Kavuri, vehemently asserted during Bankman-Fried's sentencing hearing that the SOL coins "are our property."

随着近几个月 SOL 价格的飙升，这种差异已成为一些债权人有争议的问题。债权人 Sunil Kavuri 在 Bankman-Fried 的量刑听证会上强烈声称 SOL 币“是我们的财产”。

Echoing these sentiments, another creditor, whose name was redacted in court documents, expressed in a written statement that the FTX estate is "giving away money for free to hedge funds."

法庭文件中的另一名债权人也表达了同样的观点，他在一份书面声明中表示，FTX 财产正在“免费向对冲基金赠送资金”。

In a recent interview, Bankman-Fried addressed the growing concerns of clients regarding underpayment, stating:

在最近的一次采访中，班克曼-弗里德谈到了客户对付款不足日益增长的担忧，他表示：

"I've heard and seen the despair, frustration, and sense of betrayal from thousands of customers; they deserve to be paid in full, at current price. That could and should have happened in November 2022, and it could and should happen today. It's excruciating to see them waiting, day after day."

“我听到并看到了成千上万客户的绝望、沮丧和被背叛的感觉；他们应该按当前价格获得全额付款。这种情况本可以而且应该发生在 2022 年 11 月，而且也可能而且应该发生在今天……看到他们日复一日地等待，真是令人痛苦。”

SOL Price Dynamics in the Wake of the Sale

销售后的 SOL 价格动态

In the immediate aftermath of the SOL sale, the token's price experienced a slight decline. At the time of writing, SOL is trading at $175, representing a decrease of approximately 6.7% within the past 24 hours and over 7% over the past week. This modest correction can be attributed to the influx of SOL tokens into the market as a result of the sale, putting temporary downward pressure on the price.

SOL 出售后，代币价格出现小幅下跌。截至撰写本文时，SOL 的交易价格为 175 美元，过去 24 小时内下跌约 6.7%，过去一周下跌超过 7%。这种温和的调整可归因于出售后 SOL 代币涌入市场，对价格造成暂时的下行压力。

Conclusion

结论

The FTX bankruptcy trustees' divestment of a sizable portion of their Solana holdings marks a significant juncture in the ongoing legal proceedings. The gradual release of these tokens over the next four years will likely have a notable impact on SOL's price dynamics, underscoring the importance of monitoring the situation closely.

FTX 破产受托人剥离其所持 Solana 的相当一部分资产，标志着正在进行的法律程序的一个重要转折点。这些代币在未来四年内逐步发行可能会对 SOL 的价格动态产生显着影响，凸显了密切监控局势的重要性。

Meanwhile, the concerns raised by FTX creditors regarding undercompensation add another layer of complexity to the bankruptcy proceedings and will undoubtedly be a point of contention as the case unfolds.

与此同时，FTX债权人对赔偿不足提出的担忧给破产程序增添了另一层复杂性，随着案件的展开，无疑将成为争论的焦点。

Disclaimer: This news article is provided for informational purposes only and does not constitute financial advice. It is crucial to conduct thorough research and consult with qualified professionals before making any investment decisions.

免责声明：本文仅供参考，并不构成财务建议。在做出任何投资决定之前，进行彻底的研究并咨询合格的专业人士至关重要。