破产申请显示 FTX 资产“严重短缺”

根据一份新闻稿，该新闻稿详细介绍了周四破产的加密货币交易所第 11 章案件中提交的陈述，FTX.com 的资产存在“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.

一份新闻稿详细介绍了周四破产的加密货币交易所第 11 章案件中提交的演示文稿，FTX 的资产“严重短缺”。

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.

根据最新现货价格，与 FTX.com 相关账户的钱包中已确定总资产为 22 亿美元，其中只有 6.94 亿美元是流动性最强的“A 类资产”，包括法定货币、稳定币、比特币或以太币。

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.

其他资产包括 3.85 亿美元的客户应收账款，以及针对 FTX 姐妹公司 Alameda Research 及关联方的大额索赔。该演示文稿还显示 Alameda 从 FTX.com 钱包和账户净借款 93 亿美元。

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还显示出资产短缺，与交易所关联的账户钱包中总资产为1.91亿美元，客户应收账款为2800万美元，关联方应收账款为1.55亿美元。 FTX US 还需向 Alameda Research 支付 1.07 亿美元净额。

“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 债务人首席执行官兼首席重组官 John J. Ray III 在新闻稿中写道：“交易所的资产高度混合，其账簿和记录不完整，在许多情况下甚至完全不存在。” “出于这些原因，必须强调的是，这些信息仍然是初步的，可能会发生变化。”

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.

根据演示文稿，FTX 团队确定了 70 亿美元的现金和稳定币客户应付款项，并被截至申请日期的 5.8 亿美元的已确定资产所抵消。

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 对每种被视为 A 类资产的代币（比特币、以太币、sol、XRP、BNB、matic、tron 等）都有赤字，但将 B 类代币视为有盈余。其中包括代币 MAPS、血清和 fida。不过，这些代币持有量的价值并不足以抵消 A 类负债。

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 在提交请愿书之日确实记录了一些盈余，主要是相对少量的某些代币，例如 DOGE，但这些不足以抵消其稳定币、以太币和 sol 应付账款的赤字。

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

更新（世界标准时间 2023 年 3 月 2 日 20:40）：添加其他信息。