记者 | 司林威
Reporter... Xiang Silingway.
加密货币市场深陷熊市泥沼。
The crypto-currency market is mired in a bear market. /span
6月13日,最新行情数据显示,比特币报价短时触及25000美元一枚,并在该点位进行来回绞杀,24小时跌幅已达到7.4%,创下2020年12月26日以来的最低点。
[span> [span] [span] [span] [span] [span] [span] [span] [span]] 13 <, , recent developments data, [spans], [s]s/spans/s/spans/s
市场另一大支柱以太坊更显惨烈,最新报价已跌破1400美元一枚,且正滑向1300美元关口,24小时跌幅11.01%,创2021年3月1日以来的最低点。
The latest offer has fallen 1400 , , , , , , , , ,
随着两大加密货币支柱的不断下滑,加密货币总市值大幅缩水。
As the two pillars of encrypted currency continue to decline , the total market value of encrypted currency > span . /span >.
CoinGecko数据显示,6月13日,加密货币总市值已经缩至1.07万亿美元,24小时回撤7.6%,距离2021年11月巅峰的2.8万亿市值已经损失大半。随着暴跌的持续,加密货币市值将重新跌破万亿美元。
/span, [span> [span] [span] [span] [span] [span], [span] [span] [span], [span], [span], [span], [span], /span], , [spans], [spans], [spans], [spans], [s]/spans], [sss], [sss], [ssss] [sss]/sss] [ssss] [ssss] [ssss]/spans] [spans] [spans] [spans] [spans] [spans] [spans] [ss]ss] [sssss] [ss[ss] [sss]/s] [s] [ss/sss] [s] [sss] [ss] [s] [s] [s [s] [ss] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s [s] [s [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s [s] [s] [s] [s] [s [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s] [s
而伴随着极端行情的来临,衍生品的清算成为暴涨暴跌的燃料。
with extreme behavior >, /span > the liquidation of derivatives > /span >. >. > /span < /span >.
行情数据显示,过去24小时比特币合约爆仓1.63亿美元,以太坊合约爆仓1.43亿美元。
, , , , , used to be , 24, spans,
而更为关键的是DeFi数据,6月13日,Dune Analytics数据显示,主流DeFi借贷协议过去24小时共清算超1270万美元。其中Aave清算451.6万美元,Compond清算678.2万美元,MakerDAO清算141.6万美元。
More importantly, on 13 June, Dune Analytics showed that master /span deFi's lending agreement for the past 24 hours had a total liquidation of more than $12.7 million. Of this amount, Aave settled $4.56 million, Compond settled $6.782 million and MakerDAO settled $14.16 million.
短短一月中,继算法稳定币UST暴雷事件之后,现在又有一个项目陷入困境,并带崩整个大盘。
A short month after , , , , , after the mathematical stabilization of the UST thunderstorm incident, , , , , ,
由于加密货币使用了智能合约来构建金融服务,在具有创新性的同时也蕴含着巨大风险,算法稳定币UST就是典型案例。
Because encrypted money uses smart contracts to construct financial services , >, innovative but also significant risks , > algorithm stabilization currency UST is a typical case /span < span > < span > >.
而近期,一个名为Lido的项目和一家加密借贷平台Celsius成为了即将引爆的“炸弹”。
Recently , , , , , , a project called Lido and an encrypted lending platform called Celsius, , , became an impending “bomb” , , . .
据悉,Lido项目专门为用户提供ETH流动性质押服务,用户可以锁定任意数量的ETH,然后收到权益Token“stETH”用于在 DeFi 中赚取收益。而等到以太坊主网升级完成后,用户可以换回自己的ETH。
is known to provide user-specific ETH mobile bets, and users can lock in any number of ETHs, and then receive benefits in DeFi span
Lido的投资者都是加密圈的顶级VC,分别是 a16z、Alameda Research、Coinbase、Paradigm、DCG、Jump Captial 和三箭资本。
Lido investors are top VCs in the encrypt circle and are a16z, Alameda Research, Coinbase, Paradigm, DCG, Jump Capital and Three Arrow Capitals.
由于每个 stETH 只能通过以太坊信标链的上线来赎回。在那之前,ETH 2.0质押合约中的 1280万ETH是不具备流动性的。而Lido持有这1280万枚ETH中的 32%(大约 410 万枚)。
because each stETH can only be redeemed by the upper line of the chain of beacons > /span > > /span
那么理论情况下,每一枚“stETH”都应该等于一枚ETH,价格比例应该在1:1,但在6月10日左右,其流动性出现倾斜,stETH价格也脱锚,价值跌至 0.95 ETH。大批参与其中的金融机构开始撤资逃离。
, , , , , , , , , , , , , , , ,
6月13日,据Curve页面显示,stETH 与 ETH 兑换比例已跌至 1:0.9471,该流动性池比例进一步倾斜,其中stETH 占比达 79.91%,说明用户都不想要stETH。
On 13 June, as shown on the Curve page, the exchange ratio between stETH and ETH has dropped to 1:0.9471, and the liquidity pool has been further slashed by , , , , , , span>, , , , , , indicates that neither user wants stETH/span>, , , , .
而另一家金融机构Celsius是 stETH 的巨鲸持有者。事实上,他们还是最大的计息 stETH 持有者(在 AAVE 上)。这意味着Celsius与Lido项目的安全牢牢绑在了一起。
and another financial institution Celsius > is the holder of stETH. In fact, they also > are the largest interest-bearing stETH holder (on AVE). means > > > >.
但Celsius近年来屡屡遭到黑客攻击,损失超过1.2亿美元,而且在刚刚暴雷的UST项目中,其用户也损失了5亿美元资产。
, , but spans, s, >s/s, s, s, >s, s, s, >s.
2021年10月8日,Celsius 报告其AUM超过250亿美元。由于Celsius是一家私人公司,仅发布了其19年和20年的财务数据。
On 8 October 2021, Celsius reported that its AUM exceeded $25 billion. Celsius, a private company, published its financial data for 19 and 20 years only.
而官方并不想透露的是,由于Celsius此前的黑客事件损失,其可能面临流动性风险。而市场方面已经认为Celsius濒临破产。
What the official does not want to disclose is , , , , , , Celsius, , market side, already considered to be at risk of bankruptcy.
而一旦该项目破产,其流动池内的大量资产将会被抛售,使用了该项目服务的用户也会大批逃离,造成市场恐慌。
, and if the project goes bankrupt , , , , .
6月13日,加密借贷平台Celsius 在其社交网站宣布暂停所有提款、交易和转账。官方表示此举是出于整个社区的利益考虑。消息发布后,其代币CEL下跌超 60%,现报价 0.133 美元。
On June 13, the encrypted lending platform Celsius announced a suspension of all withdrawals, transactions and transfers on its social networking site. Officially, the move was made in the interest of the community as a whole. after the release of the news span < span < span < span > > CEL fell by more than 60 per cent, with a current offer of $0.133.
而这两个项目的生死状况将会成为这一轮行情风暴的风向标之一。
and the state of life and death of these two projects will be one of the wind signs of this storm. >. /span
目前加密货币面临的情况是其市值已经接近上轮周期时的体量,自2020年末开启的牛市所带来的涨幅已经悉数撤回。
The current situation for encrypted currencies is that the volume of their market value , >, since /span 2020 /span , has withdrawn all the increases resulting from the opening of the cattle market at the end of the last cycle < span > < span > >.
随着比特币的下跌,包括特斯拉、微策资本、灰度资本手中的比特币资产也大幅减值,这些美国的金融机构也将惨遭损失。
As Bitcoin falls , , , , includes Tesla , those United States financial institutions will also suffer significant losses.
而加密市场近年来的另一个市场风向标就是来自美联储的加息信号,6月14日,美联储将召开FOMC公布利率决议,同时,美联储主席鲍威尔将会召开货币政策新闻发布会。
Another market winding sign in recent years for the encrypted market is from the Fed: , , , 6, , , , , 14, , , , , , , , , , , , , ,
而来自美联储的动作将会影响加密货币的下跌程度。
The movement from the Fed will affect the extent to which the encrypt currency will fall . >.
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