亲历SBF审判现场:FTX时代的落幕与加密行业的新章

Odaily星球日报Published on 2024-03-29Last updated on 2024-03-29

Abstract

亲眼看到他被判处 25 年刑期,就像在法庭上坐在他的身后一样让人感到不真实。

原文作者:John Wang,前 Immutable 创始人

原文编译:Lila,BlockBeats

编者语:昨日,昔日的亿万富翁、FTX 创始人 SBF 的欺诈案开庭宣判。最终他被美国曼哈顿法院判处 25 年监禁,并开出 110 亿美元天价罚单。前 immutable 创始人 John Wang 在现场参与了法庭审判的全过程。他在 X 上分享了他对此的经历与感受,BlockBeats 转载全文如下:

我参加了 SBF 的审判。这是我一生中最令人震撼的经历之一。

亲眼看到他被判处 25 年刑期,就像在法庭上坐在他的身后一样让人感到不真实。

接下来聊一聊整个过程:

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

在推特的加密社区中,SBF 是一个具有传奇色彩的人物。2020 年,在 FTX 刚刚起步时,我第一次给他发短信,当时我还是一名大一的研究助理。他激励我在 2021 年初加入 Solana 生态系统。很快,他就成为了世界上最年轻的亿万富翁。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

但今天,他坐在前排,我看到的是一个温顺、紧张、脸色苍白的男人——他的身形比我想象的要小。

我们短暂地进行了眼神交流,然后他的目光移开了,低下了头。

他们只让 20 个人进去旁听,所以凌晨 4 点,在天还没亮时我就到达了现场。唯一比我还早的人是一名《纽约时报》的记者,据传他是 SBF 父母关于此事观点的对外传话人。他也是我看到的唯一一位与 SBF 父母交谈的记者。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

美国前总统特朗普的案件同时在邻近的大楼里进行。黎明时分,特勤局特工、钢栅栏和黑色货车在该地区行驶。我在寒冷的纽约金融区等了 5 个小时。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

今天的法庭比我想象中的要小得多。我和坐在我旁边长凳上的 SBF 的父母打了招呼。电影作家、素描艺术家和记者看 SBF 时像是在看动物园里的动物。法官走进来时,所有人都站了起来。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

SBF 的律师恳求法官给予 adderall(一种神经兴奋类药物,被视为一种毒品)以缓解 SBF 的身体颤抖。

法官回答说:「我不能容许律师给受审的人喂食毒品」,这引起了记者们的笑声和 SBF 妈妈的愤怒摇头。

今天,一位重要证人作证:Nishad Singh,FTX 第三大股东兼 FTX 前工程部门总监。他已与联邦调查局签署了认罪协议。当他走上看台时,他眼含泪水。

「我参与了洗钱、欺骗客户并向投资者篡改财务信息。」

「我一直被 Sam 吓到……(他) 生气时会浑身抽搐,握紧手指,闭上眼睛,咬紧牙齿或舌头……我曾经想要自杀。」

SBF 的父母皱起眉头,嘴唇紧闭,愤怒地咳嗽以示抗议。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

现场的陪审团成员看起来像是从街上随机挑选出来的 NPC。没有一个看上去年龄低于 40 岁,有一半的人体型肥胖,有的人甚至没带笔记本。律师们不得不向他们解释每一个加密术语。法官笑着说,「当我像你这个年纪的时候,挖矿的含义就是开采岩石」。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

看到这张曾经出现在杂志封面和时代广场广告牌上的面孔沦为笑柄,真的是太疯狂了。落地窗外是一片明亮的天空,还点缀着柔软的云朵。而这种对比令人感到恶心。

陪审员的头像是在看网球比赛一样在控方和证人之间来回转动,持续了 8 个小时。

我偷偷瞄了一眼 SBF 妈妈的笔记本,结果发现她只是在随意地涂鸦(哈哈)。

检方泄露了 SBF 的日记,里面记录了他和希拉里·克林顿、肯德尔·詹纳、凯蒂·佩里、迪卡普里奥、贝索斯在超级碗结束后的聚会。FTX 曾经提供了 10 亿美元的赞助(例如斯蒂芬·库里、凯文·奥利里和汤姆·布雷迪),还有价值 3000 万美元的巴哈马顶层公寓。

亲历SBF审判现场:FTX时代的落幕与加密行业的新章

陪审员们对这种奢华的生活笑了起来。

那天进去的时候,我希望能给 SBF 一些无罪推定——把过失归咎于恶意。但这种感觉很快就消失了,为什么?

• SBF 对 FTX-Alameda 的资金混合拥有独立控制权。他是唯一一位在这两家公司都拥有既得利益的高管。

• Alameda 从 FTX 获得了 $ 650 亿美元信贷额度,导致客户资金出现 $ 100 亿美元赤字。「allow_negative」后门代码在 2019 年 7 月已启用。

• SBF 在 FTX 崩溃前仍在花费数亿美元(例如与 Telegram 关于 $TON 的交易)...wtf

• SBF 通过在实体之间转移 SRM 来故意夸大收入,欺骗投资者。

• SBF 在得知 FTX 处于亏损状态后,与 Scarammuci(特朗普的幕僚长)一起前往中东筹集资金。

• FTX 为其政治捐款使用了非法捐款人。Nishad:「你是 [FTX] 的左脸……捐给了很多狗屎不如的东西」。

• SBF 没有参与编码,但「设计了 FTX 的技术和财务基础设施」。

总而言之,这是一场巨大的欺诈。而且没有任何银行账户、员工、现金、流动性管理、数字资产托管、网络安全实践,或者任何形式的公司控制或治理。

离开法庭时,我感到空虚,试图反思我刚刚经历的事情所带来的后果。

1. 加密货币能够带来非常真实和巨大的后果。卡普兰法官还裁决过涉及特朗普、安德鲁王子、爱泼斯坦和 Al Queda 恐怖分子的案件。我们已经达到了一个更大的规模,人们的毕生积蓄都面临着风险。这不仅仅是关于 memecoin、乐趣和游戏。将疏忽视为「堕落」文化中的一部分是不负责任的。如果我们想要为一个比当前的加密原生赌场更大的全球金融体系提供动力,我们就不能再次失去这一项共识。

2. 看到陪审团对加密行业的认知,我意识到我们在教育和引导普通人方面还有很长的路要走。区块链的用户体验仍然是一个笑话。

3. 对于大部分人来说,了解金融的真实规模是不现实的。一个微小的百分比错误就可能导致数亿美元的差异。

4. 通过合理的监管将业务带回到岸上。在这方面,Coinbase 是长期思考的先驱。

5.DeFi 就是答案。通过建立无需信任的系统,实现账户公开、透明且可由外部各方验证。

原文链接

Related Reads

With Labour Changing Leaders, Is the Long-Suppressed UK Crypto Market About to Turn Around?

Labour leader change: Hope for UK crypto market? With Keir Starmer's resignation as Prime Minister and Labour leader, a leadership contest has begun. Andy Burnham, the former Mayor of Greater Manchester and now the overwhelming favourite to succeed, has sparked cautious optimism within the UK cryptocurrency industry. Industry figures hope Burnham, seen as more receptive to digital assets than much of the Labour establishment, could shift the party's traditionally harder line. The leadership transition is expected to be swift, with prediction markets like Polymarket assigning a 97% probability to Burnham becoming the next Prime Minister. However, this political shift comes as a comprehensive regulatory framework for crypto, established by law earlier this year, is in its final implementation phase. The Financial Conduct Authority (FCA) is finalizing detailed rules covering trading, custody, stablecoins, and market abuse, with the full regime set to go live in October 2027. While a new Prime Minister can reshuffle ministers and adjust policy priorities, the core regulatory architecture is now law and unlikely to be fundamentally overturned without significant, deliberate government intervention. The main industry hope is that a Burnham government, focusing on economic growth, will ensure the FCA's implementation is pragmatic and growth-oriented. Industry advocates seek proportionate capital requirements, a streamlined licensing process, and clear rules for staking and stablecoins. They argue that embracing the crypto sector could attract investment and listings to London's struggling markets. Despite the optimism, concerns remain that regulatory implementation may still be influenced by more sceptical factions within the Labour party.

Foresight News10m ago

With Labour Changing Leaders, Is the Long-Suppressed UK Crypto Market About to Turn Around?

Foresight News10m ago

A 60-Day Window Depresses Oil Prices, So Why Is the Market Falling Instead?

International oil prices continued to decline on June 23, extending significant losses from the previous session. The market shifted focus from Middle East military risks to actual supply changes following a temporary U.S.-Iran arrangement. The immediate trigger was the resumption of traffic through the Strait of Hormuz, a critical oil shipping chokepoint, with two tankers passing through, signaling eased near-term supply disruption fears. Prices retreated as the "worst-case scenario" was temporarily averted. A reported 60-day window in a U.S.-Iran understanding allows Iran to sell oil during this period, further dampening supply concerns. However, this arrangement is temporary, linked to nuclear talks, and does not guarantee a long-term solution. Market sentiment remains cautious because the deal could still unravel, potentially reinstating sanctions or disrupting shipping. While these developments have lowered immediate risk premiums, prices have not fully returned to pre-conflict levels. Geopolitical news, particularly regarding the stability of the Strait of Hormuz or the progress of negotiations, could quickly reverse the price drop. Additionally, low U.S. strategic petroleum reserves limit the emergency buffer available if supply shocks reemerge. Therefore, the current price decline reflects a reduction in near-term panic, not a complete elimination of Middle East supply risks.

marsbit26m ago

A 60-Day Window Depresses Oil Prices, So Why Is the Market Falling Instead?

marsbit26m ago

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

SK Hynix's market capitalization surpassed Samsung Electronics for the first time in 26 years on June 22, reaching 208.1 trillion won. The shift reflects a market trend where companies directly benefiting from AI infrastructure, like SK Hynix, are receiving higher valuation premiums than diversified giants. The surge is driven by AI-driven demand for High Bandwidth Memory (HBM), where SK Hynix holds a dominant 70-80% market share. Its Q1 2026 revenue exceeded 50 trillion won for the first time, with an operating profit margin of 72%. Hanwha Investment & Securities significantly raised its price target for SK Hynix to 430,000 won, the highest among Korean brokerages. The key rationale is that Long-Term Supply Agreements (LTAs) and robust HBM demand have fundamentally reduced the company's historical profit volatility. Several other brokers have also raised targets, arguing the valuation framework for memory semiconductors is being rewritten, moving away from a cyclical model. Despite the bullish outlook, the stock experienced a pullback of over 5% in regular trading on June 23 after briefly surpassing 3 million won pre-market, amid broader tech sector weakness. Some analysts caution that the市值 overtaking Samsung, whose profit scale and growth forecasts remain higher, could signal short-term overheating. However, high-return investors viewed the dip as a buying opportunity.

marsbit44m ago

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

marsbit44m ago

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

GPU rental prices for Nvidia's flagship B200 chip have fallen by approximately 30% over three weeks, dropping from a high of $6.11/hour to $4.22/hour. This decline signals a potential easing of the "compute scarcity" narrative that has long supported AI hardware valuations. Concurrently, the semiconductor market is witnessing a significant divergence: while the VanEck Semiconductor ETF (SMH) has risen 15% in the past month, with memory giants Micron and SanDisk each surging nearly 60%, Nvidia's stock has declined about 3% over the same period. Analysts suggest this shift indicates that the AI value chain's bottleneck and profits are migrating from compute (GPUs) to memory. Demand for high-bandwidth memory (HBM) remains intensely strong, with contract prices soaring over 100% in H1 2026, granting memory manufacturers significant pricing power. In contrast, increased B200 supply from improved manufacturing yields and competitive pressure from new cloud providers are softening GPU rental rates. While long-term contracts, like SpaceX's $30 billion deal with Google, show sustained large-scale demand for Nvidia hardware, the softening spot prices pressure the margins of cloud providers and could eventually impact Nvidia's order flow if chip prices don't adjust. The key takeaway for investors is not a weakening AI thesis, but a recalibration within the sector: pricing power appears to be strengthening for memory chipmakers while showing signs of strain for leading GPU suppliers.

marsbit53m ago

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

marsbit53m ago

Trading

Spot
Futures
活动图片