【一周靓文】MicroStrategy直面1亿美元罚款，Tether持有现金增加13亿美元

火币资讯Published on 2022-09-03Last updated on 2022-09-05

Abstract

一旦诉讼终获成功，MicroStrategy 或将受到冲击。而现金储备匮乏的 MicroStrategy，又将如何应对法币不足的危机

一周靓文，介绍过去一周最值得关注的热点文章，帮助投资者深刻理解市场动态。

1、《危险危险危险！不脱锚就坐以Dai毙？》

MakerDAO 联合创始人Rune Christensen在本周发布文章《合规之路和去中心化之路：为什么 Maker 别无选择，只能准备自由浮动 DAI》（The Path of Compliance and the Path of Decentralization: Why Maker has no choice but to prepare to free float Dai）。指出现阶段超过50%的DAI由USDC抵押，违反了风险规定。并指出，解决的方法可能只有脱锚DAI-USD。

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2、《直面1亿美元罚款，MicroStrategy会抛13万枚BTC吗？》

若此次诉讼终获成功，MicroStrategy 或将受到冲击。而现金储备匮乏的 MicroStrategy，又将如何应对法币不足的危机，如何处理自己的巨额比特币持仓？未来是否存在巨额比特币抛售、冲击市场的风险？

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3、《比特币未来将消耗多少能源？》

本文估计了到 2040 年比特币能源使用的发展情况。能源消耗会变得高到比特币无法扩张，还是低到无法保证系统的稳定？或者介于两者之间？让我们来一探究竟。

比特币能源争论的焦点几乎完全集中在比特币目前的能耗上，而没有考虑到其未来发展。在本文中，笔者根据几种价格情景来估计比特币未来的能耗，并概述了交易费用和电价等因素的变化如何影响该估计。

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4、《USDT 五年审计报告观察：Tether持有现金增加13亿美元，商业票据减持超50%》

母公司为香港公司的 Tether 在合规和审计透明的频率上做的远不如美国本土的稳定币，但是随着 Tether 稳居龙头和扩张，用户与监管层对其的要求也在提升。Tether 的审计明显逐年提升了审计质量、审计频率，并给资产做了详细的 breakdown，这都是 Tether 作为全球第一稳定币需要承担的责任。

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5、《Tornado Cash遭制裁后，谁最难受？》

自8月8日美国财政部外国资产控制办公室 （OFAC） 宣布制裁混币器Tornado Cash后，不少加密资产服务商纷纷与OFAC列出的受制裁地址「划清界限」，甚至直接冻结了与这些地址有交易痕迹的地址账户。

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