前特朗普新闻秘书爆料：推倒FTX的第一张骨牌

Odaily星球日报Published on 2022-11-17Last updated on 2022-11-17

Abstract

如果SBF不是口无遮拦，FTX可能也不会倒闭。

11 月 16 日，特朗普正式宣布再次竞选美国总统。

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就在特朗普宣布这一消息的前 16 个小时，曾担任其新闻秘书和白宫通信主管、也是对冲基金 SkyBridge 创始人 的 Anthony Scaramucci 道出一段 FTX 破产前的秘辛。

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这位绰号“揩油者”(the Mooch)的意大利裔美国人见证了 SBF 失败的导火索。如果没有 Anthony Scaramucci 的出现，SBF 或许就不会出言不逊，FTX 也就不会被挤兑倒闭。

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推倒FTX破产的第一张骨牌：“中东募款之旅”

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2022 年 9 月，Anthony Scaramucci 决定将 Skybridge 基金 30% 的股份出售给 FTX，SBF 当时想收购更多，但 Anthony Scaramucci 犹豫了。在最近接受 Bloomberg 采访时，他解释说：“SBF 想购买更多 Skybridge 股份，但我想，我今年已经 58 岁了，而且 Skybridge 基金是我一生的事业，所以产生了犹豫。”

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正是这“犹豫一下”，让 Anthony Scaramucci 成功躲过了一场灾难。

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或许是对没能满足 SBF 购买更多股份的想法感到愧疚，Anthony Scaramucci 同意了 SBF “购买 1000 万美元 FTT 代币”的要求，而且还答应带 SBF 去中东来一场“募款之旅”。Anthony Scaramucci 当时的想法很简单，用他自己的话说“自己做融资生意的时间比 SBF 的年龄还要久”，因此希望在中东以 320 亿美元的估值为 FTX 募集 20 亿美元资金，并让 SBF 用这笔钱支持 FTX 资产负债表并收购一些陷入困境的项目，在熊市中稳定加密行业。

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然而，问题出现了。

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Anthony Scaramucci 回忆说，不知道为什么，SBF 在和中东大佬们的会谈中猛烈抨击 Binance 创始人 CZ，还说了不少垃圾话。很快，这些话传到了 CZ 的耳朵里。随后的事情想必每个人都知道，CZ 在社交媒体发文称要抛售持有的 FTT，FTX 和 Alameda Research 内部杠杆问题也随着挤兑暴露出来。Anthony Scaramucci 表示，对于 FTX 破产，这次中东之旅和 SBF 的垃圾话起到了决定性作用，“相比于其他多米诺骨牌，这张牌倒下的时间要早得多。”

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想伸出援手，但已无力回天

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与其他被困在 FTX 上的投资者不同，Anthony Scaramucci 此前就已经拿到了自己出售 Skybridge 基金 30% 股份的钱。与此同时，他也希望对 SBF 伸出援手。

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11 月 8 日，Anthony Scaramucci 飞往巴哈马群岛寻求提供帮助，但在与 SBF 及其团队会面之后坦言已经超出了“救援范围”，他解释说：“对于 Skybridge 投资者来说，这的确是个好消息，因为我们在 FTX 上没有托管资产，所以我们就这样得救了。我喜欢、并且信任 SBF，但他这种违反信任的行为不仅仅针对我，还有 20 多名风险投资家，以及世界各地信任 FTX 品牌和技术的人。”

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在随后的 CNBC 采访中，Anthony Scaramucci 更是直言“将恳请 SBF 及其家人向投资者说实话——以查明真相，而且应该立即停止在社交媒体上发布长篇大论，并站在监管机构面前如实解释到底发生了什么事情，是否存在欺诈。”

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现在，Anthony Scaramucci 希望从 FTX 清算人手上买回 Skybridge 的股份，但这可能会涉及长期斗争，尽管他坚称自己在交易之前做过“彻底”的尽职调查，但他知道这显然还不够好：“我认为很难完全避免受到虚假陈述的影响，所以我想把 SBF 的中东之旅分享出来。”

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尽管如此，Anthony Scaramucci 并没有完全失去对加密货币的热情，而且坚持认为加密产品和区块链技术最终将培育出比传统金融更好的产品，因为重大的技术变革总是会带来欺诈和质疑，但最终通常会采用更好的产品：“我认为 FTX 破产可能会减慢加密行业前进的速度，但我仍然认为未来即将到来。该行业现在需要的是加密创始人和监管机构之间的合作，以重新建立对行业的信任。加密行业现在已经了解为什么要进行银行监管，以及为什么需要监管，因为在没有护栏的情况下会造成很大的破坏。”

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