FTX使加密货币的采用倒退多年,重塑行业的3种方式

FastDailyPublished on 2022-12-22Last updated on 2022-12-22

Abstract

FTX的暴雷粉碎了投资者对加密货币的信心,很多行业内的大佬说起FTX的倒闭都认为这“对投资者来说是毁灭性的”。

FTX的暴雷粉碎了投资者对加密货币的信心,很多行业内的大佬说起FTX的倒闭都认为这“对投资者来说是毁灭性的”。

加密货币做市商Wintermute的首席执行官 Evgeny Gaevoy甚至表示,这场灾难使加密资产的采用推迟了“一两年”。

很明显,FTX倒闭可能会在未来几年从根本上重塑加密货币。以下是加密行业为了实现整个行业的振兴,需要共同致力于重点发展的三大改变方式。

1.监管

首先,这场灾难肯定会促使监管机构采取行动。

作为一个新兴行业,加密货币在很大程度上仍未受到监管,这意味着投资者无法获得与将资金存放在持牌银行或经纪人处相同的保护。

这可能即将改变。美国、欧盟和英国政府正在采取措施清理市场。

欧盟的《加密资产市场(Markets in Crypto-Assets)》是迄今为止最全面的监管框架。它的目的是减少消费者购买加密货币的风险,如果交易所丢失投资者的资产,就要承担相应的责任。

监管机构迅速采取行动很重要,对加密行业失去信心的人们需要看到,有一些措施能够保障我们放在交易所里的钱,但MICA这一监管要到12个月后才会开始。

加密货币做市商Wintermute的创始人兼首席执行官Evgeny Gaevoy表示,这一事件使加密货币资产的采用至少倒退了一两年。

对于加密货币做市商Wintermute的首席执行官Kevin de Patoul来说,从FTX的破产中得到的最大教训是——不能完全的集中化,不能缺乏监督。

他说:“如果你看看Celsius、Three Arrows、FTX,所有失败的这些人都无法做到鱼和熊掌兼得,因为他们没有完全去中心化,他们也没有适当的中心化。

我们正在演变到一个既要有中心化又要有去中心化的世界,需要有适当的监督和适当的权力平衡。

2. 整顿

在2018年加密货币冬季之后,最近几年里出现了许多新公司和项目,FTX就是其中之一。

现在行业内预期是,在未来几年里,过去雨后春笋板冒出来的公司和币种将减少。

早前向FTX寻求财政援助的加密货币贷款人BlockFi已经进入破产状态。现在,注意力正转向其他交易和贷款公司,如Gemini和Genesis。

Blockcain的首席执行官Peter Smith在CNBC主持的伦敦一个加密货币会议上说:“当你考虑余震问题时,FTX和Alameda是这个空间中极为活跃的投资者。整个行业都会面临这件事儿的影响。”

Near Foundation是一个名为Near的区块链网络背后的公司,它是接受FTX投资的公司之一。Near的首席执行官Marieke Flament说,该公司对FTX的投资有限--尽管倒闭仍然是 "一个惊喜和震惊"。

他说:“我认为多米诺骨牌还没有全部倒下,这将产生的影响是,很多项目实际上不会有资金,因此也不会有资源继续发展。”

在FTX失败后,人们对其他主要加密货币交易所的财务健康状况的担忧已经上升。根据CryptoQuant的数据,自2020年初以来,约有90万个比特币从交易所流出。

世界上最大的交易所Binance正面临着对其为支持客户资金而持有的储备的质疑。该公司在过去一周中出现了数十亿美元的资金外流。

目前,没有理由怀疑Binance面临任何破产的风险。但Binance和Coinbase等交易所在交易量和账户余额下降的情况下,面临着未来暗淡的市场背景。

专家认为交易所们将继续发挥作用,尽管他们的生存将取决于他们对风险管理、治理和监管的重视程度。

3.创新

尽管加密货币市场处于低迷状态,并对投资者造成了损失,但数字资产行业最终还是会挺过去。

很多Web3的支持者预计,2022年的加密货币冬天将为区块链的更多创新用途铺平道路,而不是今天与加密货币相关的投机性用途。

例如,NFT可以改变用户与游戏和活动中的财产关系。这些是数字资产,追踪区块链上独特的虚拟物品的所有权。

加密钱包公司Ledger的首席体验官Ian Rogers认为:“数字资产将成为我们生活中越来越重要的一部分,无论是收藏品、门票、价值、身份,人们使用他们拥有的NFT来获得对某一特定事件的访问权或类似的东西。“

但对许多人来说,仍有一个学习曲线需要克服。比如创建钱包、存储密钥和通过不同的平台是很难的。

如果我们将今天的Web3与90年代初的互联网进行了比较。当年在那个阶段,真正参与其中的是早期采用者。随着时间的推移,我们上网的方式越来越流畅,Web3的建设者可以通过创新的架构,打造出更加公平和开放的互联网,用户可以在其中直接展开交互和交易。

如今Web3的应用场景覆盖了DeFi、NFT和通证化所有权这几个领域,但是这一切才刚开始。现在仍是加密技术发展的初期,之后这项技术会渗透至人们日常生活的方方面面以及所有行业的各个角落。

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363 Total ViewsPublished 2025.05.13Updated 2025.05.13

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