过半Mt.Gox债权人已获赔偿,将如何处置这笔资产?

Odaily星球日报Publicado a 2024-07-18Actualizado a 2024-07-18

Resumen

备受期待的Mt.Gox门头沟赔偿工作已经开启,部分债权人陆续收到赔款,对于这笔“意外之财”的处理方式成为外界关心的话题。

原文作者:Nancy,PANews

备受期待的 Mt.Gox 门头沟赔偿工作已经开启,部分债权人陆续收到赔款,对于这笔“意外之财”的处理方式成为外界关心的话题。

过半债权人已获赔偿,仍有超 14 万枚比特币待分配

“经过十多年,我都不确定这是否真的会发生,但我们终于做到了!这是一个漫长的旅程,我很高兴看到我们终于接近目标了,只剩一点点路程了……”Mt. Gox 前首席执行官 Mark Karpelès 在本月初发文表示。

进入七月后,Mt. Gox 已开始向债权人以 BTC 和 BCH 的形式进行偿还。但根据托管人文件,不同加密交易所的付款时间有所不同,其中 Kraken 的付款时间可能需要 90 天、Bitstamp 可能需要 60 天、BitGo 则会在 20 天内显示付款,以及 SBI VC Trade 和 Bitbank 将在 14 天内完成付款,因此 Mt. Gox 债权人可能最多需要等待三个月才能收到 BTC 或 BCH。而根据 Reddit 上发起的投票调查,在这些托管交易所中,Kraken 是债权人的主要选择,获得了 64.7% 参与者的投票。

当前,部分托管人已收到债权人的赔偿资金。比如,日本加密交易所 Bitbank 在收到比特币赔款后,于数小时内就将 Mt. Gox 赔付的比特币转给债权人,而无需等待 14 天;Kraken 近期也发布通知称,平台已成功收到来自 Mt. Gox 托管人的债权人资金(BTC 和 BCH)。虽然 Kraken 将尽快分配这些资金,但预期需要 7-14 天才能将资金记入债权人的账户。债权人将收到的金额由托管人确定,Kraken 将根据其指示进行分配。

根据 Mt.Gox 受托人 Nobuaki Kobayashi 近日发布的通知,截至 7 月 16 日,受托人已向超过 13, 000 名债权人偿还了 BTC 和 BCH,该数据超过此前披露约 2.4 万名债权人的一半。而 CryptoQuant 分析师 Maartunn 近日也发文披露,已有 36% 的 Mt. Gox 比特币分配至债权人。截至 7 月 17 日,托管人仍持有 14 万枚 BTC,将在未来逐步分配。

对于其他未收到赔偿的债权人,Nobuaki Kobayashi 近期也提醒道,这部分债权人需要确认账户有效性、交易所接受协议意向、完成托管人与交易所的讨论及确认偿还款可以安全进行。

过半Mt.Gox债权人已获赔偿,将如何处置这笔资产?

某债权人在 Reddit 上反映账户出现未经授权的登录尝试

不过,多位 Mt. Gox 债权人反映其账户近期出现大量未经授权的登录尝试,他们在 Reddit 平台 Mt. Gox 债权人子版块“r/mtgoxinsolvency”中透露在 Mt. Gox 网站上登录时遇到的问题,截图中显示其账户出现了大量未经授权的登录尝试。有部分用户担心这可能是对 Mt. Gox 债权人的“暴力”攻击,但也有人认为这可能只是网站故障。在相关事件发生后,Mt. Gox 网站已进入维护模式。邮件写道:“感谢您的耐心等待。请稍后再回来查看”。

被动锁仓高收益下,债权人们讨论为何处置资产

随着 Mt. Gox 高达 90 亿美元的赔付计划开启,市场也对巨量比特币的流入担忧。不过,CryptoQuant 创始人 Ki Young Ju 发文表示,与德国政府出售不同,Mt.Gox 的债权人并没有被迫出售,因此这不是纯粹的卖方流动性。这种分配不会结束看涨趋势,因为这些比特币预计会像现有供应一样对市场情绪做出反应。而从近期比特币的反弹走势来看,Mt.Gox 赔付事件并未对比特币看涨趋势带来过多影响。

根据 Reddit 发起的“现金支付还是加密支付“投票中,有 69.3% 的参与者选择了加密货币支付。而由于比特币价格已较 Mt. Gox 破产时有着较大的涨幅,债权人被动锁仓的收益可谓是非常可观,如何处理这笔赔偿款是外界非常关心的话题。

“你收到比特币后会告诉你妻子吗?”有人在 Reddit 论坛开玩笑留言道。从不少债权人的回复来看,有仍坚定持有的,也有担心税务问题,还有选择变现改善生活的。

在某位用户发起的“付款后你计划出售多少比例的比特币”投票中,有 52.1% 的参与者选择出售 0% -10% , 10.8% 选择出售 90% -100% ,剩余选择则出售 20% 至 90% 。

过半Mt.Gox债权人已获赔偿,将如何处置这笔资产?

“Mt.Gox 破产案件给了我一些宝贵经验,一是不要轻易出售比特币,二是小心存放在交易所的加密资产。”这部分债权人希望得到更大的回报,有人还直言比特币是一种货币而非投资方式。这一点也在某个投票中有所体现,有过半的用户均选择继续持有比特币。

当然,不少债权人选择“落袋为安”,来购置房子和车子等物品,“随着付款越来越近,我越来越紧张,希望可以尽快买下海边的房子去那里度假。”、“已经开始关注特斯拉和等待几年的房子” .......且有不少债权人纠结出售时机,“特朗普支持加密货币,等他当选美国总统后再出售是不是会更好?”

对于出售资产且需要缴纳加密税的债权人来说,如何缴税是个棘手的问题,且也是笔不小的支出,这也是在 Reddit 上出现频率较高的问题。譬如,“我是德国居民,因此无需为持有一年以上的加密资产缴纳资本利得税,但我可能在不久后搬到一个需要交税的国家,我应该现在卖出我的加密资产还是继续持有?”、“我能否在欧盟出售比特币,时隔这么久我已经没有证据记录我得到这些比特币的时间。”

除此之前,还有债权人因尚未收到赔款焦急留言,“哪些交易所已经收到资金,还有哪些交易所有剩下资金?是否有名单可以公布下?”

“当比特币价格达到 25 万美元、 50 万美元、 100 万美元时,会有人懊悔卖早了吗?”还有人留言问道,届时又会有多少卖飞故事?

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