美国 SEC 再发 Wells 通知,OpenSea 强势回应

链捕手Publicado a 2024-08-29Actualizado a 2024-08-29

作者:Felix, PANews

 

8月28日,NFT市场OpenSea首席执行官Devin Finzer称,该公司已收到美国证券交易委员会(SEC)的威尔斯通知(Wells Notice),暗示可能会采取执法行动。

Devin Finzer在X平台上表示,SEC已发布威尔斯通知,指控在其市场上交易的NFT可能被视为未注册证券,OpenSea已准备好“对抗”任何潜在的执法行动。并称SEC瞄准NFT将在更大范围内扼杀创新,数十万网络艺术家和创意人士面临风险,而且许多人没有足够的资源来保护自己。

NFT本质上是创意商品:艺术品、收藏品、电子游戏物品、域名、活动门票等,不应该像监管抵押债务凭证那样监管数字艺术。如果创作者因为监管部门的威胁而停止创作数字艺术,那将是一个可怕的结果。此外,Devin Finzer承诺将提供500万美元,帮助支付收到威尔斯通知的NFT创作者和开发者的法律费用。

一般而言,威尔斯通知并不意味着SEC立即提起诉讼,但该通知披露了对该公司的调查。今年迄今为止,SEC已经针对多家加密公司发出了威尔斯通知,其中包括Uniswap、Consensys和Robinhood。尽管最近的最高法院裁决可能会限制监管机构打击加密公司的权力,但仍有几起案件正在审理中。

各方力挺

威尔斯通知发出后,加密行业的反应非常激烈,而且几乎一致力挺OpenSea。

加密交易所Gemini联合创始人Tyler Winklevoss在X平台表示:“SEC现在正试图声称NFT是证券。接下来是什么?棒球卡?漫画书? Gary Gensler(SEC主席)对加密货币的恶意正在扩大。数字Web3创作者和艺术家现在成为众矢之的。”

贸易组织Crypto Council首席执行官Sheila Warren表示:最新一轮的执法监管由“反加密大军”Gary Gensler推动。我们与OpenSea和世界各地的创作者站在一起,并赞扬Devin Finzer的领导能力。

Variant Fund首席法务官Jake Chervinsky认为,NFT不应该受到几十年前制定的法律(《证券法》于1933年通过)的约束。“20世纪30年代成立的金融市场监管机构将在21世纪20年代对数字艺术拥有管辖权,这种想法不仅违背了常识,也违背了美国证券交易委员会的法定权力”。

Bankless联合创始人Ryan Sean Adams则发布长文,表达了对“美国未来”的担忧。“我之所以涉足加密货币领域,是因为我相信它是我们这一代人最伟大的自由技术。过去几年,看到我的祖国有条不紊地试图扼杀加密货币,是我成年后最深的失望之一。加密货币会没事的,我担心的是美国的未来。”

监管NFT早已开始

其实监视机构早在2023年就开始介入NFT。2023年,SEC首次指控娱乐公司Impact Theory进行未经注册的证券销售,这是SEC处理的第一起涉及NFT的案件之一。SEC要求该公司支付超过600万美元的非法所得、判决前利息和民事罚款。

SEC专员Hester Pierce当时表示:“这一执法行动引发了许多棘手问题。委员会早就应该着手解决这些问题,并在NFT首次开始激增时提供指导。”

此外,有部分艺术家和创作者都意识到NFT在美国陷入监管灰色地带。今年7月份,两名以NFT形式发布其作品的艺术家对SEC提起诉讼,寻求澄清未注册的数字艺术是否会引发执法行动,并称如果他们继续在未经许可的情况下出售艺术品,他们将面临“SEC提起执法诉讼的真正威胁”。目前该案件仍在审理中。

起诉SEC的艺术家之一Brian Frye表示:“针对OpenSea的这份Wells通知正是我们向SEC提起确认性判决诉讼的原因。”另一位原告(艺术家)Jonathan Mann也表达了同样的看法。

“起诉OpenSea就像起诉eBay出售交易卡,或起诉苏富比出售艺术品一样”。“这表明,SEC决定某物是否属于证券的唯一标准是:是否在区块链上?’”

Lecturas Relacionadas

Can Alibaba Cloud Rewrite Itself?

Over the past five months, Alibaba Cloud's MaaS (Model as a Service) revenue has surged 15x, marking a strategic overhaul where the company is shifting its 17-year-old system designed for "humans using cloud" to a new paradigm centered on "Agents consuming Tokens." At its recent summit, Alibaba Cloud announced a full-stack upgrade encompassing "chip-cloud-model-inference," all optimized for AI Agents. Key launches include the new AI product portal "QianWen Cloud," hyper-node servers powered by the in-house AI chip Zhenwu M890, and the latest flagship model, Qwen3.7-Max. Senior VP Liu Weiguang described this as building "China's largest AI factory," where chips are raw materials, the cloud is the workshop, models are machines, and the inference platform is the assembly line, with Tokens as the final product. The company is now emphasizing its chip strategy, unveiling the Zhenwu M890 and a two-year roadmap for future chips. With over 560,000 chips deployed across 400+ clients, Alibaba Cloud aims to control the marginal cost per Token, mirroring Google's integration of TPU and Gemini for optimal cost-performance. The cloud infrastructure itself is being rewritten. Traditional cloud interfaces are being transformed into standardized, Agent-callable Skills. A new scheduling logic focuses on "task scheduling" over "resource scheduling" to handle the unpredictable, elastic workloads of Agents. Liu noted that AI applications now automatically provision cloud resources, with one customer's daily automated provisioning equaling two weeks of manual work. For models, the focus has shifted from conversational prowess to execution capability. Qwen3.7-Max demonstrated this by autonomously writing and optimizing a production-grade AI compute kernel for the new Zhenwu M890 chip over 35 hours, achieving a 10x performance improvement. The underlying Bailian platform was upgraded for efficiency, and it maintains an open ecosystem, hosting third-party models. This restructuring extends beyond technology to sales, organization, and metrics. Alibaba Cloud has established dedicated MaaS sales teams, separated from traditional IaaS, with new KPIs focusing on high-quality Tokens that solve real problems, the number of core business systems integrated with models, and the efficiency of Agent task completion. The underlying bet is clear: AI represents an opportunity orders of magnitude larger than before. Despite the uncertainty, Alibaba Cloud is aggressively rebuilding its entire system, betting on an AI-driven future where Tokens could become its largest product line.

marsbitHace 6 min(s)

Can Alibaba Cloud Rewrite Itself?

marsbitHace 6 min(s)

Warsh's First Conundrum: Rate Cuts, Inflation, and a Fractured Fed

Walsh's First Dilemma: Rate Cuts, Inflation, and a Divided Fed Kevin Warsh officially assumed the Fed Chairmanship on May 15th, inheriting a central bank deeply divided over inflation. Contrary to market expectations of a dovish stance due to his appointment by President Trump, Warsh's historical record shows early and consistent hawkish concerns about inflation. The Fed he leads is fractured, with three FOMC members recently dissenting against even hinting at future rate cuts. The immediate challenge is surging inflation. While the Iran-related oil shock is a temporary factor, core CPI and services inflation are accelerating, showing signs of becoming entrenched—echoing the Fed's 2022 "transitory" misstep. Warsh faces the task of building consensus within a committee where several members believe policy may not be restrictive enough, especially if the neutral interest rate (r-star) is higher than currently estimated. Politically, Warsh is caught between Trump's desire for rate cuts and the economic reality of persistent price pressures. Any move perceived as bowing to political pressure could undermine Fed independence. Market implications are significant. Long-term Treasury yields (e.g., 30-year at 5.19%) could rise further, especially if the June FOMC statement hints at possible tightening. Tech stocks face continued valuation pressure from higher rates. The key variable is progress in Iran negotiations; a breakthrough before the June meeting could temporarily ease oil-driven inflation, but stubborn services inflation would remain. All eyes are on Warsh's first post-FOMC press conference on June 17th. His wording on inflation and policy will reveal how much the market has mispriced his stance and the Fed's likely path forward.

marsbitHace 27 min(s)

Warsh's First Conundrum: Rate Cuts, Inflation, and a Fractured Fed

marsbitHace 27 min(s)

Harvard and Others Exit, Six Core Talents Depart in a Month: What's Happening to Ethereum?

Ethereum faces significant internal and external pressures, marked by a wave of high-profile departures from its core development team and a loss of confidence from major institutional investors. Within four months, at least seven key figures—including researchers, protocol leads, and a former executive director—have left the Ethereum Foundation. This exodus, partly triggered by controversy over a new "mission statement" requiring employee sign-off, risks derailing critical roadmap upgrades like PeerDAS and Verkle trees, and has already contributed to delays in the planned Glamsterdam upgrade. Compounding the internal instability, major institutions are reducing their exposure. Goldman Sachs slashed its iShares Ethereum Trust holdings by approximately 70%, and Harvard's endowment fund completely exited its $87 million Ethereum ETF position. Concurrently, the Ethereum Foundation itself has been unstaking and selling ETH for "treasury rebalancing," further unsettling the market. These challenges emerge as Ethereum's competitive dominance erodes. Its share of the total DeFi market has fallen to around 54%, with rivals like Solana and Base gaining ground. In fee revenue, it was recently outpaced by newer chains like Hyperliquid. Furthermore, a trend of institutions exploring proprietary or hybrid blockchains (exemplified by Circle's Arc) threatens Ethereum's position as the premier settlement layer for institutional assets. While founder Vitalik Buterin's vision for Ethereum as a secure, decentralized "technical sanctuary" and "world computer" remains clear, its realization is threatened by the concurrent loss of execution capability, institutional patience, and market share during a critical competitive phase.

链捕手Hace 1 hora(s)

Harvard and Others Exit, Six Core Talents Depart in a Month: What's Happening to Ethereum?

链捕手Hace 1 hora(s)

Trading

Spot
Futuros
活动图片