在Justin Sun和WBTC的“前五大失误”之后,Coinbase推出了cbBTC

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:
    在BiT Global将拥有更多控制权的消息曝光后,WBTC的托管问题依然存在。Coinbase已经通过推出WBTC替代品来挑战BitGo。

Justin Sun参与WBTC的托管以及一些社区成员随后提出的信任问题吸引了其他比特币衍生品挑战者。

Coinbase是最新推出竞争性替代品CbBTC的公司。

许多用户对将WBTC托管权从BitGo转移到Justin Sun的公司BiT Global表示担忧。

随着Maker等其他DeFi玩家威胁要将WBTC从抵押品中除名,Coinbase等其他挑战者似乎准备利用Justin Sun的困境。

对Coinbase cbBTC的反应

从长远来看,包裹的BTC是整个DeFi系统中至关重要的抵押工具。它增强了BTC的流动性,特别是在强大的以太坊DeFi生态系统中。

它们与BTC的比例为1:1,这意味着发行实体必须持有等值的BTC作为抵押品。

这也适用于cbBTC。

尽管如此,社区还是欢迎Coinbase对WBTC主导地位的挑战。针对这一更新,市场评论员Adam Cochran指责BitGo在WBTC的主导地位上表现不佳,他说:,

“BitGo与Justin Sun合作wBTC即将成为加密货币历史上五大失误之一。”

另一位用户也表达了同样的观点,他说:,

“本周可能标志着一个转折点,BitGo从市场主导的BTC衍生品,市值93亿美元,在DeFi上获得了数十亿美元的贷款,迅速下降。”

然而,BitGo的首席执行官Mike Belshe对Coinbase的举动进行了抨击,称该公司为“中央银行BTC”

换句话说,Belshe的批评意味着Coinbase受到高度监管,cbBTC也会受到同样的监管。因此,任何限制或没收都会影响BTC衍生品。

据Belshe介绍,这是BitGo试图与BiT Global合作解决的问题。该计划将在60天后生效,允许WBTC在多个司法管辖区进行监管。

然而,在最近的一篇X Spaces帖子中,Belshe透露,BiT Global将可以访问WBTC保管操作的三个多密钥中的两个,包括冷藏备份。

这意味着孙的公司将对托管业务有更多的控制权。

社区对这一安排有异议,尤其是匿名的Jupiter Exchange创始人、WBTC的联合创始人之一Meow。

“是的,这是我现在的主要论点。”

由于争论,一些人甚至声称,WBTC可以在60天的通知期之前看到取消。

Coinbase的替代方案在成功推出Base并最近扩展到夏威夷后,其吸引力将有多快还有待观察。

包装好的BTC产品的风险一面

然而,由于最常见的BTC都是集中控制的,加密货币分析师Marty Party声称它们都存在市场风险。

“再一次。许可的网桥和包装的本地令牌是不安全的,不是Web3,应该不惜一切代价避免。”

Party建议采用无需许可的包装衍生品,以避免WBTC托管事件中出现的信任问题。

Coinbase是否会迭代其即将推出的打包BTC产品以降低集中化风险还有待观察。

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