MakerDAO отказалась от использования WBTC в качестве залога для эмиссии DAI

cryptonews.ruPublished on 2022-09-16Last updated on 2024-08-16

  • Кворум MakerDAO ратифицировал предложение BA Labs.
  • На платформе фактически убрали возможность выпустить DAI под залог WBTC.
  • Это произошло на фоне решения эмитента актива заключить партнерство с BiT Global и Джастином Саном.
  • В MakerDAO считают, что это влечет определенные риски, которые следует учитывать.

Кворум платформы MakerDAO утвердил предложение о приостановке выпуска DAI под залог WBTC. На существующие позиции решение не повлияет.

The latest Executive Vote has been approved by Maker Governance.

→ https://t.co/Y968n3VZW6

The following changes were executed within the Maker Protocol on August 15th at 13:24 UTC:

📊 WBTC Vault Debt Ceiling Reductions

• WBTC-A, WBTC-B, and WBTC-C were removed from the… pic.twitter.com/kJHaWY3tEt

— Maker (@MakerDAO) August 15, 2024

Рекомендации риск-менеджера BA Labs

10 августа 2024 года команда BA Labs внесла предложение о сокращении порога залогового обеспечения WBTC до нуля. Это произошло на фоне решения эмитента актива — BitGo — разделить кастодиальные функции с фирмой BiT Global, создав отдельное предприятие.

Вместе с тем в инициативе примут участие экосистема TRON и основатель проекта Джастин Сан. Участие последнего вызвало критику в сообществе. Вот так это прокомментировали в BA Labs:

«Все это похоже на ситуацию со стейблкоином TUSD. Попав под контроль Сана, актив столкнутся с ухудшением операционных процессов и прозрачности, включая отставку прошлой команды».

Также в BA Labs выразили опасения касательно возможного роста централизации WBTC. Непосредственно сам Сан заявил, что его участие в проекте будет «сугубо стратегическим».

Решение и реакция BitGo

Утвердив предложение BA Labs, кворум сделал следующее:

  • фактически запретил выпуск DAI под залог WBTC;
  • сократил коэффициент соотношения кредита к стоимости залога (LTV) с 74% до 0%.

В официальном заявлении на странице платформы указано, что изменения не затронут уже открытые позиции. Однако в нем также есть оговорка — «пока что».

На фоне обсуждения предложения и последующего голосования CEO BitGo Майк Белш заявил, что такая острая реакция продиктована непониманием операционных процессов со стороны сообщества.

В ходе обсуждения на платформе X он повторно подтвердил, что Сан не будет иметь доступа к ключам. Их распределят между подразделениями BitGo и BiT Global. По словам Белша, ни одна из сторон не будет иметь возможности выпустить WBTC или «украсть» часть активов.

Ранее мы сообщали о том, что криптобиржа Coinbase анонсировала новый продукт под названием cbBTC. Пользователи считают, что это токен на базе биткоина.

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