TRUMP 成功发射背后,Ripple 和 Galaxy 1.6 亿贷款支持

Foresight NewsPublished on 2025-02-12Last updated on 2025-02-12

Abstract

TRUMP Token 的交易价格为 15.37 美元,较其历史最高点下跌了超过 79%。

撰文:Logan Hitchcock

编译:深潮 TechFlow

MoonPay 是一家加密支付公司,为应对特朗普官方 Solana 链 Meme 币 TRUMP 在上线周末的爆发性需求,成功从 Galaxy Digital 和 Ripple 获得了总计 1.6 亿美元的贷款支持。

MoonPay 总裁 Keith Grossman 在「When Shift Happens」播客中透露了这次三方合作的细节。他提到,MoonPay 的 CEO Ivan Soto-Wright 为此做出了重大承诺,公司还必须保证其储备资金没有任何留置权。Grossman 表示:「交易量实在是巨大。我们的加密资金流动性被传统金融方式锁定在 BlackRock 的账户中……而且那天还是周六。」

与此同时,由于特朗普 Meme 币团队的推广策略,MoonPay 的加密储备资金被迅速消耗。用户可以通过一款名为 Moonshot 的移动应用购买 TRUMP,而 MoonPay 是这款应用的独家加密支付服务提供商。

Moonshot 专为加密新手设计,简化了 Meme 币的购买流程。用户只需用电子邮件注册账户,并通过信用卡或借记卡充值,无需面对去中心化交易所的复杂操作,非常适合初次接触加密货币的用户。

当用户在 Moonshot 上购买 TRUMP Token 时,他们的资金会被兑换成 MoonPay 的加密储备,主要是稳定币 USDC。这些 USDC 随后被用来在 Solana 区块链上购买 TRUMP Token。

如果 MoonPay 无法提供足够的流动性支持 Token 的持续购买,那么在 TRUMP 上线一周内新增的 75 万用户可能无法顺利获得 Token。这不仅会影响 TRUMP 在早期阶段的快速增长,还可能对 MoonPay 的其他用户造成不良影响。

Grossman 表示,如果 MoonPay 的资金耗尽,应用可能会提示用户「抱歉,无法完成交易」。

为了避免这种情况发生,他与 MoonPay 的 CEO Ivan Soto-Wright 和 CFO Mouna Siala 一起预测了所需的资金量。最初,他们估算需要 5000 万美元,但在重新评估 TRUMP Token 在上线 24 小时内的快速增长后,这一数字很快翻倍至 1 亿美元。

然而,由于 MoonPay 的储备资金被锁定在传统金融系统中,无法即时动用,Grossman 决定联系 Galaxy Digital 的 Mike Novogratz。经过简单沟通后,双方迅速达成了一笔贷款协议。MoonPay 的团队不得不紧急处理相关文件,同时通过 BlackRock 的关系确认公司有能力偿还贷款。

但即使这样,1 亿美元仍然不够。随着第二天 TRUMP Token 的需求持续飙升,MoonPay 又向 Ripple Labs 的 CEO Brad Garlinghouse 寻求帮助。

「我们低估了对于 Trump 代币的需求。」MoonPay 团队如是告诉 Garlinghouse。

Ripple 的 CEO 同意提供额外资金支持,但条件是 MoonPay 必须获得 Galaxy 的同意,以确保此前的贷款安排不受影响。最终,Ripple 向 Galaxy 提供了额外的 6000 万美元贷款,这笔资金随后转入 MoonPay。

随着欧洲和美国的传统金融机构在周一和周二恢复运营,MoonPay 重新获得了对其资金的访问权限,并在周二下午全额偿还了贷款。

根据 CoinGecko 的数据,TRUMP Token 在上线后的前五天平均交易量超过 200 亿美元,并在不到 48 小时内迅速达到超过 730 亿美元的完全稀释估值(即假设所有代币都解锁后的理论总市值)。

上线几天后,TRUMP 又成功上线 Binance 和 Coinbase 等知名中心化交易所的现货市场。这些交易所的加入进一步降低了新手用户获取该 Token 的门槛。

MoonPay 的一位代表向 Decrypt 确认了 Grossman 的叙述是准确的,但 Galaxy 和 Ripple 的代表尚未对 Decrypt 的置评请求作出回应。

目前,TRUMP Token 的交易价格为 15.37 美元,较其历史最高点下跌了超过 79%。

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