黄金市场迎来重量级玩家!稳定币巨头Tether挖走汇丰顶级交易员

金十数据Publicado em 2025-11-11Última atualização em 2025-11-11

全球最大稳定币的发行商Tether正从汇丰控股聘请两位全球顶级贵金属交易员。这家公司凭借雄厚资金实力,计划构建庞大黄金储备,挑战黄金市场的现有主导者。

知情人士透露,汇丰全球金属交易主管文森特·多米安(Vincent Domien)与欧洲、中东和非洲地区贵金属融资主管马修·奥尼尔(Mathew O’Neill)将在未来数月加盟这家加密货币公司。由于相关信息尚未公开,这些人士要求匿名,并补充称两人目前已在汇丰履行离职通知期。

近年来,Tether在贵金属领域积极扩张,已积累起全球规模最大的黄金储备之一——且这一储备不属于银行或主权国家,是其超1800亿美元储备资产的一部分。汇丰是贵金属领域的巨头,被广泛认为是仅次于摩根大通的行业领导者,业务涵盖期货交易、金库存储及全球金条运输。

多米安目前担任伦敦金银市场协会(London Bullion Market Association)董事,该协会是全球黄金市场事实上的标准制定机构。他于2019年从法国兴业银行(Societe Generale SA)加盟汇丰,2022年出任全球金属交易主管。奥尼尔则自2008年起效力于汇丰。

在人才竞争日益激烈的当下,两人的离职对汇丰贵金属业务是一记打击。今年以来,黄金价格创下1979年以来最佳年度表现,接连打破纪录,贸易公司、对冲基金和银行纷纷扩充贵金属专业团队。

Tether旗下旗舰美元稳定币(USDT)的储备资产中包含黄金,其最新储备报告显示,9月该公司持有的黄金价值超120亿美元。据彭博社计算,截至9月的一年里,这家总部位于萨尔瓦多的公司平均每周增持黄金超1吨。

这使得Tether成为市场上最大的黄金买家之一——这一统计尚未包含其黄金稳定币(XAUT)的黄金储备,也未计入用Tether数十亿美元利润进行的私人黄金投资。该公司还已入股黄金供应链的其他环节,包括特许权公司。

USDT可按1:1比例兑换美元,其储备资产主要由美国国债及黄金等其他资产构成。至于XAUT,据Tether官网显示,其流通市值约20亿美元,由约1300根金条100%背书。

去年,Tether凭借储备资产实现130亿美元盈利,尽管员工规模不大,盈利水平却堪比华尔街顶级投行。今年该公司预计盈利约150亿美元。

Tether的发展受益于今年黄金价格的快速上涨。黄金价格走高则得益于各国央行持续购金、趋势性买入,以及所谓的“贬值交易”——这一宽泛术语指的是因担忧主权债务及其计价货币价值会随时间侵蚀,投资者从这些资产中撤离。

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