FTX灾火烧至传统VC圈,红杉资本、贝莱德、软银均踩雷

华尔街见闻Опубликовано 2022-11-10Обновлено 2022-11-10

Введение

红杉资本直接减记,可能表明公司已对FTX丧失信心,认为没有其他明确的途径可以收回其在FTX的投资。

FTX引发的流动性危机持续发酵,其暴露的深层次财务黑洞加剧“死亡漩涡”,令原本愿意雪中送炭的Binance都望而却步,已经踩雷FTX的投资者更是只能无奈“认亏”,其中就包括知名投资机构红杉资本。

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红杉资本在周三发布邮件称,公司已经将其FTX投资的价值减记至零。红杉资本告知投资人,去年公司在FTX的国际和美国业务上投入约2.14亿美元。另外据公司发言人表示,投资包括在FTX.com和 FTX.us的持股。

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公司在邮件中写道:”我们从事的业务需承担风险......有些投资会令人喜出望外,而有些投资则会令人大失所望。“

但是,红杉资本仍旧试图安抚投资者,表示即便在对FTX敞口最大的基金中,FTX占承诺资金的比例也不到3%。并且公司还强调称,该基金已实现和未实现的收益约达到75亿美元。

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媒体分析称,红杉资本之所以直接选择减记,能够在一定程度上说明,该公司已对FTX丧失信心,认为没有其他明确的途径可以收回其在FTX的投资。

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正如一家曾投资FTX、规模较小的风险投资基金Multicoin Capital周三的表态,其对投资者表示,公司10%的管理资产会受到影响:”不幸的是,我们无法从FTX撤回所投入的全部资产。“

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而除了上述公司之外,贝莱德、老虎环球、软银集团、常年位列加拿大前五大养老基金的安大略教师退休基金、知名美国橄榄球运动员Tom Brady和超模Gisele Bündchen夫妇等都位列FTX的客户名单之上,此次也或将一道蒙受损失。

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根据数据机构PitchBook,2019年12月老虎环球和安大略教师退休基金在一轮融资中首次投资FTX,当时FTX的估值为80亿美元。之后在2021年10月,两家基金又再度投资,助力FTX的估值达到250亿美元,随后在2022年1月又一次加码。

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