为什么 MakerDAO 的顾问对 WBTC 发出警告?

币界网2024-08-13 tarihinde yayınlandı2024-08-13 tarihinde güncellendi

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作者:Tim Craig 来源:DLNews 翻译:善欧巴,

比特币的担忧

MakerDAO 顾问 BA Labs 警告称,Wrapped Bitcoin(WBTC)的管理层即将发生变动,这可能会对该协议构成严重威胁。

8 月 9 日,WBTC 所有者 BitGo 宣布计划将该产品的控制权转让给加密托管平台 BiT Global 的合资企业。

这一变化与 Tron 创始人孙宇晨有关。BA Labs 指出,美元稳定币 TrueUSD 的情况令人担忧。

2023 年,中国企业集团 Techteryx 接管了 TrueUSD。自那以后,事情发生了许多变化:

  • TrueUSD 的前任管理团队已辞职。

  • 它暂停了实时储备证明。

  • 由于其兑换服务中断,该公司遭遇了数次脱钩。

孙宇晨否认与 TrueUSD 或 Techteryx 有任何关系。

BitGo 首席执行官 Mike Belshe 对 Sun 参与的担忧做出了回应:“他不在 BiT Global 的管理团队中,也没有任何关键材料访问权限。但他确实参与其中。”

BA Labs 建议 Maker 及其借贷协议 Spark 立即采取行动,限制 WBTC 敞口的增长。BA Labs 表示,如果 BitGo 不能证明 WBTC 是安全的,它将考虑建议 Maker 完全退出该资产。

WBTC 的重要性

WBTC 是可以在 DeFi 中使用的顶级加密货币的一个版本。用户可以存入比特币以在以太坊、Tron 或其他几个区块链之一上接收等量的 WBTC。目前流通的 WBTC 价值超过 90 亿美元。

MakerDAO 的时间

MakerDAO 仍有时间来讨论这个问题。BitGo 的控制权要到 10 月 8 日才会转移到 BiT Global。

24 亿美元的 cbETH 赎回

DeFi 侦探们一直想知道为什么 Coinbase 的流动性质押代币 cbETH 的供应量在近几个月内缩减了 50% 以上。尽管存在担忧,但答案可能相当平淡:6 月份实施的计划基础设施升级。

Coinbase 发言人告诉 DL News:“我们更新了总储备池容量,以简化我们的基础设施。”

“cbETH 供应量的减少是这些更新的故意结果。”

实际情况是,Coinbase 改变了计算 cbETH 质押以太币支持的方式。因此,Coinbase 认为有必要调整代币供应量。

Coinbase 发言人表示:“新的总供应量数字现在更接近流通供应量,同时仍能满足市场流动性需求。”

Ethena 扩展到 Solana

Solana 用户现在可以使用 SOL 代币创建 Ethena 的 USDe 合成美元。这是 Ethena 成为稳定币市场主要参与者的使命的一部分,旨在继续增加 30 亿美元的 USDe 供应量。

Ethena 创始人 Guy Young 告诉 DL News,此举可以促进额外 6 亿至 9 亿美元的 USDe 创造。杨表示,将 USDe 扩展至另一项支持资产也有助于分散一项资产发生意外事件的风险。

风险与挑战

这并非没有风险。Ethena 选择了 LayerZero 加密桥来促进与 Solana 之间的跨链 USDe 交易。


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