币圈大事!FTX破产重组获批,一大波流动性正在路上?

jin102024-10-16 tarihinde yayınlandı2024-10-16 tarihinde güncellendi

破产的加密货币交易所FTX的债权人将在未来几个月内根据法院批准的支付计划获得超过120亿美元的款项,这增加了部分现金可能被重新投入数字资产的可能性。

早些失守,美国法院法官批准FTX的重组计划,令其可以首度向债权人还款,涉及金额逾140亿美元。

今年6月,这家破产的交易所有126亿美元可以返还给客户,在发现并出售其所有资产后,这一数字可能达到165亿美元,因为比特币价格自FTX倒闭以来涨了2.6倍,令FTX出售资产的得益高于估计。

根据FTX公布资料,该集团已经取回147亿至165亿美元款项,债权人申索金额为112亿美元。因此,按照法官John Dorsey批准的重组计划,98%债权人可取得2022年11月呈报款额的119%。FTX行政总裁John Ray III表示,集团目标是向所有非政府债权人偿还全部欠款及利息。

加密货币交易员现在正在寻找波动性来源,以使比特币和其他代币摆脱长期低迷状态。尽管10月份通常是数字资产的季节性强势时期,但衡量前100大代币的指标本月已下跌3%,这增加了币圈持续一年的反弹已失去动力的可能性。

Magnet Capital联席首席投资官Benjamin Celermajer表示,预期中的FTX偿付“实际上是在向已知的加密货币交易员提供流动性。我们很有可能看到部分资金回流加密市场,为流动性匮乏的市场提供潜在的价格催化剂。”

值得注意的是,偿还不会立即发生,FTX必须首先组建信托,并聘用公司来监督资金分配流程。

Galaxy表示,对较小债权人的转账最早可能在12月开始而对较大债权人的转账将在明年上半年完成。该公司表示,剩余的索赔可能需要长达三年的时间才能解决。

研究公司K33在一份报告中估计“FTX再分配者的潜在需求”为24亿美元,但提醒说,目前对加密货币市场的影响可能“温和”,因为偿付将在明年分阶段进行。

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