8.5亿美金的巨坑
通过发币(LEO)来填
fills by issuing currency (LEO)
募资只接受USDT
only receives USDT
不接受BTC和ETH
does not accept BTC and ETH
将有10亿美金被抽血
One billion dollars will be drawn from the strong.
BTC等加密货币将面临下跌
Encrypted currency such as
早在4月28日,赵东发微博称:
As early as April 28, Weibo said:
如果Bitfinex 借此机会发一个平台币来应对危机,不知道这次有多少人会选择继续相信、支持Bitfinex?
If Bitfinex takes this opportunity to send a platform coin to deal with the crisis, how many people would choose to continue to believe in and support Bitfinex?
我给Bitfinex 的建议是,发一个平台币,对应被冻结的8.5亿美元,只回收锁定相应的USDT,给支持的用户以相应的回报。发行机制可以参考其他平台币的手续费销毁机制。
My advice to Bitfinex is to issue a platform currency, corresponding to the frozen $850 million, and to recover only the corresponding USDTs, in return for supporting users.
随后,在4月30日,赵东就在微博上表示,Bitfinex的确有发币的计划。
Subsequently, on 30 April, Zhao Dong stated on Twitter that Bitfinex had a plan to issue coins.
5月4日中午12点,赵东在微博上发布了Bitfinex IEO白皮书的重点信息。
On 4 May, at 12 noon, Zhao Dong released on Weibo the highlights of the Bitfinex IEO White Paper.
在白皮书上,财报数据中的盈利部分让人震惊。
In the White Paper
2017年,Bitfinex团队成员35~60人,净利3.26亿美金;
In 2017, 35~60 members of the Bitfinex team made a net gain of $326 million;
2018年60~90人,净利4.04亿美金。
60-90 in 2018, with a net gain of $404 million.
从白皮书中可以看到,LEO有三种销毁方式。
As can be seen from the White Paper, there are three ways in which LEO can be destroyed.
第一、利润回购
First, profit buyback
这和火币、币安一样,用利润的27%(至少)来回购等值的LEO代币,无截止时间的限制;
This, as in the case of coins and coins, is to buy back at least 27 per cent (at least) of the profit, without any cut-off time;
解读:这个方式已经得到了市场的验证,BNB表现一直良好,所以Bitfinex采用这种常规方式在情理之中。
Interpretation: This approach has been validated by the market and BNB has been performing well, so Bitfinex is justified in this conventional approach.
第二、被冻结资产触发销毁
被解冻的8.5亿美金资产的95%(至少),将用来回购和销毁对应数量的LEO(18个月逐步完成,避免市场波动)。
95 per cent (at least) of the $850 million unfrozen by > will be used to buy back and destroy the corresponding quantity of LEOs (18 months phase-out to avoid market fluctuations).
解读:这个就是给韭菜画的大饼,没有人知道什么时候能解冻,还有被罚没的风险和Bitfinex违约的风险,不过这个确实是吸引投资者的重要理由。
Interpretation: This is the big pie that is painted for pickles. No one knows when to unfrozen. There is also the risk of penalty and Bitfinex default, but this is indeed an important reason to attract investors.
第三、被盗的BTC归还触发销毁
Third, stolen BTC returned triggering destruction
2016年,Bitfinex被盗119756个BTC,未来找回资产的80%(至少)用于回购等值的LEO代币。
In 2016, Bitfinex stole 11756 BTCs and will recover 80 per cent (at least) of its assets for repurchase of the LEO coins with the equivalent value.
解读:已经过了3年,Bitfinex才找回28个BTC,其余的还不知道是什么时候能找回。
Interpretation: After three years, Bitfinex only recovered 28 BTCs and the rest do not know when.
如果一直都找不回来,这一条就白费了,也算是给投资人画的大饼,能不能吃到还是一个未知数。
If you can't get it back all the time, it's a waste of time. It's a big pie for investors. Can't you eat it?
截图来自赵东的Twitter
A screenshot from Jo Dong's Twitter account.
今日,赵东在Twitter上披露称,BitFinex即将推出“实用型代币(utility token)”LEO。
Today, Zhao Dong announced on Twitter that BitFinex was about to launch the “utility token” LEO.
据“碳链价值”快讯报道,BitFinex将通过英属维京群岛子公司UNUS SED LEO发行价值10亿USDt的LEO代币,该代币将成为iFinex生态系统的核心。
According to the “Carbon Chain Values” alert, BitFinex will issue $1 billion worth of LEO tokens through the British Virgin Islands subsidiary UNUS SED LEO, which will be at the heart of the iFinex ecosystem.
代币持有人可以获得iFinex交易平台、产品和服务的直接效益,所有LEO代币持有人可以获得加密货币交易对(包括加密货币兑稳定币)15%的taker fee减免优惠。
The direct benefits of iFinex trading platforms, products and services are available to the currency holders, and all LEO currency holders are entitled to a discount of 15 per cent for encrypted currency transactions (including encrypted currency against stable currency) on taker fee.
如果交易者持有LEO代币,首次交易费用使用LEO的话最多可以减免25%。
If the dealer holds a LEO currency, a 25 per cent reduction may be granted for the use of LEO for the first transaction cost.
此外,LEO最先将会登录BitFinex、EthFinex和EOSFinex三个交易所。
In addition, LEO will first access the BitFinex, EthFinex and EOSFinex exchanges.
只接受USDT,BTC会被抽血么?
accepts only USDT, and BTC gets blood?
从白皮书上可以看到,BitfinexI的EO包括私募和公募阶段两个阶段:
As can be seen from the White Paper, BitfinexI's EO consists of two phases: and the public fund-raising phase:
目前处于私募阶段,只有收到白皮书的人员才可参与。
is in the private fund-raising phase and only those who receive the White Paper will be able to participate.
公募阶段将于5月10日之后开放,仅当私募份额还有剩余的情况下才会进行公募。
The
也就是说公募只是理论上存在,如果没有剩余的额度,也就不存在公募。
In other words, public fund-raising exists only in theory, and if there are no remaining amounts, there is no public fund-raising.
在这次Bitfinex发币的预热中,最让人争议的是募资只接受USDT,而不是BTC和ETH。
In this advance of Bitfinex's currency, the most controversial thing is to raise funds to accept only USDT, not BTC and ETH.
这明显是通过强制的方式拉盘USDT,这样短期行为可以缓解USDT一时的价格,但是无法从根本上解决问题,必须要做到审计公开、去中心化运作才是长效之举。
This is clearly a mandatory pull-through of USDT, so that short-term behaviour can ease the price of USDT for a while, but it is not a fundamental solution, and it is long-term that audits must be made public and decentralized.
对此,也有网友在赵东微博下留言表达了不满:
In response, a comment was made by a commenter on Cho Dong Weibo:
Bitfinex 8.5亿美金的资金被冻结,发币成为了缓解资产困境的方式。
Bitfinex funds of $850 million were frozen, and the issuance of currency became a way of alleviating asset distress.
10亿美金的募资只接受USDT,不接受BTC和ETH,这很可能会导致BTC等资产被抽血。
One billion dollars of
10亿美金,相当于BTC市值的1%,未来一段时间里,BTC价格面临巨大的下行风险。
$1 billion, equivalent to 1 per cent of the BTC market value, and BTC prices will face significant downside risks over time.
欢迎对去中心化区块链项目评级感兴趣的朋友扫码下面二维码;或者点击文末“阅读原文”详细查看项目信息。
Friends interested in decentralizing block chain project ratings are invited to scan two-dimensional codes below or to click at the end of the text to read the original text for details of the project information.
本文首发于微信公众号:黑钻财经。文章内容属作者个人观点,不代表和讯网立场。投资者据此操作,风险请自担。
The article is written in the author’s personal opinion and does not represent the network’s position.
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