加密 Twitter 社區在本周初非常活躍,當時比特幣的價格暴跌至一年多以來的低點,導致 Terra (LUNA) 和 UST 的崩潰。
Terra (LUNA) 和 UST 的崩潰引起了加密行業許多知名人士的輿論,其中一位就是區塊鏈分析平台 Messari 的創始人 Ryan Selkis。他警告說,這些事件的影響可能超出想像,將其與美國歷史上最大的能源公司安然破產案相提並論。
If Terra fails, it's half the size of Enron, so maybe hold off on the shadenfreude while we're on the edge of the regulatory abyss.
— Ryan Selkis 📖 🖊🔑 (@twobitidiot) May 10, 2022
“如果 Terra 失敗,損失的規模將是安然事件的一半。然而,更令人擔憂的是,我們正處於監管深淵的邊緣。”
除了財務遭受惡果之外,Tezos (XTZ) 創始人 Arthur Breitman 還預測公眾會藉此對加密貨幣感到厭惡。他認為 Terra 的將造成“污點”,使人們對加密貨幣產生非常糟糕的印象,從而為進入他們的市場設置了重大障礙。
help me understand this: no one really used UST for anything yet, but this whole incident might still be dragging the market down because they are selling the other crypto assets in their treasury to recover the peg?
— Neeraj K. Agrawal (@NeerajKA) May 10, 2022
“人們會看著 Terra 並認為加密很糟糕。對加密創新的讚美毫無意義。”
但是對於整體上的所有混亂,行業領導者並沒有“困惑”。FTX 交易所創始人兼首席執行官現任 Sam Bankman-Fried 表示,雖然 Terra 的情況確實很嚴重,但它並沒有大到可以拖累整個穩定幣陣列陷入衰退。
Just as the outside view skeptics predicted, during a large market move a stablecoin blew out. Just not the stablecoin they predicted.
— SBF (@SBF_FTX) May 10, 2022
Which was predictable, if you knew the details.
This isn't a comment about good vs bad–it's about how important it is to know the details!
億萬富翁馬克·庫班承認,這一時刻在加密貨幣歷史上似乎是前所未有的,就像持續到 2000 年代初 Web2 時代的“噩夢”一樣。
Crypto is going through the lull that the internet went through. After the initial surge of exciting apps, NFTs, DeFi, P2E, we saw the imitation phase as chains subsidized the movement of those apps to their chains (ala bandwidth and storage subsidies by startups in the 2000s)
— Mark Cuban (@mcuban) May 9, 2022
Avalanche 聯合創始人 Emin Gün Sirer 認為,與 Terra 相同的問題過去在許多其他平台上都出現過,因此無需擔心。他甚至表達了對未來一切麻煩逐漸平息的UST的“樂觀”看法。
14. We all love drama, and it's possible to trade into the drama to eke out small percentage gains while taking on some risks that are hard to anticipate, like CEXes halting trades or deposits or what not. The real fortunes in crypto lie in more straightforward long trades.
— Emin Gün Sirer🔺 (@el33th4xor) May 10, 2022
頗為有趣的是, Cardano創始人Charles Hoskinson 藉機給 CEO Terra Do Kwon 一個非常“甜蜜的報復”。他轉發了一條舊的狀態線,Do Kwon 曾在推特上發表評論,因為它與 LUNA 負相關(暗示 ADA 的下降是 LUNA 的增長動力),因此購買 ADA。
Should I buy some Luna for negative correlation? https://t.co/iFeHJTSudM
— Charles Hoskinson (@IOHK_Charles) May 10, 2022