Galaxy 與 BitGo 合作進行加密質押,儘管存在法律糾紛
這兩家公司因互利共贏的原因而攜手合作:Galaxy 獲得額外的質押業務,而 BitGo 的客戶則能夠將質押資產用作貸款和交易的抵押品。
文章要點:
Galaxy 的質押業務目前管理著超過 40 億美元的質押資產,該公司去年收購了區塊鏈節點運營商 CryptoManufaktur。2023 年初,BitGo 提起了一宗 1 億美元的訴訟,指控 Galaxy 故意違反了 2021 年 5 月的合併協議。
Galaxy Digital(GLXY)是一家由 Mike Novogratz 領導的加密貨幣交易公司,儘管兩家公司之間存在法律糾紛,但仍將其區塊鏈質押能力帶入受監管的保管專家 BitGo Trust。
這筆交易是有意義的:該協議將 Galaxy 的質押和驗證服務(管理著超過 40 億美元的質押加密資產)引入 BitGo 的機構保管客戶,讓投資者在獲得質押獎勵的同時,還能將這些資產用作貸款和在 Galaxy 平台上進行交易的抵押品。
故事繼續
Galaxy 在 2023 年初放棄了收購 BitGo 的交易,隨後該保管公司提起了 1 億美元的訴訟,指控 Galaxy 故意違反了其 2021 年 5 月的合併協議。鑑於這宗訴訟和新的質押合作,兩家公司發表了聯合聲明:
“Galaxy 和 BitGo 都看到了進一步推動數字資產採用的巨大機會,並承諾在持續的法律程序中保持戰略合作,這是另一個問題。”
質押是加密貨幣的一個基本部分,涉及鎖定加密代幣以支持區塊鏈的運行以獲得獎勵,並且已有跡象顯示,在特朗普總統的親加密政府下,這一領域將會活躍起來。
Galaxy 一直在建立非保管質押基礎設施,去年 7 月收購了區塊鏈節點運營商 CryptoManufaktur(CMF)。被納入 BitGo 的質押提供商名單意味著可以完全整合並連接到超安全的保管服務,這是兩者的最佳結合,Galaxy 區塊鏈基礎設施團隊負責人 Zane Glauber 說。
“Galaxy 的主要區別在於可以為那些資產處於保管關係中的客戶提供增強產品,” Glauber 在接受採訪時表示。“通過一些文檔,這些資產可以在我們的交易環境中作為抵押品接受。因此,除了質押,這些資產還可以用來借現金,或作為某種衍生品策略的抵押品。”
隨著美國政府對加密貨幣的友好態度興起,質押何時會被納入以以太坊區塊鏈的以太幣(ETH)為基礎的交易所交易基金(ETF)中,成為了一個值得關注的問題。
Glauber 表示,假設質押將在 ETF 產品中啟用,這些基金的管理者需要仔細考慮流動性風險的平衡。
“質押會在預定的時間內鎖定你的資產,特別是在以太坊中,解除綁定的隊列可能會根據供需和鏈上動態而變化,” Glauber 說。“金融產品的覆蓋有助於緩解一些這些問題,提供實質流動性是通過訪問這個抵押品產品組合來實現的。”
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在這篇文章中,我們看到 Galaxy 和 BitGo 雖然在法律上存在爭議,但仍然選擇合作,這反映了加密行業中企業之間的複雜關係。這種合作不僅能夠為兩家公司帶來商業利益,還能推動整個行業的發展。隨著質押成為加密貨幣生態系統中越來越重要的一環,未來的市場動態將取決於這些企業如何在法律和商業利益之間找到平衡。這也引發了對於加密資產在傳統金融體系中地位的更多思考,尤其是在美國政府對加密貨幣持開放態度的背景下,質押和相關金融產品的發展將會如何影響市場的流動性和投資者的行為。
以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。
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