# 三箭资本的清算危机和自救之路

By [tingzheng](https://paragraph.com/@tingzheng) · 2022-06-18

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投融资
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*   Web3游戏初创公司[The Wildcard Alliance](https://email.mg2.substack.com/c/eJwlkMuOhSAMhp_msNNwRxcsZjOvYRCqklEwXOaMbz94TJo2Kf37l8-aAmtMlz5jLuhOU7lO0AHeeYdSIKGaIU3eaSkVk-NAkNPckUEMyOdpSQCH8bsuqQI667x7a4qP4VYoKShmaNNmNk4Bs0xQbsnouAA-CkPUQKRQZnmMTXUeggUNv5CuGADZeBwQyr0L7Xor5cwv9vWi3y0WH0wb7i-zxdi3yda7r27lHZPL3ZLatlZt7JZYg4PUJeMz5I4wQvhAseq3cuzIa4opxZJIggUnuGc9o8ItagCnBGV2XF4cHyvtc51zMfbntkNJ583E48-HtT2vN4VPv0GY7sNr8OWaIJh5B_fwKQ_mD7FphQCp4XeTKbpxEEzJQXBMxYOjfVqMimIsJGrGLjZV0DbO0TX59Q_V55UT)完成4600万美元A轮融资，Paradigm领投
    
*   NFT基础设施初创公司[NFTPort](https://email.mg2.substack.com/c/eJwlkE2OhCAQhU_T7DT8COqCRW_mGgahVDIKBsp2vP1gm5CCVOW9V3zWIMwxXXqPGcldBrx20AHOvAIiJHJkSIN3WqlWqL5jxOnGsU52xOdhSgCb8avGdADZj3H11qCP4Va0SnIqyKIbCpwa1pjejh04ANVOxlnXMMGEYfAEm8N5CBY0fCBdMQCxcdsg4O1FVr0g7vkl3i_-U855njUuMK7R_tY2ls5tUi4mOeOqPMKEe0xYJeMz5Go6gvNhrtCYD2BGCFUsBikTrznlnCqmGJUNo7WoBZduasuureTC9tOrodvM63yMGc03cCNJ58XE7a-YlvF8Y_j2C4Xh3vwIHq8BghlXcA8gfDh_kQ0zBEiFvxsMaqakFK3qZEO5fHiUX8u-5ZRKRUqwi0UVtI1jdEV-_QO17pb1)完成2600万美元A轮融资，Wise联创Taavet与Teleport联创Sten等领投
    

DeFi 项目分析
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*   [MakerDAO](https://email.mg2.substack.com/c/eJwlUEtuwyAQPU1YRnwMmAWLSlV3VY9gYRg7KDZYMG7q2xfHEhoNDG_exzuEOZfDbrkiOcuAxwY2wasugAiF7BXKEINVSgtlekaC7QLrZU9iHaYCsLq4WCw7kG0fl-gdxpxOhFaSU0EeVoWGc240ipmRSSmdD14Iz9zIzMTNRez2ECF5sPAL5cgJiM_rCgnPXWSxD8St3sTHjX-1g694yru3P-327Z5QPj9-WlvR4V5bw6RQmjfZHTOcacMpI9FyyjlVTDEqO0bv4i64DJPuIWjJhTfTraPrzO91H9sm_zwJSLH14fL6F9PcxvPp-P3eDA-nyD1FPAZIblwgXFngFek7nWGGBKVFHQaHlikphVa97CiXl_VmUBrNKZWKNOKQGypZn8ccGvz4BwqQi2A)：stETH抵押品约占所有DAI抵押品的3%，价值约2.6亿美元
    
*   [Celsius](https://email.mg2.substack.com/c/eJwlkE1uhDAMhU8zWaKQX1hkMV1001VPgEJiICokKDFt6ekbBsmyJVvPz5-dRZhTPs2eCpIrDXjuYCL8lBUQIZOjQB6CN0pprvquJd4I33ayI6EMUwbYbFgN5gPIfoxrcBZDipdCK8koJ4vxXFiwCsREVdvLkbOxF9oJ4Jp3tO9vY3v4ANGBgW_IZ4pAXNo2iHjtIqtZEPfy4M8He6-BjUu1zNPnm_ubxMeTBMMoY9VBtVSKlja84Uz6SXfgtWTc9dND0G1mTTnGgtZ91RUbyaYsNm2_Ic51PF80r36FGa4DjhjwHCDacQV_c-L9rhf5MEOEXN_oB4umVVJyrTopKJM3Vj1e9ppRKhWpxj5VVTQujclX-fkPrfGAtA) 挤兑危机始末
    
*   [三箭资本](https://email.mg2.substack.com/c/eJwlUEtuxCAMPc2wHBG-YcGim14jIuBkUBOIgMw0t69pJISwzfP7eNdgzeWyR66N9Gtq1wE2wadu0BoUclYoUwxWKc2VGQcSrAjDKEcS67QUgN3FzbZyAjnOeYvetZhTR2glGeXkZRe_GDcbKrxRQkvhZ7ME7sCbwEA7uIndGSIkDxbeUK6cgPi875Ba30U2-2rtqA_-9WDfeNondnlP_IPVkssa35A6FMvaXDsrPgbJ1cilGDTjcpRaUJRtGWWMqkENFCf0yZ-cybDoEYKWjHuzPATdV_as54yb_E8nIcXWl8v7b0wrjtfu-r-Ppqcu9EyxXRMkN28Q7jzaHet_QtOK6grGHSbX7KCk5FqNUlAmb_toUhrNKJWKIHHIiErW5zkHhF9_IZmOiQ)的清算危机和自救之路
    
*   Todd 随笔：市场周期和 [Luna](https://email.mg2.substack.com/c/eJwlkM2OhSAMhZ_mstPwI4gLFrOZ1zAIRckoGMDxOk8_eE1IaQqnPf2MLjDHdKk95oLuMJZrBxXgzCuUAgkdGdLorRKiZ2KQBFnVWSK5RD6PLgFs2q-qpAPQfkyrN7r4GG5FLzjFDC2KciZBGoonEAQYWAArBqJlB1PXafkM1of1EAwo-IV0xQDIxG2DUO5eaFVLKXt-sa8X_a7nPM_WLNoHV5vl9n391eKd18tCqZ5qMgiriSTQOA686QgmzTBNpuHOaOOAd8445BXFlGJBBMG8_mlZyyi3rpdge06ZGdyrw9tM23xMuWjz01ZjKKm86Li9fZjr83xT-NQrhPE2fgRfrhGCnlawD5_yYP4QG2cIkCp-O-qiiOCc9ULyDlP-4KhL86GnGHOB6mAbqyooE6doq_z6B5d-k3U) 崩盘带来的多米诺效应
    

NFT与GameFi新闻
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*   [OpenSea](https://email.mg2.substack.com/c/eJw9kcFuhSAURL_msdMACuqCRTf9DYNwVVIEA_ha_76XmjQhkAFmhhyMLrDFdKsz5kLqNJf7BBXgO3soBRK5MqTZWSXl0MlpZMSq3rJRjMTleU0Ah3ZelXQBOa_FO6OLi6E6Bik47ciugA1yYtrqxTJj-nGS1o58HSa7jkZq-xTryzoIBhS8Id0xADHxOCCUmkW82ks586v7ePFPHPGEkEG3LqJYfNxw0SHECxOqKaP2GtXuwtbgzTOm0mT9rrLs0NTwK7hyN4fzHp-cGxeaFaA6iVOcck4lk4yKntG2azsu7DqMYAfBOzOtr54eG2_zteSizVeLgSSpvOt4_GAJHm8Vzd8-kpn_C2cIevFgH2jlYf-Hcd4gQMI_sbMuikkhukGOoqdcPIyQhJgGTqmQBIttRFdQJi7Rov3-BZNin28)将迁移至新协议Seaport，可降低约35%Gas成本
    

行业其他
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*   三箭资本参与的NFT基金[StarryNight](https://email.mg2.substack.com/c/eJwlkE1uxCAMhU8zLCN-AiQLFt30GpGDTQY1gRGQtrl9SUdCCBs9-73PQ6Mtl8u9cm3svpZ2vcgl-qk7tUaFnZXKEtEZY5WZJ8HQjSgmPbFYl1CIDoi7a-Uk9jrXPXpoMadbYY2WXLGnm8dRrYYrCoHT6oMQqARIkCEIbgS8F8OJkZInR99UrpyI-XwclNo9i-3u2dqrPtTHQ372Q-1JpXpIQ8y9BMRCtfYX_9UjzFaBRtB8Qq0FYZiJejFKsl6ZACBwsiw6yaXsDozgehR8UIOSGoOdCK2Wys_hMfJjk0M919rAfw3dEiuuPiEfvzFt_Xu78__3e_zltnym2K6FEqw74ZtMewP-Z7VslKh08LhAc8JorayZ9MilfoPocfVsJefasL4Yc1cl5_OascuvP1KnkJE)已将其在SuperRare平台上的NFT全部转移
    
*   [比尔·盖茨](https://email.mg2.substack.com/c/eJwtkUuO5CAMhk9T7IgIBJJasOjNXCPi4aTQEIjAmercvqFrJATG-PH7wxmEPZdbn7ki6duK9wk6wbtGQIRCrgplDV4rNQv1XEbi9eTHRS4k1HUrAIcJUWO5gJyXjcEZDDn1jFlJzgR5aTOP0zI9gTEBwhm7wSKtcso6Pjqw8tPYXD5AcqDhH5Q7JyAuHwck7LVI1C_Esz7E14P_aev9fg825nxYKPvQIpuvq26HKRhchG5yxjllio6yXWyIke5t4kptNBUrdeU-MdO0Nds0r6ngaU50L9DCCt1yjhRf0AiRoHsxpkY1MjmNbBCD4NJv8wJ-lly45_aY2LHzoV62onF_uypSdH2ZfHyHtLfnvcP69TdWa5_vSgHvFZKxEfwHI35-4xfsukOC0sT41aAelZRiVoucGP9PrbGRz5kzJhVpjX1uWUm7bLNv6fcPzw6jjA)：NFT等加密货币项目是「基于博傻理论」的骗局
    
*   [波场联合储备](https://email.mg2.substack.com/c/eJwlUEtuxCAMPc2wHPFPWLDopteICDgZ1AQicGaa2xcaCSHb8Pw-3iGsuVz2yBVJvya8DrAJPnUDRCjkrFCmGKzWg9BmZCRYGdioRhLrtBSA3cXNYjmBHOe8Re8w5tQRg1acCvKySjZcMFrLWbggOfNSehNaKQJdOLuJ3RkiJA8W3lCunID4vO-QsO8im30hHvUhvh78ux38xC7v2f70ruQUXC7QxL6hDSo6PGsrmGqqzUi5McMoBkqlIdFyyjnVTDOqJKNP8RRchWUYIQyKC2-Wh6T7yp_1nNsm_9NpSLH15fL-G9Pantfu-3_ebE9d6pkiXhMkN28Q7kTwDvY_o2mFBKUFHiaHlmmlxKBHJSlXdwDNpjIDp1Rp0ohDbqhkfZ5zaPDrDwSOjkI)从Binance平台转出25亿枚TRX

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*Originally published on [tingzheng](https://paragraph.com/@tingzheng/dyy237guWKdiBo2Ie6UB)*
