Arthur Hayes: Si Tether mantiene activos sin liquidez, cualquier percance podría desencadenar preguntas sobre la sobrecolateralización

By: theblockbeats.news|2025/12/01 14:52:03
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BlockBeats News, 1 de diciembre: En respuesta a la revelación del CEO de Tether, Paolo Ardoino, de que la compañía tiene bonos del Tesoro de Estados Unidos que pueden generar aproximadamente 500 millones de dólares en ganancias mensuales, Arthur Hayes publicó en la plataforma X afirmando que, si bien las ganancias de Tether son altas, no está seguro si existe una política de dividendos específica o si se establece una tasa de sobrecolateralización basada en el tipo de activo y los objetivos de volatilidad.

“Si el pasivo de Tether está en USD y sus activos son bonos del Tesoro de Estados Unidos, entonces básicamente no hay una emisión importante. Sin embargo, si los activos de Tether son inversiones privadas no líquidas, una vez que ocurra un accidente, el mercado tendrá dudas sobre la sobrecolateralización de Tether”.

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