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專(zhuān)欄 - 從華爾街到硅谷

爆料人詳解Mt. Gox文件泄密事件內(nèi)幕

Dan Primack 2014年02月28日

Dan Primack專(zhuān)注于報(bào)道交易和交易撮合者,從美國(guó)金融業(yè)到風(fēng)險(xiǎn)投資業(yè)均有涉及。此前,Dan是湯森路透(Thomson Reuters)的自由編輯,推出了peHUB.com和peHUB Wire郵件服務(wù)。作為一名新聞工作者,Dan還曾在美國(guó)馬薩諸塞州羅克斯伯里經(jīng)營(yíng)一份社區(qū)報(bào)紙。目前他居住在波士頓附近。
雷恩?希爾基斯踢爆了比特幣交易平臺(tái)Mt. Gox大量比特幣被盜的丑聞。他從哪兒得到的風(fēng)聲?他怎么判定消息是否準(zhǔn)確?他這么做背后有什么動(dòng)機(jī)?

????上周六晚,一位名叫雷恩?希爾基斯的比特幣博主發(fā)表了一份名為“危機(jī)戰(zhàn)略草案”的文件。文件據(jù)說(shuō)要曝光Mt.Gox這個(gè)全球最早成立、也是規(guī)模最大的比特幣交易平臺(tái)是走向破產(chǎn)深淵(這在很大程度上要?dú)w咎于黑客的大規(guī)模襲擊)的內(nèi)幕。一些相關(guān)社區(qū)對(duì)這份文件一開(kāi)始充滿(mǎn)了懷疑,但就在昨晚,Mt. Gox的前任首席執(zhí)行官馬克?卡佩雷斯確認(rèn)了它的真實(shí)性。

????希爾基斯用“兩比特傻瓜”(Two-bit Idiot)這個(gè)筆名發(fā)表了這份文件。昨晚,他對(duì)《財(cái)富》雜志(Fortune)就他本人及此次發(fā)文事件用電郵向他提出的系列問(wèn)題做了如下回應(yīng):

????《財(cái)富》雜志:請(qǐng)介紹一下您自己。

????雷恩?希爾基斯:我是一名創(chuàng)業(yè)者,手頭有兩個(gè)比特幣項(xiàng)目。其中一個(gè)叫Good-Bits的是兼職,它是這個(gè)領(lǐng)域里的第一個(gè)慈善平臺(tái),可以讓比特幣持有者把數(shù)字貨幣捐給美國(guó)任何一家注冊(cè)的慈善機(jī)構(gòu)。而全職項(xiàng)目是一個(gè)名為Inscrypto的公司,它實(shí)質(zhì)上是一個(gè)使用比特幣的,私人投資、去中心化的聯(lián)邦存款保險(xiǎn)公司(FDIC)。我們主要是打造這樣一種渠道,它們能幫消費(fèi)者和商家將不需要的價(jià)格波動(dòng)轉(zhuǎn)給那些愿意保證比特幣存款法定價(jià)值的專(zhuān)業(yè)投資者。創(chuàng)業(yè)前,我在私募基金和風(fēng)投公司Summit Partners就職。

????您什么時(shí)候開(kāi)始寫(xiě)博客的?為什么要寫(xiě)?

????我是去年10月開(kāi)始深入研究比特幣的。到了11月,我就入迷了。寫(xiě)博客對(duì)我來(lái)說(shuō)是有特定目的的——不是打算成為什么記者,而是逼著自己能快速了解這個(gè)行業(yè)?!皟杀忍厣倒稀边@個(gè)筆名就能看出我沒(méi)太把寫(xiě)博客當(dāng)回事。之所以起這個(gè)名字,是為了萬(wàn)一我在博客里出現(xiàn)低級(jí)錯(cuò)誤或是在Reddit這樣的新聞網(wǎng)站上發(fā)表煽動(dòng)性言論時(shí),給自己提供一把保護(hù)傘。但當(dāng)我繼續(xù)寫(xiě)下去、同時(shí)接觸到業(yè)內(nèi)人士后,我就意識(shí)到這個(gè)行業(yè)太缺乏金融專(zhuān)業(yè)意見(jiàn)了,而現(xiàn)在一些業(yè)內(nèi)領(lǐng)先的比特幣創(chuàng)業(yè)者已經(jīng)開(kāi)始定期閱讀我的“每日比特”(Daily Bit)了。于是我開(kāi)始更認(rèn)真地寫(xiě)博客,現(xiàn)在我是CoinDesk的自由撰稿人。

????比特幣社區(qū)有些人已經(jīng)開(kāi)始抨擊您的博客了,您認(rèn)為原因是什么?

????說(shuō)實(shí)話(huà),那些對(duì)我最初所發(fā)文件持懷疑態(tài)度的大多數(shù)人,我不怪他們。那些一直讀我博文的人很了解,我不會(huì)發(fā)假警報(bào),也絕不會(huì)做誹謗比特幣的事,但這類(lèi)人人數(shù)很少。大多數(shù)人都把這篇蹩腳的小博文看成是像《南方公園》(South Park,美國(guó)著名喜劇,經(jīng)常通過(guò)歪曲式的摹仿來(lái)諷刺和嘲弄美國(guó)文化和社會(huì)時(shí)事的各個(gè)方面——譯注)這樣的玩意兒,認(rèn)為我是在有意制造恐慌情緒,或者是想要操縱市場(chǎng)價(jià)格。更讓人困擾的批評(píng)來(lái)自另外一些人,他們不管我說(shuō)了什么都會(huì)暴跳如雷,因?yàn)楝F(xiàn)在看來(lái)已經(jīng)有投資者準(zhǔn)備出資救助這個(gè)交易平臺(tái)了。實(shí)際上,如果Mt. Gox的所有相關(guān)情況都被掩飾起來(lái)——不管有沒(méi)有包庇犯罪,那這些批評(píng)也無(wú)傷大雅。當(dāng)然,對(duì)于我該怎么披露這些文件每個(gè)人都有自己的看法,而我只是按照我認(rèn)為正確的方式來(lái)。

????Late Sunday night, a bitcoin blogger named Ryan Selkis published a "Crisis Strategy Draft" document that purported to show how Mt. Gox, one of the world's earliest and largest bitcoin exchanges, was insolvent (due, in large part, to a massive hack). Initial reaction from some quarters was skeptical but, by last night, former Mt. Gox CEO Mark Karpeles had confirmed the document's legitimacy.

????Selkis publishes under the pseudonym Two-bit Idiot, and last night responded to a series of emailed questions from Fortune about himself and the leak:

????FORTUNE: Who are you?

????Ryan Selkis: I'm an entrepreneur working on two separate bitcoin projects. One is part-time, Good-Bits, which is the first charitable platform that allows bitcoin holders to donate digital currency to any U.S. registered charities. The full-time project is a company called Inscrypto, which is basically a privately-funded, decentralized version of the FDIC for Bitcoin. We're building the pipes that help consumers and merchants offload unwanted price volatility onto professional investors willing to guarantee the fiat value of bitcoin deposits. Before becoming an entrepreneur, I was in private equity and venture capital at Summit Partners.

????When and why did you begin blogging?

????I started digging into bitcoin in October. By November I was hooked. I started blogging as a means to an end - not with aspirations of being regarded as a journalist, but rather to force myself to learn quickly about the industry. You can tell I didn't take it too seriously from my pseudonym, "two-bit idiot." I picked the name to provide air cover in the event I made rookie mistakes in my posts or wrote incendiary opinions on Reddit. But as I continued to write and to meet people within the industry, I realized strong finance voices were rare, and some of the leading bitcoin entrepreneurs started reading my Daily Bit regularly. I started to take the blog more seriously and now I'm a freelance contributor with CoinDesk.

????You've gotten blowback from some in the bitcoin community for your posts. Why do you think that is?

????Honestly, I don't blame most people for being skeptical of my initial leaks. The people who have been following me know I don't cry wolf and wouldn't do anything to slander bitcoin, but that was a small group. Most people just saw this crappy little Tumblr blog with a South Park avatar and assumed I was fear-mongering or trying to manipulate market prices. The much more troubling blowback has been from people who are mad that I said anything at all since there appear to have been investors who were ready to bail out the exchange. Essentially these critics would have been ok if everything had just been swept under the rug with respect to Mt. Gox - criminal cover-up or no. Of course, everyone has an opinion on how I should have approached leaking the documents. I just did what I thought was right.

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