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我去看了WLFI这次的complaint filing。
WLFI filing里核心讲了这3件事,目前双方各有说法,最后还是看法院怎么认定。
1、agreement和freeze clause
WLFI认为Blue Anthem当时签过Token Unlock Agreement,孙哥是代表签字方之一。
里面明确写了WLFI有权拒绝unlock、限制访问或冻结 wallet;同时还有no-shorting pledge。
孙哥的回应是他认为WLFI后续加入了未充分披露的 blacklist / freeze control,并质疑相关权限缺乏正当程序。
双方争议点,本质上是这些权限到底属于已同意条款,还是后续扩张的控制权。
2、filing里的时间线
根据complaint2025年8月31日,约3亿USDT被转入 Binance地址。
第二天WLFI上线:
-价格一度下跌26%
-open interest增加23%
WLFI filing里的观点是这些资金和时间节点,构成了一次提前部署的short operation。
孙哥方面否认相关market manipulation指控,并表示自己长期看好项目,没有计划短期出售。
3、freeze为什么触发
WLFI filing提到的依据包括:
-向Binance转约900 万WLFI
-allegedly holding for third parties
-alleged shorting activity
WLFI认为这些违反agreement,因此冻结Blue Anthem wallet。
同时filing里特别强调除涉嫌非法活动或wallet compromise外,这是他们唯一一次冻结用户wallet。
孙哥他更核心的观点是即使 WLFI 认为存在违约,freeze 权限本身是否被充分披露、是否具备透明和正当程序,仍然存在争议。
本质上,WLFI在讲contract enforcement,而孙哥在质疑freeze power本身的合法边界。
我感觉这件事现在已经不是普通争议事件了。
后面真正重要的,应该还是合同、链上记录、以及司法程序本身。
持续关注进展。