BlackRock продал, Strategy купила: Последние сделки китов с биткоином

cryptonews.ruPublished on 2025-05-03Last updated on 2025-06-03

  • BlackRock продала первую криптовалюту на ~$430 млн, Strategy — купила на $75 млн.
  • Отток из BTC-ETF продолжился третий день подряд, поступления в ETH-ETF выросли 11 день кряду.
  • Strategy анонсировала выпуск 2,5 млн привилегированных акций Серии А с некумулятивной дивидендной доходностью в 10% годовых.

Управляющая компания BlackRock, выпускающая BTC-ETF под тикером IBIT, сократила биткоин-позицию примерно на $430 млн. Частично эту продажу компенсировала покупка Strategy 705 BTC (~$75 млн), согласно Arkham Intelligence.

BlackRock SOLD $430M of BTC today.

BUT SAYLOR IS BUYING

BlackRock IBIT total holdings: $68.92B
Saylor total holdings: $60.59B pic.twitter.com/uny6zh5pNU

— Arkham (@arkham) June 2, 2025

Эксперты напомнили, что BlackRock удерживает монеты стоимостью $68,9 млрд, а корпорация Майкла Сэйлора — $60,59 млрд.

Перед зафиксированной Arkham Intelligence транзакцией в IBIT наблюдался приток средств в течение 34 дней подряд.

Данные: SoSoValue.

BTC-ETF

2 июня чистый отток из BTC-ETF продолжился третий день и составил $267,5 млн.

Данные: SoSoValue.

Совокупные поступления сократились до $44,1 млрд. AUM уменьшился до $125,47 млрд.

ETH-ETF

2 июня чистый приток средств в спотовые ETH-ETF зафиксирован на уровне $78,17 млн. Позитивная динамика продолжилась 11 день подряд.

Данные: SoSoValue.

Суммарные поступления увеличились до $3,12 млрд. AUM составил $9,37 млрд.

Strategy

2 июня Strategy анонсировала выпуск 2,5 млн привилегированных акций Серии А с некумулятивной дивидендной доходностью в 10% годовых. Привлеченные средства направят на покупку первой криптовалюты.

Ценные бумаги получат наименование Stride (STRD).

Предыдущие выпуски «префов» названы Strike (STRK) и Strife (STRF). По первым предусмотрена (STRF) дивидендная доходность в 13% годовых, по вторым — 10% годовых.

Strategy оставила за собой право выкупить все STRD в любое время за денежные средства, если общее количество акций в обращении окажется менее 25% от суммарного количества совокупно выпущенных бумаг этой серии в рамках всех эмиссий.

Также в качестве такого условия корпорация назвала «определенные налоговые события».

После последней покупки цифрового золота доходность монет на балансе с начала года составила 16,9% при целевых 25%.

Данные: Strategy.
MicroStrategy привлечет $42 млрд на покупку биткоинов

Джесс Майерс из Moon спрогнозировал повышение доли биткоина на балансе публичных организаций до 50% к 2045 году.

Согласно Bitwise, к концу 2026 года запасы первой криптовалюты у институциональных игроков, включая правительства и корпорации, достигнут 20% от общей эмиссии монеты (~4,2 млн BTC).

В Bernstein предсказали рост биткоин-резервов компаний до $330 млрд к 2029 году.

Напомним, пользователь под ником Lowstrife выразил опасения, что подобное масштабирование покупок цифрового золота Strategy способно в итоге привести к «разрушению» всей конструкции.

Ранее специалисты Arkham отследили 87% биткоинов компании Strategy.

Мнение: «Майклы Сэйлоры» не хотят, чтобы биткоин угрожал существующей системе

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