CEO Greenlight раскритиковал мемкоины и усомнился в создании биткоин-резерва

cryptonews.ruPublished on 2021-08-24Last updated on 2025-01-24

СМИ опубликовали записку для клиентов Greenlight Capital.
В ней CEO компании раскритиковал текущую фазу крипторынка, отметив, что на ней главенствуют исключительно спекуляции.
Он также считает, что создание стратегического биткоин-резерва является неоправданной тратой средств налогоплательщиков.
Согласно записке, компания сократила свою долю в двух ETF, которые закупают колл-опционы на акции MicroStrategy.

CEO компании Greenlight Capital Дэвид Эйнхорн отметил, что в текущей фазе на рынке доминируют исключительно спекуляции. Также он усомнился в создании биткоин-резерва и заявил о крахе некоторых криптофондов, сообщает CNBC.

«Мы достигли стадии “Fartcoin” рыночного цикла. Кроме торговли и спекуляций он не служит никакой другой очевидной цели и не удовлетворяет никакую потребность, которая возникла бы в другом месте», — отметил Эйнхорн.

Этот мемкоин был запущен в октябре 2024 года. Как и другие похожие токены на Solana, он отметился стремительным ростом на фоне запуска активов OFFICIAL TRUMP (TRUMP) и Official Melania Meme (MELANIA), созданных президентом США и первой леди.

«Ничто не остановит запуск еще большего количества таких токенов. Возможно, сейчас мы покидаем стадию Fartcoin и переходим к фазе TRUMP и MELANIA. Можно только гадать, что произойдет дальше, но это однозначно будет дико», — добавил Эйнхорн.

CEO Greenlight Capital назвал создание стратегического биткоин-резерва «подозрительным способом потратить деньги налогоплательщиков». Он выразил сомнение, что подобная инициатива вообще будет реализована.

Примечательно, записка для клиентов, на которую ссылаются CNBC и прочие издания, вышла до того, как президент Дональд Трамп подписал указ о криптоактивах. Последний вызвал негативную реакцию у сообщества, подробнее:

Эйнхорн также отметил, что его компания сделала ставку против некоторых криптофондов. Речь идет о двух продуктах — T-Rex 2X Long MSTR Daily Target ETF (MSTU) и Defiance Daily Target 2X Long MSTR ETF (MSTX).

Ранее мы подробно рассказывали о подобных фондах на примере ETF Option Income Strategy от YieldMax. Они специализируются на продаже пут-акционов и покупке колл-опционов на акции фирмы MicroStrategy.

«Эти продукты обречены на провал. Со временем они, скорее всего, потеряют свой капитал. В течение квартала партнерства создали новую арбитражную позицию, продав эти ETF, которую мы частично компенсировали, владея MSTR [акциями MicroStrategy]. Эта позиция оказалась существенным победителем в квартале».

Также CEO Greenlight Capital уверен, что администрация Трампа принесет больше неопределенности, чем «было когда-либо прежде».

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