Metaplanet расширяет биткоин-стратегию в Юго-Восточной Азии: попытка поглощения тайской DV8 и новая глава для корпоративных крипторезервов

cryptonews.ruPublished on 2020-11-05Last updated on 2025-07-05

4 июля 2025 года стало известно о масштабной инициативе на рынке цифровых активов: консорциум инвесторов, стоящих за японской Metaplanet Inc., объявил о намерении приобрести контрольный пакет акций тайской компании DV8 Public Company Limited. Эта сделка рассматривается как стратегический шаг по экспансии модели корпоративных биткоин-резервов, аналогичной той, что реализует MicroStrategy в США, на рынки Юго-Восточной Азии.

Кто стоит за сделкой и какова ее цель

В состав консорциума, инициировавшего добровольное тендерное предложение на приобретение не менее 75% акций DV8, вошли такие заметные игроки, как Metaplanet, UTXO Management, Sora Ventures, Kliff Capital, Moon Inc. и AsiaStrategy. Лидером выступает основатель Metaplanet Саймон Герович, а среди участников — ведущие венчурные и инвестиционные компании, активно развивающие биткоин-стратегии в Азии и за ее пределами.

Главная цель — внедрить модель хранения биткоинов на балансе публичных компаний в Таиланде и создать прецедент для всего региона. По мнению инициаторов, Таиланд может стать новым центром для корпоративного внедрения биткоина, а успешное завершение сделки откроет путь другим компаниям к аналогичной стратегии..

Почему DV8 и почему Таиланд

DV8 — крупная компания в сфере розничной торговли и электроники, чьи активы и рыночная инфраструктура позволяют быстро масштабировать новые финансовые инструменты. Таиланд выбран не случайно: страна уже зарекомендовала себя как один из лидеров по внедрению цифровых активов, а местное регулирование поддерживает развитие криптовалютных инициатив.

Стратегия и перспективы

Поглощение DV8 рассматривается как способ ускорить интеграцию биткоина в корпоративные финансы Юго-Восточной Азии. Консорциум намерен использовать опыт Metaplanet, которую называют «азиатской MicroStrategy», для дальнейшего продвижения биткоин-стратегии среди публичных компаний региона.

Эксперты отмечают, что подобные сделки могут изменить структуру корпоративных резервов во всем регионе, повысить прозрачность и устойчивость компаний, а также стимулировать приток инвестиций в цифровые активы.

Ограниченная информация о деталях

Несмотря на масштаб инициативы, представители консорциума пока не раскрывают подробностей о дальнейших операционных планах и механизмах управления. Однако общий настрой инвесторов и их опыт в биткоин-индустрии позволяют ожидать, что сделка станет важной вехой для всего рынка цифровых активов в Азии.

Таким образом, объявленная Metaplanet и партнерами сделка по приобретению DV8 может стать катализатором для дальнейшего распространения корпоративных биткоин-резервов и усиления позиций Юго-Восточной Азии на глобальном крипторынке.

Related Reads

Blockchain.com Expands Tokenized Stock Access Through Ondo Finance

Blockchain.com has expanded its partnership with Ondo Finance to integrate tokenized U.S. stocks and ETFs into its wallet ecosystem. This move allows eligible, primarily non-U.S., users to access traditional financial assets through a familiar crypto-native interface, blending real-world asset exposure with existing crypto holdings like stablecoins and DeFi tools. Ondo Finance, a key player in tokenizing assets like Treasuries and equities, gains a significant distribution channel through Blockchain.com's large user base. The partnership highlights the industry trend of making tokenized assets as accessible as ordinary crypto tokens, targeting global audiences who may face barriers using traditional brokerage services. While the tokenized real-world asset (RWA) market grows increasingly competitive, questions remain around custody, regulation, and market structure. Blockchain.com and Ondo are betting that seamless wallet integration can address these challenges and drive broader adoption.

bitcoinist1h ago

Blockchain.com Expands Tokenized Stock Access Through Ondo Finance

bitcoinist1h ago

CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

A new era is dawning for the server CPU (Central Processing Unit), driven by the shift from AI model training to large-scale reasoning and the rise of Agentic AI. This article explores how the CPU is reclaiming a central role in the AI data center. For years, the focus has been on the GPU (Graphics Processing Unit) for AI training. However, as AI moves to the inference and Agent phase—where tasks involve complex, multi-step reasoning, tool calls, and data management—the workload balance is flipping. Studies show CPUs now handle over 70% of the workload in Agentic AI, up from 10-30% in training. This is because Agent tasks generate massive intermediate data (KV Cache) that exceeds GPU memory, forcing it to be offloaded to the CPU's larger, more scalable memory pools. This increased importance is translating into market changes. Major players are taking note: NVIDIA launched its first standalone CPU line, Vera, based on ARM architecture and optimized for Agent performance. AMD doubled its server CPU market forecast to over $1200 billion by 2030. Analyst reports project the total server CPU market could reach $1700 billion by 2030, with AI-driven demand being a primary driver. Furthermore, the classic ratio of CPUs to GPUs in AI servers is rapidly changing, converging from 1:8 toward 1:1 for Agent deployments. This surge in demand has led to a rare industry-wide price increase of 10-15% for server CPUs from Intel and AMD, breaking a decade-long trend of "more performance for the same price." Demand is bifurcating into high-core-count CPUs for in-rack GPU support and moderate-core CPUs for standalone Agent task orchestration. In China, this global trend presents an opportunity for domestic CPU manufacturers like Hygon (海光信息) and Huawei Kunpeng, who are bolstered by both growing AI infrastructure needs and national policies promoting technological self-reliance ("xin chuang"). The maturity of their software ecosystems is also accelerating, evidenced by faster adaptation to new AI models. In conclusion, the narrative is shifting from a GPU-centric view to one where CPU-GPU synergy is critical. The CPU is no longer a peripheral component but a performance-defining bottleneck and a key growth driver in the AI hardware stack, opening a massive new market estimated in the hundreds of billions of dollars.

marsbit1h ago

CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

marsbit1h ago

TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

TechFlow Intelligence Report: This daily digest covers key developments in AI, crypto, hardware, and geopolitics. In AI, SK Telecom faces US export control scrutiny over its partnership with Anthropic, while a Gemini user reports being misled in a scam scenario, sparking safety debates. China's Z.AI launches the GLM-5.2 model, rivaling Claude Opus without NVIDIA chips. In crypto, Bithumb lists ReProtocol, and Upbit delists KernelDAO. On the hardware front, MIT researchers build a custom OS to study chips, ASML denies US claims its advanced lithography machines are in China, and Amazon considers selling its in-house AI chips. Apple's future A21 Pro chip may use TSMC's latest N2P process. Major tech issues include 10,000 GitHub repositories distributing malware and Apple patching a critical eavesdropping flaw in Beats earbuds. US stocks rise, led by semiconductors, with Intel surging 10.6%, while SpaceX falls 3.5%. Geopolitically, despite a US-Iran deal, the Strait of Hormuz remains risky with ~80 uncleared mines, stalling 80M barrels of oil on standby tankers. Iran postpones Switzerland talks, and Trump calls the agreement an "unconditional surrender." The report highlights a contrast: temporary geopolitical calm versus the ongoing, fundamental restructuring of tech supply chains and chip independence.

marsbit1h ago

TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

marsbit1h ago

South Korea Moves to Regulate Cross-Border Crypto Transfers Under New Framework

South Korea is expanding its regulatory framework for cross-border virtual asset transfers, set to launch in December, by including fintech companies. Under the new rules, firms conducting such transfers must register with the Ministry of Economy and Finance and report transactions through the foreign exchange system. The move aims to bring previously unsupervised crypto transfers under formal oversight to address money laundering and crime risks. While initial expectations were that major crypto exchanges like Upbit would dominate the new licensing system, regulators now plan to extend eligibility to non-traditional entities, including fintech firms, if they can efficiently perform transfers. Authorities are finalizing implementation rules with industry stakeholders ahead of the December launch. This framework is part of broader efforts to strengthen digital asset oversight in South Korea, which includes developing rules for tokenized securities, potentially subjecting them to securities taxes.

TheNewsCrypto3h ago

South Korea Moves to Regulate Cross-Border Crypto Transfers Under New Framework

TheNewsCrypto3h ago

Matt Damon To Speak At Ripple Swell As Water.org’s RLUSD Push Draws Attention

Matt Damon is scheduled to deliver a keynote at Ripple Swell 2026, representing the non-profit Water.org which he co-founded. His appearance highlights a partnership between Water.org’s "Get Blue" campaign and Ripple, the campaign’s exclusive digital asset and payments partner. Ripple will utilize its payment network and RLUSD stablecoin to facilitate faster, lower-cost cross-border transactions for the campaign’s microfinance partners. This collaboration provides RLUSD with a mainstream, humanitarian use case focused on operational efficiency in aid funding, moving beyond typical stablecoin narratives centered on trading and finance. For Ripple, the partnership offers a reputational boost by framing its technology as practical payment infrastructure for social impact, though the actual adoption and scale of such use cases remain to be seen.

bitcoinist3h ago

Matt Damon To Speak At Ripple Swell As Water.org’s RLUSD Push Draws Attention

bitcoinist3h ago

Trading

Spot
Futures
活动图片