Pantera Capital накопил $1,1 млрд в Solana. Почему фонд выбрал эту монету

RBK-cryptoPublished on 2025-09-16Last updated on 2025-09-16

Solana стала самой крупной позицией первого криптовалютного инвестфонда

Инвестиционная венчурная компания Pantera Capital держит $1,1 млрд в криптовалюте Solana (SOL). Это самая крупная позиция старейшего криптовалютного фонда, рассказал CNBC основатель Pantera Capital Дэн Морхед.

Общая сумма активов под управлением Pantera Capital — $4,7 млрд. Компания инвестирует в криптовалютные проекты с 2013 года. Она вкладывается в акционерный капитал блокчейн-стартапов, инвестирует в перспективные токены на ранней стадии и управляет портфелями ведущих криптовалют.

Отвечая на вопрос ведущего о конкуренции между Ethereum и Solana, Морхед отметил, что Solana — самый быстрый, дешевый и производительный из блокчейнов. По его словам, экосистема уже получила признание и ее нативная криптовалюта остается главной позицией фонда, несмотря на существование других «важных блокчейнов».

Морхед сказал, что в прошлом у Pantera были большие позиции в Ethereum, а до этого 100% в биткоинах. Он не исключил, что могут появиться и другие проекты, но отметил: «Solana может совершать 9 миллиардов транзакций в день, что больше, чем на всех рынках капитала, вместе взятых. Так что не очевидно, что вам нужно что-то еще, кроме Solana».

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Pantera наращивала позицию в SOL постепенно. Например, в марте 2024 года Bloomberg узнал, что компания учредила фонд Pantera Solana Fund для участия в выкупе токенов Solana у обанкротившейся биржи FTX. По условиям сделки, предполагался выкуп токенов на $250 млн по цене $59,95 за штуку.

На 14:20 мск 16 сентября курс Solana колеблется около $235. За последний месяц цена монеты выросла на 22%. Рост курса во много обусловлен развитием тренда на закупку SOL публичными компаниями для формирования резервов.

В мае прошлого года Capital инвестировала в Toncoin (TON). Морхед тогда назвал сумму вложения «крупнейшей в истории компании». По его словам, в компании сделали ставку на развитие сети TON за счет пользователей Telegram и функций мессенджера, связанных с криптовалютами.

Сколько будет стоить Ethereum до конца года. Прогноз Citi

Израиль связал с КСИР 187 криптокошельков и приказал изъять $1,5 млн

Чем решение по ставке важно для крипторынка. Что учитывать в риторике ФРС

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