Maestro запускает биткоин-платформу для институциональных инвестиций

cryptonews.ruPublished on 2025-04-17Last updated on 2025-09-18

Maestro — провайдер финансовой инфраструктуры на базе биткоина, представил Maestro Institutional — казначейскую платформу для корпораций, управляющих активами и кастодианов. Платформа помогает институциональным клиентам управлять своими биткоин-резервами и приумножать их с использованием доходных решений, соответствующих требованиям регуляторов.

Платформа интегрируется с кастодианами, управляющими активами и майнерами, и предлагает продукты с доходностью, возможности запускать инвестиционные стратегии и получать финансирование. Инфраструктура Maestro уже поддерживает такие протоколы, как Liquidium, Odin.fun и SatsTerminal, обеспечивая высокую надежность и бесперебойную работу.

Изображение: Freepik

Related Reads

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbit27m ago

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbit27m ago

A Threefold Performance Leap! NEAR Achieves 200ms Physical Block Time Limit with SPICE

NEAR's core development team, Near One, has announced its next major protocol evolution: SPICE (Separation of Consensus and Execution). Currently in development, SPICE represents the most significant upgrade before the full implementation of Nightshade 3.0. Its core innovation is decoupling the consensus layer, responsible for ordering transactions, from the execution layer, which processes them. This allows the consensus layer to run at full speed without waiting for transaction execution to complete. Once deployed, SPICE is projected to triple NEAR's block production speed, achieving a 200ms block time, which is considered the physical limit due to the speed of light and network latency. This leap will dramatically reduce transaction latency and finality, with transactions confirming in roughly 0.4 seconds—faster than a typical card payment. The upgrade also enables more complex, long-running transactions and significantly improves user experience for applications like NEAR Intents and near.com. Beyond raw speed, SPICE enhances network scalability and security. It enables deeper parallelism, efficiently distributing workload across shards and improving resource utilization. The simpler block structure and lighter contracts also facilitate formal verification and security auditing. Furthermore, SPICE lays the critical groundwork for future Nightshade 3.0 features, most notably atomic cross-shard transactions, which would simplify complex contract logic and eliminate development hurdles caused by asynchronous execution. The Near One team is actively developing SPICE, targeting deployment in the coming months.

Foresight News1h ago

A Threefold Performance Leap! NEAR Achieves 200ms Physical Block Time Limit with SPICE

Foresight News1h ago

Trading

Spot
Futures
活动图片