Миллиардер Кен Гриффин из Citadel инвестировал в Solana-казначейскую компанию

cryptonews.ruPublished on 2025-08-22Last updated on 2025-10-23

Основатель и CEO одного из крупнейших управляющих активами на Уолл-стрит Citadel Securities Кеннет Гриффин владеет 4,5% долей в DeFi Development, которая аккумулирует Solana (SOL) в качестве резервного актива. Такие данные содержатся в S-13G для SEC.

В документе для Комиссии по ценным бумагам и биржам США (SEC) сообщается, что Гриффин приобрел 1,31 млн акций DeFi Development.

Отдельно Citadel Advisors и аффилированные лица владеют 800 000 ценными бумагами DFDV, или около 2,7% в SOL-казначейской публичной компании, Citadel Securities — еще 415 272 (1,4%). Также на двух акционеров приходится еще 515 654 ценных бумаг DeFi Development (1,8%)

Источник: MartyParty.

Раскрытие информации подтверждает тезис отчета a16z Crypto об ускорении внедрения криптовалют среди институционалов. В исследовании эксперты привели примеры инициатив от BlackRock, JPMorgan Chase, Fidelity и Citigroup.

Citadel Advisors является подразделением по управлению инвестициями группы хедж-фондов Citadel и зарегистрированным инвестиционным консультантом в SEC. Компания распоряжается активами на ~$69 млрд в различных фондах.

Citadel Securities работает как маркетмейкер. Доход за 2024 год составил $9,7 млрд, чистая прибыль — $4,2 млрд.

По теме: Джон Боллинджер допустил сильное восходящее движение Ethereum и Solana

Обострение конкуренции

DeFi Development является третьей по величине корпорацией с казначейством в Solana с 2,196 млн SOL, уступая Forward Insdustrues и Solana Company с 6,82 млн SOL и 2,2 млн SOL соответственно, согласно Strategic SOL Reserve.

Инвестиции, Solana, Hedge fund
Источник: Strategic SOL Reserve.

За последние 30 дней DeFi Development добавила 86 307 SOL, по данным CoinGecko.

Источник: CoinGecko.

Капитализация DeFi Development составляет $397,8 млн, стоимость монет на ее балансе — $411,2 млн, mNAV в 0,97 — меньше 1.

Ранее в Standard Chartered упомянули DeFi Development среди тех, кто фиксирует снижение mNAV ниже пороговой величины на фоне «адаптации сектора к новым рыночным реалиям».

Источник: Standard Chartered.

По теме: проблемы криптоказначейских компаний открывают новые возможности — 10x Research

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