Grayscale 推出 AVAX 代币投资基金

币界网Publicado a 2024-08-23Actualizado a 2024-08-23

币界网报道:

作者:Alex O’Donnell,CoinTelegraph;编译:五铢,

根据 8 月 22 日的公告,资产管理公司 Grayscale Investments 为 Avalanche 的原生代币 AVAX 推出了一只新的投资基金。

Grayscale 表示,Grayscale Avalanche Trust“为投资者提供了接触 Avalanche (AVAX) 的机会,这是一个三链智能合约平台,旨在同时优化可扩展性、网络安全性和去中心化”。

Avalanche 是一个第 1 层区块链网络,专注于促进现实世界资产 (RWA) 代币化,包括将有形资产(例如房地产、商品或艺术品)转换为数字链上代币。8 月 22 日,富兰克林邓普顿将其区块链集成货币市场基金扩展到 Avalanche。

Grayscale 的 Avalanche Trust 允许投资者参与 Avalanche 的“RWA 代币化推进”,包括“通过其关键的战略合作伙伴关系和独特的多链结构”,Grayscale 的产品和研究主管 Rayhaneh Sharif-Askary 在一份声明中表示。

gWPujCohVEQR675NrjIS7LMWKgbbjXlDkxwvNvMR.jpeg

Grayscale 拥有 20 多种投资产品。资料来源:Grayscale

该基金不进行交易所交易,仅向合格投资者开放,是 Grayscale 20 多种加密投资产品组合中的新成员。8 月 13 日,Grayscale 推出了一项信托基金,用于投资 MakerDAO 的 MKR 代币。8 月 7 日,Grayscale 推出了另外两个信托基金,用于投资 Bittensor 和 Sui 的原生协议代币。

Grayscale 是全球最大的加密货币基金管理公司,管理的资产超过 250 亿美元。该公司最出名的是其比特币和以太坊交易所交易基金 (ETF),包括 Grayscale 比特币信托 (GBTC) 和 Grayscale 以太坊信托 (ETHE)。

Grayscale 还为其他协议代币运营私人单一资产基金,例如 Basic Attention Token (BAT) 和 Chainlink。

在 8 月 12 日的网络研讨会上,Grayscale 的 ETF 全球负责人 Dave LaValle 预测,加密货币 ETF 市场将扩大,涵盖新型数字资产和多元化加密指数。

“我们将看到更多单一资产产品,当然也有一些基于指数和多元化的产品,”LaValle 说。

Lecturas Relacionadas

Circle's Three-Dimensional Valuation Framework: Where Is the Bottom, Where Is the Top

"Circle's 3D Valuation Framework: Where is the Bottom, Where is the Top?" - Article Summary The article analyzes Circle's valuation following its Q1 2026 earnings. While its core business generates substantial interest income from USDC reserves ($6.53B in Q1, up 17% YoY), this revenue is highly sensitive to interest rates and shared significantly with Coinbase. The author proposes a three-dimensional valuation framework: 1. **Interest Business (The Floor):** Valued like a bank (8-15x P/E) on net interest income after Coinbase's share. This provides a conservative valuation baseline. 2. **Payment & Platform Business (The Inflection Point):** Includes CPN (Circle Payments Network) and "Other Revenue" (transaction, integration services). This high-growth segment, not shared with Coinbase, is valued on a platform/network model (higher P/S multiples), similar to Visa/Mastercard. It represents Circle's shift beyond pure interest income. 3. **Arc Network & ARC Token (The Future / Optionality):** Arc is an institutional-focused, EVM-compatible L1 blockchain where USDC is the native gas token. A $222M ARC token pre-sale at a $3B FDV attracted major traditional finance players (BlackRock, Apollo, ICE). While Circle holds 25% of ARC tokens, their value is separate from CRCL equity. This dimension represents the long-term, high-upside bet on Circle becoming an "economic operating system." Current market cap (~$30B) prices in significant future growth beyond the sum-of-the-parts valuation derived from current earnings. The investment thesis hinges on believing in Circle's transition from a "stablecoin issuer" to a broader financial infrastructure and network platform. Key variables for the future include USDC adoption growth, CPN network effects, Arc's success, and potential renegotiation of the Coinbase revenue-sharing agreement.

marsbitHace 53 min(s)

Circle's Three-Dimensional Valuation Framework: Where Is the Bottom, Where Is the Top

marsbitHace 53 min(s)

The AI Bull Market Revalues Everything, Including the 'Male Valuation System' in the Dating Market

AI Bull Market Reprices Everything, Including the "Male Valuation System" in the Dating Market A new hierarchy is emerging in dating markets, driven by the AI boom. Men working for AI infrastructure and core companies are now considered top prospects. The article presents a "Dating Desirability Ranking" for men in the AI era. **Top Tier ("Extremely Hot"): NVIDIA & SK Hynix Employees** NVIDIA, viewed as the "oil" of AI, and SK Hynix, a leading HBM memory maker, are in a league of their own. SK Hynix employees, in particular, have become highly sought-after in South Korea's matchmaking scene due to their massive performance bonuses, which averaged ~$65,000 per employee last year and are projected to reach millions. This has led to increased interest in office romances for "economic synergy." **High Tier ("Hot"): Anthropic & OpenAI Employees** Employees at these leading AI labs have seen significant wealth realization through large-scale employee stock sales. Unlike the paper wealth of the dot-com era, substantial amounts have been cashed out, placing their actual wealth far above traditional tech workers. They are considered high-growth, high-volatility assets. **Elite Tier ("Top Tier"): DeepSeek & ByteDance AI Team Members** Fierce competition for AI talent has made employees at these companies highly valuable. ByteDance's valuation has soared with its massive AI investment, leading to significant employee stock appreciation. DeepSeek is also fighting to retain core talent with substantial funding rounds. Being on the "main stage" of AI makes these individuals extremely scarce. **Mid Tier ("NPC"): Samsung & Tencent Employees** Once dominant, these companies are now seen as playing catch-up in the AI race. Samsung has lost ground to SK Hynix in the HBM market, leading to employee strikes demanding better bonuses. Tencent's more cautious AI investment, compared to ByteDance's aggressive spending, and slowing traditional growth raise questions about its future in AI. **Bottom Tier ("Fallen Off"): Traditional Finance Bros & Crypto Bros** Their appeal has diminished as the core wealth distribution shifts to AI. Compared to the massive bonuses and stock windfalls in AI, the traditional allure of finance and the fading "get-rich-quick" narrative of crypto have lost their luster in the current dating market. The AI revolution is not just reshaping industries and stock prices, but also the social and economic perceptions that influence personal markets like dating.

marsbitHace 1 hora(s)

The AI Bull Market Revalues Everything, Including the 'Male Valuation System' in the Dating Market

marsbitHace 1 hora(s)

Trading

Spot
Futuros

Artículos destacados

Cómo comprar AVAX

¡Bienvenido a HTX.com! Hemos hecho que comprar Avalanche (AVAX) sea simple y conveniente. Sigue nuestra guía paso a paso para iniciar tu viaje de criptos.Paso 1: crea tu cuenta HTXUtiliza tu correo electrónico o número de teléfono para registrarte y obtener una cuenta gratuita en HTX. Experimenta un proceso de registro sin complicaciones y desbloquea todas las funciones.Obtener mi cuentaPaso 2: ve a Comprar cripto y elige tu método de pagoTarjeta de crédito/débito: usa tu Visa o Mastercard para comprar Avalanche (AVAX) al instante.Saldo: utiliza fondos del saldo de tu cuenta HTX para tradear sin problemas.Terceros: hemos agregado métodos de pago populares como Google Pay y Apple Pay para mejorar la comodidad.P2P: tradear directamente con otros usuarios en HTX.Over-the-Counter (OTC): ofrecemos servicios personalizados y tipos de cambio competitivos para los traders.Paso 3: guarda tu Avalanche (AVAX)Después de comprar tu Avalanche (AVAX), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear Avalanche (AVAX)Tradear fácilmente con Avalanche (AVAX) en HTX's mercado spot. Simplemente accede a tu cuenta, selecciona tu par de trading, ejecuta tus trades y monitorea en tiempo real. Ofrecemos una experiencia fácil de usar tanto para principiantes como para traders experimentados.

552 Vistas totalesPublicado en 2024.12.12Actualizado en 2025.03.21

Cómo comprar AVAX

Discusiones

Bienvenido a la comunidad de HTX. Aquí puedes mantenerte informado sobre los últimos desarrollos de la plataforma y acceder a análisis profesionales del mercado. A continuación se presentan las opiniones de los usuarios sobre el precio de AVAX (AVAX).

活动图片