Джо Маккан заявил о закрытии Liquid Alpha Fund на фоне слухов о падении доходности

cryptonews.ruPublicado a 2025-07-23Actualizado a 2025-07-24

На этой неделе в сети появилась информация о падении доходности Liquid Alpha Fund на более чем 78%.
Это один из продуктов компании Asymmetric.
CEO фирмы Джо Маккан заявил о закрытии фонда.
Вместе с тем в прессе заявили, что он работает над новой компанией с Solana-казначейством на $1,5 млрд.

Соучредитель и CEO криптовалютного хедж-фонда Asymmetric Financial Джо Маккан объявил о закрытии продукта Liquid Alpha Fund. До этого в сети появилась информация о падении доходности этого фонда на более чем 78%.

I want to address some changes to our fund structure at Asymmetric and misinformation circulating from a handful of people here yesterday.

Asymmetric’s Liquid Alpha Fund was built for markets defined by high volatility. For years, we stuck by our guns and our strategy delivered…
— ◢ J◎e McCann 🧊 (@joemccann) July 23, 2025

Что предшествовало закрытию фонда?

О неудовлетворительных финансовых результатах продукта первым заявил член сообщества Solana под псевдонимом BigbrainSOL. 22 июля он опубликовал на своей странице в X (ранее Twitter) скриншот выписки, согласно которой доходность Liquid Alpha Fund упала на 78,37% с начала 2025 года.

I'm never investing into a liquid crypto fund again.

How the fuck am I down 10M through the first half of the year. 🤯🤯 pic.twitter.com/lKlzlWe7fL
— S◎L Big Brain (@SOLBigBrain) July 22, 2025

Сам пользователь задался вопросом о том, как он мог потерять $10 млн за первые полгода, и пообещал больше не вкладывать средства в криптовалютные ликвидные фонды.

Публикация вызвала ажиотаж в сообществе. Через некоторое время в социальной сети появилась публикация якобы от Маккана, в которой тот утверждал, что компания сокращает позиции для фарминга токенов Hyperliquid во время второго аирдропа.

Позднее сам Маккан заявил, что заметка является фейком:

This is NOT a real post from me. https://t.co/xaptrywcu0
— ◢ J◎e McCann 🧊 (@joemccann) July 23, 2025

Так были ли убытки?

В официальном заявлении CEO Asymmetric указал следующее:

«Фонд Liquid Alpha Fund компании Asymmetric был создан для рынков, характеризующихся высокой волатильностью. В течение многих лет мы придерживались своей позиции, и наша стратегия приносила результаты, однако теперь эта стратегия явно перестала отвечать интересам наших поставщиков ликвидности».

По словам Маккана, компания намерена отказаться от стратегии ликвидной торговли. Инвесторы в эти фонды фирмы могут как выйти из них, минуя срок блокировки, так и перевести активы в новые проекты Asymmetric.

«Asymmetric Financial состоит из нескольких инвестиционных инструментов, и хотя Liquid Alpha Fund испытывал трудности в этом году, другие наши инструменты показали хорошие результаты. Наша венчурная стратегия остается неизменной и непоколебимой в своем стремлении находить и поддерживать будущее блокчейна. Мы никуда не уходим», — подчеркнул Маккан.

Он никак не прокомментировал падение доходности фонда на более чем 78%, отметив, что некоторые пользователи «распространяют дезинформацию».

Новое начинание

Вместе с тем, по данным Unchained, Маккан работает над новым проектом — Accelerate. Это компания, которая планирует привлечь до $1,51 млрд и вложить полученные средства в создание казначейства на базе Solana (SOL).

Кроме того, судя по презентации, полученной изданием, фирма также рассматривает вариант с выходом на биржу посредством сделки со специализированной организацией (SPAC) Gores X Holding.

Собеседник Unchained заявил, что проект разрабатывается достаточно давно. При этом новая компания не является «спасательным кругом» для Liquid Alpha Fund.

Миссия Accelerate — стать публичным «шлюзом» в экосистему Solana. Если ее цель по привлечению средств будет реализована, компания станет крупнейшим корпоративным держателем актива.

Напомним, ранее курс Solana (SOL) преодолел отметку в $200, обновив максимум за полгода.

Criptos en tendencia

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

PancakeSwapCAKE

Lecturas Relacionadas

Saylor: Strategically Oriented Investors Should Hold MSTR Shares for 7–10 Years

Michael Saylor advises strategic investors to hold MSTR shares for 7-10 years. He stated shareholders need at least a 4-year horizon, acknowledging current investor frustration amid a volatile period for MicroStrategy. The company has deviated from its "never sell" Bitcoin policy four times this year, recently reporting over $102 million in Bitcoin losses from selling below cost to fund dividends and share repurchases for its preferred stock series. MicroStrategy currently holds $4.8 billion in cash, primarily reserved for dividend payments on its STRC preferred shares. Saylor clarified that share buybacks are not a current priority and would only occur if MSTR trades at a deep discount to NAV. The company has an approved $1 billion buyback plan but conditions haven't been met. The company holds 840,447 BTC, acquired at an average cost of $75,385, creating significant unrealized losses. Despite recent sales, CEO Phong Le emphasized the core accumulation strategy remains intact, noting the company bought ~175,000 BTC while selling only ~7,000 BTC this year, with plans to resume purchases later this year. Saylor's message frames MSTR as a long-term bet on the company's capital structure, which has weathered downturns without forced Bitcoin sales, rather than just a Bitcoin tracking instrument.

cryptonews.ruHace 5 min(s)

Saylor: Strategically Oriented Investors Should Hold MSTR Shares for 7–10 Years

cryptonews.ruHace 5 min(s)

EURC - Circle's Network Reaches 400 Million Euros Milestone, Slowly Gaining Ground on Dollar-Denominated Stablecoins

Circle's euro-pegged stablecoin EURC has surpassed €400 million in circulation, a milestone reached about four years after its launch. While this represents significant growth (over 100% in the past year and 284% YoY as of end-2025), EURC's scale remains a fraction of the $300 billion dollar-denominated stablecoin market, which still dominates with a 98% share. The expansion follows EURC's deployment across five blockchains and its design to comply with the EU's MiCA regulatory framework, providing a clearer path for regulated entities. Adoption is growing in payments, with integrations by Visa, Mastercard, and Thunes facilitating euro-denominated transactions on-chain. Despite these advances, the journey highlights the challenges of building a non-dollar blockchain payment system, with demand driven more by improved regulation and infrastructure than a sudden surge.

cryptonews.ruHace 6 min(s)

EURC - Circle's Network Reaches 400 Million Euros Milestone, Slowly Gaining Ground on Dollar-Denominated Stablecoins

cryptonews.ruHace 6 min(s)

Just Now, GPT-6 Codename Leaked Again, Might Arrive on Thursday

GPT-6, reportedly codenamed 'mewfour' within OpenAI's Astra project, may be announced as early as this Thursday, according to recent leaks and insider activity. The model's internal checkpoint code was found and subsequently removed from OpenAI's code repository, fueling speculation. Evidence suggests Astra has already demonstrated exceptional capabilities, including solving ten long-standing, decade-old mathematical and computer science problems for an estimated cost of only $2000 in API tokens. OpenAI's own preparedness framework has reportedly assessed Astra as reaching the 'Critical' threshold for cybersecurity, meaning it could potentially identify and exploit serious vulnerabilities independently. Furthermore, leaks indicate Astra is a native multi-agent model, pre-trained for complex, collaborative problem-solving across a system of specialized agents. This represents a potential architectural breakthrough beyond current multi-agent systems. While the exact release date remains unconfirmed, the combination of these advanced capabilities and the mounting online clues has created significant anticipation for an imminent announcement.

marsbitHace 20 min(s)

Just Now, GPT-6 Codename Leaked Again, Might Arrive on Thursday

marsbitHace 20 min(s)

Hefei 30 Billion for 1 Trillion: The First Year of Equity Finance, Who Can Copy This Assignment

In July 2026, Hefei’s state-owned assets system reaped over 1 trillion RMB in floating gains from the IPO of ChangXin Memory—a return stemming from a cumulative investment of less than 30 billion RMB over the preceding decade. This marks a prominent case of China’s emerging “equity-based fiscal model,” where local governments act as long-term industrial investors rather than relying solely on land sales. The story traces back to 2016, when Zhu Yiming, founder of Gigadevice and later ChangXin, sought funding for a domestic DRAM chip project amid high risks and intense international competition. Hefei, despite its limited fiscal resources, committed to the venture. Over the next ten years, ChangXin accumulated over 36 billion RMB in losses, yet Hefei’s state capital persisted, providing continuous funding and “nanny-style” support while building a surrounding industrial cluster. This approach—now termed the “Hefei Model”—originated earlier with the city’s 2008 decision to pause subway construction to invest in BOE’s struggling LCD panel production line. That bet later spurred a display industry ecosystem in Anhui. Similarly, ChangXin’s eventual profitability in 2026, driven by AI-driven demand for memory chips, validated Hefei’s patience. The model reflects a strategic shift in Chinese local public finance: from land-revenue dependence to nurturing strategic industries through equity participation, leveraging state capital to attract private investment, and ultimately securing long-term fiscal and industrial benefits. However, replicating Hefei’s success is challenging. It requires exceptional political continuity across administrations, professionalized state-capital management teams, precise timing in catching industry cycles, and the resilience to endure prolonged losses without withdrawing—factors not easily copied through policy documents or study tours. Beyond the headline financial gains, Hefei’s deeper achievement lies in cultivating a robust semiconductor cluster, with over 450 upstream and downstream firms and a sevenfold increase in integrated circuit industry output from 2016 to 2025. While the equity-fiscal concept is spreading, the patience, expertise, and historical contingencies behind Hefei’s execution remain its distinctive, hard-to-replicate core.

marsbitHace 21 min(s)

Hefei 30 Billion for 1 Trillion: The First Year of Equity Finance, Who Can Copy This Assignment

marsbitHace 21 min(s)

Solana Price Forecast Reaches $83 as Solana Leads Every Chain in RWA Inflows

Solana Price Forecast Points to $83 as Triangle Pattern Nears Resolution. The price of SOL is consolidating within a symmetrical triangle pattern formed since June, with a breakout expected in early September. Key technical levels include resistance at the $77.61-$79.24 zone (including the 100-day EMA and Fibonacci 0.5 level) and support around $74.74. A bullish breakout above resistance could target $83.75, while a breakdown below support risks a fall to $69.17. Fundamentally, Solana is demonstrating significant strength. It leads all blockchains in Real-World Asset (RWA) net inflows over the past 30 days, attracting $254 million. Additionally, Solana leads in 30-day DEX volume with $45.6 billion, and its related ETFs saw their strongest weekly inflows since May, attracting $10 million. The Robinhood Chain, built on Arbitrum, made a notable debut in the top five for DEX volume. Despite these strong on-chain and institutional metrics, the price remains constrained by the technical pattern, setting up a crucial test in the coming weeks.

cryptonews.ruHace 30 min(s)

Solana Price Forecast Reaches $83 as Solana Leads Every Chain in RWA Inflows

cryptonews.ruHace 30 min(s)

Trading

Spot

Artículos destacados

Cómo comprar F

¡Bienvenido a HTX.com! Hemos hecho que comprar Synfutures (F) 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 Synfutures (F) 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 Synfutures (F)Después de comprar tu Synfutures (F), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear Synfutures (F)Tradear fácilmente con Synfutures (F) 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.

321 Vistas totalesPublicado en 2024.12.21Actualizado en 2026.06.02

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 F (F).