Аналитик Bloomberg заявил о начале «корпоративного» альтсезона

cryptonews.ruPublicado a 2025-03-04Actualizado a 2025-09-05

Текущий рынок находится на этапе сезона альткоинов, но только для монет, которые крупные компании включили в резервы. Такое мнение высказал биржевой аналитик Bloomberg Джеймс Сейффарт в интервью Milk Road.

Will Crypto ETF Flows Trigger the Next Altseason? w/ @Bloomberg Senior Analyst @JSeyff $BTC had its ETF moment.

Now $ETH getting one.

But what happens when $SOL, $XRP, and $DOGE get theirs?

James explains the ETF roadmap and who’s already first in line.

Tune in to know more… pic.twitter.com/dflaAYWofb
— Milk Road (@MilkRoadDaily) September 4, 2025

Он добавил, что фирмы, занимающиеся казначейскими инвестициями в цифровые активы (DATCO), получили огромную прибыль, в то время как отдельные альткоины остаются относительно слабыми по сравнению с предыдущими циклами.

«Я думаю, что начался альтсезон. […] В смысле, эти DATCO в полном ударе»,— подчеркнул Сейффарт.

Другим потенциальным драйвером он назвал одобрение заявок на крипто-ETF в США. Около 10 активов, включая Dogecoin, Chainlink, Stellar, Bitcoin Cash, Avalanche, Litecoin, Shiba Inu, Polkadot, Solana и Hedera, ожидают разрешение от SEC на включение в биржевые фонды.

Однако аналитик имеет более сдержанные ожидания относительно спроса на альткоин-ETF по сравнению с продуктами на базе первой криптовалюты:

«Будет ли такой же интерес как к запуску биткоин-фондов? Абсолютно нет».

По его мнению, включающая несколько криптовалют корзина продуктов привлечет значительно больше институционального капитала, чем ETF на отдельные активы. Сейффарт уточнил, что инвестиционные консультанты предпочитают диверсификацию, а не концентрацию позиций в отдельных активах.

Кроме того, эксперт усомнился в дальнейшем повторении альтсезонов в традиционном понимании, поскольку теперь движение рынка определяют институционалы. Этот структурный сдвиг может навсегда изменить модели роста криптовалют.

Напомним, в августе аналитики Bitfinex заявили, что сезон альткоинов не стартует до утверждения новых криптовалютных биржевых фондов.

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