Накопит ли Сальвадор $1 млрд в биткоине? Ставки растут

cryptonews.ruPubblicato 2025-11-27Pubblicato ultima volta 2025-11-27

Президент Сальвадора Найиб Букеле (Nayib Bukele) привлек внимание к активному движению ставок на платформе прогнозирования событий Kalshi. Игроки делают ставки на то, что биткоин-резервы страны достигнут $1 млрд к концу 2025 года.

«Сейчас я мог бы сделать самую смешную вещь», — написал Букеле. Шансы Сальвадора достичь рубежа в $1 млрд до ноября подскочили с 20% до 38% на Kalshi.

Вскоре после поста Букеле конкурирующая платформа Polymarket также запустила похожую ставку, где вероятность достижения $1 млрд биткоин-рубежа к декабрю 2025 года составляла 43%.

Возможность сделать ставку на Kalshi по поводу резервов Сальвадора доступна с середины августа. Ставка «до декабря 2025 года» держалась около 24%, а «до ноября 2025 года» колебалась в районе 18% до последних нескольких дней.

После скачка до 38% ставка «до ноября 2025 года» упала до 27%, в то время как ставка «до декабря 2025 года» держалась на отметке 35%.

Интересно, что Kalshi отслеживала шансы достижения Сальвадором $1 млрд в криптовалюте несколько дней, а Polymarket запустила похожую возможность только после твита Букеле.

В июле президент центрального банка Сальвадора Дуглас Пабло Родригес Фуэнтес (Douglas Pablo Rodríguez Fuentes) и министр финансов Херсон Рохелио Посада Молина (Jerson Rogelio Posada Molina) заявили, что Сальвадор прекратил покупки биткоина после подписания кредитного соглашения на $1,4 млрд с Международным валютным фондом (МВФ) в 2024 году.

Несмотря на то, что эти заявления были частью официальной коммуникации Сальвадора с МВФ, Букеле и биткоин-офис Сальвадора продолжали сообщать о новых покупках биткоина. Сейчас в кошельке Сальвадора содержатся 6 282 биткоина ($709 млн).

Платформы для трейдерских ставок на события в последнее время набирают популярность. Бывший топ-менеджер Polymarket и Kalshi Тони Гемайель (Toni Gemayel) объявил о привлечении $15 млн от инвесторов вроде Coinbase Ventures для платформы для предсказания событий на рынках Clearing Company.

В данный момент Сальвадор владеет криптовалютой на сумму $709 млн, что означает необходимость роста примерно на 41% для достижения $1 млрд. При нынешней цене биткоина около $113 000 стране потребовалось бы дополнительно приобрести около 2 572 монет или дождаться значительного роста цены для достижения этой отметки.

Letture associate

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

While the AI community celebrates Noam Shazeer, co-author of the "Attention Is All You Need" paper, joining OpenAI as Head of Architectural Research, the company's audited financials reveal a starkly different reality. In 2025, OpenAI reported $13.07 billion in revenue but a massive $20.92 billion operating loss. Even excluding a one-time accounting charge, the cash burn is severe, with $3.7 billion consumed in Q1 2026 alone. This high-profile hiring occurs against a backdrop of significant internal research talent drain, with key founders and researchers departing as the company's focus shifts from exploratory research to product iteration. Meanwhile, OpenAI's fundamental business model faces a deep crisis. It paid Microsoft $10.59 billion for compute in 2025, while its vast user base of 9 billion weekly actives includes only 50 million paying customers, making growth a direct driver of escalating costs. The article argues Shazeer's recruitment is less about technical necessity and more about crafting a compelling narrative for OpenAI's upcoming IPO, aiming to justify a rumored $1 trillion valuation to future public market investors. It contrasts OpenAI's strategy with Anthropic's reported path to profitability, which relies on a strong enterprise customer base and cost control, rather than star-powered narratives. Ultimately, the piece concludes that while Shazeer's architectural work may take 1-2 years to materialize, OpenAI's financial clock is ticking much faster, with its massive losses undercutting the celebratory headlines.

marsbit17 min fa

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

marsbit17 min fa

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

U.S. Market Trends (June 19): U.S.-Iran Deal Eases Tensions, Chip Stocks Soar, Energy Sector Leads Declines. U.S. stocks rallied on Thursday as the signing of a temporary U.S.-Iran deal in Geneva de-escalated Middle East tensions, with Saudi oil tankers transiting the Strait of Hormuz. This geopolitical relief helped markets recover from recent Fed-driven volatility. The S&P 500 rose over 1%, the Nasdaq gained nearly 2%, and the Dow Jones Industrial Average closed at another record high. The Philadelphia Semiconductor Index surged over 6% to a historic peak. Chip stocks were the standout performers. Reports of an Apple-Intel design and foundry deal for certain products, alongside mentions of potential Nvidia and SpaceX collaborations with Intel, propelled the sector. Intel surged ~10.5%, while memory chip makers like Micron also saw significant gains, highlighting sustained confidence in long-term AI capital expenditure. In contrast, the energy sector was the day's sole loser, with the S&P 500 energy sub-index declining as WTI crude fell ~2% to around $74.29/barrel. The reopening of key shipping routes erased prior geopolitical risk premiums. SpaceX extended losses for a second day on news of a potential large bond offering. Market volatility (VIX) dropped sharply, indicating a swift reversal of post-Fed jitters. Treasury yields dipped slightly but remained elevated. The focus now shifts to upcoming economic data, including next week's PCE inflation report and Micron's earnings, which will serve as a key test for the AI trade's durability.

marsbit39 min fa

Market Trend (June 19): US-Iran Deal Drives Out Geopolitical Premium; Chip Stocks Soar to New Highs; Energy Sector Leads Declines

marsbit39 min fa

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

**Summary:** The discussion centers on recent Bitcoin price declines and the evolving financial strategy of MicroStrategy (MSTR). The core argument is that the primary pressure is not from one-off Bitcoin sales by MSTR, but from the market's new expectation that MSTR may need to engage in *sustained, small-scale* Bitcoin sales to cover cash flow obligations for its growing portfolio of preferred shares and debt instruments (like STRC). This shift is driven by its stated goal of maintaining "bitcoins per share neutrality." The market is now testing whether it can absorb this potential ongoing selling pressure without entering a severe "death spiral" with Bitcoin's price. A resolution may involve MSTR softening its approach to avoid damaging both its stock and Bitcoin. The conversation then explores the parallel rise of AI-related stocks. The guest posits that AI is fundamentally restructuring labor, with "tokens" (representing access to AI models/compute) becoming a new form of capital and a substitute for human execution. This drives corporate efficiency and profits, benefiting upstream hardware providers (semiconductors, data centers), which explains the sustained rally. This represents the early stages of a "machine economy." Regarding crypto exchanges offering US stock trading, this is seen as a natural evolution. With few crypto-native assets generating lasting value, exchanges are pivoting to distribute valuable real-world assets (RWAs). This doesn't necessarily harm crypto's long-term prospects, as blockchain infrastructure may become crucial for future machine-to-machine economies. The analysis concludes that the era of rampant altcoin speculation is likely over, heavily damaged by the liquidity shock of the "1011" event (likely referring to a major market crash). Meme-driven capital has largely migrated to US equities. Looking ahead, macroeconomic uncertainty is rising due to potential large IPOs (e.g., SpaceX) and the US elections. While short-term market corrections are possible, the long-term trends of AI-driven productivity gains and the maturation of blockchain towards real-world utility and institutional adoption remain intact.

marsbit43 min fa

Will MicroStrategy Fall Into a Death Spiral? How Will the Macro Outlook Evolve in the Second Half of the Year?

marsbit43 min fa

Trading

Spot
Futures
活动图片