[Bitop市场观察] Solmate 逢低买入五千万镁 SOL,方舟持有 11.5% SLMT 股份

金色财经Published on 2025-10-15Last updated on 2025-10-15

得方舟支持的 SOL储备策略公司 Solmate 宣布,已在前几日市场遭严重清算时,与 Solana 基金会合作,从生态系统直接购买价值 5,000 万美元的 SOL。方舟 (ARK Invest) 共持有 Solmate 约 11.5% 股份,SLMT 市值已高达九亿美元。

得方舟支持的 SOL 储备策略公司 Solmate

Brera Holdings 原本的业务是专注于多俱乐部营运的体育控股公司,在九月转型为 SOL储备策略公司,已透过私募 (PIPE) 获得 3 亿美元资金。此次 PIPE 由阿联酋科技和区块链咨询公司 Pulsar Grou p赞助,并获得了 Solana 基金会、RockawayX 以及 ARK Invest 等传统投资公司的支持。前 Kraken 法务长 Marco Santori 将担任 Solmate 的执行长。

 

该公司更名为 Solmate,并将股票代码由 BREA 更改为 SLMT。

方舟持有 11.5% Solmate 股份

根据方舟截至 2025 年 9 月 30 日的 Schedule 13G 报告,其持有 Solmate 约 11.5% 的股份。此前,Ark 在 Solmate Infrastructure 超额认购的 PIPE 融资轮中共购入 6,500,001 股,Ark 后续再购入 779,619 股额外股份,共约 728 万股。

 

方舟创办人 Cathie Wood 亦在专访中透露其看好 Solana,她的重要导师 Arthur Laffer 也加入 Solmate 的董事会。

 

Solmate 以折价买入 5,000 万美元 SOL

Solmate 在昨日 (10/14)宣布,已在前几日市场遭严重清算时,与 Solana 基金会合作,从生态系统直接购买价值 5,000 万美元的 $

SOL,购买价格较市价折价 15%,大幅降低了公司的入场价格。

 

Solmate 市值高达 9.3 亿美元

以方舟持有 11.5% 的股份推算 Solmate 总股数约为 6,330 万股,以昨日收盘价 14.69 美元,市值已高达 9.3 亿美元。

 

SLMT 股价从宣布转型后飙涨的 52 美元已回落了七成,但方舟等 PIPE 投资人的成本约为 4.5 美元,仍比现行的股价低了许多。

 spacer.gif

方舟十月卖出 SLMT 获利了结?

据方舟官网上最新持股,Cathie Wood 领军的方舟投资 (Ark Invest) 透过旗下三档基金持共 689 万股 SLMT,明细如下:

 

ARKK:买入 4,708,472 股

ARKW:买入 1,400,327 股

ARKF:买入 788,053 股

此持股数字也较九月底的的 728 万股下降一些,表示方舟在此过程中不时的进行获利了结?

本文由bitop市场观察团队分析师编撰,内容仅为个人观点分享,不构成相关的任何投资建议。分析有时效性,投资有风险,入市需谨慎 !

Trending Cryptos

Related Reads

Upbit is Anxious: A Hasty Counterattack Aimed at Regaining Stablecoin Market Share

Title: Upbit's Rushed Counterattack to Reclaim Stablecoin Market Share Facing a dramatic shift in South Korea's stablecoin market, leading exchange Upbit launched a promotional campaign from July 26 to August 9, waiving the 0.05% trading fee for stablecoins paired with the Korean Won (KRW) and rapidly listing new stablecoins like RLUSD and USDG. This move is a direct response to its plummeting market share in this sector. Historically a duopoly with Bithumb, the market has been reshaped since October 2025 when Coinone permanently removed fees for USDC trading. By June 2026, Coinone led with 34.8% of stablecoin volume, followed by Bithumb (31.1%) and Upbit (30.1%). This contrasts sharply with the overall crypto market, where Upbit commands 60%. The data shows stablecoin demand is highly sensitive to fees, as users primarily buy them to transfer capital overseas for derivatives trading or forex arbitrage. South Korean exchanges have seen a net outflow of stablecoins for 18 consecutive months, totaling approximately 14.9 trillion KRW, underscoring their role as a cross-border capital conduit. Upbit's limited-time promotion initially boosted its daily stablecoin volume by 162%, but the surge was almost entirely in USDT (98.1% of volume). The newly listed stablecoins saw negligible, fleeting interest. Furthermore, the promotional effect quickly waned in the second week, with volume dropping 33% on weekdays. A concurrent weakening of the KRW also contributed to the trading spike, independent of the fee waiver. The analysis suggests that once the promotion ends, Upbit is unlikely to retain its temporary gains unless it matches Coinone's permanent zero-fee policy, forcing a choice between market share and fee revenue. Upbit's strategic push may be less about immediate profit and more about preparing for future regulatory shifts. With South Korea's *Digital Asset Basic Act* on the horizon, which will regulate KRW-backed stablecoins, and following Dunamu's (Upbit's parent) integration into Naver Financial to build a payment ecosystem, securing a dominant position in the dollar stablecoin distribution channel holds long-term strategic value. However, potential regulatory conflicts could prevent Upbit from listing a future Naver-issued KRW stablecoin, making the current fight for dollar stablecoin flow even more critical.

marsbit4h ago

Upbit is Anxious: A Hasty Counterattack Aimed at Regaining Stablecoin Market Share

marsbit4h ago

Michael Saylor Compares Bitcoin and Gold!

Michael Saylor, founder of MicroStrategy, argues that Bitcoin fundamentally changes how wealth is stored and transferred by transforming digital scarcity into economic value. He describes Bitcoin as the first digital monetary network, combining computers, digital networks, and cryptography. It digitizes monetary assets, allowing their supply to be controlled by public protocols rather than institutions, thus converting economic value into information transmissible over global networks. Comparing Bitcoin to gold, Saylor states that while increasing Bitcoin's supply is harder, its integration with software and transfer is easier. He highlights Bitcoin's proof-of-work mechanism, which ties it to the physical world by consuming real energy to secure the ledger, making past transactions immutable. This creates a shared security system involving miners, energy companies, and investors. Saylor suggests "digital monetary energy" is a more accurate term than "digital gold." He emphasizes that the Bitcoin network is an adaptive ecosystem of miners, nodes, developers, and users. Its core design is intentionally simple, focused on maintaining a secure ledger for scarce digital assets, with complex functionalities built in higher-layer applications. This architecture allows Bitcoin to serve as a foundation for transmitting value and fostering innovation in payments and financial services. Saylor notes Bitcoin's deeper impact lies in creating digital sovereignty, where private keys give individuals permissionless control over their economic power, with ownership verified mathematically, not by institutions. He concludes that while gold's physical scarcity makes it money, Bitcoin's digital scarcity does the same, characterizing Bitcoin as the monetary energy of the digital age.

cryptonews.ru5h ago

Michael Saylor Compares Bitcoin and Gold!

cryptonews.ru5h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of SOL (SOL) are presented below.

活动图片