Инвестиции в Toncoin могут обернуться убытками для Pantera Capital

investing.ruPublicado em 2024-08-29Última atualização em 2024-08-29

Happycoin.club - Инвестиции в криптовалюту Toncoin (TON), выпущенную на блокчейне Telegram Open Network, могут обернуться большими убытками для хедж-фонда Pantera Capital.

Анонимный источник, знакомый с ситуацией, сообщил, что в мае 2024 года Pantera Capital инвестировала в Toncoin свыше $100 млн. Компания купила монеты у разработчиков по цене, на 40% ниже рыночной. Средняя стоимость TON в мае составила $6,32, то есть можно предположить, что организация приобрела монеты по курсу $3,79.

Сейчас Toncoin стоит $5,55, поэтому капиталовложения в криптовалюту остаются прибыльными для Pantera Capital, несмотря на 19% падение курса TON после ареста создателя Telegram Павла Дурова. Однако, согласно условиям сделки, Pantera Capital может начать избавляться от Toncoin не раньше мая 2025-го, и ей придётся продавать монеты постепенно в течение нескольких лет. Соответственно, если на рынке Toncoin продолжится медвежий тренд, то хедж-фонд понесёт большой финансовый ущерб.

Некоторые инвесторы в Toncoin, не скованные обязательствами, не преминули избавиться от цифровых активов. Поэтому с 24 по 28 августа стоимость монет, заблокированных в сети Telegram Open Network, упала на 34% до $568,7 млн. Когда Pantera Capital инвестировала в Toncoin, этот показатель составлял около $500 млн.

Изменение стоимости криптовалют, заблокированных в сети Telegram Open Network

Помимо Pantera Capital в Toncoin вложили деньги гонконгский разработчик блокчейн-игр Animoca Brands, инвестиционная фирма Mirana Ventures и ещё как минимум 10 компаний. По словам основателя криптовалютного венчурного фонда 1kx Лассе Клаусена, предприятия решили купить Toncoin, рассчитывая, что популярность Telegram Open Network будет стремительно повышаться благодаря Telegram. Но из-за обвинений, предъявленных Дурову, вера инвесторов в светлое будущее TON пошатнулась.

Читайте оригинальную статью на сайте Happycoin.club

Инвестиции в Toncoin могут обернуться убытками для Pantera Capital

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