Ведущие венчурные фонды: 2025 год станет годом слияний и поглощений в криптоиндустрии

cryptonews.ruPublicado em 2024-10-02Última atualização em 2025-01-02

По данным The Block Pro, количество сделок по слиянию и поглощению в криптосфере достигло 248 в 2024 году, что превышает показатель 2023 года в 221 сделку. Хотя это улучшение все еще не дотягивает до рекордных 271 сделок в 2022 году, тенденция указывает на стабильный, хоть и сдержанный рост.

Новые правила игры

«В 2024 году активность в сфере слияний и поглощений оставалась довольно низкой — многие компании и протоколы не были уверены в будущем регуляторном ландшафте», — отмечает Роб Хадик (Rob Hadick), генеральный партнер Dragonfly. По его словам, большинство потенциальных покупателей были представителями криптоиндустрии, которые стремились использовать свои раздутые оценки 2021 года для приобретения компаний.

Ключевые направления консолидации

Биржи и брокерские компании готовы к объединению. Многие крупные игроки уже присматриваются к потенциальным целям для поглощения, и теперь они настроены решительно.
Сектор стейблкоинов и платежей, вероятно, увидит меньше крупных сделок, поскольку многие поставщики платежных услуг предпочтут создавать собственные платформы.
Майнинг и поставщики данных также находятся в фокусе внимания для потенциальной консолидации.

Возвращение Web2-гигантов

Эд Роман (Ed Roman), сооснователь Hack VC, прогнозирует возвращение крупных Web2-компаний на рынок криптовалютных поглощений. «Эти покупатели отсутствовали последние несколько лет из-за краха NFT и FTX, но теперь, когда криптовалюты снова в тренде, мы ожидаем их возвращения», — подчеркивает он.

Особый интерес представляют онлайн-слияния, способные оживить токены и придать новую энергию проектам. В отличие от прошлых лет, когда стартапы были вынуждены продаваться из-за нехватки средств, в 2025 году сделки будут направлены на ускорение роста.

Нынешний подъем рынка позволяет криптостартапам легче привлекать финансирование, что снижает количество вынужденных продаж. Вместо этого слияния и поглощения в 2025 году будут сфокусированы на сделках, направленных на стимулирование роста и развития.

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