Акции майнинговых компаний биткоина показывают двузначный рост за неделю

cryptonews.ruPublicado em 2025-02-04Última atualização em 2025-07-04

Публичные майнинговые компании начали торги в четверг с резкого роста после неожиданно позитивных данных по занятости в несельскохозяйственном секторе США.

Несмотря на коррекцию в четверг, акции криптовалютных майнинговых компаний продемонстрировали значительный недельный рост. Этот подъем связан с благоприятной макроэкономической ситуацией, которая может способствовать мягкому снижению процентных ставок Федеральной резервной системой США.

За последние четыре торговые сессии акции Riot Platforms (RIOT), Hive Digital (HIVE), Hut 8 (HUT8), Marathon Digital Holdings (MARA) и Bitfarms (BITF) выросли на 13–28%. Рынки США закрылись раньше в четверг в связи с празднованием Дня независимости.

Динамика акций майнинговых компаний с 30 июня по 3 июля 2025 года. Источник: Google Finance

В ходе торгов в четверг инвесторы отреагировали на более сильные, чем ожидалось, данные по занятости в США, хотя некоторые майнинговые компании смогли восстановить позиции после коррекции.

Биржевой фонд VanEck Digital Transformation ETF (DAPP), отслеживающий индекс 24 публичных компаний в сфере цифровых активов, включая Coinbase (COIN), Circle (CRCL), MicroStrategy (MSTR) и несколько майнинговых предприятий, вырос на 3,2% в четверг.

VanEck Digital Transformation ETF (DAPP) прибавил более 20% с начала года. Источник: Yahoo Finance

Майнинговые компании следуют за общим ростом рынка

Рост акций майнинговых компаний отразил общее повышение фондового рынка, которое привело индексы S&P 500 и Nasdaq Composite к новым историческим максимумам в сокращенную праздничную сессию.

Позитивная динамика началась после публикации отчета Бюро трудовой статистики, согласно которому экономика США добавила 147 тыс. новых рабочих мест в июне, а уровень безработицы снизился с 4,3% до 4,1%, превысив ожидания аналитиков.

Хотя уровень участия рабочей силы упал до минимума с 2022 года, экономисты связывают это с ужесточением иммиграционной политики, которое может ограничить предложение на рынке труда.

Курс биткоина достиг внутридневного максимума в $110 541 в пятницу, после чего скорректировался. За последнюю неделю цена криптовалюты выросла почти на 2%.

Источник: TradingView.

По словам Мэтта Мена, криптостратега 21Shares, хотя сильные данные по занятости снижают вероятность скорого снижения ставок, общая макроэкономическая картина остается благоприятной для смягчения денежно-кредитной политики.

Мен отметил, что текущие условия — снижение процентных ставок, улучшение аппетита к риску и перспективы регуляторной ясности благодаря законопроектам о структуре рынка и GENIUS — создают среду, в которой «цифровые активы традиционно демонстрируют хорошие результаты».

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