Джо Маккан заявил о закрытии Liquid Alpha Fund на фоне слухов о падении доходности

cryptonews.ruPublicado em 2025-07-23Última atualização em 2025-07-24

На этой неделе в сети появилась информация о падении доходности Liquid Alpha Fund на более чем 78%.
Это один из продуктов компании Asymmetric.
CEO фирмы Джо Маккан заявил о закрытии фонда.
Вместе с тем в прессе заявили, что он работает над новой компанией с Solana-казначейством на $1,5 млрд.

Соучредитель и CEO криптовалютного хедж-фонда Asymmetric Financial Джо Маккан объявил о закрытии продукта Liquid Alpha Fund. До этого в сети появилась информация о падении доходности этого фонда на более чем 78%.

I want to address some changes to our fund structure at Asymmetric and misinformation circulating from a handful of people here yesterday.

Asymmetric’s Liquid Alpha Fund was built for markets defined by high volatility. For years, we stuck by our guns and our strategy delivered…
— ◢ J◎e McCann 🧊 (@joemccann) July 23, 2025

Что предшествовало закрытию фонда?

О неудовлетворительных финансовых результатах продукта первым заявил член сообщества Solana под псевдонимом BigbrainSOL. 22 июля он опубликовал на своей странице в X (ранее Twitter) скриншот выписки, согласно которой доходность Liquid Alpha Fund упала на 78,37% с начала 2025 года.

I'm never investing into a liquid crypto fund again.

How the fuck am I down 10M through the first half of the year. 🤯🤯 pic.twitter.com/lKlzlWe7fL
— S◎L Big Brain (@SOLBigBrain) July 22, 2025

Сам пользователь задался вопросом о том, как он мог потерять $10 млн за первые полгода, и пообещал больше не вкладывать средства в криптовалютные ликвидные фонды.

Публикация вызвала ажиотаж в сообществе. Через некоторое время в социальной сети появилась публикация якобы от Маккана, в которой тот утверждал, что компания сокращает позиции для фарминга токенов Hyperliquid во время второго аирдропа.

Позднее сам Маккан заявил, что заметка является фейком:

This is NOT a real post from me. https://t.co/xaptrywcu0
— ◢ J◎e McCann 🧊 (@joemccann) July 23, 2025

Так были ли убытки?

В официальном заявлении CEO Asymmetric указал следующее:

«Фонд Liquid Alpha Fund компании Asymmetric был создан для рынков, характеризующихся высокой волатильностью. В течение многих лет мы придерживались своей позиции, и наша стратегия приносила результаты, однако теперь эта стратегия явно перестала отвечать интересам наших поставщиков ликвидности».

По словам Маккана, компания намерена отказаться от стратегии ликвидной торговли. Инвесторы в эти фонды фирмы могут как выйти из них, минуя срок блокировки, так и перевести активы в новые проекты Asymmetric.

«Asymmetric Financial состоит из нескольких инвестиционных инструментов, и хотя Liquid Alpha Fund испытывал трудности в этом году, другие наши инструменты показали хорошие результаты. Наша венчурная стратегия остается неизменной и непоколебимой в своем стремлении находить и поддерживать будущее блокчейна. Мы никуда не уходим», — подчеркнул Маккан.

Он никак не прокомментировал падение доходности фонда на более чем 78%, отметив, что некоторые пользователи «распространяют дезинформацию».

Новое начинание

Вместе с тем, по данным Unchained, Маккан работает над новым проектом — Accelerate. Это компания, которая планирует привлечь до $1,51 млрд и вложить полученные средства в создание казначейства на базе Solana (SOL).

Кроме того, судя по презентации, полученной изданием, фирма также рассматривает вариант с выходом на биржу посредством сделки со специализированной организацией (SPAC) Gores X Holding.

Собеседник Unchained заявил, что проект разрабатывается достаточно давно. При этом новая компания не является «спасательным кругом» для Liquid Alpha Fund.

Миссия Accelerate — стать публичным «шлюзом» в экосистему Solana. Если ее цель по привлечению средств будет реализована, компания станет крупнейшим корпоративным держателем актива.

Напомним, ранее курс Solana (SOL) преодолел отметку в $200, обновив максимум за полгода.

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