Илон Маск передумал создавать партию и поставил на Джей Ди Вэнса

cryptonews.ruPublicado em 2025-03-19Última atualização em 2025-08-20

Илон Маск (Elon Musk) отказался от планов создания собственной партии «Америка», решив вместо этого поддержать вице-президента Джей Ди Вэнса (JD Vance) на президентских выборах 2028 года. Об этом телеграфирует The Wall Street Journal со ссылкой на источники, знакомые с планами миллиардера.

Технологический магнат тихо свернул амбициозный проект формирования новой политической силы, который анонсировал в прошлом месяце после разрыва с Белым домом. Причина проста как дважды два — Маск понял, что его детище может высосать голоса у республиканцев и подорвать их шансы на победу. А заодно испортить отношения с Вэнсом, с которым, как говорят, активно контактирует последние недели.

Самый богатый человек планеты, по данным источников, уже сообщил ближайшему окружению о готовности финансово поддержать Вэнса, если тот решится баллотироваться в президенты в 2028-м.

Решение Маска стало настоящим подарком для Республиканской партии. Миллиардер успел пригрозить целиться в ключевые места на промежуточных выборах следующего года, включая кресла некоторых республиканских законодателей. Теперь эта угроза снята.

Пользователи Polymarket, кстати, прогнозируют интересный расклад на промежуточные выборы 2026 года: Сенат достанется республиканцам, а Палата представителей — демократам. Классическая американская рокировка.

История с партией «Америка» выросла из жаркой перепалки Маска с президентом Трампом в июле прошлого года. Яблоком раздора стал масштабный законопроект о расходах, против которого яростно выступил глава Tesla.

Билль под громким названием One Big Beautiful Bill Act должен увеличить государственный долг США на $3,3 трлн в течение следующего десятилетия. Маск воспринял это как прямое покушение на работу его Департамента правительственной эффективности, цель которого — урезать госрасходы и снизить национальный долг.

Трамп не остался в долгу, обозвав Маска «сошедшим с рельсов» за желание создать новую партию. Публичная перебранка двух титанов стала настоящим политическим шоу.

Акционеры Tesla тоже не оценили политические амбиции своего CEO — акции компании просели более чем на 20%, когда Маск в июне устроил опрос в X о создании новой партии.

На данный момент пользователи Polymarket оценивают шансы Вэнса получить республиканскую номинацию в 2028 году в 53%. А вероятность его победы на самих президентских выборах — в 28%, что ставит его впереди губернатора Калифорнии Гэвина Ньюсома (Gavin Newsom) с его 18%.

Маск делает ставку на проверенную стратегию — поддержать перспективного кандидата, а не создавать политическую структуру с нуля. Расчет понятен: зачем изобретать велосипед, когда можно просто купить самый быстрый?

Criptomoedas em alta

Leituras Relacionadas

Hackers Steal Nearly $17 Million in 40 Days as 'Zombie Contracts' Become Their ATMs

According to an analysis published by ZeroDrift on June 22, 2026, attackers have stolen approximately $16.9 million over 40 days from five deprecated but still operational smart contracts across various blockchains. The primary issue is not a specific vulnerability but the incomplete decommissioning of legacy contracts. These "zombie contracts" often retain economic value, operational permissions, and callable functions, making them prime targets long after teams cease active development. The most significant loss occurred at DxSale, where an old locker contract lost about $7.3 million due to a forgotten control path becoming accessible again. Other affected projects include TrustedVolumes (~$5.87M), Raydium's legacy AMM pool (~$1.34M), Aztec Connect (~$2.28M), and Huma Finance V1 pool (~$101k). These incidents involved diverse systems—RFQ settlement, credit pools, liquidity lockers, AMMs—demonstrating the widespread nature of the risk. The analysis highlights that automated tools are lowering the cost for attackers to systematically scan for these long-tail targets, which have public code and weaker monitoring. In contrast, defensive practices for contract retirement remain underdeveloped. While the DeFi industry has mature audit processes for new deployments, it lacks strict protocols for securely sunsetting old contracts, which only become truly "retired" after all funds, permissions, authorizations, and trust assumptions are removed.

marsbitHá 46m

Hackers Steal Nearly $17 Million in 40 Days as 'Zombie Contracts' Become Their ATMs

marsbitHá 46m

Valuation Rout of Old Titans: The Demise of a Generation's Asset Valuation Framework

"The Old Titans' Valuation Collapse: The Death of an Era's Valuation Framework" Between Alibaba's 2014 NYSE debut at $93.89 and its 2026 price of ~$95, twelve years have passed with zero price appreciation. This stagnation symbolizes a wholesale valuation reset for an entire generation of Chinese internet assets. Companies like Tencent, Pinduoduo, Meituan, Bilibili, and Kuaishou have seen catastrophic declines of 80-98% from their peaks. The core question arises: what framework now prices these companies, or has the framework itself expired? The valuation logic for Chinese internet stocks followed a clear "anchor-setting and anchor-removing" process. From 2014-2017, the dominant narrative was "US comparable discounting" – applying a growth premium and governance discount to US peers' multiples. This anchor loosened with the 2018 US-China trade war and the VIE structure risk, then was violently uprooted by the 2020-2021 regulatory crackdowns (Ant Group, Didi, anti-monopoly fines). The 2022 delisting panic and subsequent 2025-2026 geopolitical shocks (US military lists, AI espionage accusations) completed the demolition. The old "US对标打折" model is dead. However, this is not solely a China story. A structural mirror exists in US "old titan" stocks ("老登股"). In 2026, even Microsoft – with robust fundamentals – saw its PE compress from a 34x median to 22x, its worst performer status among the "Magnificent Seven" driven by a $190 billion annual AI capex crushing free cash flow. The core dilemma is universal: legacy platform giants, whether Alibaba or Microsoft, are spending colossal sums to chase an AI paradigm that may颠覆 their own high-margin, user/subscription-based business models. They have shifted from "companies defining the future" to "companies needing to prove they won't be淘汰ed by the future." This phenomenon of a dying valuation坐标系 has a historical precedent: post-1989 Japan. After its bubble burst, the "Japan premium" narrative ("most efficient manufacturing + perpetual growth") collapsed. A 25-year valuation vacuum ensued until Warren Buffett provided a new language in the 2010s: "low valuation + high dividend + governance reform." China's internet sector is now in a similar vacuum six years into its reset. While different from Japan's deflationary context, the parallel is clear: the old macro assumption of "deep integration with global capital" is falsified, but a new pricing framework is absent. Potential "new languages" for Chinese internet valuations are contradictory. AI transformation requires gutting profitable core businesses (e.g., Alibaba's ad-driven e-commerce) for an unproven consumption-based model, risking a Microsoft-like cash flow crunch. Alternatively, shareholder returns (buybacks/dividends) could build a floor, following Buffett's Japanese playbook, but current scales are insufficient to form a standalone anchor. The current state mirrors mid-1990s Japan: the old framework is dead, the new one unborn. The market waits in a vacuum for a重新定义ing force – a person, event, or proven business model shift – to answer "why buy." This may only be the middle phase of a prolonged re-rating.

marsbitHá 53m

Valuation Rout of Old Titans: The Demise of a Generation's Asset Valuation Framework

marsbitHá 53m

STRC Trading at Significant Discount, mNAV Falls Below Break-Even, Strategy's Valuation Logic Has Been Rewritten

Title: STRC Deeply Discounted, mNAV Falls Below Break-even, Strategy's Valuation Logic Redefined The recent volatility in MSTR and STRC highlights the need to reassess the core business model of Bitcoin reserve companies. These entities function more like leveraged, single-asset banks rather than software/tech firms. Consequently, they should be valued using banking metrics, not based on their total Bitcoin holdings. The key valuation metric is mNAV (market net asset value), akin to a price-to-book ratio. It compares the company's market capitalization to the equity value of its Bitcoin holdings after deducting all senior debt and preferred equity (like STRC). As of June 24, Strategy's mNAV was 1.10x. The focus should be on "net Bitcoin per share" (the Bitcoin claim per share after senior claims) and its growth rate, equivalent to a bank's book value and return on assets. Given STRC's 19% discount to its $100 par value (yielding 14.2%), issuing new MSTR equity at the current price to buy more Bitcoin is inefficient. It slightly dilutes the widely watched "total Bitcoin per share" metric while providing minimal improvement to the more critical "net Bitcoin per share." The article analyzes four potential uses for $1 billion in new equity: 1. **Buy Bitcoin:** Least effective. Improves net Bitcoin per share only marginally while diluting total Bitcoin per share. 2. **Repurchase STRC:** Most effective for balance sheet repair. The discount creates immediate value, increasing net Bitcoin per share by 1.0%, reducing debt burden, and lowering future dividend obligations. 3. **Boost Cash Reserves:** Dramatically improves the "cash coverage ratio" for STRC dividends from 9.8 months to 16.8 months, a crucial liquidity metric in a tightening funding environment. 4. **50/50 Split (STRC buyback & cash):** A balanced approach improving all key metrics. Strategy's own Q1 report indicates its internal break-even mNAV for profitable equity issuance to buy Bitcoin is 1.22x. With the current mNAV at 1.10x, such a move would be value-destructive. The core assumptions of its previous expansion model—issuing STRC at par and maintaining ample dividend coverage—have broken down. The recommended path is to use new capital to optimize core financial health: repurchasing discounted STRC and/or bolstering cash reserves. This would repair the balance sheet, signal liquidity strength, support STRC's price, lower its yield, and potentially reopen the par-value issuance channel. The current STRC discount represents a low-cost capital opportunity to restart this positive cycle. Bitcoin reserve companies must be evaluated as banks, focusing on book value, leverage, and liquidity resilience.

Foresight NewsHá 54m

STRC Trading at Significant Discount, mNAV Falls Below Break-Even, Strategy's Valuation Logic Has Been Rewritten

Foresight NewsHá 54m

Trading

Spot

Artigos em Destaque

Como comprar ELON

Bem-vindo à HTX.com!Tornámos a compra de Dogelon Mars (ELON) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Dogelon Mars (ELON) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Dogelon Mars (ELON)Depois de comprar o teu Dogelon Mars (ELON), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Dogelon Mars (ELON)Transaciona facilmente Dogelon Mars (ELON) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

205 Visualizações TotaisPublicado em {updateTime}Atualizado em 2025.03.21

Como comprar ELON

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de ELON (ELON) são apresentadas abaixo.

活动图片