Французская компания Sequans купит 100 000 биткоинов к 2030 году

cryptonews.ruPublicado em 2025-05-25Última atualização em 2025-08-26

Французская компания Sequans Communications подала заявку на размещение акций на сумму $200 млн для реализации агрессивной стратегии накопления биткоина. Компания планирует собрать 100 000 биткоинов к 2030 году.

Производитель чипов для 4G и 5G сетей планирует выпустить американские депозитарные расписки — долларовые акции иностранной компании, которые торгуются на американских биржах. Об этом говорится в документах, поданных в Комиссию по ценным бумагам и биржам (SEC) в понедельник.

«Мы намерены использовать эти средства разумно для оптимизации наших резервов, увеличения доли биткоина на акцию и создания долгосрочной стоимости для акционеров», — заявил глава Sequans Жорж Карам (Georges Karam).

По данным BitBo, парижская компания уже владеет 3 171 биткоином стоимостью $349 млн. Это делает ее второй по величине компанией-держателем биткоина в Европе после немецкой Bitcoin Group SE, которая владеет 12 387 BTC.

Присоединение к тренду корпоративного накопления

Sequans объявила о планах использовать биткоин как основной резервный актив 23 июня, присоединившись к растущему тренду публичных компаний, которые принимают криптовалюту как защиту от инфляции и средство сбережения.

Количество публичных компаний, владеющих биткоинами, выросло до 174 с менее чем 100 в начале 2025 года.

Sequans отметила, что сроки и объемы продаж акций в рамках новой программы будут зависеть от рыночных условий и других факторов. Чистая выручка от размещения будет «в основном использована для продолжения накопления биткоина в соответствии со стратегией компании».

Потенциальное увеличение запасов до 5 000 BTC

По текущим рыночным ценам на $200 млн можно купить еще 1 814 BTC, что доведет общие запасы биткоина Sequans почти до 5 000 BTC — примерно столько же держит Semler Scientific.

Акции Sequans закрыли торги понедельника на отметке $0,96, потеряв 6,8% за торговый день. Во внебиржевых торгах они выросли на 0,41%.

Корпоративное принятие биткоина замедлилось из-за роста числа компаний, которые выбрали для накопления Ethereum. BitMine Immersioвладеет вторым по величине кошельком $7,5 млрд в ETH.

SharpLink и The Ether Machine замыкают тройку лидеров среди компаний, владеющих Ethereum с $3,24 млрд и $1,51 млрд соответственно, согласно данным StrategicETHReserve.xyz.

Принятие Ethereum в качестве резервного актива способствовало росту цены ETH на 198% с 9 апреля, что позволило криптовалюте сократить отставание от биткоина в текущем бычьем цикле.

Leituras Relacionadas

How Will the US Treasury Bond Buyback Affect Bitcoin? Here Are Analysts' Opinions

The potential expansion of the U.S. Treasury's bond-buyback program could positively influence Bitcoin's price trajectory, according to analyst Mark Connors of Risk Dimensions. He suggests that if the program eases pressure on long-term U.S. Treasury yields, it may create favorable macro conditions for Bitcoin, potentially accelerating its path toward a current cycle target of $180,000. In the long term, under favorable conditions, Bitcoin could reach a range between $180,000 and $360,000. Macroeconomic factors like Treasury yields, monetary policy expectations, and global liquidity increasingly drive Bitcoin's price movements. U.S. debt management policy is therefore closely watched by the crypto market. Connors also highlights the upcoming U.S. CLARITY Act, aimed at crypto regulation, as a key short-term catalyst. Any regulatory progress, especially before mid-September, could boost institutional interest in Bitcoin. Analysts conclude that Bitcoin's next potential rally may depend not only on crypto-specific events but also on broader U.S. economic and debt management policies.

cryptonews.ruHá 3m

How Will the US Treasury Bond Buyback Affect Bitcoin? Here Are Analysts' Opinions

cryptonews.ruHá 3m

Grayscale: Zcash, Financial Privacy in the Age of AI

Grayscale Research suggests a third wave of public focus on financial privacy is approaching, driven by stablecoin/blockchain adoption and new AI-powered surveillance tools. In this context, Zcash emerges as a decentralized digital currency, similar to Bitcoin but with built-in, robust privacy mechanisms via its "shielded" transactions that conceal sender, receiver, and amount using zero-knowledge proofs. While privacy is often seen as a niche feature, it is argued to be a core requirement for functional money, needed by individuals and businesses alike. Zcash's optional privacy is distinct from mixers or default-private chains like Monero. After years of development (Sapling, Orchard/NU5, Ironwood upgrades) to improve usability, key metrics show growing adoption: shielded transactions comprise ~90% of network activity, and ~25% of circulating ZEC is in shielded pools—a historical high. Despite this, ZEC's market valuation remains low (~0.6% of the "digital currency" sector), implying the market prices privacy as a marginal concern. The investment thesis hinges on a potential re-rating if the value of financial privacy is recognized more broadly. Risks include regulatory challenges around shielded transactions, legacy trusted setup pools, quantum computing threats, and execution risks for upcoming upgrades like Tachyon for scaling. In summary, Zcash represents a significant, technologically mature option in the privacy currency space, with current valuation offering potential upside if privacy demand grows.

marsbitHá 9m

Grayscale: Zcash, Financial Privacy in the Age of AI

marsbitHá 9m

The Bear Market Has Ended, A New Bull Cycle Has Begun

**Title: Bear Market Over, New Bull Cycle Begins** Bitcoin surged over 20% in just three days, from a low of $64,100 on August 19th to a high of $79,500 by August 21st, marking a dramatic shift in market sentiment. This rapid rise triggered massive liquidations exceeding $4 billion, with short positions accounting for $3.7 billion—the largest short squeeze since 2021. The rally was fueled by several key factors. Macroeconomic conditions improved as the US Treasury doubled its long-term bond buyback size, easing pressure. Significant regulatory developments included a White House meeting where former President Trump urged Senate action on the CLARITY Act and hinted at potential US Bitcoin reserves, followed by the CFTC Chairman stating the agency would establish crypto market rules if the bill stalls. On-chain data revealed a fierce battle: large whales faced substantial liquidations on short positions, while others took profits or doubled down on longs. Major altcoins like ETH and XRP also saw impressive gains. Analysts are divided but increasingly bullish. Many, including CryptoQuant's founder, declare the bear market over and a new bull cycle begun. Price targets range from $100k by year-end to ambitious long-term projections of $200k. However, some caution against immediate chasing, noting overbought conditions and viewing the move as a potential "trap" ahead of the crucial September 15th Senate vote on the CLARITY Act. The market's next test is sustaining the momentum with real buying pressure, holding above key resistance near $78k-$80k, and watching ETF inflows and the upcoming regulatory vote.

marsbitHá 13m

The Bear Market Has Ended, A New Bull Cycle Has Begun

marsbitHá 13m

Xiaomi Defended Its Smartphone Gross Margin, Yet to Find a Profit Successor

Xiaomi's Q2 2026 financial report reveals a company navigating a complex transition. While smartphone gross margin held steady at 8.5% through strategic product mix and a record-high average selling price (ASP), this came at the cost of a 26.5% year-over-year decline in global shipments, pressuring its core user acquisition engine. This illustrates Xiaomi's central challenge: managing the "timing gap" between its established and emerging growth engines. Its smartphone business is pivoting from scale to premiumization, but it's unclear if high-end models can fully offset the volume loss from more price-sensitive segments, especially in markets like India and Africa. Meanwhile, the electric vehicle segment has become a significant revenue contributor, delivering 104,200 units and generating ¥23.9 billion. However, its profit contribution remains unclear as it, along with AI investments, is still in a scaling and investment phase. The AI and humanoid robot initiatives, though strategically prioritized and tested in Xiaomi's own factories, are in early-stage validation with no near-term commercialization timeline. Financially, the company remains stable, supported by a robust cash position and its high-margin internet services business, which hit a new high in monthly active users. Management emphasized continued heavy investment in AI, chips, and robotics to fuel the next growth cycle. The key question is whether these new engines—cars, AI, robotics—can achieve commercial scale and profitability before the smartphone engine's growth slows further.

marsbitHá 14m

Xiaomi Defended Its Smartphone Gross Margin, Yet to Find a Profit Successor

marsbitHá 14m

Is RWA Still Meaningful Without DeFi?

The article "Would RWA Still Matter Without DeFi?" argues that tokenizing real-world assets (RWA) alone, like putting a barcode on a container, is not transformative. True value emerges when these tokenized assets are integrated into decentralized finance (DeFi) ecosystems, enabling valuation, financing, hedging, trading, and loss management in a programmable, automated manner. Tokenization provides digital representation, but DeFi provides utility through leverage, liquidity, and composability. The core challenge lies in aligning the different "time clocks" of blockchain (fast, 24/7), traditional markets (limited hours), and asset redemption (slow processes), which creates liquidation risks and gaps. Effective RWA integration requires more than a token; it needs a full stack: legally enforceable rights, reliable data oracles, clear transfer rules, executable secondary liquidity, appropriate collateral parameters, and credible loss resolution paths. Liquidity is defined not by total value locked (TVL) but by the ability to exit a position under stress within a required timeframe. Risk management for RWAs must be modeled as a dependency graph, monitoring interconnected nodes like issuers, custodians, oracles, and liquidity pools for early warning signs beyond just price data. While tokenized government bonds serve as an initial "ping test," the future lies in more complex assets like computing power and energy, which require bespoke risk models. Tokenized stocks paired with perpetual futures present a major test, combining global equity ownership with crypto-native leverage, necessitating robust architectural safeguards like isolation and dynamic collateral rules. The conclusion is that without DeFi, RWA tokenization offers limited value—improving distribution and transparency. The significant opportunity arises when tokenized assets become functional components within open, programmable capital markets, where they can be used as collateral and facilitate complex financial strategies. The token is merely the barcode; the market operating system is the real machine.

marsbitHá 35m