Руководитель DWF Labs прогнозирует, что компании NASDAQ начнут волну приобретения альткоинов

cryptonews.ru2023-08-29 tarihinde yayınlandı2025-05-29 tarihinde güncellendi

  • Компании NASDAQ вскоре могут привлечь капитал для покупки альткоинов, отказавшись от стратегий, ориентированных исключительно на биткоины.
  • Компании стремятся диверсифицировать криптовалютные активы, при этом большой интерес вызывают Ethereum и Solana.
  • Корпоративное принятие альткоинов может привести к росту цен, поскольку компании осуществляют долгосрочные казначейские вложения.

Глава DWF Labs Андрей Грачев предсказал новую фазу корпоративного принятия криптовалюты, когда компании, котирующиеся на NASDAQ, готовятся привлекать капитал специально для приобретения альткоинов. Его недавний пост X предполагает, что эта тенденция будет означать отход от исключительного фокуса на биткоине, который характеризовал большинство корпоративных криптостратегий.

«Сезон сделок типа «Стратегия» с публичными торгующими компаниями объявлен — мы увидим много листингуемых компаний, которые будут собирать средства для покупки альткоинов», — написал Грачев. Он сослался на книгу MicroStrategy, которая популяризировала корпоративное накопление биткоинов. Он подчеркнул это как «развивающуюся тенденцию этого цикла», особенно для листингуемых на NASDAQ компаний.

Season of kind of “Strategy” deals with publicly trading companies stated — we will see a lot of listed companies that will raise fund to buy altcoins
Developing Trend of this cycle
Especially for NASDAQ listed companies
Cheers

— Andrei Grachev (@ag_dwf) May 28, 2025

Прогноз появился, поскольку корпоративное принятие криптовалюты в значительной степени сконцентрировалось на Bitcoin, и такие компании, как Strategy и Tesla, лидируют в этом. Однако прогноз Грачева предполагает, что публичные компании готовы диверсифицироваться за пределы BTC в альтернативные криптовалюты.

Диверсификация корпоративного портфеля стимулирует стратегию

Этот потенциальный сдвиг в сторону альткоинов, по-видимому, обусловлен корпоративными желаниями диверсифицировать казначейские портфели и снизить зависимость от одного цифрового актива. В то время как Bitcoin служил основной институциональной точкой входа на рынки криптовалют, альткоины предлагают различные профили риска-доходности и экосистемные экспозиции. Ethereum и Solana, вероятно, станут основными целями для этих корпоративных стратегий поглощения, учитывая их устоявшиеся экосистемы и растущую институциональную привлекательность.

Некоторые компании уже начали реализовывать стратегии по приобретению альткоинов. BTCS, публичная компания, ориентированная на блокчейн, приобрела 3450 ETH примерно за $8,42 млн в мае 2025 года. Это было куплено по средней цене $2441 за ETH.

Связанный:Правда Социальная родительская компания TMTG делает ставку на биткоины на 2,5 миллиарда долларов, сигнализируя о крупном продвижении финтеха

Это приобретение демонстрирует, как публичные компании уже переходят от стратегий, ориентированных только на биткоин, к включению основных альткоинов в свои подходы к управлению казначейством. Покупка Ethereum компанией BTCS обеспечивает доступ ко второй по величине экосистеме криптовалют и связанному с ней потенциалу роста.

Если предсказание Грачева сбудется, возросший корпоративный спрос может оказать значительную поддержку ценам альткоинов и рыночной капитализации. В отличие от потоков розничных инвесторов, которые могут быть нестабильными, корпоративные казначейские распределения обычно включают долгосрочные стратегии удержания, которые сокращают оборотное предложение. Эта тенденция может особенно принести пользу устоявшимся альткоинам с сильными фундаментальными показателями, институциональной инфраструктурой и понятными вариантами использования.

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