K33 Research назвала количество покупаемых крупными компаниями биткоинов

cryptonews.ru2025-09-24 tarihinde yayınlandı2025-09-24 tarihinde güncellendi

Объем закупок первой криптовалюты публичными компаниями составил 1428 биткоинов в день. Это минимальный показатель за последние четыре месяца, заявили аналитики компании K33 Research.

По словам аналитиков, не менее четверти публичных компаний, держащих биткоины на балансе, ограничены в привлечении средств на приобретение криптовалюты через выпуск акций. Причина: выпуск новых бумаг приводит к размыванию долей инвесторов и снижает их прибыль.

Максимальное падение продемонстрировали акции объединенной компании KindlyMD и Nakamoto под управлением Дэвида Бейли (David Bailey) (тикер NAKA). Капитализация компании рухнула на 96%, Мультипликатор биткоин-резервов (mNAV), показывающий соотношение рыночной капитализации компании к стоимости запаса ее биткоинов, упал с 75 до 0,7, рассказали аналитики K33 Research.

Ниже единицы упал показатель mNAV у компании Twenty One, поддерживаемой компанией-эмитентом стейблкоина USDT Tether. У самого крупного корпоративного держателя биткоинов, Strategy, mNAV снизился до 1,26 — это минимум с марта 2024 года.

Средний показатель mNAV среди всех публичных биткоин-компаний уменьшился с 3,76 в апреле до 2,8 в начале сентября. Рыночный спрос на первую криптовалюту теперь будут определять мелкие инвесторы, а не корпоративные покупатели, резюмировали эксперты K33 Research.

Ранее специалисты аналитической платформы CryptoQuant сообщили, что индикатор Spent Output Profit Ratio (SOPR) у краткосрочных владельцев биткоина вновь упал, несмотря на восстановление курса первой криптовалюты.

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