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Биткоин-максимум и сезон отчетности в США: реакция акций криптокомпаний

Биткоин в мае 2025 года смог обновить свой исторический максимум, успешно взяв отметку в $112 000. Как это отразилось на котировках акций криптокомпаний? Как высоко сумели подняться бумаги? Пора ли их покупать прямо сейчас?

Продать в мае и уйти

С конца апреля и весь май американские компании отчитываются о финансовых результатах за первый квартал года. Одновременно с этим в 2025-м крипторынок демонстрировал уверенный рост, который вылился в новый исторический максимум цены биткоина. Плюс Дональд Трамп сдал назад и ослабил торговые пошлины для почти всех стран мира. Как на все это отреагировали акции компаний, которые инвестируют в биткоин, принимают его в качестве платежа или занимаются майнингом? Сработала ли на этот раз известная американская поговорка «Sell in May and go away» («Продавай в мае и уходи»)?

Riot Platforms (NASDAQ: RIOT)

Открывает рейтинг крупнейших криптокомпаний майнер Riot Platforms с капитализацией $3,05 млрд. В мае акции компании продемонстрировали рост на 18,09%. Это не удивительно, учитывая, что весь месяц наблюдался рост биткоина, а прибыль майнеров напрямую зависит от его цены (чем дороже BTC, тем больше зарабатывают майнинговые компании). Кроме того, в начале месяца компания отчиталась о результатах добычи крупнейшей криптовалюты за апрель 2025 года. Всего за месяц было получено 465 BTC. В сравнении с мартом показатель снизился на 13%, однако вырос по сравнению с апрелем 2024 года на 23%.

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Источник: tradingview.com

Core Scientific (NASDAQ: CORZ)

Еще одна майнинговая компания — Core Scientific с рыночной капитализацией $3,18 млрд — занимает девятое место. Ее акции в мае выросли сразу на 31,88%, что объясняется удорожанием биткоина. Кроме того, 7 мая были представлены финансовые результаты за первый квартал. В соответствии с ними чистая прибыль увеличилась в 2,76 раза по сравнению с аналогичным периодом годом ранее и составила $510,7 млн. Это также придало инвесторам позитива и веры в акции Core Scientific.

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Источник: tradingview.com

MARA Holdings (NASDAQ: MARA)

Восьмой в списке крупнейших по капитализации значится MARA Holdings с $5,18 млрд. Ее деятельность связана как с майнингом, так и в целом с развитием экосистемы цифровых активов. Акции компании в мае прибавили 10,17%. Во многом это связано именно с ростом биткоина. Тем не менее, акции MARA Holdings подорожали не сильно. Это объясняется достаточно слабым отчетом компании за первый квартал: чистый убыток составил боле $0,5 млрд, в то время как годом ранее за аналогичный период была зафиксирована прибыль в размере $337,2 млн.

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Источник: tradingview.com

Galaxy Digital Holdings (TSX: GLXY)

Седьмое место у компании Galaxy Digital Holdings с ее рыночной капитализацией $7,7 млрд. Май для этой организации, занимающейся трейдингом, инвестициями, майнингом и многим другим, выдался достаточно успешным. Акции выросли на 43,61%. При этом, по ходу торгов 16 мая они достигали $35,3, что стало максимумом за три года. Именно в тот день ценные бумаги Galaxy Digital Holdings стали доступны не только на Фондовой бирже Торонто, но также на американской Nasdaq, под тем же тикером GLXY. Интересно, что росту не помешал даже негативный финансовый отчет за первый квартал 2025 года, согласно которому компания продемонстрировала чистый убыток в размере $295 млн.

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Источник: tradingview.com

Block (NYSE: XYZ)

Компания, фокусирующаяся на электронных платежах, в том числе криптовалютных, и одновременно инвестор в биткоины, Block, занимает шестое место с капитализацией $36,12 млрд. Май 2025 года выдался нейтральным для ее акций: рост составил лишь 0,46%. Препятствием для ценных бумаг Block стал отчет за первый квартал 2025 года. Данные, которые были в нем представлены, оказались хуже ожиданий. Доход составил $5,96 млрд, что на 3% меньше аналогичного показателя годом ранее. Консенсус-прогноз здесь был $6,2 млрд. Валовый доход вырос по сравнению с первым кварталом 2024 года на 9% до $2,29 млрд. Тем не менее до консенсус-прогноза в $2,32 млрд и здесь дотянуться не удалось.

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Источник: tradingview.com

Grayscale Bitcoin Trust (NYSE: GBTC)

Спотовый биткоин ETF компании Grayscale — Grayscale Bitcoin Trust — оккупировал пятую позицию с капитализацией $59,37 млрд. Как и биткоин, акции (паи) фонда смогли обновить свой исторический максимум: 22 мая их стоимость достигла $88,36. При этом, у GBTC продолжается отток денежных средств. Лишь 1 мая был зафиксирован приток денег в $16,01 млн. Кумулятивный (суммарный) отток за месяц к 25 мая составляет $316,6 млн.

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Источник: tradingview.com

Coinbase (NASDAQ: COIN)

На четвертом месте расположилась крупнейшая американская криптовалютная биржа Coinbase с рыночной капитализацией $67,02 млрд. Ее акции прибавили в мае 29,71%. Рост биткоина до исторического максимума оказал определенное влияние на ценные бумаги Coinbase, однако не стал решающим. Куда больший эффект возымело включение с 19 мая акций криптобиржи в биржевой индекс S&P500. Это не рядовое событие. Coinbase стала первой представительницей криптоиндустрии, акции которой используются при расчете индекса S&P500.

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Источник: tradingview.com

PayPal (NASDAQ: PYPL)

Тройку лидеров открывает платежный сервис PayPal с рыночной капитализацией $67,93 млрд. Компания предлагает традиционные методы оплаты товаров-услуг, а также варианты расчетов и в криптовалюте. Акции PayPal на фоне роста цены биткоина прибавили в мае 6,09%. Еще из положительных моментов можно отметить заключение договоренностей об интеграции с поисковой системой Perplexity. С лета 2025 года клиенты из США смогут воспользоваться чатом Perplexity Pro для размещения заказов или выбора услуг.

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Источник: tradingview.com

Strategy (NASDAQ: MSTR)

На втором месте расположилась компания Strategy (бывшая MicroStrategy) с капитализацией $102,21 млрд. Деятельность компании включает в себя облачные услуги, разработку программного обеспечения для смартфонов и бизнес-аналитику. А еще компания активно вкладывается в BTC. В мае акции Strategy упали на 2,79%, несмотря на обновление биткоином исторического максимума. Все дело в том, что инвесторы с опаской относятся к агрессивной политике компании по продаже собственных ценных бумаг ради приобретения крупнейшей криптовалюты. Недавно стало известно о продаже очередного пакета привилегированных акций на сумму $2,1 млрд. Кроме того, отчет за первый квартал 2025 года, который Strategy представила 1 мая, оказался не самым впечатляющим: чистый убыток вырос до $4,1 млрд, а доходы упали на 3,6% по сравнению с предыдущим годом, оказавшись ниже консенсус-прогноза.

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Источник: tradingview.com

Tesla (NASDAQ: TSLA)

Первое место занимает производитель электрокаров и один из крупнейших держателей биткоина — Tesla с рыночной капитализацией $1,093 трлн. В мае акции компании выросли более чем на 20%, а их стоимость поднялась выше $300 впервые с февраля. Во многом такому развитию событий способствовало предложение Дональда Трампа по снижению пошлин на китайский импорт до 80% с первоначальных 145%. Не секрет, что Tesla использует достаточно много запчастей из Поднебесной. Также стоит отметить, что криптобиржа Kraken намерена предоставить возможность торговли акциями компании для неамериканских пользователей. Эти ценные бумаги будут доступны на площадке в виде токенов.

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Источник: tradingview.com

Вывод

Таким образом, май 2025 года оказался достаточно удачным для большинства криптокомпаний. Единственный крупным игроком, акции которого снизились за этот промежуток времени, стала Strategy. Ценные бумаги всех остальных организаций выросли вслед за биткоином. Продавцы в мае оказались в проигрыше, а покупатели — в выигрыше.

Данный материал и информация в нем не является индивидуальной или иной другой инвестиционной рекомендацией. Мнение редакции может не совпадать с мнениями аналитических порталов и экспертов.

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    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 12.10.25 01:12 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 12.10.25 19:53 Tonerdomark

    A crook swiped my Dogecoin. It ruined my whole world. Then Mr. Sylvester showed up. He fixed it all. He pulled back €211,000 for me. Not one cent missing from my profits. His steady cool and sharp tech know-how won back my trust. I got my money smooth and sound. After endless worry, relief hit me hard. I trusted him completely. Lost cash to a scam? Hit him up now at { yt7cracker@gmail . com }. His aid turned my life around. WhatsApp at +1 512 577 7957.

  • 12.10.25 21:36 blessing

    Writing this review is a joy. Marie has provided excellent service ever since I started working with her in early 2018. I was worried I wouldn't be able to get my coins back after they were stolen by hackers. I had no idea where to begin, therefore it was a nightmare for me. However, things became easier for me after my friend sent me to [email protected] and +1 7127594675 on WhatsApp. I'm happy that she was able to retrieve my bitcoin so that I could resume trading.

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 01:15 tyleradams

    Hi. Please be wise, do not make the same mistake I had made in the past, I was a victim of bitcoin scam, I saw a glamorous review showering praises and marketing an investment firm, I reached out to them on what their contracts are, and I invested $28,000, which I was promised to get my first 15% profit in weeks, when it’s time to get my profits, I got to know the company was bogus, they kept asking me to invest more and I ran out of patience then requested to have my money back, they refused to answer nor refund my funds, not until a friend of mine introduced me to the NVIDIA TECH HACKERS, so I reached out and after tabling my complaints, they were swift to action and within 36 hours I got back my funds with the due profit. I couldn’t contain the joy in me. I urge you guys to reach out to NVIDIA TECH HACKERS on their email: [email protected]

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 18:07 crypto

    Cryptocurrency's digital realm presents many opportunities, but it also conceals complex frauds. It is quite painful to lose your cryptocurrency to scam. You can feel harassed and lost as a result. If you have been the victim of a cryptocurrency scam, this guide explains what to do ASAP. Following these procedures will help you avoid further issues or get your money back. Communication with Marie ([email protected] and WhatsApp: +1 7127594675) can make all the difference.

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

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