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Н Новости

Trump Media привлечет $2,5 млрд на покупку биткоинов

Trump Media & Technology Group (TMTG), материнская компания соцсети президента США Дональда Трампа Truth Social, 29 мая разместит обыкновенные акции на ~$1,5 млрд и обеспеченные конвертируемые облигации на $1 млрд.

Ценные бумаги выкупят порядка 50 институциональных инвесторов, с которыми достигнуты договоренности.

Средства пойдут на создание биткоин-казначейства.

«Мы рассматриваем цифровое золото как кульминацию финансовой свободы. […] Инвестиции создадут синергию с платежами по подписке, utility-токенов и других запланированных транзакций в Truth Social и Truth+», — говорится в сообщении.

Размещение в 4,3 раза увеличит баланс корпорации, который на конец первого квартала составлял $759 млн

Cantor Fitzgerald & Co. выступила в качестве финансового консультанта сделки. Ранее председателем и CEO фирмы стал Брэндон Лютник, сын бывшего главы фирмы Говарда Лютника, который в этом году занял пост министра торговли США.

Кастодианами монет станут Crypto.com и Anchorage Digital.

26 мая Financial Times со ссылкой на осведомленные источники сообщила о планах TMTG привлечь $3 млрд за счет выпуска ценных бумаг. В Trump Media опровергли эту информацию.

TMTG пополнит список компаний, которые одобрили биткоин-стратегию. Согласно BitcoinTreasuries, насчитывается 114 организаций. Суммарно им принадлежит 807 853 BTC 3,85% эмиссии). Лидером выступает Strategy с 580 250 BTC ($63,2 млрд).

Пользователь под ником Lowstrife в треде поделился своими опасениями, как подобное масштабирование покупок цифрового золота способно в итоге привести к «разрушению» всей конструкции.

Bitcoin treasury companies are all the rage this week. MSTR, Metaplanet, Twenty One, Nakamoto.

I think they're toxic leverage and the worst thing which has ever happened to bitcoin & what bitcoin stands for. In the right conditions, here's the mechanism of how this blows up

1/n pic.twitter.com/3I4NNAs0Le

Специалист указал на увеличение левериджа Strategy и использующих ее стратегию организаций за счет непрекращающейся волны размещения ценных бумаг, что приводит к размыванию доли существующих акционеров.

«[Этот метод] отлично работает, если mNAV > 1. Проблема в том, что кредитное плечо полагается на ATM для финансирования обязательных выплат. Если MSTR торгуется ниже 1 mNAV как это было в 2022 году, появляется проблема», — указал Lowstrife.

Эксперт указал на стратегию менеджмента переноса выплат по ценным бумагам в будущее, что в итоге приводит к побочным эффектам.

По обыкновенным акциям прирост цены биткоина может не покрыть снижение доходности из-за новых выпусков. По конвертируемому долгу — может потребоваться рефинансирование или продажа части монет.

С «префами» возникает необходимость выплаты дивидендов. Выпуск этих ценных бумаг и денежные потоки по ним будут профинансированы за счет разводнения владельцев обыкновенных акций.

«STRF представляет собой бессрочный долг с выплатой 10%. Strategy будет постоянно обращаться к ATM, чтобы финансировать каждый выпущенный доллар. Навсегда. Покупки, сделанные сегодня за счет акционеров будущего. На что это похоже?», — задался вопросом аналитик.

Lowstrife подчеркнул, что проблема заключается в зависимости от конъюнктуры рынка. Специалист отметил наличие опции приостановления выплаты дивидендов, но ее активацию он посчитал маловероятной, поскольку это воспримут как потенциальную неплатежеспособность.

«Чем это закончится? Все начинается с mNAV. mNAV — это все. […] Если он ломается, способность компании привлекать капитал ослабевает. Конвертация вредит mNAV. Компания утрачивает способность осуществлять финансовые платежи по своему долгу», — спрогнозировал эксперт.

Lowstrife отметил риски для Strategy в росте числа корпораций, которые реализуют биткоин-стратегию. Он провел параллели с GBTC от Grayscale, потерявшего уникальность после запуска ETF. В результате премия по акциям исчезла, как и спрос вместе с «разгромом» mNAV.

Эксперт повторно пояснил, что mNAV полностью основан на настроениях. Нет никакого механизма или причины, по которым показатель должен соответствовать стоимости активов.

Специалист отметил риски сжатия метрики ниже 1, что сократит возможности привлечения капитала и новых покупок монет. Положение может усугубить необходимость выплаты дивидендов в неблагоприятных рыночных условиях.

Ситуацию усложняют конвертируемые облигации с погашением в 2028-2032 годах на $8,2 млрд. Если цена на обыкновенные акции не достигнет величины конвертации, Strategy потребуется рефинансировать долг или выплатит его, продав монеты.

«Это не революция. Это финансовые пирамиды, гоняющиеся за кредитным плечом. Я ходлер. Мне действительно грустно видеть, как [Майкл Сэйлор] повторяет наработки финансовой инженерии 2008 года, которые и привели к созданию цифрового золота», — заключил Lowstrife.

Напомним, Джесс Майерс из Moon спрогнозировал повышение доли биткоина на балансе публичных организаций до 50% к 2045 году.

Согласно Bitwise, к концу 2026 года запасы первой криптовалюты у институциональных игроков, включая правительства и корпорации, достигнут 20% от общей эмиссии монеты (~4,2 млн BTC).

Ранее в Bernstein предсказали рост биткоин-резервов компаний до $330 млрд к 2029 году.

Подписывайтесь на ForkLog в социальных сетях

Рассылки ForkLog: держите руку на пульсе биткоин-индустрии!

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    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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