Mastercard acquires BVNK for 1.8 billion, Zerohash seeks high valuation financing, JPMorgan points out ETH's structural lag

By: rootdata|2026/05/22 04:45:01

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Según datos de BBX, ayer el despliegue de las instituciones de pago tradicionales en la infraestructura de criptomonedas mostró divergencia, con instituciones que tienen diferencias claras en sus puntos de vista sobre ETH y el sector de las altcoins. Las dinámicas principales son las siguientes:

Mastercard Incorporated (NYSE: $MA) firmó un acuerdo de adquisición por la empresa británica de infraestructura de stablecoins BVNK el 17 de marzo por un máximo de 1.8 mil millones de dólares (incluyendo 300 millones de dólares en pagos basados en rendimiento), lo que llevó directamente a Mastercard a abandonar su plan de inversión estratégica previamente buscado en Zerohash (una empresa privada). Según CoinDesk el 19 de mayo, Mastercard finalizó las negociaciones con Zerohash tras la conclusión de la adquisición de BVNK, y Zerohash busca actualmente iniciar una nueva ronda de financiamiento con una valoración de más de 1.5 mil millones de dólares (superior a la valoración de 1 mil millones de dólares establecida durante la ronda de financiamiento D-2 de 104 millones de dólares en septiembre de 2025); la lógica estratégica detrás de la adquisición de BVNK por parte de Mastercard es que BVNK posee una infraestructura de pago de stablecoins que cubre más de 130 países y una combinación de licencias de pago multinacionales difícil de replicar; el Director de Producto de Mastercard, Jorn Lambert, declaró que el objetivo es integrar las stablecoins en la red central de pagos transfronterizos Mastercard Move, en lugar de tratarlas como un experimento periférico.
Analistas de JPMorgan Chase & Co. (NYSE: $JPM) citados por CoinDesk el 19 de mayo publicaron el último informe de investigación que indica que, en el entorno de mercado actual, Ethereum y el sector más amplio de las altcoins continuarán rezagados frente a Bitcoin, principalmente debido a tres debilidades estructurales: actividad de red débil, estancamiento en el crecimiento del ecosistema DeFi (el TVL de Solana ha caído de un pico de 13.1 mil millones de dólares en 2025 a unos 5.5 mil millones de dólares) y escenarios de adopción en el mundo real limitados; los analistas creen que para que el sector de las altcoins alcance el rendimiento de Bitcoin, es prerrequisito una "explosión significativa de la actividad de red", y esta condición carece actualmente de catalizadores visibles a corto plazo.

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