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

0

اشتراک‌گذاری

copy

BTC

ETH

SOL

طبق داده‌های BBX، دیروز رویکرد نهادهای پرداخت سنتی در زیرساخت‌های رمزارز نشان‌دهنده واگرایی بود، به‌طوری‌که این نهادها دیدگاه‌های متفاوتی نسبت به ETH و بخش آلت‌کوین‌ها داشتند. پویایی‌های اصلی به شرح زیر است:

مسترکارت (NYSE: $MA) در ۱۷ مارس توافق‌نامه‌ای برای تصاحب شرکت زیرساخت استیبل‌کوین بریتانیایی BVNK به مبلغ حداکثر ۱.۸ میلیارد دلار (شامل ۳۰۰ میلیون دلار پرداخت مبتنی بر عملکرد) امضا کرد که مستقیماً منجر به انصراف مسترکارت از طرح سرمایه‌گذاری استراتژیک قبلی خود در Zerohash (یک شرکت خصوصی) شد. طبق گزارش CoinDesk در ۱۹ مه، مسترکارت پس از تکمیل تصاحب BVNK به مذاکرات با Zerohash پایان داد و Zerohash در حال حاضر به دنبال آغاز دور جدیدی از تأمین مالی با ارزش‌گذاری بیش از ۱.۵ میلیارد دلار است (بالاتر از ارزش‌گذاری ۱ میلیارد دلاری تعیین‌شده در دور تأمین مالی D-2 به مبلغ ۱۰۴ میلیون دلار در سپتامبر ۲۰۲۵)؛ منطق استراتژیک پشت تصاحب BVNK توسط مسترکارت این است که BVNK دارای زیرساخت پرداخت استیبل‌کوین با پوشش بیش از ۱۳۰ کشور و ترکیبی از مجوزهای پرداخت چندکشوری است که کپی‌برداری از آن دشوار است؛ یورن لمبرت، مدیر ارشد محصول مسترکارت، اظهار داشت که هدف، ادغام استیبل‌کوین‌ها در شبکه اصلی پرداخت‌های برون‌مرزی Mastercard Move است، نه اینکه با آن‌ها به عنوان یک آزمایش جانبی برخورد شود.
تحلیلگران جی‌پی‌مورگان (NYSE: $JPM) که در ۱۹ مه توسط CoinDesk نقل شدند، آخرین گزارش تحقیقاتی خود را منتشر کردند که نشان می‌دهد در محیط فعلی بازار، اتریوم و بخش گسترده‌تر آلت‌کوین‌ها به دلیل سه ضعف ساختاری همچنان از بیت‌کوین عقب خواهند ماند: فعالیت شبکه ضعیف، رکود در رشد اکوسیستم دیفای (TVL سولانا از اوج ۱۳.۱ میلیارد دلاری در سال ۲۰۲۵ به حدود ۵.۵ میلیارد دلار کاهش یافته است) و سناریوهای محدود پذیرش در دنیای واقعی؛ تحلیلگران معتقدند که برای رسیدن بخش آلت‌کوین‌ها به عملکرد بیت‌کوین، یک «جهش قابل توجه در فعالیت شبکه» پیش‌نیاز است و این شرط در حال حاضر فاقد محرک‌های کوتاه‌مدت مشهود است.

قیمت --

ممکن است شما نیز علاقه‌مند باشید

AIDC، اجاره توان پردازشی و فضای ابری: «تز سه‌مرحله‌ای» تحول هوش مصنوعی در مزارع استخراج رمزارز

AIDC، اجاره توان پردازشی و فضای ابری: «تز سه‌مرحله‌ای» تحول هوش مصنوعی در مزارع استخراج رمزارز

«تحول هوش مصنوعی» در مزارع استخراج رمزارز تنها یک شعار نیست؛ بلکه در سه مرحله قابل تشخیص در حال وقوع است.

تمام درآمدهای غیرقانونی Futu مصادره شد؛ هشداری برای صرافی‌های ارز دیجیتال

تمام درآمدهای غیرقانونی Futu مصادره شد؛ هشداری برای صرافی‌های ارز دیجیتال

حتی اگر مؤسسات مالی خارجی مجوزهای بین‌المللی داشته باشند، تا زمانی که به ساکنان سرزمین اصلی چین خدمات مالی ارائه می‌دهند، نهادهای نظارتی چین می‌توانند اقدامات آن‌ها را بر اساس قوانین چین ارزیابی کنند.

IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people

IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people

The wage earners freeze to death on the road, the sellers of goods die of thirst on the way. The weavers of brocade wear coarse cloth, and the grain growers do not have enough to eat.

Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business

Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business

Overview of Important Market Events on May 21

Insiders: DeepSeek is forming a Harness team to compete with Claude Code

Insiders: DeepSeek is forming a Harness team to compete with Claude Code

DeepSeek Code is coming.

SpaceX officially submitted its prospectus, unveiling the largest IPO in history

SpaceX officially submitted its prospectus, unveiling the largest IPO in history

SpaceX's public market debut could take place as early as June, making it the first in a series of giant IPOs from AI companies, with OpenAI and Anthropic also waiting for the right moment.

The financial changes under the new SEC regulations: Opportunities and regulatory red lines behind "tokenized stocks"

The financial changes under the new SEC regulations: Opportunities and regulatory red lines behind "tokenized stocks"

In-depth analysis of "tokenized stocks": The SEC's advancement of an innovation exemption framework has sparked heated discussions, revealing the real risks behind third-party "synthetic asset" certificates and 24/7 trading.

Blockchain Capital Partner: The structure of on-chain dual-layer capital is still in the early stages of value discovery

Blockchain Capital Partner: The structure of on-chain dual-layer capital is still in the early stages of value discovery

How can the on-chain economy build a capital structure that promotes open innovation while also considering institutional scale?

Secured over $60 million in funding from Dragonfly, Sequoia, and others, learn about the on-chain derivatives protocol Variational | CryptoSeed

Secured over $60 million in funding from Dragonfly, Sequoia, and others, learn about the on-chain derivatives protocol Variational | CryptoSeed

What is the difference with Hyperliquid?

I tested with $10,000: zero wear and tear, annualized 8%, and can earn points (with complete tutorial + screenshots)

I tested with $10,000: zero wear and tear, annualized 8%, and can earn points (with complete tutorial + screenshots)

Perps DEX newcomer StandX launches native stablecoin DUSD, achieving a real APY of 8.46% with its innovative three-tier yield mechanism, breaking the 3% traditional stablecoin interest rate ceiling.

Morning Report | Deloitte acquires crypto infrastructure company Blocknative; stablecoin company Checker completes $8 million financing; a16z may have become the largest external institutional holder of HYPE

Morning Report | Deloitte acquires crypto infrastructure company Blocknative; stablecoin company Checker completes $8 million financing; a16z may have become the largest external institutional holder of HYPE

Overview of Important Market Events on May 20

Interpretation of xBubble SOP: Packaging Vibe Coding for non-technical users

Interpretation of xBubble SOP: Packaging Vibe Coding for non-technical users

DAPPOS has launched the low-threshold AI application xBubble, which innovatively automates the packaging of complex large model workflows with an SOP system, allowing users with no technical background to complete professional-level AI tasks with just one sentence.

From Followers to Price Setters: The Role of the Crypto Market is Reversing

From Followers to Price Setters: The Role of the Crypto Market is Reversing

The encryption platform successfully achieved precise pre-listing pricing on CBRS, indicating that Crypto is gradually transforming from a follower of traditional finance into a new pricing hub for global assets through innovative mechanisms.

a16z invested $356 million to aggressively acquire HYPE, surpassing Paradigm to become the largest external holding institution

a16z invested $356 million to aggressively acquire HYPE, surpassing Paradigm to become the largest external holding institution

Eight months later, the price of HYPE is approaching its previous high, and institutions like a16z, Goldman Sachs, and Grayscale are collectively taking action. What is their intention?

Coinbase stuffed USDC into Hyperliquid; who made money from this transaction?

Coinbase stuffed USDC into Hyperliquid; who made money from this transaction?

On the surface, it seems like a good deal for Hyperliquid with doubled revenue, but in reality, Coinbase has obtained something more valuable: a global distribution channel for USDC. In a situation where it is besieged domestically and locked out by USDT overseas, embedding stablecoins into the larg...

Google officially declares war

Google officially declares war

Google has issued a challenge to all its competitors with three weapons: technology, traffic, and pricing.

It is Bankless that needs Ethereum, not Ethereum that needs Bankless

It is Bankless that needs Ethereum, not Ethereum that needs Bankless

The role of Bankless is being replaced by a more decentralized, specialized, and diverse "narrative network."

تکامل سرمایه‌گذاری کریپتو: از “هیجان توکن” تا “واقعیت درآمد”

تکامل سرمایه‌گذاری کریپتو: از “هیجان توکن” تا “واقعیت درآمد”

Key Takeaways سرمایه‌گذاری کریپتو در حال تبدیل شدن از دوره‌ی حبابی به سمت تحلیل‌های واقعی درآمد است. بانک…

AIDC، اجاره توان پردازشی و فضای ابری: «تز سه‌مرحله‌ای» تحول هوش مصنوعی در مزارع استخراج رمزارز

«تحول هوش مصنوعی» در مزارع استخراج رمزارز تنها یک شعار نیست؛ بلکه در سه مرحله قابل تشخیص در حال وقوع است.

تمام درآمدهای غیرقانونی Futu مصادره شد؛ هشداری برای صرافی‌های ارز دیجیتال

حتی اگر مؤسسات مالی خارجی مجوزهای بین‌المللی داشته باشند، تا زمانی که به ساکنان سرزمین اصلی چین خدمات مالی ارائه می‌دهند، نهادهای نظارتی چین می‌توانند اقدامات آن‌ها را بر اساس قوانین چین ارزیابی کنند.

IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people

The wage earners freeze to death on the road, the sellers of goods die of thirst on the way. The weavers of brocade wear coarse cloth, and the grain growers do not have enough to eat.

Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business

Overview of Important Market Events on May 21

Insiders: DeepSeek is forming a Harness team to compete with Claude Code

DeepSeek Code is coming.

SpaceX officially submitted its prospectus, unveiling the largest IPO in history

SpaceX's public market debut could take place as early as June, making it the first in a series of giant IPOs from AI companies, with OpenAI and Anthropic also waiting for the right moment.

محتوا

رمزارزهای محبوب

آخرین اخبار رمز ارز

10:42

Stablecoin issuer JPYC is about to complete its Series B financing, with participation from Life Design Fund and others, raising a total of approximately 5 billion yen

Japanese yen stablecoin issuer JPYC announced that its Series B round of financing is about to be completed, with a total financing amount expected to reach approximately 5 billion yen. New investors in this round include Life Design Fund, IHD STRATEGY FUND, a fund under Awa Bank, and Meiji Yasuda F...

ETH

AVAX

KAIA

04:45

The probability of the Federal Reserve keeping interest rates unchanged in June is 96.8%, and in July, it is 85.4%

According to Jinshi News, the CME "FedWatch" shows that the probability of the Federal Reserve keeping interest rates unchanged until June is 96.8%, while the probability of a cumulative rate hike of 25 basis points is 3.2%. By July, the probability of keeping interest rates unchanged is 85.4%, the ...

04:45

Paradigm announced the open-source self-developed AI Agent Centaur, claiming it has completely transformed the workflow of the fund

Paradigm officially announced the open-sourcing of Centaur, a self-hosted AI Agent Runtime developed jointly by Paradigm and Tempo that supports multi-user collaboration and secure operation. Paradigm stated that since January of this year, the fund has been using Centaur internally, which has compl...

04:45

Data: The giant whale Loracle deposited 616,700 HYPE into HyperLiquid and began selling, with HYPE short positions currently at a floating loss of 23 million dollars

According to Onchain Lens monitoring, the whale Loracle (@loraclexyz) has deposited 616,670 HYPE (36 million USD) into HyperLiquid and has started selling, with only 78,000 HYPE left for sale. Its 5x HYPE short position loss has expanded to 23 million USD, with a liquidation price of 83.34 USD.

04:45

Galaxy and BitGo engage in court hearings over the $100 million merger termination fee dispute

According to Bloomberg, Galaxy Digital founder and billionaire Michael Novogratz confronted BitGo Holdings CEO Mike Belshe in court this week over a four-year merger dispute.BitGo is seeking at least $100 million in damages from Galaxy, stemming from Galaxy's proposed $1.2 billion acquisition in 202...

ادامه مطلب