Robinhood to buy crypto exchange Bitstamp for $200 million: CNBC Crypto World
Summary
TLDRロビンフッドは、暗号為替のビットスタンプを2億ドルで買収すると発表しました。一方、コアサイエンティフィックは、AI企業のコーウェイからの10億ドルの買収を拒否しました。また、マシュー・シーガルは、SECが現物イーサのETFを承認するためのルール変更を決定し、その影響について議論しました。ビットコインの価格はわずかに下がり、イーサは上昇しています。
Takeaways
- 📈 ロビンフッドは暗号為替の取引所ビットスタンプを2億ドルで買収すると発表しました。
- 🌐 ビットスタンプは世界中で登録しており、買収はロビンフッドのグローバル展開を促進するでしょう。
- 🔑 ロビンフッドのCEO Vlad tenevは、国際ビジネス、新しい取引所の導入、そして新しいビジネス分野への参入を買収の3つの主な動機だと語りました。
- 📊 買収の発表後、ロビンフッドの株価は最大で5.5%上昇しました。
- 🚫 コアサイエンティフィックはAI企業Core Weaveからの買収を拒否しました。
- 💡 Core Weaveからの提案は、ビットコインマイナーがAI企業にとって魅力的なM&Aターゲットになる可能性があるというJPモルガンの報告書に示唆しています。
- 🌐 イーサリアムのネイティブトークンであるetherの新しい価格ターゲットは、この10年で22,000ドルとVaneckの研究によると予想されています。
- 📋 SECは5月23日にVaneckのスポットイーサリアムETFの申請に対するルール変更を承認し、これはスポットイーサリアムETFの道を開きました。
- 📈 今年、ビットコインとイーサリアムはナスダックを上回って60%以上上昇しています。
- 📊 ブロックチェーンの四半期決算報告では、アドレス数、取引数、ユーザーが支払う手数料がすべて過去最高を記録しています。
- 🎯 Van Eckは2017年にビットコインETFを申請し、スポットイーサリアムETFの申請も行いました。
Q & A
Robin HoodはなぜBitstampを買収する決定をしたのか?
-Robin HoodはBitstampを買収することで、国際ビジネスを加速し、特に暗号通貨における国際展開を促進する。また、Bitstampは世界中で登録しており、これはRobin Hoodのグローバルフットプリントの拡大に役立つ。
Bitstampの買収によってRobin Hoodはどのような利点を獲得する予定ですか?
-Bitstampの買収はRobin Hoodに国際ビジネスの拡大、新しい取引所の導入、市場メーカーや他の機関クライアントを対象とした新規ビジネスの開始という3つの利点をもたらす。
Core ScientificがなぜCor Weaveからの買収提案を拒否したのか?
-Core Scientificは、Cor Weaveからの提案が会社の近未来および長期的な潜在力を考慮に入れずに、会社を低評価していると判断したため、買収提案を拒否した。
Cor Weaveからの買収提案はどのような背景を持っているのか?
-Cor Weaveからの買収提案は、ビットコインマイナーが手持ちのエネルギー供給契約により、AI企業にとって魅力的なM&Aターゲットになる可能性があるというJP Morganの報告書に示唆されている。
VanEckのマシュー・シーガルは、SECが現物イーサリアムETFのルール変更を承認したことにどのように反応したのか?
-マシュー・シーガルは、これは大きな規制の180度転換であり、イーサリアムが商品であることを確認し、オープンソースブロックチェーンでのイノベーションの前向きな影響をもたらしたと述べた。
VanEckが設定したイーサリアムの新しい価格目標はどれくらいですか?
-VanEckは、2030年末までにイーサリアムの価格が22,000ドルになるという新しい価格目標を設定している。
VanEckのイーサリアムETFが承認され、取引開始した場合、他の発行者とどのように異なると思いますか?
-VanEckは、自社の製品に最大の投資を行い、詳細な研究モデル、そして異なるティッカーを提供することで、他の発行者と差別化すると考えている。
VanEckのビットコインETFは他の競合他社と比較してどのように位置づけられますか?
-VanEckのビットコインETFは、他の競合他社と同様に同じ日に取引を開始したため、速度ではなく、投資の規模、研究の質、ティッカーの差別化などによって競合他社と異なる価値を提供している。
マシュー・シーガルは、SECが現物イーサリアムETFのルール変更を承認するまでの過程で、どのようなコミュニケーションがあったのか?
-マシュー・シーガルは、SECとのコミュニケーションはルール変更の最終締め切りの週に集中していたと述べており、その過程で非常に驚いたと表現している。
VanEckがSECに対して提出したS-1の承認を待っている状況はどうですか?
-VanEckはSECからのコメントに応じ、S-1の承認を待っている。承認が得られれば、数週間以内にこれらの商品が取引できるようになる可能性がある。
イーサリアムが2030年までに22,000ドルの価格を支持するであろう70億ドル以上の自由キャッシュフローはどのように生み出されるとVanEckは考えていますか?
-VanEckは、イーサリアムのスケーリングロードマップがユーザーのネットワークでの取引を爆発的に増やし、2030年までにトークンホルダーに70億ドル以上の自由キャッシュフローを生み出すことができると見ている。
Outlines
📈 ロビンフッド、ビットスタンプ買収とコアサイエンティフィックの買収拒否
ロビンフッドは、2億ドルで暗号為替のビットスタンプを買収することを発表しました。ビットスタンプは10年以上の歴史があり、世界中で登録されています。この買収はロビンフッドの国際展開を促進するでしょう。また、コアサイエンティフィックは、AI企業のコーウェイからの買収を拒否しました。コーウェイは、6月3日に約57.5ドル/株、総額10億ドルを超える所有株式を買収する提案を行いましたが、コアサイエンティフィックは自社の将来価値を考慮して、買収を評価し、却下しました。
💡 イーサリアムの価格目標とSECの規制変更
ヴァネックのマシュー・シーガルは、SECがスポットイーサリアムETFのルール変更を承認し、新しい時代の幕開けだと述べています。この決定は、イーサリアムが商品であることを確認し、オープンソースブロックチェーンでのイノベーションの前向きな影響をもたらしました。ヴァネックは、2020年代末までにイーサリアムの価格が22,000ドルに達すると予測しており、これは現在の3,800ドルから大幅な上昇を意味します。
💼 ビットコインETFの市場動向とヴァネックのアプローチ
ブラックロックのビットコインETFが2億ドル超の資産を保有している一方で、ヴァネックのビットコインETFは7億ドル以上の資産を獲得しています。ヴァネックは、独自のETFに最大の投資を行い、研究の質、そしてティッカーの選択で差別化を図っています。シーガル氏は、最近の規制の進展や、AI企業がビットコインマイナーに投資する動きについてもコメントしています。
Mindmap
Keywords
💡Robin Hood
💡Bitstamp
💡Core Scientific
💡Cor Weave
💡Vaneck
💡Ether
💡SEC
💡スポットイーサETF
💡ブロックチェーン
💡デジタルアセット
💡インフラストラクチャ
Highlights
Robin Hood announces the acquisition of crypto exchange Bitstamp for $200 million.
Bitstamp's global registrations will aid Robin Hood's international expansion, particularly in crypto.
The acquisition brings an exchange to Robin Hood, which they believe could improve the market.
Robin Hood's entry into institutional business through the acquisition.
Shares of Robinhood increased by up to 5.5% post-announcement of the deal.
Core Scientific rejects a buyout offer from AI firm Core Weave, valuing the company at over a billion dollars.
Core Weave's proposal was deemed to undervalue Core Scientific based on its potential.
AI firms view Bitcoin miners as attractive M&A targets due to available power supply with cheap energy contracts.
Vaneck sets a new price target for Ether at $22,000 by the end of the decade.
The SEC's approval of a rule change paves the way for spot Ether ETFs.
Matthew Sigel of VanEck discusses the SEC's decision and its impact on the crypto market.
The SEC's decision is considered the biggest regulatory shift in recent history for Ethereum.
Bitcoin and Ethereum are up over 60% this year, outperforming the NASDAQ.
Blockchain quarterly earnings reports show all-time highs in user interaction and transaction fees.
Vaneck was the first to file for a Bitcoin ETF in 2017 and a spot Ethereum ETF.
The SEC has yet to greenlight the ETFs' S1s for trading.
Vaneck is confident that the SEC will approve the S1s, treating Ether similarly to Bitcoin.
Vaneck's spot Bitcoin ETF has over $705 million in total net assets as of June 4th.
Vaneck differentiates its ETF by having the largest investment from its firm's balance sheet.
Matthew Sigel comments on recent regulatory advancements and Bitcoin miners investing in AI businesses.
Transcripts
today Robin Hood announces that it's
buying crypto exchange bitstamp for $200
million while core scientific rejects a
billion deal from AI firm cor weave and
Matthew seagull of Vanek sits down with
crypto world to discuss the sec's
decision to approve a rule change Paving
the way for spot ether
ETFs welcome to cnbc's crypto world I'm
Mackenzie sigalos now cryptocurrencies
were mixed Thursday morning with Bitcoin
inching just half a percent lower by
noon Eastern ether on the other hand was
up 3/4 of a percent while Sal fell about
1% okay let's talk about the top stories
trading app Robin Hood is buying crypto
exchange bit stamp for $200 million now
bitstamp has been around for more than a
decade and holds registrations around
the globe meaning that the acquisition
would help Robin Hood expand its Global
footprint Robin Hood CEO of Vlad tenev
said as much when he spoke about the
deal on cnbc's squawkbox just moments
after the acquisition was made public
it's really three things that got us
excited one is this is a international
business and it accelerates our plans
for international expansion particularly
in crypto second it brings an exchange
to Robin Hood and we've been thinking
for a long time that the world could use
a Robin Hood exchange we have a lot of
ideas about how we can improve upon that
and as we talk to our Market makers we
see there's a clear need for another
player in the market and then the third
institutional business this allows Robin
Hood to enter uh a new business serving
market makers and other institutional
customers shares of Robinhood jumped as
much as 5 a half% after the announcement
of the deal which is expected to close
in the first half of
2025 next core scientific just rejected
a buyout from AI firm cor weave the
Bitcoin miner said in a press release
that core weave sent an unsolicited
proposal on June 3rd offering to buy all
of core scientific's outstanding shares
for about 575 a share or a little bit
more than a billion dollars cor said
that the board partnered with
independent advisers to evaluate the
proposal but felt that it undervalued
the company based on its near and
long-term potential The Proposal from
cor weave came just after the two
companies announced a series of 12-year
contracts to provide 200 megaw of
infrastructure for core weave and for
some context this attempted acquisition
points to a larger Trend that JP Morgan
mentioned in a report out yesterday an
analyst for the bank said that AI firms
could see Bitcoin miners as attractive
m&a targets thanks to their readily
available power supply with cheap energy
contracts all right focusing on ether
for our main story vanak has a new price
target for the native token of the
ethereum protocol
$22,000 by the end of the decade now
that's according to the asset manager's
new research out yesterday of course
that would be a massive jump from
current levels of around
$3,800 crypto world's Talia Kaplan sat
down with Matthew seagull head of
digital assets research at vanc ahead of
the reports released to discuss the E
forecast he also weighs in on the sec's
recent decision as it relates to spot
ether
ETFs the SEC had a final deadline of May
23rd to make a decision on Vex spot
ether ETF application
that day the SEC approved a rule change
which would pave the way for spot ether
ETFs what was your reaction to that I
saw you put out a statement that said
that the Milestone anticipates more
legal victories and increased
investments in Bitcoin ethereum and
other blockchains what else did this
development signify it was the biggest
regulatory 180 in recent SEC history it
confirmed that ethereum is a commodity
which we think is tremendously bullish
for the prospect of innovation happening
on open- source blockchains so it's it's
great news uh Bitcoin and ethereum are
both up more than 60% this year the
NASDAQ is up 12% so it's another year of
top performing uh numbers from this
asset class and when we look at the
state of the blockchain uh you all talk
talk about the quarterly earnings
reports coming from Corporate America on
the blockchain we can see the p&l daily
and
2024 uh can be characterized by all-time
highs across the board whether it's
number of addresses that are interacting
on the blockchain the number of
transactions the amount of fees that
users are paying uh it's all record
highs so quite quite positive what does
this mean for venex specifically this
development we were the first
traditional
ETF issuer to file for a Bitcoin ETF in
2017 we were also first to file for a
spot ethereum ETF so there was a world
in which being first used to mean
something uh you can argue that uh
respecting the Q as it were is
foundational to property rights uh so I
still hope and expect that uh the vanak
ethereum ETF if it's approved will trade
first um you know if not then you know
it'll be all issuers uh at the same time
and we'll see we'll see what what
happens were you surprised by the sec's
decision to approve a rule change or did
you see it coming I mean many industry
insiders I spoke with ahead of the
decision said that they didn't think it
was going to happen right now especially
given the lack of Engagement by the
regulator with applicants that is until
the week of the deadline for vanex spot
ether TF so did you have any
correspondence with the SEC and if so
did that correspondence take place
before the week of the deadline or did
it happen the week of the deadline what
happened there if you're able to
discuss I was on the record as saying
that I would eat my hotel hat if an
ethereum ETF uh trades before the US
elections very surprising I'm working up
uh smoothie plans uh right now to you
know ex hopefully execute on that on
that promise but you know no it was it
was very surprising I think it's a
reflection of the public pressure that's
been brought the crypto Super PAC uh is
now the largest industry specific pack
uh it's larger than Donald Trump's
re-election campaign pack so that you're
talking about Fair Shake yes uh so you
know that got lawmakers attention uh and
it hasn't really gotten the White
House's attention yet right so the White
House put out an executive order two
years ago in instring all federal
agencies to bring maximum pressure on
this asset class and that's been playing
out for two years we hope this is the
beginning of a turn but just to break it
all down the SEC approved vanex 19
before filing along with seven others
including black rocks and fidelities but
the SEC has yet to Greenlight the ETFs
s1s which would allow for the trading of
these ETFs so what's next what does this
mean for vanak how long do you think
that will take and just in a nutshell
what's what are the next steps so as You
observe to list one of these ETFs it's
like a nuclear code you need two keys
the 19 B4 and the S1 so we'll have to
wait and respond to the agency's
comments if there are any and we're
hopeful that these products can be
trading in a matter of weeks but it's
really uh not up to us you're confident
that the SEC will in fact approve these
s1s
absolutely uh there's no uh fundamental
logical difference why ether the asset
should be treated differently than than
Bitcoin uh and this will be the final
confirmation that uh eth is a commodity
and I think what we really look forward
to there's so many traditional Financial
Market participants who are not fully
aware that this is not an asset purely
for speculative means but it has uh real
world use cases uh 3,000 different apps
uh that have collectively transmitted
more than $3 trillion dollar in in value
over the last year so this is an
open-source App Store with the potential
to take significant margin away from the
big Tech platforms and also banking uh
and we look forward to educating you
know the traditional Market participants
about about this asset do you have a new
price target for eth given all these
developments in the mix so we did just
uh refresh our model and uh based on
more constructive view uh around the
political landscape as well as some of
these onchain indicators where
ethereum's scaling Road mapap has really
ignited uh a boom in users transacting
on the network so we see this network uh
generating more than $70 billion in free
cash flow to token holders by 2030 uh
and that will support uh a coin price of
22,000 per ethereum uh by 2030 so we're
at 3,800 or so now um it's a you know
47% odd ker and it certainly will be
very interesting to see if that forecast
does in fact come to fruition but of
course this development with spot ether
ETFs comes about 5 months after spot
Bitcoin ETF started trading here in the
US you're wearing the hat hdle that is
vanex bot Bitcoin ETF at last check as
of June 4th there were more than $705
million in total net assets compare that
to say black rock which has more than2
billion dollar in net assets it's
important to note that black rock did in
fact become the largest spot Bitcoin ETF
in the US even surpassing grayscale so
how does your spot Bitcoin ETF compare
to your competitors what differentiates
yours from the others out there well
given that the SEC allowed all these
products to trade on the same day that
of course gives an advantage to the
largest incumbents uh so there was a
world in which speed used to matter and
the first to file would be first to list
maybe someday we will return to that
world uh now that these crypto asset
ETFs are normalized so you know there
are few ways for issuers to
differentiate eles given the starting
point was the same uh we did it through
skin in the game we made the largest
investment off of our firm's balance
sheet into our own product by a multiple
of three $70 million uh so if this asset
has a big correction uh we're going to
be there with skin in the game to
explain why do the research uh and be
there next to our clients the second is
the quality of our research if you look
at our models on these assets I think
they're the most detailed uh on the
street and the third is that uh tickers
can be differentiators so uh we think we
have the best one with
Hodel SQL also weighed in on recent
regulatory advancements in crypto as
well as Bitcoin miners pouring millions
of dollars into AI businesses you'll be
able to check out the full interview
over at cnbc.com
cryptoworld okay that's all for crypto
world today but we will be back again
tomorrow and we'll see you then
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