UThomas Daniels
Kwikota yesibini, i-Czech National Bank (ČNB) ilungelelanise ngokuphawulekayo iphothifoliyo ye-equity yase-US, ikhulise i-Palantir yayo kwaye iqalise indawo entsha kwi-Coinbase, njengoko ibonakaliswe kwi-SEC yakutshanje ye-13F yokufakela.
Ulungelelwaniso ngokutsha lwePotfoliyo yeQhinga
Ukuchazwa kweFomu ye-13F kubonisa ukuba i-ČNB ithenge izabelo ze-51,732 ze-Coinbase Global, ityalomali ngaphezu kwe-18 yezigidi zeedola kwi-cryptocurrency exchange. Ngokufanayo, ibhanki ephakathi ifumene izabelo ezongezelelweyo ze-49,135 ze-Palantir Technologies, iphakamisa ukubamba kwayo ngokupheleleyo kwizabelo ze-519,950 ekupheleni kukaJuni.
Intsebenzo yePalantir ikhupha umdla
I-Palantir-i-analytics kunye ne-artificial intelligence-ingcali-inike i-~ 80% yotyando oluchukumisayo kwi-H1 2025, ngokukhululekileyo ngaphezu kwe-S&P 500's 5.5% yokubuya. Le ndibano ikhuthazwe yimivuzo eyomeleleyo kunye nokukhula kwethemba labatyali-zimali malunga ne-AI.
UCoinbase uzimanya ne-S&P 500
I-Coinbase iphumelele isiganeko esibalulekileyo ngoMeyi ngokuba yinkampani yokuqala ye-cryptocurrency-native ukuba ijoyine i-S & P 500 index, elandelela i-500 ehamba phambili yeefemu ezithengiswa esidlangalaleni zase-US. Isitokhwe sayo sinyuke phantse nge-41% kwi-H1 2025 kwaye sandise iinzuzo zayo malunga ne-10% kwiiveki ezilandelayo. Kwinyanga ephelileyo, izabelo zinyuke malunga ne-60%, ngokwedatha yeMali kaGoogle.
Imivuzo efinyeziweyo: Iimpawu ezixutyiweyo
Nangona ukusebenza kwesitokhwe esinamandla, iziphumo ze-Q1 zeCoinbase zidwebe umfanekiso odibeneyo. Ingeniso yawela i-10% ukuya kwi-2.0 yeebhiliyoni zeedola, kunye nengeniso eshiyekileyo ihla nge-95% ukuya kwi-66 yezigidi zeedola-iqhutywa kakhulu yilahleko yephepha ye-596 yezigidi kwi-crypto holdings. Iingeniso zentengiselwano zehla nge-18.9% ukuya kwi-1.26 yeebhiliyoni zeedola, ngelixa umthamo worhwebo utyibilika nge-10.5% ukuya kwi-393 yeebhiliyoni zeedola. Sekunjalo, inkampani ibetha uqikelelo ngemivuzo ngesabelo ngasinye se-$1.94.
Ukwandisa i-Crypto Infrastructure
Ukomeleza umgangatho wemarike, i-Coinbase isanda kwazisa i-$ 2.9 yeebhiliyoni zokufumana i-derivatives trading platform Deribit. Ukongeza, ifumene i-Liquifi-eyodwa kwi-tokenization kunye ne-vesting-ukuphucula amandla etafile ye-cap kunye nenkxaso yasekuqaleni yabadali beempawu.
