載舟覆舟!Crypto、PayPal走勢大相逕庭 比特幣是罪魁禍首
PayPal (PYPL-US) 和 Square (SQ-US) 都靠比特幣吸引顧客使用其 app 並維持其參與度,但兩家股價走勢卻大相逕庭,自從比特幣一個月前開始下跌以來,Square 股價就表現不佳。
如果加密貨幣持續熊市,兩家股價可能都會苦不堪言,但 Square 可能會面臨更多壓力,部分原因是該公司在散戶投資者中與比特幣的聯繫更為緊密。
兩種支付 app 都可輕鬆買賣和儲值加密貨幣,PayPal 在其 app 上提供數種加密貨幣,而 Square 只供應比特幣。這兩家作法像經紀人,賺取的是每筆交易的手續費和利潤。
來自加密貨幣的營收淨額並非其整體業務的大部分。MoffettNathanson 分析師 Lisa Ellis 指出,PayPal 今年營收約只因加密貨幣交易增加 2%,在營收總額 260 億美元中僅占 3 億至 6 億美元。
Square 第一季營收總額 51 億美元,其中比特幣營收 35 億美元。Square 的會計方式是:扣除購買比特幣的成本,在當季 9.64 億美元毛利總額中,只計入這些交易 7500 萬美元的毛利。
雖然加密貨幣的獲利非常微薄,但這兩家支付公司都將加密貨幣交易視為攏絡顧客並提高 app 參與度的一種手段。
Ellis 指出,「他們的加密貨幣用戶一天會多次打開 app 確認價格,這就讓公司有機會出售其他服務。」
Square 與加密貨幣聯繫更緊密,但部分原因是其創辦人兼執行長 Jack Dorsey 是加密貨幣狂粉,近日也曾在推特上表示,「比特幣使一切變得更好。」Square 過去幾季資產負債表上認列投資比特幣 2.2 億美元,現已對該投資進行減值。
加密貨幣低迷顯然對 Square 的影響更大。在過去的一個月中,Square 股價下跌約 17%,而 PayPal 股價僅下跌 4%。
但加密貨幣並非 Square 唯一苦痛來源,投資者逃離高倍數成長股的浪潮也重創 Square,反映投資者在價格上反映預期上升的通膨,這點會降低未來收益的現值。
根據未來 12 個月的估算,Square 現行股價是企業價值倍數 (EV/Ebitda) 的 113 倍,PayPal 則為 43 倍,對比其他同業如 Visa (V-US) 和 Mastercard (MA-US) 僅 27 倍至 30 倍。
Ellis 談到 PayPal 和 Square 時說,「他們是我兩家長期最愛的支付公司,但實際考慮上來說,機構投資者如果擔憂長期通膨,就會對這些高倍數股覺得反感。」
隨著比特幣價格的飆升,投資者也迷戀上這些股票,但水能載舟也會覆舟,如今比特幣和其他加密貨幣恐怕也是令他們憂心忡忡的原因之一。
週一美股普遍上漲,PayPal 週一上漲 2.58%,收 257.17 美元;Square 上漲 5.47%,收 210.95 美元。
Saxo Bank to Enable MENA Crypto Investors to Trade in Bitcoin, Ethereum and Litecoin
Saxo Bank, an online trading and investment specialist, is launching a new cryptocurrency offering enabling clients from the MENA region to trade Bitcoin, Ethereum and Litecoin against EUR, USD, and JPY from a single margin account.
The new Crypto FX offering complements Saxo Bank’s existing range of over 40 different cryptocurrency trackers and ETNs, which so far this year have seen trading volumes exceed the entire turnover for the whole of 2020 – a year in which volumes surged 130%.
Clients in selected markets can trade Crypto FX pairs during the usual FX trading hours from Sunday evening to Friday evening. Clients can trade and hedge both long and short exposure in the three major cryptocurrencies, which will be in the form of derivatives and not physical coins. Due to the volatile nature of the instruments, retail clients can trade with 2:1 leverage and professional clients with 3:1 leverage.
Kay Van-Petersen, Global Macro Strategist at Saxo Bank, said: “Saxo Bank has developed a unique proposition which gives our clients access to the growing crypto space in a flexible, secure and hassle-free manner from a single fully-licensed account without the need to use wallets or cold storage solutions. The offering sits at the intersection of traditional finance and crypto, which is where we see the market evolving as it draws the attention of retail traders and financial institutions.
“We set out to deliver a product which offers the security and ease of use associated with more mature asset classes, coupled with the volatility and dynamics of Bitcoin, Ethereum, and Litecoin – giving clients the opportunity to trade both long and short in the thriving crypto market. Crypto FX achieves this by building on 30 years’ experience as a leading firm in trading and investing combining the traditional qualities of a currency pair alongside the exciting possibilities of a cryptocurrency.”
Governments in the MENA region, including the UAE, Saudi Arabia and Bahrain, have introduced strategies, developed regulatory frameworks and invested in crypto-related startups in a bid to drive and regulate blockchain technology and cryptocurrency.
The UAE government has been working towards its own UAE Blockchain Strategy 2021, to better enable the adoption of the technology within the country, and in 2019, the UAE and Saudi Arabia signed an agreement to test out cryptocurrency and blockchain for transactions which could revolutionise cross-border payments between the two countries.
Saxo Bank’s new crypto offering will be available soon for customers in the MENA region.
A new cryptocurrency X-TOKEN to empower crypto-traders
Baden-Wurttemberg, Stuttgart, May 29, 2021 (GLOBE NEWSWIRE) – 29 May 2021 - Cryptocurrency exploded in popularity over the past few months and is the hottest new trend in the investing world. It’s possible to make a lot of money investing in cryptocurrencies, but it’s also possible to lose a lot of money. If you do choose to invest in cryptocurrency, choose your investment wisely. Right now, there are more than a thousand cryptocurrencies in the market to make choice. So, how can you make a smart decision?
A new cryptocurrency, X-TOKEN operating on Binance Smart Chain is the first token that will empower crypto traders, investors, and minorities who have no access to computers. Building decentralized BI applications and donating the usage fees will help crypto maniacs and minorities alike.
X-TOKEN is a frictionless, yield-generating contract where the tokens bought will soon be able to be spent on dApps. The protocol was launched on May 6th, 2021 through a DxSale presale. The token contract employs a static reward system—10% of every transaction is split into two parts—one part is distributed to holders, while the other 5% is used to fuel the liquidity pool on the PancakeSwap decentralized exchange. The tokens are permanently locked in the LP, effectively reducing the available supply. The token was launched with the idea of creating a community token with a self-generating income mechanism for its owner.
X-TOKEN differs from the rest of the De-Fi crowd because it has a passionate team working full time to develop a fully-fledged ecosystem of applications surrounding the token. “We aim to not only have a financially appealing cryptocurrency asset for short-term traders but a suitable long-term asset for serious long-term investors active in crypto. X-TOKEN is a yield-generating contract that rewards its holders” Company stated.
Each trade has a 10% tax whereas 5% gets distributed to holders and another 5% gets locked in liquidity to create a solid price floor. Buying X-TOKEN is easy in a few steps: Download wallet, get BNB on Binance which you can swap to X-TOKENS, Swap on XSwap, which is also their first dApp, or on PancakeSwap.io.
The team behind X-TOKEN consists of 5 members who are experts in cryptocurrency from the early stages. They are primarily developers who deal with the implementation of BI applications, which will be paid in X-TOKEN. The Team is based mostly in Germany and Latvia.
For more info, or to get in contact, please visit:
Website: project-x.finance
Telegram: https://t.me/projectX_token
Discord: https://discord.com/invite/YjW2SrXDsB
Mail: info_project-x.finance@prdistribution.org
“For the original news story, please visit https://www.prdistribution.com/news/a-new-cryptocurrency-x-token-to-empower-crypto-traders.html"
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