(Bloomberg) - Cov neeg muag luv luv tau pounced ntawm crypto-focused equities raws li cov khoom vaj khoom tsev digital chaw crumbles tom qab FTX cov pej xeem implosion. Lawv tab tom them tus nqi siab los tso cov wagers.
Feem ntau Nyeem los ntawm Bloomberg
Crypto stocks yog ze li peb zaug ntau luv dua li qhov nruab nrab, txawm tias cov muag luv luv tau them yuav luag kaum ib zaug ntau npaum li cov nqi nyiaj txiag los twv tawm tsam lawv, raws li cov ntaub ntawv sau los ntawm Ihor Dusaniwsky thiab Matthew Unterman ntawm S3 Partners.
Cov tub lag luam lag luam poob rau hauv ib txhais tes ntawm cov khoom lag luam crypto, suav nrog Block Inc., Coinbase Global Inc., MicroStrategy Inc. thiab tsib lwm tus, ntxiv $ 55 lab tus nqi ntawm cov luv luv tshiab hauv lub lis piam txog rau hnub Friday, raws li S3 qhov kev tshuaj xyuas. Thaiv thiab Coinbase ib leeg pom txog $ 27 lab ntawm kev muag luv luv ua ke. Tag nrho cov nyiaj crypto luv luv rau yim cov khoom lag luam no yog ntau dua $ 4.5 billion.
MicroStrategy, lub sijhawm no, muaj kwv yees li 26% ntawm nws cov khoom lag luam ntab luv luv, raws li S3 cov ntaub ntawv. Rau Silvergate Capital Corp., luv paj raws li ib feem pua ntawm ntab tshaj 10%.
"Sam Bankman-Fried qhov ua tsis tiav crypto pauv FTX.com thiab ua rau muaj kev lag luam poob nyiaj tau pov tseg crypto-currencies thiab kev lag luam crypto rau hauv lub voj voog tsis hloov pauv ntawm tus nqi txav," Dusaniwsky thiab Unterman tau sau rau hauv ib daim ntawv. "Shorting cov crypto stocks tau ua lag luam muaj txiaj ntsig zoo hauv 2022."
Txawm tias ua ntej FTX qhov kev tuag, qhov chaw crypto tau raug roiled los ntawm ib tug xov tooj ntawm lwm yam implosions thiab scandals xyoo no. Tab sis kev xav tau poob qis dua qhov hnyav dua tom qab FTX qhov kev tsis ua haujlwm vim tias lub tuam txhab tau suav tias yog qhov muaj nyob ruaj khov hauv kev lag luam. Bitcoin, lub cuab tam loj tshaj plaws los ntawm kev lag luam tus nqi - uas nws tus nqi txav feem ntau ua haujlwm raws li kev nyeem ntawm crypto-kev lag luam kev xav - tau poob qis dua $ 17,000, los ntawm ze li $ 69,000 ib xyoos dhau los.
Crypto-focused stocks tau raug kev txom nyem ib yam nkaus. Shares ntawm Coinbase thiab Silvergate tau poob ntau dua 80% xyoo no, thaum cov MicroStrategy tau poob 70%. Wall Street cov kws tshuaj ntsuam xyuas qhov kev txiav txim siab hauv kev sib koom kuj tseem poob qis. Coinbase, piv txwv li, muaj tus lej qis tshaj ntawm kev yuav khoom sib npaug txij li lub Yim Hli 2021, cov ntaub ntawv sau los ntawm Bloomberg qhia.
FTX tam sim no nyob rau hauv kev lag luam, nrog kev tshwm sim ntawm nws cov kev ua haujlwm sab hauv thaum nws hnub kawg maj mam tawm hauv txoj hauv kev zoo los ntawm cov ntaub ntawv hauv tsev hais plaub. FTX's Tshooj 11 daim ntawv foob tau hais tias kwv yees li 130 lub tuam txhab koom nrog tau pib ua haujlwm yeem. Thiab cov tswj hwm tab tom saib rau hauv FTX qhov kev poob qis ib yam.
Nws qhovntsej thiaj tsis mob mus los ntawm "'Auj jeez, qhov no phem,' mus rau 'Au kuv tus vajtswv, qhov no txaus ntshai," Art Hogan, tus kws tshaj lij kev lag luam ntawm B. Riley Wealth tau hais.
"Peb twb pom tias FTX muaj ntau lub tsev pheeb suab. Hauv lub tuam txhab ib leeg, kev ua tswv cuab hauv FTX yuav luag txhua yam uas cuam tshuam rau crypto txhais tau tias yuav muaj ntau dua rau qhov no, "nws hais hauv kev xam phaj. "Yog li ntawd, nws yog intuitive xav tias ntau ntawm cov tuam txhab crypto tiag tiag no yuav nyiam ntau tus muag luv luv."
Feem ntau Nyeem los ntawm Bloomberg Businessweek
© 2022 Bloomberg LP
Tau qhov twg los: https://finance.yahoo.com/news/short-sellers-jump-crypto-stocks-194424764.html