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

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Theo dữ liệu từ BBX, ngày hôm qua, cách tiếp cận của các tổ chức thanh toán truyền thống trong cơ sở hạ tầng tiền điện tử đã cho thấy sự phân hóa, với những quan điểm khác biệt rõ rệt về ETH và lĩnh vực altcoin. Các động thái cốt lõi như sau:

Mastercard Incorporated (NYSE: $MA) đã ký thỏa thuận mua lại công ty cơ sở hạ tầng stablecoin BVNK của Vương quốc Anh vào ngày 17 tháng 3 với mức giá tối đa là 1,8 tỷ USD (bao gồm 300 triệu USD thanh toán dựa trên hiệu suất). Điều này trực tiếp dẫn đến việc Mastercard từ bỏ kế hoạch đầu tư chiến lược trước đó vào Zerohash (một công ty tư nhân). Theo CoinDesk vào ngày 19 tháng 5, Mastercard đã rút khỏi các cuộc đàm phán với Zerohash sau khi hoàn tất thương vụ mua lại BVNK, và Zerohash hiện đang tìm cách khởi động một vòng gọi vốn mới với mức định giá hơn 1,5 tỷ USD (cao hơn mức định giá 1 tỷ USD được thiết lập trong vòng gọi vốn D-2 trị giá 104 triệu USD vào tháng 9 năm 2025). Logic chiến lược đằng sau việc Mastercard mua lại BVNK là do BVNK sở hữu cơ sở hạ tầng thanh toán stablecoin bao phủ hơn 130 quốc gia cùng sự kết hợp khó sao chép của các giấy phép thanh toán đa quốc gia. Giám đốc Sản phẩm của Mastercard, Jorn Lambert, tuyên bố rằng mục tiêu là tích hợp stablecoin vào mạng lưới cốt lõi của các khoản thanh toán xuyên biên giới Mastercard Move, thay vì coi chúng như một thử nghiệm ngoại vi.
Các nhà phân tích của JPMorgan Chase & Co. (NYSE: $JPM) được CoinDesk trích dẫn vào ngày 19 tháng 5 đã công bố báo cáo nghiên cứu mới nhất, chỉ ra rằng trong môi trường thị trường hiện tại, Ethereum và lĩnh vực altcoin nói chung sẽ tiếp tục tụt hậu so với Bitcoin, chủ yếu do ba điểm yếu về cấu trúc: hoạt động mạng lưới yếu, sự đình trệ trong tăng trưởng hệ sinh thái DeFi (TVL của Solana đã giảm từ mức đỉnh 13,1 tỷ USD vào năm 2025 xuống còn khoảng 5,5 tỷ USD) và các kịch bản ứng dụng thực tế hạn chế. Các nhà phân tích tin rằng để lĩnh vực altcoin bắt kịp hiệu suất của Bitcoin, một "sự bùng nổ đáng kể về hoạt động mạng lưới" là điều kiện tiên quyết, và điều kiện này hiện đang thiếu các chất xúc tác ngắn hạn rõ ràng.

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