Investing.comCodex · 实盘不做把握 5/10
北京时间·🕒 发布 04:21:13时区推断·⟳ 抓取 04:22:18·⚡ 决策 08-08 05:23:29 +1h01m·80.6 天前
Galaxy与Sharplink正式推出1.25亿美元链上收益基金
本次新闻只是把5月已披露的Galaxy Sharplink Onchain Yield Fund从拟设立推进到推出，1.25亿美元规模、Sharplink出资1亿美元、Galaxy出资2500万美元等核心条款此前已经公开。
📄 原文Investing.com↗ 原文
Galaxy, Sharplink launch $125M onchain yield fund
Wall Street closes at a record high after best week for stocks since April NEW YORK - Galaxy Digital Inc. (NASDAQ:GLXY)…
不做 Galaxy Digital（GLXY.US）
基金核心金额和结构5月已披露，本次正式推出缺少相对Galaxy市值可量化的新增收入或利润增量，不做。
不做 Sharplink（SBET.US）
Sharplink出资来自既有ETH treasury，属于资产配置方式变化而非新增融资或确定利润，且旧闻price-in风险高，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Galaxy与Sharplink已披露拟设立该基金，核心条款包括1.25亿美元承诺、Sharplink出资1亿美元、Galaxy出资2500万美元和Galaxy担任管理人。
- Investing.com在5月已报道同一基金计划和相同金额结构，说明本次8月信号不是市场首次获知核心事实。
- 本次信号称基金正式launch，但未给出超出既有1.25亿美元结构的新增订单、收入分成或业绩量级。
关键理由
- 本次新闻只是把5月已披露的Galaxy Sharplink Onchain Yield Fund从拟设立推进到推出，1.25亿美元规模、Sharplink出资1亿美元、Galaxy出资2500万美元等核心条款此前已经公开。
- 对Galaxy而言2500万美元自有承诺和管理费潜在增量相对公司体量有限；对Sharplink而言主要是既有ETH treasury的资产配置方式变化，而非新增外部融资或确定利润。
主要风险
- 链上收益策略存在DeFi协议、智能合约和ETH价格波动风险，且Sharplink已有ETH treasury亏损与高波动背景。
- 核心金额与结构5月已广泛传播，本次正式推出的新增预期差不足。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-06-26 · 影响 weakens
检索到Sharplink ETH treasury亏损和股价回撤报道，削弱把链上收益基金落地当作确定利好的把握。
检索:Sharplink ETH treasury revenue market cap August 2026 SBET recent news bearish risks 原文 ↗
原文全文
展开原文 · 1,822 字
Wall Street closes at a record high after best week for stocks since April
NEW YORK - Galaxy Digital Inc. (NASDAQ:GLXY) and Sharplink, Inc. (NASDAQ:SBET) announced today the launch of the Galaxy Sharplink Onchain Yield Fund, LP, an institutional investment vehicle focused on onchain yield strategies, according to a press release statement.
The fund launches with $125 million in committed capital. Sharplink contributed $100 million backed by its staked ETH treasury, while Galaxy committed $25 million. Galaxy will manage the fund.
"We’re entering a new phase of institutional adoption, with capital moving from passive ownership to active participation in blockchain-based markets," said Mike Novogratz, Founder and CEO of Galaxy. "This Fund reflects that shift by pairing Sharplink’s substantial ETH treasury with Galaxy’s institutional investment platform to access opportunities across the onchain economy through a disciplined investment approach."
Joseph Chalom, Chief Executive Officer of Sharplink, said the fund represents an expansion of the company’s ETH treasury management strategy beyond accumulation and staking of assets.
Steve Kurz, Global Co-Head of Digital Assets at Galaxy, described the fund as the first institutional-grade, scaled onchain strategy on Galaxy’s asset management platform.
Matthew Sheffield, Chief Investment Officer of Sharplink, stated the fund aims to provide initial capital to emerging crypto protocols and projects, addressing what he characterized as a funding gap in the ecosystem.
Galaxy Digital is headquartered in New York City with offices across North America, Europe, the Middle East and Asia. Sharplink, founded in 2019, is headquartered in Miami, Florida.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
NEW YORK - Galaxy Digital Inc. (NASDAQ:GLXY) and Sharplink, Inc. (NASDAQ:SBET) announced today the launch of the Galaxy Sharplink Onchain Yield Fund, LP, an institutional investment vehicle focused on onchain yield strategies, according to a press release statement.
The fund launches with $125 million in committed capital. Sharplink contributed $100 million backed by its staked ETH treasury, while Galaxy committed $25 million. Galaxy will manage the fund.
"We’re entering a new phase of institutional adoption, with capital moving from passive ownership to active participation in blockchain-based markets," said Mike Novogratz, Founder and CEO of Galaxy. "This Fund reflects that shift by pairing Sharplink’s substantial ETH treasury with Galaxy’s institutional investment platform to access opportunities across the onchain economy through a disciplined investment approach."
Joseph Chalom, Chief Executive Officer of Sharplink, said the fund represents an expansion of the company’s ETH treasury management strategy beyond accumulation and staking of assets.
Steve Kurz, Global Co-Head of Digital Assets at Galaxy, described the fund as the first institutional-grade, scaled onchain strategy on Galaxy’s asset management platform.
Matthew Sheffield, Chief Investment Officer of Sharplink, stated the fund aims to provide initial capital to emerging crypto protocols and projects, addressing what he characterized as a funding gap in the ecosystem.
Galaxy Digital is headquartered in New York City with offices across North America, Europe, the Middle East and Asia. Sharplink, founded in 2019, is headquartered in Miami, Florida.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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