Samara Asset Group的等離子體下注：GBC AG原創研究深水研究

GBC AG的研究重點介紹了Samara Asset Group對等離子體的戰略投資，該比特幣Sidechain可能會提高NAV超過3億歐元。深入研究估值和未來的前景。

Samara Asset Group's Plasma Bet: A GBC AG Original Research Deep Dive

Samara Asset Group的等離子體下注：GBC AG原創研究深水研究

Samara Asset Group's early bet on Plasma is paying off big time! GBC AG's original research shines a light on how this strategic move could skyrocket their NAV above €300M. Let's break down the key takeaways.

薩馬拉資產集團（Samara Asset Group）對等離子體的早期賭注正在償還大量時間！ GBC AG的原始研究闡明了這一戰略舉動如何超過3億歐元。讓我們分解關鍵要點。

Plasma's Rocketing Valuation

等離子體的旋轉估值

Plasma, a Bitcoin sidechain designed for super-fast, low-cost stablecoin transactions, is making waves. The recent announcement of its public token sale, timed with the mainnet launch, is a game-changer. Peter Thiel's Founders Fund led a financing round that valued Plasma's equity at a whopping €450 million post-money. And get this: a $50 million public token sale is on the horizon, potentially pushing Plasma's fully diluted token valuation to $500 million!

等離子體是一種用於超快速，低成本穩定交易的比特幣SIDECHAIN，正在引起波浪。最近宣布其公共代幣銷售的消息，隨著Mainnet發布的計時，是一個改變遊戲規則。彼得·泰爾（Peter Thiel）的創始人基金會（Peter Thiel's Founders Fund）領導了一輪融資，該基金將等離子體的股權重達4.5億歐元。並得到這個：一筆5000萬美元的公共代幣銷售即將到來，有可能將等離子體完全稀釋的令牌估值提高到5億美元！

NAV Boost and Future Potential

NAV提升和未來潛力

Samara's early investment is already translating into a significant boost in net asset value. Their Plasma equity stake, previously valued at €25-€28 million, is now estimated at over €70 million. While the token isn't liquid yet, analysts anticipate it could represent another €20 million at a $500 million token valuation. If Plasma hits projected market valuations of $1.5 to $2 billion post-launch? The upside is massive.

薩馬拉（Samara）的早期投資已經轉化為淨資產價值的重大提高。他們的血漿股權股份以前價值25至2800萬歐元，現在估計超過7,000萬歐元。儘管令牌還不是流動性的，但分析師預計，它可以代表2000萬歐元的估值5億歐元。如果等離子體達到預計後的市場估值1.5至20億美元，則發布後？上升是巨大的。

Just adjusting for the equity revaluation, Samara's NAV jumps from €245 million to around €317 million, which is about €3.44 per share. Currently, the share price is at €2.10, this could mean Samara is trading at a discount.

薩馬拉（Samara）的NAV僅根據股權進行了調整，從2.45億歐元上升到約3.17億歐元，每股約3.44歐元。目前，股價為2.10歐元，這可能意味著薩馬拉（Samara）正在以折扣價進行交易。

Beyond Plasma: Other Holdings and Latent Upside

超越血漿：其他持有和潛在的上升空間

It's not just Plasma driving the potential. Samara's stake in Northern Data Group, an AI and blockchain high-performance computing firm, is valued at nearly €60 million. And their Bitcoin treasury, holding 540 BTC, could be worth over €80 million if Bitcoin hits €150,000.

不僅是等離子體推動潛力。薩馬拉（Samara）在AI和區塊鏈高性能計算公司Northern Data Group的股份，價值接近6000萬歐元。如果比特幣達到150,000歐元，他們的比特幣財政部（持有540 BTC）的價值將超過8000萬歐元。

Factoring in the Plasma equity bump and the potential upside from Northern Data and Bitcoin, Samara's adjusted NAV could reach approximately €362 million, or €3.93 per share.

薩馬拉（Samara）調整後的NAV在等離子體股權顛簸和北部數據和比特幣的潛在上漲空間中的潛在上漲可能可達到約3.62億歐元，即每股3.93歐元。

Strategic Implications and Investor Opportunities

戰略意義和投資者機會

Plasma is a turning point for Samara, showing their knack for spotting and backing foundational blockchain infrastructure. Samara's ability to participate in category-defining infrastructure projects highlights its strategic depth and long-term growth orientation.

血漿是薩馬拉（Samara）的轉折點，展示了他們的訣竅和支持基礎區塊鏈基礎設施。薩馬拉（Samara）參與定義基礎設施項目的能力強調了其戰略深度和長期增長取向。

Final Thoughts

最後的想法

So, is Samara Asset Group a hidden gem in the blockchain world? It sure looks like it! With Plasma leading the charge and other promising holdings in the mix, keep an eye on Samara, folks. This could be one wild ride to the moon!

那麼，薩馬拉資產集團（Samara Asset Group）是否是區塊鏈世界中的隱藏寶石？它肯定看起來像！隨著等離子體的指控和其他有前途的持股，請密切關注薩馬拉（Samara），伙計們。這可能是一個狂野的月球旅行！