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火币欲收购日本韩国最大交易所 或因调查延缓

2020-11-17 15:41

 

火币此前正在就收购日本最大交易所Bitflyer进行沟通,收购价格约为5亿美金。17日韩国媒体The Bell曝出火币试图收购韩国最大交易所Bithumb。吴说区块链获悉,这两起谈判均已启动一段时间,由于火币突然身陷山西调查风波,这两起收购案或因此延缓。

Bitflyer是日本最大的加密货币交易所,拥有250万用户。Bithumb是韩国最大的加密货币交易所。根据Coingecko现货数据,Bithumb排名第12,Bitflyer排名第19,火币排名第7。

火币全球化发展比较缓慢,高层架构图中大部分全为中国籍员工(相较之下币安高层中仅有何一一名中国籍员工),投资项目与生态布局基本局限在国内,用户与营收主要来自国内。2019年11月火币宣布退出美国市场。日本与韩国是火币硕果仅存的国际市场开拓部分。在火币此前披露的高层架构图中,火币日本CEO与火币韩国CEO位列其中。

 

火币日本CEO陈海腾1992年赴日留学,曾在日本NTT、index、DAC等超大型公司担任要职,于2006年至2013年担任百度日本CEO。火币韩国CEO赵国峰是中国币圈老人,媒体称他为知名的比特币机器人搬砖大户、东南亚加密货币对冲套利第一人、比特币世界创始人、Rfund创始人。

2018年火币宣布控股在日本拥有合法牌照的BitTrade交易所。2020年4月,火币HT罕见获得日本金融厅批准,也是日本批准的首个平台币。但据知情人士透露,尽管收购了BitTrade,但无论是火币日本还是火币韩国,交易量与KYC用户都非常少,HT在日本的交易量也非常小。OKEx首席行业研究员孔德云曾指出,日韩虽然交易活跃度很高,但用户表现出非常强烈的“封闭性”特征,主要使用本土的交易所,外来者很难拓展。选择收购现有的第一大交易所,是在当地开展业务的合理动作。

这同时也说明,火币财务状况非常良好。今年随着火币合约衍生品等业务的迅速崛起,获得了大量的利润可用于收购。彭博社曾经披露,火币2019年的营收约在6.8亿美金。利润率外界预估在50%或更高。今年由于币价大涨,火币营收预计将上升50%以上。

但是,过于将海外拓展重心局限在日韩,也存在一些问题。日本民众对待加密货币比较保守,并且金融厅对1CO、衍生品等有严格管控,所以第一大交易所Bitflyer估值也仅有5亿美金。韩国虽然民众炒币情绪高涨,但经济体量较小,加上9月韩国警察厅突袭并逮捕了Bithumb董事长,韩国同样面临严峻的监管政策。Bithumb名声不佳,曾因刷量等丑闻被广泛报道。此外,一家中国交易试图收购日韩最大的本土加密货币交易所,当地监管部门会否批准目前也存疑。

这两幢收购案都起源于中国内地发生“黑天鹅”事件之前。10月16日OKEx开始停止提币,媒体透露创始人徐明星一周前失联,正在协助山西警方调查。11月2日吴说区块链获悉,火币COO亦协助山西警方调查,但火币平台并未限制提币。由于市场出现恐慌情绪,火币币安分别创下了比特币全年流出与流入的记录。

知情人士透露,虽然谈判已经启动不短的时间,但由于这起调查事件,火币对日本、韩国最大交易所的收购案或有所延缓,仍处于未定之天。但也有消息人士透露,由于此次调查案,火币开始反思过于依赖中国市场以及此前海外拓展的缓慢步伐,未来将更加重视海外市场,但一切还需要度过此劫。

 

Huocoin had been in talks to buy Bitflyer, Japan's largest exchange, for about $500m. On The 17th, South Korean media The Bell reported that Huocoin had tried to buy Bithumb, The country's largest exchange. Wu said blockchain has been informed that both negotiations have been underway for some time, and the two acquisitions may be delayed due to huobi's sudden involvement in an investigation in Shanxi Province.


The Bitflyer is Japan's largest cryptocurrency exchange, with 2.5m users. Bithumb is South Korea's largest cryptocurrency exchange. According to Coingecko spot data, Bithumb ranks 12th, Bitflyer ranks 19th, and Huocoin ranks 7th.


Huobi's globalization development is relatively slow. Most of the high-level structure diagram are Chinese employees (in contrast, there are only one Chinese employee in the high-level diagram of Huobi). Investment projects and ecological layout are basically confined to China, with users and revenue mainly coming from China. Huobi announced its withdrawal from the U.S. market in November 2019. Japan and South Korea are the only remaining international markets for huobi. The ceos of Huocoin Japan and Huocoin South Korea were among huocoin's previously disclosed high-level structure charts.


Chen Haiteng, CEO of Huobin Japan, went to Study in Japan in 1992. He once held important positions in Japan's super large companies such as NTT, Index and DAC, and served as CEO of Baidu Japan from 2006 to 2013. Huobi CEO of South Korea Zhao Guofeng is an old man in The Chinese currency circle. The media calls him a well-known bitcoin robot manipulator, the first person in Southeast Asia to hedge and arbitrage cryptocurrency, the founder of the Bitcoin world and the founder of Rfund.


In 2018 Huobi announced control of BitTrade, a legally licensed exchange in Japan. In April 2020, huocoin HT was rarely approved by Japan's Financial Services Agency, which was also the first Taiwan dollar approved by Japan. But despite the BitTrade acquisition, trading volumes and KYC users are very low in both Huocoin Japan and Huocoin South Korea, and HT's trading volumes in Japan are very low, according to people familiar with the matter. Deyun Kong, chief industry researcher at OKEx, has noted that Japan and South Korea, despite their high levels of trading activity, show very strong "closed" user characteristics, mainly using local exchanges, which are difficult for outsiders to expand. The choice to acquire the existing number one exchange is a logical move to do business locally.


This also shows that huobi is in a very good financial condition. This year, with the rapid rise of huobi derivatives and other businesses, a lot of profits can be used for acquisitions. Bloomberg reported that Huocoin had revenue of about $680 million in 2019. Margins are expected to be 50 per cent or higher. Revenue from Huobi is expected to rise more than 50 percent this year as the currency surges.


But there are also problems with focusing too much on Japan and South Korea. The Bitflyer, the largest exchange in Japan, was valued at only $500 million due to the Japanese public's conservative attitude towards cryptocurrencies and the financial Hall's strict control over 1CO and derivatives. South Korea, with its small economy and high currency speculation, also faces tough regulatory policies, as did the police agency's raid and arrest of Chairman Bithumb in September. Bithumb has a bad reputation and has been widely reported for scandals such as its popularity. Also in doubt is whether local regulators will approve a Chinese deal to buy the largest local cryptocurrency exchange in Japan and South Korea.


Both acquisitions predate the black Swan incident in mainland China. OKEx stopped withdrawing cash on October 16 after media revealed that its founder, Xu Mingxing, had gone missing a week earlier and was assisting police in Shanxi in their investigation. Wu said on November 2 that blockchain was informed that Huoxuan COO has also assisted the Shanxi police in their investigation, but huoxuan platform has not restricted the withdrawal of COINS. As a result of the panic in the market, Huocoinan set records for bitcoin outflows and inflows for the whole year.


Although the talks have been underway for a long time, the investigation could delay huocoin's bid to buy the biggest exchanges in Japan and South Korea, according to people familiar with the matter. However, some sources said that as a result of the investigation, Huobi began to rethink its over-reliance on the Chinese market and the slow pace of its previous overseas expansion. In the future, huobi will pay more attention to the overseas market, but everything still needs to get through this robbery.

 

原作者: 吴说区块链 来自: 巴比特