BitGo Q1 营收同比增长 112.6%,但衍生品扩张难掩持币减值拖累

ChainCatcher 消息,数字资产基础设施公司 BitGo Holdings(NYSE: BTGO)近期发布上市后首份季度财报。2026 年第一季度,公司总营收为 37.7 亿美元,同比增长 112.6%,主要受数字资产业务扩张和稳定币即服务收入增长推动。
然而,GAAP 净亏损从去年同期的 2570 万美元扩大至 6070 万美元,由于比特币持仓的非现金市值调整产生约 5370 万美元减值,以及 IPO 相关股权激励费用增加。调整后 EBITDA 录得亏损 170 万美元,去年同期为盈利 390 万美元。
季度内,BitGo 于 1 月推出衍生品业务,带来约 30 亿美元名义交易量。由于衍生品收入按净额确认,而现货交易按总额确认,营收环比下滑 38.7%。客户数量同比增长 42% 至 5569 家。截至季末,公司持有 2449 枚比特币及 1.866 亿美元现金。
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