Strategy намеревается покупать падение на фоне макроэкономических потрясений

cryptonews.ruPublished on 2025-01-14Last updated on 2025-04-14

Соучредитель Strategy Майкл Сэйлор дал понять, что компания планирует приобрести больше биткоинов после почти двухнедельной паузы в покупках.

Последнее приобретение компанией 22 048 биткоинов состоялось 31 марта и увеличило ее общие активы до 528 185 BTC.

По данным SaylorTracker, инвестиции Strategy в BTC выросли примерно на 24%, что составляет более $8,6 млрд нереализованной прибыли.

Strategy продолжает накапливать BTC на фоне недавнего спада рынка, из-за которого цена биткоина опустилась ниже уровня 80 000 долларов, и инвесторы BTC продолжают пристально следить за компанией как за барометром институционального интереса к BTC.

История покупки биткоинов компанией Strategy. Источник: SaylorTracker.

Способность биткоина хранить ценность растет, несмотря на недавнее снижение цены

Текущая макроэкономическая неопределенность из-за продолжающейся торговой напряженности между США и Китаем негативно повлияла на рискованные активы по всем направлениям.

Фондовые рынки уничтожили триллионы акционерной стоимости в ответ на масштабный тарифный указ Трампа, а криптовалютные рынки также пережили глубокую распродажу.

Данные Total3, индикатора, который отслеживает рыночную капитализацию всего криптовалютного сектора, за исключением BTC и Ethereum, показывают, что альткоины в совокупности потеряли более 33% своей стоимости с момента пика рынка в декабре 2024 года.

Для сравнения, BTC упал всего примерно на 22% с пика в более чем $109 000 в январе 2025 года и в настоящее время торгуется около уровня $84 000.

Рыночная капитализация криптовалюты Total3, изображенная синим цветом, по сравнению с ценой биткоина. Источник: TradingView.

Цена биткоина оставалась относительно стабильной на фоне распродажи на фондовом рынке на сумму 5 триллионов долларов, что подтверждает возможность использования биткоина в качестве актива для сбережения, а не рискованной инвестиции.

Выступая на Paris Blockchain Week 2025 шифропанк и генеральный директор компании по инфраструктуре цифровых активов Blockstream Адам Бэк сказал, что макроэкономическое давление из-за затянувшейся торговой войны сделает биткоин все более привлекательным средством сбережения.

Бэк прогнозирует рост инфляции до 10–15% в следующем десятилетии, что сделает реальную инвестиционную прибыль от традиционных классов активов, таких как акции и недвижимость, невероятно сложной для участников рынка.

«Существует реальная перспектива того, что биткоин будет конкурировать с золотом, а затем начнет отнимать некоторые варианты использования золота», — сказал Бэк.

Predicting World Cup Knockout Matches: Why Are Different AI Models So Far Apart?

AI performance in predicting the 2026 FIFA World Cup knockout matches varied significantly, according to an analysis of models including ChatGPT, Grok, DeepSeek, Gemini, and Claude. The standout predictions came from DeepSeek and Gemini for the Netherlands vs. Morocco match. Gemini precisely forecasted a 1-1 draw and a penalty shootout win for Morocco, while DeepSeek correctly identified the high probability of a draw and Morocco's potential to advance via a defensive and counter-attacking strategy. Grok and Tongyi Qianwen (千问) demonstrated strength in predicting accurate scores for matches with clearer favorites. They correctly called the narrow 1-0 win for Canada over South Africa and Brazil's 2-1 victory over Japan, as well as Norway's 2-1 win over Ivory Coast. ChatGPT and Claude excelled more in match process analysis than in predicting exact scores or upsets. They frequently identified potential challenges for favorites, such as Japan's pressing against Brazil or DR Congo's defensive tactics against England, even when predicting the favorite's ultimate victory. A notable failure was the unanimous misjudgment of Germany vs. Paraguay. All models incorrectly favored Germany, underestimating Paraguay's ability to force a penalty shootout and cause an upset. In summary, Gemini and DeepSeek showed the most insight for high-stakes, unpredictable matches. Grok and Qianwen were reliable "score predictors" for less volatile games. ChatGPT and Claude were strong "analytical models," adept at outlining match dynamics but often hesitant to predict upsets.

Odaily星球日报10m ago

Predicting World Cup Knockout Matches: Why Are Different AI Models So Far Apart?

Odaily星球日报10m ago

VELVET stalls at $2—How deep could the current pullback go?

Velvet (VELVET) experienced a bullish push above the key $2.00 resistance on June 29, reaching a high of $2.17, fueled by partnership news with Aerodrome Finance. However, momentum has since slowed, with an 11.5% price correction in 24 hours and a 27.1% drop in trading volume. Technical analysis shows mixed signals. While the On-Balance Volume (OBV) indicates sustained buying pressure, the Chaikin Money Flow (CMF) has turned negative, signaling significant capital outflows and short-term distribution. The overall structure remains bearish on the 1-day chart, though the recent correction found support at the 20-day moving average. Market data suggests the current pullback represents controlled selling pressure rather than a full trend reversal. Key supports to watch are the $2.00 level and the 20-day moving average near $0.75. The risk-to-reward ratio for new long positions is currently unfavorable, but the steady spot Cumulative Volume Delta (CVD) and funding rate indicate underlying bullish strength. Traders may consider using a deeper pullback as a potential buying opportunity.

ambcrypto22m ago

VELVET stalls at $2—How deep could the current pullback go?

ambcrypto22m ago

Will There Be a Next Wave of Web3 Games? Veteran Player's Review: At the Peak of Hype, You Should at Least Sell Half

**Title: Is There Another Wave for Web3 Gaming? A Veteran Player's Review: When Hype Peaks, You Must Exit at Least Half** **Summary:** In an interview, veteran player "Earn Money Chicken" shares his journey and reflections on Web3 gaming. He transitioned from being a traditional in-game trader to a Web3 gamer, having profited from games like Mobox, StepN, and Seraph, but also experiencing significant losses. He defines himself primarily as a player, not an investor, attracted to Web3 games for the blend of earning potential, engaging gameplay, and the satisfaction of researching game mechanics. While he enjoys strategic "gambling" within games, he emphasizes it's not about zero-sum competition with other players. The interview explores the complex, often adversarial relationship between players, projects, and major investors (whales). The player's experience as a traditional game merchant helped develop his analytical mindset for spotting opportunities, but wasn't directly transferable. He identifies the core sources of profit in early Web3 gaming as **"era红利" (era-specific红利)** and strategic foresight, not just simple calculations. He warns that the biggest mistake ordinary players make is calculating their return-on-investment (ROI) period at peak hype, as asset and yield depreciation can trap them. Reflecting on his wins and losses, he now advocates for managing expectations. His most successful exit was from Seraph, where he sold at a relatively good time. The key problem with current Web3 games, he argues, is that most are not mature games first. A successful Web3 game must primarily be a **good, fun game** with a genuine player base willing to spend money for enjoyment, not just participants seeking profit. The blockchain element should solve problems within that context, not be the primary driver. While he believes the sector might see another speculative boom (possibly another strong "Ponzi" model attracting hype), a truly mature and sustainable Web3 game likely needs to come from a traditional major game studio. It would leverage a proven IP, mature content, a functional NFT trading system, and attract both traditional and crypto-native players, offering more normalized returns rather than extreme暴利. His final advice: Newcomers without prior experience should avoid the space now, as it's like searching for a diamond in the rough. For those remaining, the rule is: be brave when assets are low and overlooked, but **when everyone is talking about it (at peak hype), you must sell at least half your holdings.**

marsbit55m ago

Will There Be a Next Wave of Web3 Games? Veteran Player's Review: At the Peak of Hype, You Should at Least Sell Half

marsbit55m ago

Solana dApps Generated $257 Million In Q2 Revenue, Data Shows

Solana's decentralized applications (dApps) generated $257 million in revenue during the second quarter of 2026, marking the ninth consecutive quarter the network has led major Layer 1 and Layer 2 blockchains in fee-generating activity. This revenue metric, considered harder than hype, indicates real on-chain economic activity like decentralized exchange trading and token launches. While the figure underscores Solana's position as one of crypto's most active ecosystems and provides a narrative edge over Ethereum rivals, it is heavily tied to high-velocity, speculative trading such as meme coin activity. This dependency means revenue could decline if market sentiment shifts. The key test for Solana's dApp economy will be sustaining this revenue base during quieter market conditions.

bitcoinist1h ago

Solana dApps Generated $257 Million In Q2 Revenue, Data Shows

bitcoinist1h ago

The Most Hidden AI Winners

"The Most Under-the-Radar AI Winners" While core AI giants and their direct suppliers have dominated headlines, a group of seemingly unrelated, decades-old manufacturing companies have emerged as major beneficiaries. A key example is Japan's TOTO, famous for bathroom fixtures. Its stock soared 145% in a year, driven not by its mainstay toilet business but by its nearly 40-year-old semiconductor ceramic component unit. Specifically, TOTO manufactures electrostatic chucks—critical, hard-to-replace parts for advanced chip manufacturing processes like etching and EUV lithography. This segment, though only 9% of revenue, contributed over 54% of operating profit in FY2025 with a 43% margin. High barriers to entry, including deep know-how in high-purity ceramic sintering and long supplier certification cycles (5+ years), secure its position. This pattern repeats across industries. Nitto Boseki, a 128-year-old glass fiber maker, saw its stock rise 325% due to near-monopoly supply of T-glass, an essential low-expansion material for AI chip substrates. Similarly, Ajinomoto, the global MSG leader, commands 80-95% of the market for ABF film, a vital insulating layer in chip packaging. These "hidden" segments, often born from deep materials science expertise, are now bottleneck supplies in the AI hardware chain, enjoying pricing power and high margins. In China's A-share market, the theme combines this AI-driven demand with domestic substitution. Companies like Zhongci Electronic (advancing in electrostatic chucks) and Honghe Technology & Feilihua (in high-end electronic glass fabrics) are gaining traction. The investment thesis hinges on whether these domestic players can rapidly scale qualified capacity to capture the supply gap within the critical time window. Ultimately, these cases show that in the AI supply chain, high-profit concentrations exist not only at the cutting-edge tech frontier but also in indispensable, difficult-to-replicate materials and components. Market recognition often lags behind fundamental profit shifts, creating potential for significant re-ratings as traditional industrial firms are re-evaluated as key enablers of advanced semiconductor manufacturing.

marsbit1h ago