# Investment Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Investment", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

A Quick Look at BlackRock's 2026 Investment Guide: Betting on AI U.S. Stocks, Shorting Long-Term U.S. Bonds, AI Financing Wave May Push Up Interest Rates

BlackRock's 2026 Investment Outlook highlights AI as the dominant force reshaping the global economy and market structure. The report emphasizes that AI-driven capital-intensive expansion is breaking through boundaries in finance, energy, and policy, making markets more reliant on a few key drivers. Investors must actively position themselves amid this structural shift, as traditional diversification strategies may no longer suffice. Key themes include: - **AI Investment Surge**: Corporate AI spending is expected to reach $5-8 trillion by 2030, supporting U.S. economic growth even amid a cooling labor market. However, massive upfront investments may require significant debt financing, potentially raising leverage and interest rates. - **Concentrated Market Reliance**: U.S. equity returns are increasingly driven by AI, reducing the effectiveness of traditional diversification. Long-term U.S. Treasuries are viewed unfavorably due to upward pressure on yields from high financing demand. - **Stablecoin Evolution**: Stablecoins are transitioning from crypto tools to bridges between digital and traditional finance, with growing use in payments and cross-border transactions. Regulatory developments, like the U.S. Genius Act, could intensify competition with bank deposits. - **Strategic Allocation Preferences**: BlackRock maintains an overweight stance on U.S. stocks, particularly AI-themed equities, and Japanese stocks due to corporate reforms. It is underweight long-term developed market bonds, including Japanese and European sovereign debt. Emerging markets like India are favored for demographic advantages and strategic positioning. The report advises investors to seek active, granular strategies—such as private markets and hedge funds—to navigate this new era of concentrated, AI-driven growth.

cointelegraph_中文20h ago

A Quick Look at BlackRock's 2026 Investment Guide: Betting on AI U.S. Stocks, Shorting Long-Term U.S. Bonds, AI Financing Wave May Push Up Interest Rates

cointelegraph_中文20h ago

Crypto funds log second week of inflows after massive $5.5B selloff

Cryptocurrency investment products recorded their second consecutive week of inflows, attracting $716 million, following a previous week of $1 billion in gains. This marks a recovery after a significant $5.5 billion selloff over four weeks, bringing total assets under management to over $180 billion—an 8% rebound from November lows, though still below the all-time high of $264 billion. Bitcoin led inflows with $352 million, followed by XRP with $244 million. Chainlink saw a record inflow of $52.8 million, representing 54% of its AUM. Ether had minor inflows of $39 million, while short Bitcoin products saw outflows, suggesting reduced negative sentiment. Among issuers, ProShares led with $210 million in inflows, while BlackRock experienced $105 million in outflows. Geographically, the U.S., Germany, and Canada saw the highest inflows, whereas Sweden continued to record outflows.

cointelegraph19h ago

Crypto funds log second week of inflows after massive $5.5B selloff

cointelegraph19h ago

What Do the Smart Money Buying AAVE at Lows Actually See?

Amidst market volatility, major players like a "whale" (recovering from a forced liquidation) and investment firm Multicoin Capital have been accumulating AAVE positions, suggesting "smart money" is building structural long-term holdings. Aave dominates the on-chain lending sector, capturing ~87% of Ethereum-based lending revenue. Key insights from an analysis include: Aave's revenue shows strong cyclicality but with a significantly higher baseline—even conservative bearish projections estimate monthly revenues (~$6M) above previous bull market highs. Its native stablecoin GHO has grown organically to over $400M, demonstrating sustainable demand. Aave's buyback program has executed consistently, repurchasing 0.8% of total supply in 8 months, adding deflationary pressure. The protocol is evolving from a lending platform into a foundational liquidity layer, with GHO enabling vertical integration and revenue diversification. Despite short-term volatility, Aave presents a compelling long-term infrastructure investment due to its mature revenue model, expanding utility, and deflationary tokenomics.

Odaily星球日报18h ago

What Do the Smart Money Buying AAVE at Lows Actually See?

Odaily星球日报18h ago

Altcoin: The ETF Boom Explodes – XRP, SOL, LTC, HBAR, DOGE, LINK, and the Emergence of New Opportunities

While the spotlight has been on Solana (SOL) ETFs, which have attracted approximately $682 million in inflows, XRP ETFs have quietly surpassed them with $874 million, despite launching later. Simultaneously, a new wave of altcoin ETFs for LTC, HBAR, DOGE, and LINK has entered the market, each recording modest but stable inflows since their debut. Seven separate Solana ETFs have generated $618.62 million in net inflows, holding $915.08 million in assets under management, representing about 1.15% of Solana's market cap. In contrast, four XRP ETFs have attracted $874.28 million, with Canary's XRPC leading at $357 million. The newly launched altcoin ETFs for LINK, HBAR, LTC, and DOGE have collectively seen $133.46 million in net inflows. Grayscale's GLNK attracted $40.90 million, Canary's LTCC (Litecoin) drew $7.67 million, and its HBR (HBAR) ETF recorded $82.04 million. Two DOGE ETFs brought in $2.85 million. This expansion signals a new market phase of diverse choices and intense competition. However, these new altcoin ETFs remain far behind the established Bitcoin and Ethereum ETFs in terms of total capital. Amid this ETF boom, Bitcoin Hyper (HYPER) is emerging as a potential altcoin outside the traditional ETF scope. It's a Bitcoin Layer-2 project built on the Solana Virtual Machine (SVM), combining Solana's speed with Bitcoin's security. Having raised nearly $29 million in its presale, it offers a fixed supply of 21 billion tokens and 40% staking APY, positioning itself to unlock Bitcoin's potential in DeFi.

bitcoinist18h ago

Altcoin: The ETF Boom Explodes – XRP, SOL, LTC, HBAR, DOGE, LINK, and the Emergence of New Opportunities

bitcoinist18h ago

Strategy Bought the Largest Batch of Bitcoin Since July

MicroStrategy, the largest corporate holder of Bitcoin, has made its most significant purchase since July 2025, acquiring 10,624 BTC for $962.7 million at an average price of $90,615 per Bitcoin. As of December 7th, the company holds 660,624 BTC, representing 3% of the total Bitcoin supply, acquired for a total of $43.35 billion at an average price of $74,696 per BTC. The company’s business model, pioneered by founder Michael Saylor, involves purchasing cryptocurrency using funds raised through debt and equity offerings. This has inspired other firms, known as Digital Asset Treasuries (DATs). However, 2025 has been challenging for the DAT sector. According to Bloomberg, the median stock of U.S. and Canadian public DAT companies is down 43%, and 70% of these stocks are expected to finish the year lower than they started, with most companies being unprofitable. Despite the industry's difficulties, other firms are also accumulating crypto. BitMine, the largest corporate holder of Ethereum, purchased 138,452 ETH in the first week of December, bringing its total holdings to 3,864,951 ETH ($12.1 billion), which is 3.2% of its market capitalization. The company plans to increase its reserve to 5% of the Ethereum supply. Additionally, MicroStrategy announced the creation of a $1.4 billion dollar reserve to cover investor obligations, ensuring it would not be forced to sell its Bitcoin holdings.

RBK-crypto13h ago

Strategy Bought the Largest Batch of Bitcoin Since July

RBK-crypto13h ago

Crypto Winter is Near. Is Bitcoin Headed for a Deep Correction?

The cryptocurrency market is experiencing heightened anxiety, with high volatility and talks of a "crypto winter" fueling fears of a deep Bitcoin correction. While some investors are moving to stablecoins, others are looking at infrastructure projects built on Bitcoin. Despite being the foundational asset, Bitcoin's limitations—slow transactions, high fees, and lack of flexible smart contracts—hinder its use in DeFi and mass applications. This has increased interest in Layer 2 solutions. Infrastructure altcoins that aim to transform Bitcoin into a base for financial applications are gaining attention. Projects focusing on modular blockchains, virtual machines, and liquidity bridges are being viewed as potential leaders in the next cycle. Among them is Bitcoin Hyper and its token $HYPER, which positions itself as the first Bitcoin Layer 2 integrating the Solana Virtual Machine (SVM). This project aims to combine Bitcoin's security with Solana's high throughput, offering low latency and minimal fees. Bitcoin Hyper's architecture uses Bitcoin for finality and an SVM layer for real-time transactions and smart contracts. It claims to exceed Solana's performance with sub-cent fees, enabling DeFi, NFT platforms, and gaming applications using wrapped Bitcoin. The project has raised $29 million in its early sale, with on-chain data showing significant "smart money" interest. The $HYPER token features staking with high APY and governance rights. Bitcoin Hyper's goal is to address Bitcoin's core limitations, potentially making it a key infrastructure play that benefits from future Bitcoin growth.

bitcoinist12h ago

Crypto Winter is Near. Is Bitcoin Headed for a Deep Correction?

bitcoinist12h ago

Yardeni Research President Abandons ‘Overweight’ Rating on Magnificent 7 Stocks – Here Are the New Recommendations

Yardeni Research President Ed Yardeni has abandoned his long-standing "overweight" rating on the Magnificent 7 stocks, stating they are now "somewhat overvalued." He highlights the market's extreme concentration, with tech and communication services making up 45% of the S&P 500. Yardeni believes these giants must now find sales among the other "Impressive 493" S&P companies to drive productivity. He describes a new competitive "Game of Thrones" environment where tech firms challenge each other and face threats from newcomers. Instead, Yardeni recommends investing in financials, industrials, healthcare, and overseas stocks.

dailyhodl9h ago

Yardeni Research President Abandons ‘Overweight’ Rating on Magnificent 7 Stocks – Here Are the New Recommendations

dailyhodl9h ago

BitPush Daily News Digest: Strategy Increases Bitcoin Holdings by 10,624, Total Reaches 660,624; BitMine Adds 138,452 ETH Last Week, Tom Lee Bullish on Ethereum; US CFTC Approves Ethereum, Bitcoin, and USDC as Collateral in Derivatives Market

Bitpush Daily News Digest: Strategy has purchased an additional 10,624 BTC for approximately $962.7 million, bringing its total holdings to 660,624 BTC with an average cost of $74,696 per coin. BitMine announced it increased its ETH holdings by 138,452 tokens last week. The company now holds a total of $13.2 billion in assets, including 3,864,951 ETH, 193 BTC, equity in Eightco Holdings, and $1 billion in cash. Fundstrat Chairman Tom Lee expressed strong confidence in ETH's price performance in the coming months, citing the recent Fusaka upgrade and key Federal Reserve actions, including the end of quantitative tightening and an expected rate cut. The U.S. CFTC has approved a new pilot program allowing Bitcoin, Ethereum, and USDC to be used as collateral in derivatives markets, building on earlier efforts to expand the use of tokenized collateral. In other financial news, Morgan Stanley analysts predict a bull market for U.S. stocks in 2026, driven by broadening market leadership and improved corporate profits. Ray Dalio commented that the biggest winners in AI will be the users, not giant corporations, and advised investing in companies that leverage AI for efficiency. Former President Donald Trump announced he will issue a "single rule" executive order this week to create a unified national regulatory framework for AI, warning that a state-by-state approval process would "destroy AI in its infancy."

比推6h ago

BitPush Daily News Digest: Strategy Increases Bitcoin Holdings by 10,624, Total Reaches 660,624; BitMine Adds 138,452 ETH Last Week, Tom Lee Bullish on Ethereum; US CFTC Approves Ethereum, Bitcoin, and USDC as Collateral in Derivatives Market

比推6h ago

Dalio: The Global Economy Is 'Perilous' in the Next Two Years, Don't Rush to Exit AI Due to High Valuations

Bridgewater founder Ray Dalio warns that the global economy faces a precarious situation over the next one to two years due to a combination of high debt levels, domestic political conflicts, and geopolitical tensions. He notes stress in areas including private equity, venture capital, and debt refinancing. Despite identifying an AI bubble similar to the 2000 tech bubble, Dalio advises against exiting investments solely due to high prices. Instead, he emphasizes watching for concrete signals of a bubble burst, typically triggered by monetary tightening or forced asset sales. He also highlights growing financial stress in venture capital, private equity, and commercial real estate due to rising refinancing costs. Simultaneously, Dalio points to the Middle East, particularly the UAE and Saudi Arabia, as emerging global AI hubs. He compares the region’s dynamism to Silicon Valley, citing large-scale investments in AI infrastructure, talent inflow, and strong sovereign wealth support. Major projects like Google Cloud’s $10 billion deal in Saudi Arabia and the “Stargate” data center initiative in the UAE reflect the region’s strategic transformation into what Dalio calls a “Silicon Valley for capitalists.”

深潮4h ago

Dalio: The Global Economy Is 'Perilous' in the Next Two Years, Don't Rush to Exit AI Due to High Valuations

深潮4h ago

When China's Crypto Tycoons Start Buying Gold

Chinese crypto billionaires are increasingly turning to gold as a traditional safe-haven asset, signaling a strategic shift from digital to tangible wealth preservation. Wu Jihan, co-founder of Bitmain and Bitdeer, acquired Singapore’s high-security Le Freeport vault for S$40 million—a facility offering tax-free storage for gold, art, and luxury assets. This move aligns with a broader trend among Asian ultra-wealthy individuals and institutions seeking asset protection amid market volatility and geopolitical uncertainty. Meanwhile, Fujian-based entrepreneur Zhan Ketuan, through Antalpha and in partnership with Tether, is pioneering a "tokenized gold" system. Tether holds ~80 tons of physical gold in Swiss vaults, backing the XAU₮ token, which enables fractional ownership, liquidity, and collateralization—effectively modernizing gold’s role in finance. As gold prices surged past $4,000/oz in 2025, driven by central bank accumulation, Asian private wealth, and crypto-led financial innovation, these developments highlight gold’s evolving function: as a sovereign hedge, a intergenerational store of value, and a programmable asset in the digital age.

深潮3h ago

When China's Crypto Tycoons Start Buying Gold

深潮3h ago

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