# 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.

South Koreans' 'Gambling Nature' is Actually Forced by Life

This article explores how systemic pressures in South Korea, rather than inherent "gambling" tendencies, drive widespread speculative financial behavior. It begins by noting the high frequency of flights from South Korea to Macau, symbolizing the search for outlets beyond domestic restrictions. The core argument is that ordinary life goals—stable employment, home ownership, and financial security—have become increasingly tied to asset markets due to structural economic factors. South Korea's development model, historically reliant on corporate leverage (chaebols), has evolved into a society where household debt and personal leverage are normalized as pathways to social mobility. Key mechanisms discussed include: * **Housing Policy:** Government measures to improve affordability, like extending mortgage terms to 50 years and the unique *jeonse* (key money) rental system, embed high leverage into the housing market. * **Financial Products:** The recent approval and explosive popularity of single-stock 2x leveraged ETFs (e.g., on Samsung and SK Hynix), easily accessed via mobile apps, lowered barriers to high-risk trading. * **Social Pressure:** Media narratives around soaring corporate profits (e.g., SK Hynix) and employee bonuses create a fear of missing out, pushing individuals to use leverage to "catch up." The article concludes that this "leveraged life" is a product of institutional history and policy choices. When traditional paths to success feel constrained, and policy facilitates debt-based solutions for housing and investment, speculative behavior becomes a rational, if risky, strategy for many. The rapid cycle of regulatory approval for leveraged ETFs followed by a market crash and official apology in mid-2026 exemplifies the system's inherent contradictions. Ultimately, the "bet" is not just on assets, but on using future earnings to secure a place in the present society.

marsbit1h ago

South Koreans' 'Gambling Nature' is Actually Forced by Life

marsbit1h ago

Japan Launches Crypto Fund in Anticipation of Approval for Crypto-ETF Creation

Japan's SBI Crypto Fund, a joint venture between SBI Financial Services (51%) and Gumi gC Labs (49%), has launched to invest in Bitcoin and major altcoins, generating returns through staking. The fund will use portfolio rebalancing and hedging tools for risk management. Participants include Daiwa Securities Group and other Japanese firms. Mobile game developer Gumi, which holds a reserve of XRP, has seen its crypto assets nearly double in value to $86 million. This move anticipates Japan's upcoming regulatory changes. In July, parliament amended financial laws to allow cryptocurrency-linked exchange-traded funds (ETFs) to launch on the Tokyo Stock Exchange starting in 2028. In a related development, the Nationwide Business Corporate Pension Fund, serving 1,200 SMEs, announced plans to invest about 1% of its assets in cryptocurrencies.

cryptonews.ru5h ago

Japan Launches Crypto Fund in Anticipation of Approval for Crypto-ETF Creation

cryptonews.ru5h ago

The End of the Gold Rush? Global Demand for Precious Metals Is Changing

Global demand for precious metals is shifting. Gold started 2026 strongly, surpassing $5,500 per ounce, but experienced a sharp correction to below $4,000 by mid-year. It now behaves more like a risk asset, sensitive to interest rate changes, rather than a traditional safe haven. However, Chinese central bank purchases continue to provide fundamental support, with its gold reserves reaching record highs and approaching 10% of its total forex reserves. Analysts from J.P. Morgan forecast a year-end recovery to the $4,350-$4,650 range. Silver followed a more volatile path, soaring to $120 per ounce early in the year before halving in value, though current prices remain 70% above last year's levels. The industrial sector, particularly solar panel manufacturers (accounting for a fifth of global demand), is responding to high prices and supply deficits by increasing recycling and reducing metal usage per unit. Analysts note the supply deficit is easing due to increased mining investment, with WisdomTree projecting a gradual rise to $70 per ounce by Q2 2027, supported by expected gains in gold. In conclusion, the precious metals market demands in-depth analysis, as prices are driven by a complex mix of industrial demand and central bank policies. Investors are advised to rely on verified analysis, diversify risks, and make decisions based on objective market facts.

cryptonews.ru8h ago

The End of the Gold Rush? Global Demand for Precious Metals Is Changing

cryptonews.ru8h ago

Gumi and SBI Launch a 3 Billion Yen Cryptocurrency Fund, and Japan Opens Doors for Spot ETFs

Japanese gaming and blockchain firm gumi Inc. has partnered with financial group SBI to launch the SBI Crypto Fund I, starting August 1, 2026. The fund aims to raise 3 billion yen (approx. $18.3 million) and will invest in Bitcoin and major altcoins, using strategies like staking and hedging. SBI Financial Services holds a 51% stake, with gumi's gC Labs owning 49%. This move aligns with Japan's regulatory shift, where new laws will reclassify digital currencies as financial instruments (effective 2027), paving the way for future spot Bitcoin ETFs and stricter penalties for unregistered crypto activities. Tax rates on crypto gains are also set to drop from 55% to 20% in 2028. In related developments, SBI VC Trade, a crypto exchange under SBI Holdings, reported its registered accounts recently surpassed 2 million, doubling from 2025. Growth is driven by corporate adoption of Bitcoin and XRP to hedge against yen weakness, and the introduction of yen and dollar-pegged stablecoins. Despite a smaller market than the US or South Korea, Japan's crypto sector is gaining momentum.

cryptonews.ru10h ago

Gumi and SBI Launch a 3 Billion Yen Cryptocurrency Fund, and Japan Opens Doors for Spot ETFs

cryptonews.ru10h ago

Santander Bank Announces It Holds a $4.3 Million Position in U.S. Spot Bitcoin ETFs

Spanish banking giant Banco Santander disclosed in regulatory filings that it holds approximately $4.3 million in US spot Bitcoin ETFs. While this amount is small relative to the bank's over $1 trillion in assets under management, it signifies a growing trend of traditional financial institutions increasing Bitcoin exposure through regulated channels. Santander, scoring around 35% on a 2026 Bitcoin Adoption Index for banks, is categorized at a "medium level" of integration, similar to Société Générale but behind more crypto-focused firms. The bank's interest in cryptocurrencies is not new; CEO Ana Botín has discussed Bitcoin-related products since 2021. Santander has been developing crypto custody and digital asset services across Europe for years, with its digital arm, Openbank, beginning to offer crypto trading in Germany in September 2025, with plans to expand to Spain. This investment comes as institutional crypto adoption accelerates in Europe. Santander is actively involved in crypto custody initiatives across the continent and appears to be positioning itself to strengthen its role in the sector, especially as regulations like MiCA become clearer. The industry is watching whether the bank's medium integration level reflects caution or structural limitations, as banks with higher adoption may gain an edge in attracting crypto-interested wealthy clients.

cryptonews.ru12h ago

Santander Bank Announces It Holds a $4.3 Million Position in U.S. Spot Bitcoin ETFs

cryptonews.ru12h ago

Russian Cryptocurrency Market Valued at Tens of Billions of Rubles

The Russian cryptocurrency market is entering a clearer regulatory phase, with major banks preparing infrastructure for legal digital asset trading. New regulations are set to begin in September, with full implementation expected by 2027. VTB Bank aims to be among the first licensed operators, developing a comprehensive system for buying, selling, storing, and accounting for crypto assets. The market's daily turnover is already estimated at tens of billions of rubles, presenting a significant opportunity for banks to capture market share and commission income through user-friendly, secure services. Key future infrastructure elements will include blockchain, digital accounting, data protection, automation, and potentially AI. For private investors, crypto represents a volatile asset class where earnings can come from trading, investing, mining, or staking, but success depends on risk management, platform security, and understanding regulatory shifts. Bitcoin is seen as a market benchmark, while Ethereum's value is tied to its smart contract ecosystem. Market valuations remain sensitive to regulation, macroeconomic trends, and technological developments.

cryptonews.ru13h ago

Russian Cryptocurrency Market Valued at Tens of Billions of Rubles

cryptonews.ru13h ago

Samsung unit explores stablecoin infrastructure with Upbit’s operator

Samsung SDS, the IT arm of Samsung Group, is exploring stablecoin infrastructure, digital asset systems, and AI-based payment models in partnership with Dunamu, the operator of the Upbit crypto exchange. CEO Lee Jun-hee announced the discussions during a Q2 earnings call, highlighting Samsung SDS's experience from a tokenized securities project. The move follows Samsung Electronics' plan to add stablecoin support to Samsung Wallet. This cooperation deepens Samsung's strategic ties to the digital finance sector, following a May 2026 investment where Samsung affiliates acquired a combined 4% stake in Dunamu. The initiative aims to combine Samsung's IT and cloud capabilities with Dunamu's blockchain expertise. Samsung SDS's digital asset push coincides with strong growth in its AI and cloud business, which saw Q2 revenue rise 5.9% year-on-year to 3.72 trillion won ($2.6 billion), fueled by a 75% surge in external cloud revenue. The company plans to significantly expand its AI infrastructure capacity by 2031.

cointelegraph14h ago

Samsung unit explores stablecoin infrastructure with Upbit’s operator

cointelegraph14h ago

Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT

Hedge fund Situational Awareness, founded by ex-OpenAI researcher Leopold Aschenbrenner, is seeking new capital after heavy losses from an AI stock sell-off in July. The fund, which reportedly managed around $20 billion in assets, saw gains of 439% through June, but leveraged bets led to significant losses when AI stocks fell. Aschenbrenner argued the sell-off created new investment opportunities. The fund holds major positions in Bitcoin miners pivoting to AI, with a March SEC filing showing about $1.11 billion across stocks like IREN, Core Scientific, Riot Platforms, and CleanSpark. The fund was launched alongside Aschenbrenner's essays predicting artificial general intelligence surpassing college graduates by 2030.

cointelegraph14h ago

Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT

cointelegraph14h ago

Fortitude Invests $45 Million in Zcash Mining Infrastructure to Strengthen Vertical Integration

Fortitude, a cryptocurrency mining company owned by Digital Currency Group, is investing $45 million to vertically integrate its Zcash mining operations. The plan includes $31.5 million in new mining hardware purchases and $13.9 million in two acquisitions for power contracts, land, buildings, and equipment in Nebraska. These moves aim to transform Fortitude from a company partially reliant on third-party infrastructure into one with its own controlled power and data center capacity, targeting over 60 megawatts by 2026. This infrastructure push accompanies a strategic shift from Bitcoin to Zcash. In Q1 2026, Zcash accounted for 61% of Fortitude's mining revenue, up from 11% a year prior, while Bitcoin's share fell from 79% to 36%. Despite mining fewer ZEC coins due to increased network difficulty and the 2024 halving, a surge in ZEC's price to an average of $272 drove Zcash revenue to $11.8 million in Q1. Fortitude reported a Q1 net loss of $4.6 million, improved from a $6.8 million loss a year earlier. The company is financing its expansion through cash, operational cash flow, and a $26 million loan from DCG. This investment and strategic pivot occur ahead of Fortitude's planned merger with Nasdaq-listed HeartSciences Inc., which will take the company public.

cryptonews.ru14h ago

Fortitude Invests $45 Million in Zcash Mining Infrastructure to Strengthen Vertical Integration

cryptonews.ru14h ago

SemiAnalysis on the Epic Plunge: It's Not Over Yet

SemiAnalysis Weekly discusses the recent sharp correction in the semiconductor market after a historic first half. Analysts Doug O'Loughlin and Dylan note that despite healthy fundamentals, markets like South Korea's KOSPI have plunged 40%, wiping out leveraged retail investors. A core debate focuses on AI demand versus supply constraints. Dylan cites SemiAnalysis's internal use of AI coding agents, leading to a 100x increase in AI spending, as evidence of powerful demand. Doug agrees demand is strong but questions its exact magnitude, calling it a "trillion-dollar question." His primary concern is physical and financial bottlenecks: a shortage of 100,000 electricians in the US, massive $450B in corporate debt issuance by hyperscalers (funded by a shrinking pension pool), and labor/scale limits in regions like Taiwan, where TSMC constitutes 20% of GDP. The conversation covers market dynamics, including the typical semiconductor cycle where over-ordering leads to crashes, China's growing memory capacity, and the potential for older chips like the H100 to lose value as models scale. Politically, AI is seen as a likely scapegoat in upcoming elections, though not a top-tier voter priority. The analysts conclude that while the long-term potential is significant, the scaling path is narrowing. The challenge is matching exponential compute demands with real-world constraints on capital, labor, and permits, risking scenarios where massive investment outpaces near-term revenue generation.

marsbit16h ago

SemiAnalysis on the Epic Plunge: It's Not Over Yet

marsbit16h ago

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