# Strategy Related Articles

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

Huang Renxun Invests $60 Billion to Build the World's Top Open-Source Model

NVIDIA is reportedly investing $6 billion to develop a world-leading open-source AI model. The plan involves a strategic deal with AI startup Poolside, including a $6 billion licensing fee for its "model factory" technology, hiring 109 of its core engineers into NVIDIA's Nemotron project, and an additional $1 billion investment in the company. This move is seen as a "soft acquisition" to rapidly gain top talent and technology while avoiding stringent antitrust scrutiny. The engineers will focus on accelerating the development of Nemotron 4, a massive model aiming for trillion-scale parameters, positioning it among the top-tier global AI models. NVIDIA's shift reflects a strategic push to strengthen the open-source AI ecosystem in response to rising competition, particularly from advanced, cost-effective open-weight models like DeepSeek, which have challenged U.S. tech dominance. While NVIDIA risks competing directly with major GPU customers like OpenAI and Anthropic, analysts suggest the company aims to maintain a delicate balance—applying competitive pressure to drive continued demand for its hardware while advancing its own model capabilities. This investment underscores NVIDIA's ambition to move beyond being a mere hardware provider and actively shape the future of AI.

marsbit43m ago

Huang Renxun Invests $60 Billion to Build the World's Top Open-Source Model

marsbit43m ago

"Cryptopresident" Trump Sells Coinbase and Strategy Shares

The U.S. Office of Government Ethics report for June details President Trump's securities transactions. Out of over 1,000 trades, only seven involved crypto companies, with most being sales. The report shows three sales of Coinbase Global stock totaling between $116,003 and $315,000, followed by a single purchase of up to $100,000. Shares of Strategy, a major corporate Bitcoin holder, were sold twice (up to $65,000), with no buys recorded. A single small purchase of Robinhood stock was also noted. Spot Bitcoin ETFs, mining stocks, and Trump Media shares were absent from the report. Trump's total trading volume for June was between $78.1 million and $263.1 million, making his crypto trades a minuscule part of his overall portfolio activity. This contrasts sharply with his reported annual income, where crypto-related ventures reportedly generated around $1.4 billion for 2025. The White House maintains his investments are managed independently without conflicts of interest. The sales also contrast with his 2024 campaign rhetoric, where he positioned himself as pro-crypto. An analysis suggests the minimal public trading in crypto stocks creates an illusion of diversification, while his real financial model appears to rely on monetizing political influence through digital assets, raising questions about the transparency of his financial disclosures.

cryptonews.ru4h ago

"Cryptopresident" Trump Sells Coinbase and Strategy Shares

cryptonews.ru4h ago

The Strategy of Accumulating Cryptocurrency on Company Balance Sheets Is Worn Out — Bloomberg

The strategy of companies accumulating cryptocurrency on their balance sheets has become outdated, according to Bloomberg. Since the start of the year, the market capitalization of such Digital Asset Treasury (DAT) companies in the US and Canada has fallen by 43%. Shares of Strategy, a major corporate Bitcoin holder, have dropped over 20% this year and are down more than 70% from their mid-2025 peak. This downturn, turning DATs into a toxic asset for investors, followed the broader crypto market's decline from its autumn 2025 highs, where Bitcoin lost over a third and Ethereum halved in value. This created a negative cycle where falling crypto prices reduced the collateral for company loans, forcing asset sales that further depressed prices. Attempts by at least ten DATs to pivot, often to artificial intelligence, have largely failed, resulting in significant stock price declines for companies like Wave Media and AlphaTON Capital. The exception has been crypto miners like CoreWeave, who successfully leveraged their existing computing infrastructure for new ventures. Many companies, including miners and data center operators, are now selling their crypto holdings. Recent examples include Hyperscale Data selling $43 million in Bitcoin, Strategy selling $108.6 million in BTC for a share buyback, and Japan's Quantum Solutions selling Ethereum to fund its AI business.

cryptonews.ru4h ago

The Strategy of Accumulating Cryptocurrency on Company Balance Sheets Is Worn Out — Bloomberg

cryptonews.ru4h ago

Cryptocurrency Mining in Kazakhstan: How the Rules, Market, and Energy Policy Changed

Cryptocurrency mining in Kazakhstan has evolved rapidly from an unregulated, low-cost electricity haven to a strictly licensed industry. In 2020-2021, a massive influx of miners from China made Kazakhstan a global mining leader, but this boom strained the national power grid, leading to blackouts. The government responded with emergency power cuts for miners in 2022 and introduced mandatory licensing, taxes on electricity consumption, and a requirement to sell 75% of mined crypto through a state exchange. Regulations shifted in 2025, with the 75% sale rule abolished and miners gaining more freedom to manage their assets. By 2026, the focus moved to "strategic mining." New rules grant companies long-term, subsidized electricity quotas in exchange for contributing a portion of mined crypto to a proposed National Crypto Reserve. Requirements are strict, including owning large data centers (150+ MW) and high-performance equipment. Mining was also permitted using excess gas from oil fields. The market structure changed, with more companies renting rather than owning infrastructure. This journey highlights Kazakhstan's search for a balance between harnessing crypto mining for economic growth and managing its energy resources and financial stability.

cryptonews.ru6h ago

Cryptocurrency Mining in Kazakhstan: How the Rules, Market, and Energy Policy Changed

cryptonews.ru6h ago

China's Most Famous Crypto Maniac: 'I'll Buy This Altcoin With All My Assets'

The most prominent Chinese crypto miner Jiang Zhuo'er, founder of BTC.TOP, has revised his earlier bearish outlook, now expressing 90% confidence that the bear market is over. He predicts Ethereum (ETH) may outperform Bitcoin (BTC) in the current cycle. Jiang detailed his recent trading activity, repurchasing ETH between $1,738 and $1,931 and setting a stop-loss at $2,100, then selling 50% of his spot ETH at $2,525 with a stop-loss at $2,550. He plans to allocate 20-30% of his remaining capital to buy ETH, using the rest if Bitcoin drops to the $67,000-$72,000 range. Otherwise, he intends to purchase ETH at market price by the end of October. Jiang notes the market's strong upward trend makes precise peak prediction difficult.

cryptonews.ruYesterday 10:36

China's Most Famous Crypto Maniac: 'I'll Buy This Altcoin With All My Assets'

cryptonews.ruYesterday 10:36

Changes in reward and commission systems on cryptocurrency exchanges should be expected due to strategy shifts

As the bear market continued in Q2, leading crypto exchanges Coinbase, Bullish, and Gemini reported declines in trading revenue. In response, they are shifting strategies toward newer products like stablecoins and prediction markets, which is expected to change their reward and commission structures. Coinbase is focusing on its USD Coin (USDC) offerings, with average balances surging 44% to $20 billion, and has cut costs to fund increased USDC rewards. Gemini is tripling down on prediction markets, adding market makers and offering user rebates, though related revenue grew only 18% despite a near-doubling in bets. Bullish, targeting professional traders, launched a new rewards program. While its adjusted transaction revenue fell 21% quarterly, it was still up 24% year-over-year—the only exchange of the three to achieve annual growth. Despite falling trading volumes, commission economics improved for some, like Gemini, even as its overall revenue dropped. If the crypto price rally continues and ends the bear market, trading revenues could recover. However, as exchanges try to reduce dependence on market volatility, users can expect more rewards and incentives for using new products. Competition over fees may also intensify. The blurring lines between crypto and traditional finance platforms could further drive this competition, potentially benefiting retail traders and investors.

cryptonews.ruYesterday 17:47

Changes in reward and commission systems on cryptocurrency exchanges should be expected due to strategy shifts

cryptonews.ruYesterday 17:47

Optimism Moves 546.9M OP From Airdrop Reserve To Strategic Fund

Optimism governance has approved reallocating 546.9 million OP tokens (worth approximately $49 million) from user airdrop reserves into a Strategic Ecosystem Fund managed by the Optimism Foundation. This major decision shifts capital away from potential future broad user airdrops and toward more targeted strategic partnerships and ecosystem growth incentives. The move signals a shift in incentive philosophy, reflecting broader market skepticism about the long-term efficacy of airdrops, which can attract short-term farming. Instead, the Foundation will use the fund to support partnerships, integrations, developer incentives, and other strategic programs aimed at driving measurable ecosystem growth and competitiveness. Importantly, this does not mean the end of all user rewards, as other incentive mechanisms remain possible. The key test will be the fund's execution—its allocation transparency and ability to deliver results in usage, development, and adoption. This reallocation represents a trend where mature crypto networks move toward more professional, strategically deployed incentive programs.

bitcoinist2 days ago 09:06

Optimism Moves 546.9M OP From Airdrop Reserve To Strategic Fund

bitcoinist2 days ago 09:06

Has the Train to Bitcoin Already Left the Station? The User Indicator Has Stopped Giving Signals!

The Bitcoin price surge has moved the AHR999 indicator, monitored by long-term investors, out of the "accumulation on dips" zone. After approximately 82 days, the indicator has returned to its regular dollar-cost averaging (DCA) range. Data shows the Ahr999 index reached 0.5073, moving it from the "accumulation" zone below 0.45 into the DCA range of 0.45 to 1.20. In the current cycle, this accumulation window lasted from May 29 to August 19. The AHR999 indicator evaluates both short-term, stable returns from Bitcoin purchases and the deviation of the current price from its estimated value. Historically, a reading below 0.45 signals "accumulation on dips," 0.45-1.20 suggests steady DCA buying, and above 1.20 indicates potentially high prices. The indicator is noted as not being a definitive buy/sell signal.

cryptonews.ru2 days ago 21:30

Has the Train to Bitcoin Already Left the Station? The User Indicator Has Stopped Giving Signals!

cryptonews.ru2 days ago 21:30

Bitcoin Briefly Surpassed $75,000: Short Squeeze Ignites Rally, ETFs and Strategy to Determine Bull Run's Sustainability

Bitcoin briefly surpassed $75,000, driven by a combination of factors including short covering, improved U.S. regulatory expectations, and easing macro pressures. The initial surge was triggered by positive policy signals, followed by a wave of forced short liquidations that amplified the move. However, sustained upward momentum now hinges on two key institutional capital channels: continued net inflows into U.S. spot Bitcoin ETFs and the potential resumption of MicroStrategy's (Strategy) financing and Bitcoin acquisition cycle. Data shows U.S. Bitcoin spot ETFs have recorded significant net inflows recently, indicating institutional buyers are stepping in. Meanwhile, the recovery of MicroStrategy's preferred stock (STRC) price towards its $100 par value is seen as a prerequisite for the company to resume issuing debt to fund further Bitcoin purchases. The article suggests that for the rally to evolve from a short-squeeze into a sustained trend, these two sources of institutional demand must provide continuous buying pressure. Otherwise, the market risks entering a period of consolidation. For investors, the report highlights diversified portfolio products like MAG7.SSI and DEFI.ssi as tools to gain broad exposure to the crypto market's recovery while mitigating single-asset risk.

marsbit08/21 04:51

Bitcoin Briefly Surpassed $75,000: Short Squeeze Ignites Rally, ETFs and Strategy to Determine Bull Run's Sustainability

marsbit08/21 04:51

Optimism Developers' Vote Deprives Users of $49 Million Airdrop

On August 19th, the Optimism community approved a proposal to reallocate 546.9 million OP tokens (worth ~$49.7 million) from a reserve for future user airdrops into a new Strategic Ecosystem Fund for development. The vote passed with 17.97 million OP for and 10.93 million against, with a decisive last-minute vote from developer group Test in Prod securing the majority. The funds will now be managed by the Optimism Foundation to foster ecosystem growth, targeting partnerships with blockchains, protocols, and financial firms, and attracting major brands. This marks a strategic shift from broad user acquisition via airdrops to focusing on corporate clients and enterprise solutions (OP Enterprise). The decision does not affect past airdrops, which distributed 269.1 million OP over five rounds. The proposal faced criticism. L2BEAT and delegate cp0x argued the Foundation gains overly broad discretion without sufficient detail on fund use, results measurement, or benefit to OP holders. Critics also noted these tokens were publicly reserved for future user distributions, and their reallocation removes the need for separate community votes on individual Foundation deals. Test in Prod defended its support, stating the reserve is needed for competitive corporate deals where premature disclosure could be detrimental, while urging the Foundation to later disclose aggregate spending and outcomes.

cryptonews.ru08/20 13:46

Optimism Developers' Vote Deprives Users of $49 Million Airdrop

cryptonews.ru08/20 13:46

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