Биткоин и альткоины начали октябрь с уверенного роста

cryptonews.ruPubblicato 2025-06-01Pubblicato ultima volta 2025-10-02

С началом октября 2025 года криптовалютный рынок показывает сильный позитивный тренд. Биткоин удерживается выше $112 000, приближаясь к августовским пикам в районе $124 000. Ожидания смягчения монетарной политики в США и приток институционального капитала поддерживают рост.

Альткоины набирают обороты, доля биткоина на рынке снижается до 60%, что говорит о диверсификации инвесторов. В США упрощается листинг крипто-ETF, что ожидается поддержит дальнейший рост.

В СНГ отмечают ликвидацию крупного нелегального криптообменника в Казахстане с оборотом свыше $224 млн, а в России обсуждаются штрафы за расчеты криптовалютами. Эти шаги свидетельствуют об ужесточении регулирования, но интерес инвесторов остается высоким.

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Perspective: Value Investing in U.S. Stocks Is Not the Same as Fundamental Investing

The article challenges the notion that value investing in US stocks is equivalent to fundamental investing. It uses the astronomical analogy of Henrietta Leavitt separating a star's apparent brightness from its intrinsic luminosity to illustrate a key investment framework: an observed valuation multiple (like brightness) conflates two things—the actual quality of a business and the premium the market is willing to pay for its future (its "distance" or duration). The author argues that the popular narrative of "fundamentals are dead"—fueled by momentum and concentration in mega-cap tech—is flawed. While recognizing factors like winner-take-all dynamics and AI scale advantages, the piece warns against confusing broad thematic truths (e.g., "AI is big") with justified valuations for specific companies. It introduces a 2x2 matrix categorizing stocks based on whether they *looked* cheap/expensive at a point in time versus whether they *were* actually cheap/expensive in hindsight (e.g., expensive-looking Meta in 2022 was actually cheap). The core formula presented is: Forward Return ≈ Fundamental Growth × Change in Valuation Multiple. Over short periods, multiple changes drive returns, making markets seem narrative-driven. Over the long term, fundamental growth dominates. The article concludes that markets may be becoming *less* efficient due to complex, long-duration business models, narrative cycles, and private market dynamics, creating more opportunities for investors who can disentangle real quality from market sentiment.

marsbit11 min fa

Perspective: Value Investing in U.S. Stocks Is Not the Same as Fundamental Investing

marsbit11 min fa

Wallet Connection Prompts Are a Sign of a Fake AML Check Website

Fake anti-money laundering (AML) verification sites are stealing from cryptocurrency investors. These websites trick users into connecting their wallets and signing transactions, which is unnecessary for a basic wallet check, as discovered by Malwarebytes. Legitimate wallet verification only requires a public address to analyze transaction history for links to hacks, thefts, or sanctioned entities. The fraudulent sites, some copying brands like AMLBot, mimic this process. After a user initiates a scan, they are prompted to connect their wallet, shown fake progress bars, and sometimes asked to pay a small "fee." Eventually, a false "clean, low risk" verdict is given to download a report. Connecting a wallet reveals the public address and assets, allowing scammers to craft targeted transactions for the victim to approve, which can drain funds. Malwarebytes warns that any AML checker requesting wallet connection instead of just a public address is a major red flag. The report details that the same malicious template is repackaged under different names. It also mentions a $500 scam kit advertised on cybercrime forums that creates fake token presales, scans visitor wallets for valuable assets, and attempts to steal secret recovery phrases by offering a bonus. The article advises users who connected only a wallet to revoke the site's permissions. Those who signed suspicious transactions should check activity and move funds to a new wallet if compromised. Anyone who entered a recovery phrase or private key should assume the wallet is breached.

cryptonews.ru11 min fa

Wallet Connection Prompts Are a Sign of a Fake AML Check Website

cryptonews.ru11 min fa

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