# Profitability Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Profitability", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

Farewell to 'Storytelling' for Funding: What Kind of Projects Can Survive Beyond 2026

Title: Beyond Storytelling: What Projects Will Survive Beyond 2026 The venture capital landscape in crypto has fundamentally shifted. In 2025, top market maker and investor Wintermute Ventures approved only 4% of the 600 projects it reviewed. This reflects a broader trend: total crypto VC deals plummeted 60% from 2024, with capital concentrating heavily in later-stage rounds (56% of total funding). The driver is a radical change in market structure. Institutional capital now dominates (75% of liquidity), but it is largely trapped in major assets like BTC and ETH. The altcoin narrative cycle collapsed from 61 days to just 19-20 days, leaving little time for money to flow to smaller projects. The traditional four-year bull cycle is broken; a 2026 recovery requires a major catalyst. Consequently, VC investment logic has moved from "spray and pray" to a survival-of-the-fittest model. Funding now targets projects that can prove viability from the seed stage. Key requirements for survival include: 1. **Hard Proof of Product-Market Fit:** Real data points are mandatory, such as 1,000+ active users or $100k+ in monthly revenue, with a DAU/MAU ratio above 50%. 2. **Capital Efficiency & Default Alive Status:** Startups must achieve "default alive" status, with monthly burn not exceeding 30% of revenue. Large, cash-burning teams are untenable. 3. **AI Integration & Technical Sophistication:** AI is no longer optional; it's essential for reducing development cycles and optimizing operations. Privacy tech like zero-knowledge proofs is critical for compliance, especially in RWA tokenization. 4. **Liquidity & Exchange Compatibility:** Projects must plan their exchange listing path from day one, ensuring compatibility with institutional liquidity channels like ETFs. For investors, the mandate is clear: adapt or fail. The new standard is not "how big the story can be" but "can this project prove its ability to generate revenue from seed." Investment must focus on AI-crypto fusion, compliance, and emerging markets. The era of betting on narratives is over; execution and sustainable profitability are now the only metrics that matter.

marsbitIeri 09:13

Farewell to 'Storytelling' for Funding: What Kind of Projects Can Survive Beyond 2026

marsbitIeri 09:13

Miners' 'Capitulation' Called a Bullish Factor for Bitcoin. Why

RBC Crypto reports that Bitcoin's price drop and increased mining competition have led to record-low profitability for miners, causing a "tactical" decline in hash rate in recent months. According to an analysis by VanEck, historical data since 2014 shows that periods of declining hash rate have often been a bullish signal for Bitcoin's price in the medium term. In 77% of cases where the hash rate fell over a 90-day period, Bitcoin's price saw positive returns over the next 180 days, with an average increase of 72%. This suggests that "miner capitulation may indicate a bottom" for Bitcoin's price. The hash rate peaked at around 1.31 Zh/s on October 24 but dropped to 1.02 Zh/s by December 23, a nearly 25% decline. During this period, Bitcoin's price fell from $110,000 to $87,500, having peaked at $126,200 in early October. Despite low profitability, many mining companies continue operations due to their belief in Bitcoin's future. The report also highlights the role of Digital Asset Treasury (DAT) companies, which have been accumulating Bitcoin as a reserve. Over a 30-day period until mid-December, these companies purchased approximately 42,000 BTC, the largest such acquisition since July-August 2025. However, DAT companies have faced challenges, with median stock prices for US and Canadian firms dropping 43% by December 8, and 70% of DAT stocks expected to be worth less by year-end. Additionally, 85% of tokens launched in 2025 have fallen below their initial offering price.

RBK-crypto12/23 11:07

Miners' 'Capitulation' Called a Bullish Factor for Bitcoin. Why

RBK-crypto12/23 11:07

活动图片