# 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.

Tether's Two-Token Strategy: USAT Compliance Is Just a Smokescreen, and USDT's Permanent Non-Compliance Is the Truth?

In 2026, Tether launched USAT, a stablecoin compliant with the U.S. GENIUS Act. However, this article argues USAT is a "firewall" designed to allow Tether's core product, the massive offshore USDT ($1830B+), to remain permanently outside U.S. regulation. USAT, issued by a U.S.-chartered bank, serves as Tether's compliant face for the American market. In contrast, USDT is an offshore product whose reserves include non-compliant, high-yield assets like gold and Bitcoin. Bringing USDT into GENIUS compliance would require dismantling this profitable structure. The dual-coin strategy anticipates the 2028 U.S. deadline for listing only GENIUS-approved stable币. USAT will take over the compliant U.S. market, while USDT retains its vast offshore user base in emerging economies. This structure intentionally places the systemically important USDT beyond U.S. regulatory reach. The article concludes that framing USAT as "Tether going compliant" is misleading. Instead, USAT's true function is to provide a legal rationale for keeping the larger, globally significant USDT operation unregulated by the very country whose currency it represents.

marsbit05/28 09:30

Tether's Two-Token Strategy: USAT Compliance Is Just a Smokescreen, and USDT's Permanent Non-Compliance Is the Truth?

marsbit05/28 09:30

Justin Sun’s Interview with Hurun Report: A New Order and Certainty for Value Flow in the Era of Transformation

In an interview with *Hurun Report*, Justin Sun, founder of TRON, discussed the evolution of the Web3 industry as it moves from initial exploration to large-scale adoption. He emphasized that the core value of blockchain lies in building an open and inclusive internet of value, enabling anyone globally to transfer and use funds efficiently and at low cost, regardless of location or access to banking. Sun highlighted that projects with lasting impact are those built on genuine demand and real-world usage. He pointed to the stablecoin payment ecosystem as the most mature and scalable application currently, noting that TRON has rapidly become one of the world's largest stablecoin networks. The circulation of USDT on TRON has surpassed $86.3 billion, driven by actual use cases such as cross-border transfers and daily payments, demonstrating strong network effects. Regarding strategy, Sun outlined a methodology combining data-driven iteration, rapid execution, and user-centric focus. He cited the decision to partner with Tether to launch TRC-20 USDT as a key strategic move, based on an assessment of market trends and long-term potential, which has become a significant growth engine for the TRON ecosystem. On globalization, Sun stressed the importance of local compliance and cultural adaptation, noting that success in different markets depends on deep understanding and local partnerships. He also addressed the convergence of AI and blockchain, describing it as a transformative direction where blockchain provides decentralized infrastructure for AI, while AI enhances the intelligence and user experience of blockchain systems. For industry participants and young entrepreneurs, Sun advised continuous learning and adaptability in a fast-changing environment, focusing on building irreplaceable core strengths rather than spreading resources too thinly. Through infrastructure development, global strategy, and technological foresight, TRON aims to advance the practical implementation and evolution of the value internet.

marsbit05/28 07:47

Justin Sun’s Interview with Hurun Report: A New Order and Certainty for Value Flow in the Era of Transformation

marsbit05/28 07:47

Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

The article profiles two prominent figures, Serenity and Leopold Aschenbrenner, who are gaining attention for their unconventional investment strategies focused on the physical constraints of the AI boom, moving beyond mainstream software narratives. Serenity, an anonymous online trader, advocates a "shiso leaf" theory. He targets small-cap companies with monopolies on critical, overlooked components in the AI hardware supply chain, such as specific semiconductor materials. His deep, technical analysis of bottlenecks in areas like co-packaged optics (CPO) has reportedly yielded massive returns, though his anonymity and focus on illiquid micro-cap stocks pose significant risks for followers. Leopold Aschenbrenner, a former OpenAI researcher, founded a multi-billion dollar hedge fund. His macro thesis argues that physical infrastructure—power grids, land, data centers—is the true bottleneck for AI growth, lagging far behind chip production. Consequently, his fund employs an infrastructure arbitrage strategy: heavily investing in storage and compute infrastructure companies while placing massive bearish bets (put options) against major semiconductor stocks, betting their valuations will correct as physical constraints become apparent. While their methods differ—Serenity drills into microscopic supply chain details, while Leopold takes a macroscopic, infrastructure-focused view—both share a core belief: the real power and investment alpha in the AI era lie in controlling scarce physical resources, not just software. The article concludes by noting the inherent risks in both approaches, such as liquidity issues for micro-caps and timing risks for macro bets, but suggests they signal a broader market re-evaluation of AI's foundational assets.

marsbit05/27 15:10

Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

marsbit05/27 15:10

Bankless Co-founder: Why I Sold All My ETH

Author David Hoffman, founder of Bankless, explains his decision to sell all his ETH, despite being a prominent figure in the Ethereum ecosystem. He clarifies that his move is not a bearish take on Ethereum itself, which he remains highly optimistic about as a network. His core argument is that the "ETH is money" thesis, which he helped popularize, has largely played out. Hoffman argues that ETH has achieved the market valuation it deserves based on Ethereum's current success and competitive position. He details several reasons for this view. First, the path for ETH to become global money required nearly flawless execution and sustained dominance across Ethereum's entire technical and social stack—a coordination challenge he now believes had a narrower window for success than anticipated. Second, market data shows a strong correlation between L1 chain activity/fees and the price of its native asset; Ethereum's fee dominance has been challenged by competitors like Solana. Third, the "strong version" of crypto (decentralized, native crypto economies) that ETH's monetary thesis relied upon has struggled to maintain a positive mainstream narrative and stable adoption beyond a brief period. Finally, Ethereum's architecture as a "giver"—providing secure block space and tokenization capabilities at cost to L2s and applications—means it doesn't capture premium value directly. Its rollup-centric roadmap further directs most profits to L2s and applications ("fat app theory"). In conclusion, Hoffman believes the opportunity for ETH to be revalued significantly upward as money has diminished. He sold not because ETH will fail, but because its monetary thesis has matured, and he seeks to allocate capital to other opportunities he finds more compelling.

链捕手05/27 02:11

Bankless Co-founder: Why I Sold All My ETH

链捕手05/27 02:11

Morning Post | Hyperliquid Launches Off-chain Event Prediction Market Contract; Strategy Completes $1.5 Billion Debt Buyback; Kelp DAO Announces rsETH Fully Restored

Crypto Market Digest (May 27, 2026) Ondo Finance's founder Nathan Allman has passed away, with President Ian De Bode taking over as CEO. In regulatory news, Hong Kong authorities concluded a consultation on virtual asset service provider licensing, aiming to align rules with traditional finance. Kelp DAO announced its rsETH token has fully recovered five weeks after a $293 million hack by Lazarus Group, though the incident caused significant damage to DeFi lending protocols like Aave. Key industry developments include Hyperliquid launching off-chain event prediction market contracts, and the CME introducing futures for Avalanche and Sui. A report highlights the rise of AI Agent payments, with over $73 million settled on-chain in a year, predominantly using USDC. Meanwhile, blockchain detective ZachXBT exposed market manipulation involving several BSC tokens. In investment news, a firm referred to as "Strategy" completed a $1.5 billion debt buyback. Political contributions from the crypto sector for the 2026 U.S. elections have surpassed $500 million, heavily favoring Republican candidates. BitMEX founder Arthur Hayes revealed Zcash is his second-largest holding, citing the growing necessity for monetary privacy. The digest concludes with trending memecoins on Ethereum, Solana, and Base networks, and highlights in-depth articles covering the impending SpaceX IPO, Polymarket's regulatory challenges, and an analysis of the on-chain treasury landscape.

链捕手05/27 01:32

Morning Post | Hyperliquid Launches Off-chain Event Prediction Market Contract; Strategy Completes $1.5 Billion Debt Buyback; Kelp DAO Announces rsETH Fully Restored

链捕手05/27 01:32

GSR Research Says Ethereum’s Identity Crisis Is Deepening

GSR Research highlights Ethereum's deepening strategic and identity crisis, driven by high-profile departures from the Ethereum Foundation (EF), weak ETH performance, and internal debate over the EF's role. Analysts argue the EF's new "CROPS" framework (censorship resistance, open source, privacy, security) is seen as deprioritizing growth amid pressure from rivals like Solana. Vitalik Buterin responded by advocating for a smaller EF focused narrowly on CROPS and credible neutrality, not growth, betting on technical pillars like AI-assisted formal verification and "available chain consensus." However, the report concludes that while credible neutrality is a key differentiator, Ethereum's window to execute its vision is not unlimited as competitors advance on user experience and throughput.

bitcoinist05/26 20:31

GSR Research Says Ethereum’s Identity Crisis Is Deepening

bitcoinist05/26 20:31

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

Strategy, the Bitcoin treasury company, has paused its weekly Bitcoin accumulation for the first time, opting to purchase bonds instead. Co-founder Michael Saylor confirmed the skip in a regular Sunday update, explicitly stating "we bought bonds, not bitcoin." This follows the company's massive $2.01 billion purchase of 24,869 BTC the previous Monday, bringing its total holdings to 843,738 BTC. Saylor hinted the pause is temporary, suggesting "The ₿itVac is charging." Meanwhile, Bitcoin spot ETFs have seen two consecutive weeks of outflows, contrasting with prior inflows. Bitcoin's price briefly dipped below $75,000 over the weekend but has since recovered to around $77,400.

bitcoinist05/26 10:01

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

bitcoinist05/26 10:01

BTC Thrice Rejected at $80,000 Threshold, HYPE Reaches New Highs Signaling Opportunity | Guest Analysis

**Bitcoin (BTC) Struggles at $80k; HYPE Reaches New Highs | Key Analysis & Strategy** Bitcoin faces continued resistance in the $78.5k - $79.5k zone after failing to sustain a break above its daily chart rising channel. It has retreated to the channel's midline. A failure to hold here could see a test of the $73.5k - $75k support area. The 4-hour chart shows a complex corrective structure. The strategy is neutral for mid-term positions. For short-term trading, two scenarios are outlined: **A)** Selling on a failed rally into the $78.5k-$79.5k resistance, and **B)** Selling on a confirmed breakdown below the $73.5k-$75k support, both with tight risk management. Meanwhile, **HYPE** has posted consecutive highs. The 4-hour chart indicates its current uptrend may be weakening near $65, with models showing potential bearish divergence. The view is that a short-term top could be forming. The strategy advises against chasing the rally and instead looking for a potential long entry on a pullback to the $47.5 - $50 support zone, provided clear reversal signals appear. Last week, a disciplined short BTC trade based on model signals yielded a 2.78% profit. The article emphasizes that all analysis is for informational purposes only and not investment advice, highlighting the importance of strict stop-loss discipline and dynamic position management in a volatile market. *(Note: The text references proprietary models like the "Price Difference Trading Model" and "Momentum Quantification Model" for generating trade signals.)*

marsbit05/26 04:49

BTC Thrice Rejected at $80,000 Threshold, HYPE Reaches New Highs Signaling Opportunity | Guest Analysis

marsbit05/26 04:49

Luffa Secures Strategic Investment from Hong Kong Listed Company Guofu Quantum, Post-Money Valuation Reaches $220 Million

On May 26, innovative tech company Luffa AI announced a strategic investment from Hong Kong-listed Guofu Quantum Innovation Ltd. (Stock Code: 00290.HK). Post-investment, Luffa AI's valuation reached $220 million. The two parties will engage in deep strategic collaboration across AI, quantum security, blockchain, and compliant finance to jointly explore the new frontier of AI+Quantum+Blockchain+FinTech. Luffa addresses internet fragmentation—where identities, value, and AI agents are locked within siloed platforms—by building a super-connector across three core dimensions. It leverages decentralized identity (DID), empowers AI agents, and uses on-chain governance for communities. Its content system transforms channels into programmable, tradable value containers for creators. An aggregation layer with its SuperBox mini-program platform, multi-chain wallet, LuffaPay, and multi-agent commercial protocols completes the ecosystem, connecting users, identities, assets, and value. As of February 2026, Luffa's ecosystem has seen rapid growth, surpassing 3 million global downloads, 2 million registered users, and 150,000 daily active users. Its core wallet and SuperBox platform are live, with validated use cases in prediction markets, AI games, RWA, and creator economies. In 2026, Luffa will focus on building an AI-driven Web3 ecosystem. This investment marks a key milestone for Luffa in privacy protection, smart interaction, and Web3 infrastructure. Guofu Quantum, with its expertise in quantum encryption and institutional finance, will provide technological backing to accelerate Luffa's global commercialization. Planned collaborations include joint R&D in AI-driven financial solutions, digital asset exploration, compliant RegTech development, and applying quantum security to blockchain. Luffa CEO Michael Liu stated the partnership will help "create a better network" where users truly own their data and privacy. Guofu Quantum CEO Yuan Tianfu highlighted this as a crucial step in merging quantum tech with AI and Web3.

marsbit05/26 01:44

Luffa Secures Strategic Investment from Hong Kong Listed Company Guofu Quantum, Post-Money Valuation Reaches $220 Million

marsbit05/26 01:44

Ripple Doesn’t Move Randomly: The Strategic Moves Behind XRP’s Domination

Crypto analyst BankXRP emphasized that Ripple's recent investment in cross-chain router Squid is a strategic move to boost XRP's utility in cross-border payments. This investment connects the XRP Ledger (XRPL) to a vast ecosystem of over 1,000 apps and DeFi services across chains like Ethereum and Solana. Ripple's CEO, Brad Garlinghouse, noted the crypto space will have multiple networks, and Ripple is funding infrastructure to connect them all. Further strategic moves include issuing its RLUSD stablecoin on Ethereum and expanding custody services beyond XRPL. Separately, analyst Xaif highlighted XRPL's built-in zero-knowledge proof technology for transaction privacy, which is crucial for institutional adoption by over 300 partner banks. He also noted XRPL's fast, low-cost payments and On-Demand Liquidity (ODL) service, positioning XRP as a strong competitor to SWIFT.

bitcoinist05/25 20:31

Ripple Doesn’t Move Randomly: The Strategic Moves Behind XRP’s Domination

bitcoinist05/25 20:31

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