Первое снижение ставки ФРС в 2025 году поднимет DeFi: выделяются Ondo, Hyperliquid и Uniswap

cryptonews.ruPublicado em 2025-09-17Última atualização em 2025-09-18

  • ФРС впервые в 2025 году снижает ставки, доллар упал до трехлетнего минимума.
  • Ondo Finance набирает обороты благодаря объединению TVL на сумму 1,6 млрд долларов и Ledger.
  • Гиперликвидность достигает рекордного уровня: Uniswap готовит Bitcoin layer-2.

Федеральная резервная система впервые в 2025 году снизила ставку по федеральным фондам на 25 базисных пунктов. Это привело к снижению курса доллара США до самого низкого уровня за более чем три года, в то время как рисковые активы, от акций и сырьевых товаров до криптовалют, резко выросли на фоне этого снижения.

Для децентрализованного финансирования (DeFi) изменение политики может стать катализатором притока новых средств. Вот три проекта DeFi, которые, по мнению аналитиков, могут принести наибольшую пользу.

По теме: Биткоин-трейдеры ожидают прорыва $116 тыс. после тестирования ФРС до цели Фибоначчи в $155 тыс.

Ondo Finance: магнит для токенизации

Ondo Finance зарекомендовала себя как ведущая платформа для токенизированных реальных активов. Недавно проект расширился благодаря партнёрству с Ledger, что открыло прямой доступ к токенизированным акциям и ETF.

Акции Ondo торгуются по $1,05, увеличившись на 4,48% за последние 24 часа. В течение дня цена колебалась от $1,00 до $1,07. Она всё ещё примерно на 51% ниже своего исторического максимума в $2,14, достигнутого 16 декабря 2024 года.


Источник: TradingView

В условиях снижения процентных ставок инвесторы, как ожидается, будут искать возможности для получения доходности, поскольку платформа уже управляет активами общей заблокированной стоимости (TVL) на сумму более 1,6 млрд долларов. Аналитик отметил, что токен Ondo сохранил сильную поддержку и может протестировать предыдущие максимумы, если тенденция сохранится.

Гиперликвидность: вечные сбережения на подъеме

Hyperliquid — быстрорастущая децентрализованная биржа, ориентированная на бессрочные фьючерсы. В связи со снижением стоимости заимствований, активность торгов с использованием кредитного плеча может увеличиться. Ежедневный объём торгов биржи уже превысил 500 миллионов долларов, а её токен HYPE демонстрирует рост открытого интереса.

Цена токена HYPE от Hyperliquid составляет $58,45. За последние 24 часа он колебался в диапазоне от $54,49 до $59,39. 18 сентября 2025 года, всего несколько часов назад, токен установил новый исторический максимум в $59,39 и сейчас торгуется примерно на 1,5% ниже этого максимума.


Источник: TradingView

Прорыв текущих уровней сопротивления вполне вероятен, особенно с учетом того, что Hyperliquid интегрирует новые варианты стейблкоинов, такие как USDC и свой собственный USDH.

Читайте также: Сектор ИИ-криптовалют лидирует на рынке, среди лучших инвестиций — NEAR, TAO, FIL и Story

Uniswap: подготовка к Bitcoin Layer-2

Uniswap остаётся доминирующей децентрализованной биржей: в её пулах заблокировано почти 6 миллиардов долларов, а ежедневный объём торгов составляет около 4 миллиардов долларов. В настоящее время протокол готовится к интеграции биткоина через новую сеть второго уровня, выходя за рамки Ethereum и привлекая ликвидность от держателей BTC.


Источник: TradingView

Поскольку макроэкономическая конъюнктура благоприятствует развитию голубых фишек DeFi, масштаб и ликвидность Uniswap дают ей естественное преимущество. Аналитик отметил, что уровень поддержки находится на уровне $6,50, а уровень сопротивления — около $12. Успешное внедрение интеграции Bitcoin-Layer-2 может подтолкнуть UNI к достижению годовых максимумов.

Criptomoedas em alta

Leituras Relacionadas

Interview with NDV Founder Jason Huang: Piercing the AI Bubble and the MicroStrategy Myth, Seeking the Ultimate Edge in the Crypto Market

In a podcast with WuBlockchain, NDV founder Jason Huang discusses recent market dynamics, expressing a bearish outlook on crypto in the near term. He attributes Bitcoin's recent decline to a combination of cyclical selling pressure, the start of a US stock market correction, and liquidity tightening. A key catalyst is the emerging financial strain on MicroStrategy (MSTR). Huang explains that MSTR's model of borrowing to buy Bitcoin created a positive "flywheel" in a bull market. However, with falling BTC prices turning its stock premium into a discount, the model is now under severe stress. While MSTR only sold 32 BTC recently, the market is "front-running" the fear of its massive 80,000+ BTC holdings potentially being liquidated to meet debt obligations. He believes a true market bottom requires a major, capitulation-level event similar to the FTX collapse. Regarding investments, Huang states his fund is up over 20% this year, outperforming Bitcoin by 50-60%. The strategy involves crypto assets and commodities like oil, gold, and silver, but avoids AI stocks due to a perceived lack of trading edge. He is cautious of crowded trades in semiconductors and sees bubbles in the broader market, citing the hype around a potential SpaceX IPO. Despite short-term pessimism, Huang remains long-term bullish on one crypto innovation: stablecoins. He views them as the clearest example of a "faster, better" financial tool with significant room for global adoption. For the future, he is very bearish on Ethereum. For Bitcoin, he anticipates potential for a significant drop below $48,000 before a eventual rebound, but stresses the need to wait for a true panic-driven bottom marked by widespread despair and disinterest in the market.

marsbitHá 16m

Interview with NDV Founder Jason Huang: Piercing the AI Bubble and the MicroStrategy Myth, Seeking the Ultimate Edge in the Crypto Market

marsbitHá 16m

Conversation with Jason Huang, Founder of NDV: Puncturing the AI Bubble and the MicroStrategy Myth, Searching for the Ultimate Trump Card in the Crypto Market

In a podcast interview, NDV founder Jason Huang discusses the recent crypto market downturn, attributing the initial phase to typical Bitcoin cycle selling pressure, now compounded by a US stock market correction, tightening liquidity, and MicroStrategy's financial strain. He argues the market hasn't bottomed yet, noting true bear market lows often require a major, despair-inducing event like FTX's collapse. Huang details MicroStrategy's precarious position: its debt-and-equity fueled Bitcoin buying model has reversed into a negative cycle as prices fell. He interprets its sale of just 32 BTC as a signal prioritizing creditors over shareholders, sparking market "front-running" of its larger potential sell-off. A true bottom may arrive only after MicroStrategy resolves its looming debt payments, possibly via a large, private Bitcoin sale. His fund is up ~20% this year, outperforming Bitcoin by 50-60%, by shorting crypto and trading commodities like oil and gold. He avoided AI stocks despite being a heavy user, citing a lack of trading edge in the crowded semiconductor hardware trade, which he views as ripe for a significant correction. Long-term, Huang remains bullish on stablecoins as crypto's clearest, most practical innovation with high growth potential. He is very bearish on Ethereum and skeptical that Bitcoin has found its floor, suggesting $48,000 may not hold. He expects a sharp decline followed by a strong recovery within a year, but only after a major panic event leads to widespread capitulation and despair—the true hallmark of a market bottom.

链捕手Há 22m

Conversation with Jason Huang, Founder of NDV: Puncturing the AI Bubble and the MicroStrategy Myth, Searching for the Ultimate Trump Card in the Crypto Market

链捕手Há 22m

U.S. Stocks Trend (June 24): Korean Stock Plunge Ripples Global Chip Sector, Micron Tumbles Over 10%, Long-Term Supply Certainty Faces a 'Hard Test'

US Stock Market Trend (June 24): South Korean Market Plunge Disrupts Global Chips, Micron Drops Over 10%, Long-Term Supply Certainty Faces Hard Test On Monday, the South Korean KOSPI index plunged 10%, with SK Hynix and Samsung dropping over 12%, triggered by rumors that SK Hynix might slow its HBM4 production expansion. This shock quickly spread to the U.S. semiconductor sector. Micron plummeted 13.18% to $1,051.77, SanDisk fell 13.64%, and Marvell declined 8%. The Philadelphia Semiconductor Index closed down 7.87%, while the Nasdaq fell 2.21% to 25,587.04 points. The sell-off particularly hit memory chip stocks. Defensive sectors showed relative resilience, with gains in stocks like IBM and Johnson & Johnson. Market volatility spiked, with the VIX index jumping 12.79%. Commodities weakened, with WTI crude oil hitting a near three-month low and gold falling below $4,100. The core issue is not a challenge to AI demand itself, but a market reassessment of overly optimistic capacity expectations for memory chips, especially HBM. The rumor about SK Hynix undermined perceived certainty in the AI infrastructure cycle. Key upcoming events include Thursday's PCE inflation data, which will influence Fed rate expectations, and Micron's earnings report. The market will focus on Micron's HBM gross margins and its long-term capacity guidance. The shift indicates the AI investment cycle is moving from euphoria to rational pricing. Large institutions are questioning the sustainability of AI-related capital expenditure growth. Micron's repricing from an "AI infrastructure staple" to a more cyclical stock highlights this change. Thursday's data and earnings represent a critical juncture for assessing long-term supply certainty, which has now significantly decreased.

marsbitHá 30m

U.S. Stocks Trend (June 24): Korean Stock Plunge Ripples Global Chip Sector, Micron Tumbles Over 10%, Long-Term Supply Certainty Faces a 'Hard Test'

marsbitHá 30m

Preferred Stock Is Not the Trigger for Corporate Bankruptcy, MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027

Preferred Shares Are Not the Catalyst for Corporate Bankruptcy; MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027. This article analyzes the nature of preferred shares used by MicroStrategy (MSTR). Legally equity but economically similar to debt, these shares, including its Bitcoin-linked STR convertible preferred notes (STRC), offer fixed or floating dividends. Crucially, MicroStrategy's preferred shares lack rigid redemption clauses, meaning they are not classified as traditional debt. This eliminates principal repayment pressure and means missed dividends do not constitute default or trigger bankruptcy, creating a "self-contradictory virtuous cycle." The article clarifies that if funds are short, MicroStrategy can defer or suspend preferred share dividends (except for non-cumulative types like STRD) without immediate risk. The real potential crisis point lies with its convertible bonds. If a prolonged bear market prevents conversion, MicroStrategy might need to sell Bitcoin to repay these bonds starting from the earliest maturity in September 2027, potentially creating a downward spiral. Preferred dividend suspensions would only exacerbate market panic in such a scenario. Recent financial activity shows MicroStrategy strengthened its position through four weeks of common stock (MSTR) issuances, raising over $851 million without issuing new preferred shares. It increased its dollar reserves to approximately $1.4 billion, which is sufficient to cover all preferred share dividends and interest until around March 2027. While Bitcoin purchases slowed recently, this prioritization of cash reserves enhances the company's near-term financial safety. The analysis concludes that if the Bitcoin bear market ends by early 2025 as anticipated, MicroStrategy can resume issuing MSTR stock in a rising market to replenish reserves and manage future dividend obligations, thereby reducing the long-term pressure from its preferred share structure.

marsbitHá 1h

Preferred Stock Is Not the Trigger for Corporate Bankruptcy, MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027

marsbitHá 1h

Trading

Spot
Futuros

Artigos em Destaque

Como comprar ONDO

Bem-vindo à HTX.com!Tornámos a compra de OndoFinance (ONDO) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar OndoFinance (ONDO) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu OndoFinance (ONDO)Depois de comprar o teu OndoFinance (ONDO), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona OndoFinance (ONDO)Transaciona facilmente OndoFinance (ONDO) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

423 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.06.02

Como comprar ONDO

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de ONDO (ONDO) são apresentadas abaixo.

活动图片