2026-04-25 Sábado

Centro de Notícias - Página 625

Obtém notícias cripto em tempo real e tendências de mercado com o Centro de Notícias da HTX.

Primitive Ventures: Why Are We Bullish On On-Chain Perpetual U.S. Stocks?

Primitive Ventures argues that on-chain perpetual contracts for US equities represent a pivotal convergence point for crypto and traditional finance, poised to absorb global liquidity. The trend is driven by crypto's innate preference for volatility and key infrastructure upgrades: crypto in-kind margin acceptance by CBOE/CME, DTCC's potential on-chain settlement integration, and the emergence of tokenized equities as collateral enabling systematic basis farming. The dynamic involves "onshore issuance, offshore distribution." While entities like Ondo focus on compliant tokenized stock issuance, demand flows to platforms with superior distribution and trading interfaces, predominantly on BNB Chain. On-chain perps attract global professional traders seeking 24/7 access, high leverage, cross-margin efficiency, and DeFi composability, bypassing traditional broker limitations. The stack is maturing with infrastructure (HIP-3/HyperCore, Orderly, Chainlink), trading platforms (Trade.xyz, Ostium), and terminal frontends (Based, Phantom). The future is a unified global "margin network" where diverse assets serve as interoperable collateral. However, the window is narrowing. The primary threat is not demand but regulatory approval of onshore products, which could rapidly shift activity back to established brokers (e.g., Robinhood with 0DTE options). With the SEC/CFTC actively studying perps and compliant entrants like Bitnomial emerging, offshore/on-chain players must quickly capture liquidity and shape rules before standardization occurs. The race is on to leverage crypto's distribution power and capital efficiency to rewrite traditional finance's operating model.

marsbit01/30 08:19

Primitive Ventures: Why Are We Bullish On On-Chain Perpetual U.S. Stocks?

marsbit01/30 08:19

From 100U to the Pinnacle of Glory—A Dialogue with 'Kid', Champion Trader of Huobi HTX's 'New Asset Battle for Glory': A Full Disclosure of the Trinity Trading Strategy of 'Position, Rhythm, and Timing'

In the Huobi HTX "New Asset Trading Championship," the trader known as "Kid" emerged as the champion, starting with just 100 USDT and achieving top returns in the highly volatile new asset sector. His success was attributed not to aggressive speculation but to a disciplined strategy, strict risk management, and a calm mindset. Kid emphasized a tripartite core strategy: position sizing, rhythm control, and timing. He never exceeds 20% allocation per asset, uses small positions to test waters, and reserves cash for volatility. He focuses on catching the "main upward trend" during market consensus phases and avoids emotional trading. Key sectors he favors include RWA (for its strong institutional backing), AI+blockchain (for high valuation elasticity), and cross-border payment projects (for stability). He credits Huobi HTX for its advantages in new asset listings, with over 70% of assets being first launches, robust risk controls, and deep ecosystem integration with networks like TRON. The platform’s liquidity, security mechanisms, and trading tools enabled his strategy execution. Kid views trading as earning within one’s cognitive limits and maintains a long-term, symbiotic relationship with the platform. His approach underscores professionalism, continuous learning, and respect for market risks.

marsbit01/30 07:52

From 100U to the Pinnacle of Glory—A Dialogue with 'Kid', Champion Trader of Huobi HTX's 'New Asset Battle for Glory': A Full Disclosure of the Trinity Trading Strategy of 'Position, Rhythm, and Timing'

marsbit01/30 07:52

Interpretation of Hong Kong's New Virtual Asset Licensing Regulations: Joint Announcement by Financial Services and the Treasury Bureau and SFC Declares Entry into the 'Full Licensing' Era

Hong Kong's Financial Services and Treasury Bureau (FSTB) and the Securities and Futures Commission (SFC) have jointly issued a consultation conclusion and launched a new public consultation, marking a significant step towards a comprehensive licensing regime for virtual asset (VA) activities. The new framework expands beyond the existing Anti-Money Laundering Ordinance (AMLO) requirements for Virtual Asset Trading Platforms (VATPs) to establish mandatory licensing for VA trading, custody, advisory, and asset management services. Key measures include: - **VA Trading Services**: Defined similarly to "Type 1 regulated activity (dealing in securities)" under the SFO. Licensees must meet capital requirements (HK$5 million paid-up capital, HK$3 million liquid capital) and must use SFC-regulated custodians, separating trading and custody. - **VA Custody Services**: Standalone custodians require higher capital (HK$10 million paid-up capital) and must adhere to strict operational standards for cold/hot wallet storage, private key management, and independent audits. - **New Proposed Licenses**: A one-month consultation introduces licensing for "VA advisory services" (providing investment advice on VAs) and "VA asset management" (managing VA portfolios), with no minimum threshold exemptions, closing regulatory gaps. This shift to a "fully licensed" era aims to build institutional trust by imposing traditional financial standards, enhancing investor protection, and creating a regulated ecosystem. However, challenges include compliance costs for smaller players, potential capital outflow, and the need for regulatory capacity to handle applications and technical oversight. Market participants must immediately assess their services against the new classifications, begin licensing preparations, and integrate compliance into their long-term competitive strategy, including potential tax implications and reporting requirements. The landscape may evolve towards integrated full-service groups and specialized niche providers.

marsbit01/30 07:28

Interpretation of Hong Kong's New Virtual Asset Licensing Regulations: Joint Announcement by Financial Services and the Treasury Bureau and SFC Declares Entry into the 'Full Licensing' Era

marsbit01/30 07:28

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