# Сопутствующие статьи по теме Acquisition

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Acquisition", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

The Year Token Economics Were Debunked

The year 2025 is portrayed as a turning point where the fundamental economic model of crypto tokens was invalidated. The passage of regulatory frameworks like the CLARITY Act in the US forced projects to choose between being classified as a security (under the SEC) or a commodity (under the CFTC), with most falling into the former category. This led to a crisis of "coin rights" (币权). A key trend emerged: traditional financial institutions began acquiring crypto companies, but only for their technology and talent, explicitly excluding the associated tokens from deals. Examples include Circle's acquisition of Interop Labs (without the AXL token) and similar moves by Kraken and Coinbase. This shattered the investor narrative that buying a project's token was equivalent to owning equity, as tokens held no legal claim to a company's assets or profits. Simultaneously, major DeFi protocols like Aave and Uniswap faced internal conflicts. Aave's developers were accused of diverting front-end fees from the community treasury, while Uniswap had to implement complex legal structures to distribute fees to token holders without attracting SEC scrutiny. This highlighted a core dilemma: providing token dividends risked being classified as a security, while avoiding regulation meant tokens remained valueless. The article concludes that the crypto industry is being assimilated into traditional finance, but this "fusion" means value is flowing toward legally recognized entities—companies, equity, and licenses—rather than to token holders. Tokens, like American Depositary Shares (ADS), may remain as tradable rights, but they lack the legal protections and claims of traditional equity, marking the end of an era for the original token economy promise.

marsbit01/21 06:06

marsbit01/21 06:06

Former "NFT Chain" Spends $250 Million to Compete with Stripe and Circle

Polygon Labs has acquired Coinme and Sequence for over $250 million, positioning itself as a "stablecoin rail" competitor to Stripe and Circle. Coinme, a licensed money transmitter in 48 U.S. states, provides a compliant fiat on-ramp via a vast cash-to-crypto network. Sequence offers smart wallet infrastructure that abstracts blockchain complexities for end-users. Together, these acquisitions enable Polygon to offer a full-stack solution for stablecoin payments, combining regulatory access, user-friendly technology, and physical cash integration. This strategy aims to capture value in the growing stablecoin payment market, competing with closed ecosystems like Circle’s Arc and service-oriented platforms like Stripe’s Tempo, while avoiding the token economic pitfalls seen in projects like Tether’s Plasma.

比推01/20 19:05

Former "NFT Chain" Spends $250 Million to Compete with Stripe and Circle

比推01/20 19:05

Currency and Stock Barometer丨Vanguard's US Mid-Cap Index Fund Acquires Over $500 Million in Strategy Stocks for the First Time; Bitmine's Total Staking Exceeds 1.77 Million ETH, Valued at Over $5.6 Billion (January 20)

Crypto-linked stocks showed signs of rebound last week, with companies like BTC treasury firm Strategy seeing share price recoveries. Key market influences include the Fed chair nomination, reduced expectations for rate cuts, and progress on the U.S. CLARITY Crypto Act. Vanguard’s mid-cap index fund purchased $505 million worth of Strategy shares. Strive acquired Semler Scientific, becoming the 11th largest public BTC holder. Steak ‘n Shake added $10 million in BTC to its corporate treasury. BitMine staked an additional 86,848 ETH, bringing its total staked to over 1.77 million ETH valued at $5.65 billion. It also led a $200 million investment into Beast Industries. Meanwhile, FG Nexus sold 2,500 ETH, realizing losses. Solana treasury firm Sharps Technology entered a 90-day lock-up agreement with SOL Markets. Forward Industries reported holding nearly 6.98 million SOL with significant staking rewards. Upexi raised $36 million to expand its SOL holdings. AlphaTON Capital, a TON treasury company, raised $15 million through a public stock offering.

marsbit01/20 08:19

Currency and Stock Barometer丨Vanguard's US Mid-Cap Index Fund Acquires Over $500 Million in Strategy Stocks for the First Time; Bitmine's Total Staking Exceeds 1.77 Million ETH, Valued at Over $5.6 Billion (January 20)

marsbit01/20 08:19

‘Bigger Orange’ – Michael Saylor signals Strategy’s next mega Bitcoin buy

Michael Saylor, Executive Chairman of MicroStrategy (now Strategy), has signaled the company's intent to continue its aggressive Bitcoin acquisition strategy after recently completing a $1.25 billion BTC purchase. The firm began 2026 with two major buys: $115.97 million worth of Bitcoin on January 4th, followed by a $1.26 billion purchase on January 12th, bringing its total holdings to approximately 687,410 BTC. This represents about 3% of the total Bitcoin supply. The buying spree marks a strategic shift from Q4 2025, when the company paused acquisitions due to the threat of an MSCI reclassification that could have triggered institutional outflows. With that threat now delayed, investor confidence has returned, evidenced by a rise in MSTR stock and a significant share acquisition by Vanguard Group. Saylor's social media tease indicates the firm's accumulation phase is entering a more aggressive chapter.

ambcrypto01/20 03:01

‘Bigger Orange’ – Michael Saylor signals Strategy’s next mega Bitcoin buy

ambcrypto01/20 03:01

Just Spent 250 Million to Buy Companies, Then Laid Off 30%: Polygon Is Changing Its Way of Survival

Polygon, a major blockchain scaling solution, has laid off approximately 30% of its workforce while simultaneously spending $250 million to acquire two companies: Coinme, a licensed crypto-fiat exchange with an extensive US ATM network, and Sequence, a wallet infrastructure and cross-chain routing provider. This strategic pivot signals a shift away from its core Layer-2 (L2) business, where it faces intense competition from dominant players like Base, and toward building a comprehensive stablecoin payment infrastructure called the "Open Money Stack." The acquisitions provide critical pieces for this new direction: Coinme offers regulatory licenses and on-ramps/off-ramps, while Sequence provides the technical backend for seamless cross-chain transactions. The goal is to target B2B clients like banks and payment providers. This move is seen as a necessary "blood change." Polygon's previous strategy, focused on enterprise adoption and NFTs, yielded limited long-term results. In the crowded L2 space, it struggled against competitors with superior user distribution, such as Base, which is integrated with Coinbase's massive user base. The new focus on stablecoin payments is a promising but highly competitive market, with giants like Stripe, PayPal also making significant investments. While Polygon CEO claims this puts them in competition with Stripe, the company is betting on an open infrastructure model versus Stripe's more closed ecosystem. The strategy carries risks. Coinme has faced regulatory penalties in the past, and Polygon is entering a field with well-established traditional finance players. However, success could transform Polygon from a protocol reliant on tokenomics into a profitable company with real revenue streams, a rarity in crypto. The core challenge is that the window for crypto-native companies to capture this market is narrowing as traditional finance accelerates its adoption of blockchain technology.

marsbit01/16 04:54

Just Spent 250 Million to Buy Companies, Then Laid Off 30%: Polygon Is Changing Its Way of Survival

marsbit01/16 04:54

Rumor: Coinbase to Acquire Farcaster, Still an Acquihire

In Silicon Valley, a common unwritten rule suggests that when a tech giant shows sudden interest in a startup—especially one with a similar product—the goal is often not to eliminate competition or acquire technology, but to acquire talent. This practice is known as an "acqui-hire." Recent rumors about Coinbase's potential acquisition of Farcaster likely follow this logic. Similar to Meta's acquisition of Manus, the focus is on the elite engineering team rather than just the product. Coinbase’s Base app already integrates Farcaster content, and Coinbase has no shortage of wallet products, indicating that the real target is Farcaster’s founder, Dan Romero. Dan Romero, who spent five years at Coinbase as a key executive overseeing international operations and backend systems, understands Coinbase’s compliance framework intimately. Since leaving, he has built Farcaster, demonstrating deep expertise in decentralized, community-driven Web3 ecosystems. Farcaster’s team, under Merkle Manufactory, remains small despite significant funding. It includes former Coinbase engineering lead Varun Srinivasan and other full-stack experts who efficiently developed a decentralized social protocol even used frequently by Vitalik Buterin. The acquisition could also create token opportunities: - DEGEN, Farcaster’s community currency, might become a core asset within Coinbase’s ecosystem. - ZORA, key for NFT minting, could strengthen as Base’s primary asset issuance layer. - CLANKER, an AI-driven token issuance tool, may evolve into a standard financial interface. - BANKR, an emerging DeFi project, could play a central role in future "social wallet" integrations.

marsbit01/16 04:02

Rumor: Coinbase to Acquire Farcaster, Still an Acquihire

marsbit01/16 04:02

Musk's Twitter Obsession: A 25-Year Unresolved Grudge

Elon Musk's 25-year obsession with his original vision for X.com, an ambitious online financial platform he founded in 1999, ultimately drove his acquisition and transformation of Twitter. After being ousted from the merged company that became PayPal, Musk never abandoned his dream of creating an all-in-one financial and social super-app. In 2022, he acquired Twitter, systematically rebranding it to X and gradually introducing features like long-form content, video, and creator monetization to condition users for a financial ecosystem. By 2026, X introduced features like Smart Cashtags, allowing users to view and potentially trade assets directly within posts. Musk's strategy mirrors the success of Chinese super-apps like WeChat, fulfilling his original X.com vision of integrating social interaction, information, and financial transactions into a single platform. This move represents not just a business expansion but a personal mission to reclaim his initial ambition and control the global flow of information and capital.

比推01/15 06:33

Musk's Twitter Obsession: A 25-Year Unresolved Grudge

比推01/15 06:33

Polygon makes a $250 mln stablecoin bet – But POL still struggles

Polygon Labs has made a significant $250 million acquisition of crypto payment firm Coinme and wallet infrastructure Sequence to expand its influence in the stablecoin market and cross-border transactions. This move aims to capitalize on growing institutional crypto adoption and positions Polygon as a key player in on-chain payments. Despite strong network activity, with daily transactions averaging over 6 million and a solid user base, its native token POL faces bearish pressure. After reaching $0.18, it retraced to $0.16 due to profit-taking. If selling continues, POL could drop to $0.14, but positive market reaction to the acquisition may push it back toward $0.20.

ambcrypto01/15 00:02

Polygon makes a $250 mln stablecoin bet – But POL still struggles

ambcrypto01/15 00:02

Animoca Brands Expands Web3 Gaming Ecosystem With SOMO Acquisition

Animoca Brands has acquired Web3 gaming and NFT startup SOMO to expand its digital collectibles ecosystem. The acquisition enables cross-promotion and integration of SOMO’s playable, tradable assets—such as SOMO Codex and SOMO Duel—into Animoca’s global network of games and communities. Yat Siu, co-founder of Animoca, described SOMO as a “cultural operating system for collectibles” that complements their portfolio. Financial terms were not disclosed. The announcement coincides with signs of recovery in the NFT market. According to data, the overall NFT market cap increased by 8.7% in 24 hours to $3.02 billion, with trading volume up 21.5%. Since January 1, 2026, the market cap has risen 20.8%, suggesting a potential rebound after a 66% decline from its peak of $9.2 billion in early 2025.

TheNewsCrypto01/14 14:45

Animoca Brands Expands Web3 Gaming Ecosystem With SOMO Acquisition

TheNewsCrypto01/14 14:45

After the $250 Million Acquisition, Polygon's Long-Term Strategy Emerges

Polygon Labs has announced the acquisition of crypto startups Coinme and Sequence for a total of over $250 million. The deals are part of Polygon's strategic push into the stablecoin sector and broader financial infrastructure. Coinme, a US-based financial services company holding multiple state money transmitter licenses, will provide crucial regulatory compliance for Polygon to enter the US market. It will continue operating its existing crypto exchange, wallet, and service offerings. Sequence, a wallet and developer infrastructure provider, is intended to bolster the user-facing entry point for Polygon's ecosystem. These acquisitions represent a clear "upstream and downstream" strategy: securing regulatory pathways on one end and user infrastructure on the other. This aggressive, counter-cyclical move aims to transition Polygon from a crypto infrastructure project into a regulated financial infrastructure provider amid a tightening regulatory environment. Despite a broader market downturn, Polygon has shown resilience in on-chain revenue, recently ranking seventh among blockchains. A significant short-term driver of this growth is Polymarket, a prediction market platform whose high transaction volume has substantially increased network fees. This activity has accelerated the burn of POL tokens, creating a deflationary effect that currently outpaces staking rewards. In summary, while short-term fee growth is largely fueled by Polymarket, Polygon's long-term strategy is focused on building a compliant framework for stablecoins and real-world financial applications, positioning itself for the next phase of competition.

Odaily星球日报01/14 12:47

After the $250 Million Acquisition, Polygon's Long-Term Strategy Emerges