# Сопутствующие статьи по теме AI

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

2025 Asset Review: Why Did Bitcoin Significantly Underperform Gold and U.S. Stocks?

In 2025, Bitcoin underperformed compared to both gold and U.S. equities, particularly those driven by AI leaders like NVIDIA. This divergence stems from deeper physical and informational dynamics rather than mere price movements. A key factor is energy arbitrage and shifting computational priorities. AI's exponential growth in total factor productivity has attracted massive capital and energy investment, diverting resources away from Bitcoin mining. Electricity used for AI training now yields higher marginal economic returns than Bitcoin’s proof-of-work mechanism, leading many miners to transition to AI data centers. Gold’s strong performance reflects its atomic-level certainty amid rising geopolitical entropy. As a physical store of value, it remains viable without digital infrastructure—unlike Bitcoin, which still depends on internet connectivity and centralized liquidity channels. Bitcoin is increasingly seen as a liquidity overflow asset, while gold serves as a hedge against systemic collapse. The introduction of Bitcoin ETFs has also diluted its volatility, integrating it into traditional portfolios and reducing its explosive potential. It now behaves more like a high-beta tech asset, sensitive to prolonged high-interest rates. Moreover, the opportunity cost of holding non-cash-flow-generating Bitcoin has risen as capital flocks to high-growth equities anticipating a productivity singularity led by AI. From a complex systems perspective, the current phase represents a recalibration. U.S. markets are in a parabolic AI-driven acceleration, while gold acts as a Cantor Set-like resilient core in a fragmenting global order. Bitcoin is caught between sell pressure from early adopters and steady institutional accumulation, leading to low volatility and price compression—a dynamic known as attractor reorganization. Bitcoin hasn’t been invalidated; it is being repriced. It temporarily yields to AI-driven growth and geopolitical safety but remains a long-term cross-cycle store of value, awaiting future liquidity expansion and shifts in technological efficiency.

marsbit12/23 02:09

2025 Asset Review: Why Did Bitcoin Significantly Underperform Gold and U.S. Stocks?

marsbit12/23 02:09

Recent Bitcoin miner capitulation may signal bottom is near: VanEck

Recent Bitcoin miner capitulation, indicated by a 4% drop in hashrate since mid-December, may signal a market bottom, according to VanEck analysts. Historically, such declines have preceded positive 90-day returns 65% of the time and even stronger 180-day gains averaging 72%. The current downturn, partly driven by China shutting down 1.3 gigawatts of mining capacity, has pushed breakeven electricity costs for popular miners down 36% to $0.077/kWh. Despite challenges, around 13 nations—including Russia, France, and Japan—continue supporting Bitcoin mining. Bitcoin trades at $88,400, down nearly 30% from its October all-time high.

cointelegraph12/23 00:34

Recent Bitcoin miner capitulation may signal bottom is near: VanEck

cointelegraph12/23 00:34

Wall Street’s bid on crypto dominated 2025 but what’s the demand outlook for 2026?

Wall Street's embrace of crypto dominated 2025, with massive institutional inflows into spot Bitcoin ETFs reaching $57 billion. However, the market faced a correction late in the year, raising questions about 2026's demand outlook. Key factors include the continuation of institutional adoption, the impact of AI industry growth on risk assets, and potential regulatory clarity from the Clarity Act. Federal Reserve policy shifts and rate cuts are viewed as bullish, but may collide with a softening job market and rising consumer costs. The performance of tech equities and the monetization of AI investments will also significantly influence crypto markets. Overall, 2026 presents a bullish macro backdrop, but its trajectory hinges on these complex, interconnected narratives.

cointelegraph12/22 23:09

Wall Street’s bid on crypto dominated 2025 but what’s the demand outlook for 2026?

cointelegraph12/22 23:09

Despite Bitcoin Falling to $88K and Ethereum Sliding Below $3,000, Ozak AI Accelerates to $5M, Becoming the Market’s Fastest-Growing Presale

Despite Bitcoin's decline to $88,000 and Ethereum falling below $3,000, Ozak AI ($OZ) has rapidly accelerated, raising over $5 million in its presale and becoming one of the market's fastest-growing offerings. The token price has surged 1,300% from its initial $0.001 to $0.014, with over 1.04 billion tokens sold. Ozak AI combines AI and blockchain to deliver predictive analytics for crypto and traditional markets through features like the Ozak Stream Network, custom prediction agents, and encrypted data vaults. Strategic partnerships with SINT and Weblume enhance its credibility and utility. The project's strong presale performance indicates significant investor confidence, with early backers positioned for substantial returns if the token reaches its projected $1 listing price.

TheNewsCrypto12/22 14:52

Despite Bitcoin Falling to $88K and Ethereum Sliding Below $3,000, Ozak AI Accelerates to $5M, Becoming the Market’s Fastest-Growing Presale

TheNewsCrypto12/22 14:52

Lighthouses Guide the Way, Torches Claim Sovereignty: A Hidden War Over AI Allocation Rights

The article "Lighthouse Guides Direction, Torch Fights for Sovereignty: A Hidden War Over AI Allocation" by Zhixiong Pan examines the underlying power struggle in AI development, moving beyond superficial metrics like model size and performance rankings. It identifies two coexisting paradigms: the "Lighthouse," representing state-of-the-art (SOTA), centralized AI systems controlled by tech giants like OpenAI and Google, which push cognitive boundaries but are resource-intensive and create dependency risks; and the "Torch," symbolizing open-source, locally deployable models (e.g., DeepSeek, Mistral) that democratize access, ensure data sovereignty, and enable private, customizable AI assets. The Lighthouse drives innovation and sets technical directions but poses risks in accessibility, control, and single-point failures. The Torch, while shifting security and responsibility to users, offers resilience, cost stability, and compliance for critical applications in sectors like healthcare and finance. The interplay between these models forms a symbiotic relationship: Lighthouses expand capabilities, while Torches disseminate and stabilize these advances, collectively elevating AI’s baseline. Ultimately, the conflict is over AI allocation rights—defining default intelligence, managing externalities, and determining individual control. A dual strategy—using Lighthouses for frontier tasks and Torches for private, reliable deployment—is proposed as the pragmatic path forward, balancing extreme capability with broad, sovereign access. The true measure of the AI era lies not in raw power but in whether individuals possess "a light they don’t have to borrow from anyone."

marsbit12/22 11:13

Lighthouses Guide the Way, Torches Claim Sovereignty: A Hidden War Over AI Allocation Rights

marsbit12/22 11:13

BingX Kicks Off New Phase of BingX Shards With $200,000 Airdrop Prize Pool

BingX, a leading cryptocurrency exchange and Web3 AI company, has launched a new phase of its BingX Shards rewards program, featuring a $200,000 airdrop prize pool. The airdrop includes both fixed-amount and shared prize pools, distributing gems and popular tokens to enrich user portfolios. From December 23 to 25, users can redeem Shards for daily airdrops during a limited window with 300 participants per session. The shared prize pool will be available from December 22, 2025, to January 4, 2026, with each user's share determined by their proportion of the total Shards balance at the campaign's end. Additionally, BingX is offering extra Shards through exclusive Christmas daily quests in spot trading, where users can earn up to 30 Shards by meeting trading volume requirements. The Shards system continues to enhance user engagement and rewards on the platform.

TheNewsCrypto12/22 10:34

BingX Kicks Off New Phase of BingX Shards With $200,000 Airdrop Prize Pool

TheNewsCrypto12/22 10:34

EU’s Largest Bitcoin Miner Northern Data Sold to Tether-run Companies, But There’s a Twist

EU's largest Bitcoin miner, Northern Data, sold its mining subsidiary Peak Mining in November for up to $200 million to three companies. An investigation reveals that two of these buyers are controlled by Tether's founders, Giancarlo Devasini and CEO Paolo Ardoino. This raises conflict of interest concerns as Tether already holds a 54% controlling stake in Northern Data and has provided it with a €610 million loan. The sale, not initially disclosed as a related-party transaction due to lighter German market rules, occurred just before Tether-backed Rumble announced a major acquisition of Northern Data. This was the second attempt to sell Peak Mining, following a collapsed $235 million deal with another Devasini-linked entity.

ccn.com12/22 10:09

EU’s Largest Bitcoin Miner Northern Data Sold to Tether-run Companies, But There’s a Twist

ccn.com12/22 10:09

Netmarble's MARBLEX Invests in OpenLedger, Ushering in a New Era of Verifiable AI-Driven Gaming

Netmarble's blockchain subsidiary, MARBLEX, has made a strategic investment in OpenLedger, a decentralized AI infrastructure provider. This partnership aims to integrate AI and data transparency technologies into gaming, entertainment, and other industries. Together, they plan to develop practical applications combining AI and blockchain, with a focus on building a Verifiable AI system and a decentralized gaming ecosystem. OpenLedger’s infrastructure enables on-chain recording of AI model operations, ensuring data reliability, traceability, and ownership transparency. This allows game companies like Netmarble to create adaptive, player-driven game environments shaped by real user behavior rather than opaque algorithms. The collaboration is seen as a milestone in merging gaming innovation with verifiable AI. Leveraging Netmarble’s global reach and established ecosystem, the partnership is expected to accelerate the adoption of AI-powered, trust-based systems across multiple sectors and pave the way for a new era of "4D gaming," where AI continuously learns and evolves in real time.

marsbit12/22 06:33

Netmarble's MARBLEX Invests in OpenLedger, Ushering in a New Era of Verifiable AI-Driven Gaming

marsbit12/22 06:33

Coinbase Institutional | 2026 Crypto Market Outlook: Deep Financial Integration, Innovating with Cautious Optimism

Coinbase Institutional's 2026 Crypto Market Outlook presents a cautiously optimistic view, drawing parallels to 1996’s steady growth rather than 1999’s exuberance. Key themes include clearer global regulation, deeper institutional adoption focusing on specialized digital asset management (DAT 2.0), and a shift toward sustainable, revenue-linked tokenomics. Technological advances like ZKPs and FHE will enhance privacy needs, while AI integration and application-specific chains drive innovation. Tokenization, particularly of equities, offers composability and higher capital efficiency. Emerging trends include crypto-native equity perpetuals, prediction markets, and stablecoin growth—potentially reaching $1.2T by 2028—fueled by cross-border payments and settlements. The industry is integrating deeply into mainstream finance, requiring excellence in execution, compliance, and user-centric design to broaden global access.

深潮12/22 06:30

Coinbase Institutional | 2026 Crypto Market Outlook: Deep Financial Integration, Innovating with Cautious Optimism

深潮12/22 06:30

Tether-backed Northern Data sold mining firm to Tether execs: FT

Northern Data, a Tether-backed data center operator, sold its Bitcoin mining business, Peak Mining, for up to $200 million to three companies run by Tether executives, including its co-founder and CEO. The sale occurred just before Rumble, a video-sharing platform in which Tether holds a major stake, agreed to acquire Northern Data. This is the second attempt to sell the mining unit to a Tether-linked entity. Northern Data is under investigation in Europe for suspected tax fraud and has a complex financial relationship with Tether, including a €610 million loan. The sale highlights Tether's expanding interests beyond stablecoins into mining, AI, and other ventures.

cointelegraph12/22 05:39

Tether-backed Northern Data sold mining firm to Tether execs: FT