# Сопутствующие статьи по теме Blockchain

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

Circle's Pullback: Still Worth Buying?

Circle: Still Worth Buying After the Pullback? Circle, the issuer of the second-largest stablecoin USDC, is at a critical juncture. Its current valuation of $15-20B primarily reflects its interest income from $770B in USDC reserves. However, data suggests a potential transformation into a fee-based digital dollar infrastructure network. Key evidence for this shift includes: * USDC's on-chain transaction volume grew 247% in FY2025, far outpacing its 72% circulation growth, indicating it's being *used* more, not just held. * Adjusted for on-chain noise, USDC dominates real economic settlement volume (64% per Visa data), despite USDT having 2.4x its market cap. Circle's three-layer revenue structure is evolving: 1. **Interest Income (95% of current revenue):** Tied to USDC circulation and interest rates. Faces headwinds from potential Fed cuts and a revenue-sharing agreement with Coinbase. 2. **Payment & Transaction Fees:** The key to becoming an infrastructure play. The Circle Payments Network (CPN) is scaling rapidly ($5.7B annualized TPV), and non-interest revenue surged to $37M/quarter. 3. **Settlement Platform (Arc):** A long-term bet on becoming an institutional settlement standard, though its value remains unproven. Near-term catalysts include the Coinbase revenue-sharing agreement renewal (Aug 2026) and potential full OCC bank charter approval. A 3-5x return is plausible if USDC circulation grows at 40% CAGR. A 10x return requires multiple successes: CPN scaling, improved Coinbase terms, non-interest revenue exceeding 10% of total, and progress on Arc. Major risks include faster-than-expected interest rate declines, Tether achieving greater legitimacy, and competition from new yield-bearing stablecoins and payment giants like Stripe. The investment thesis hinges on tracking three metrics: USDC circulation growth, its velocity (via Visa data), and the growth of non-interest revenue. The data is leaning toward a successful transformation, but it is not yet guaranteed.

marsbit2 ч. назад

marsbit2 ч. назад

Google’s Documentation Talks About XRP And You Won’t Believe What It Says

Google's recent quantum computing research report discusses the XRP Ledger (XRPL) and its efforts to protect against quantum threats. The report highlights that XRPL is among the networks conducting experimental deployments of post-quantum cryptography, specifically noting its testnet deployment of ML-DSA signatures. It also recognizes XRPL's significant role in Real World Asset (RWA) tokenization, where it currently ranks 8th with $1.9 billion in tokenized value. However, Google points out that the account model and smart contracts used by networks like XRPL introduce new quantum vulnerabilities not present in Bitcoin. While XRPL, alongside Algorand and TRON, has an advantage with native key rotation, the transition to quantum-resistant systems is complex and will take years. Despite challenges, networks including XRPL are making notable progress in adopting post-quantum cryptography.

bitcoinist6 ч. назад

Google’s Documentation Talks About XRP And You Won’t Believe What It Says

bitcoinist6 ч. назад

Grayscale files for Bittensor ETF, bringing AI-focused crypto to institutional investors

Grayscale has filed an updated registration statement with the SEC to launch the Grayscale Bittensor Trust, a product designed to hold Bittensor (TAO) directly and track its price. If approved, it will convert into an ETF on NYSE Arca, offering institutional investors regulated exposure to the AI-linked crypto asset. This marks a potential expansion of crypto ETFs beyond Bitcoin and Ethereum, reflecting a broader trend of packaging emerging crypto narratives into institutional products. The trust will not engage in staking. The filing coincides with TAO's strong price recovery, rallying toward $300 with bullish momentum and increased trading volume, signaling growing institutional alignment with AI-related crypto assets.

ambcrypto6 ч. назад

Grayscale files for Bittensor ETF, bringing AI-focused crypto to institutional investors

ambcrypto6 ч. назад

IMF Flags Financial Stability Risks Amid Growing Tokenization Boom

The IMF acknowledges that tokenization can increase transparency and reduce friction in finance but also warns it poses significant risks to financial stability. While atomic settlement and automation may reduce some traditional risks, they introduce new ones, making the overall impact uncertain. The tokenized asset market, currently valued at over $27.6 billion (excluding stablecoins), is projected to reach between $2 trillion and $16 trillion by 2030. The IMF report highlights both positive effects, such as faster cross-border payments and greater financial inclusion, and negative consequences, including increased capital flow volatility and threats to monetary sovereignty. It cautions that risks are shifting from banks to shared ledgers and smart contracts. Major institutions like BlackRock and the Intercontinental Exchange are advancing in tokenization, but the IMF warns that without legal clarity on ownership and settlement, these markets risk becoming fragmented and insignificant.

TheNewsCrypto16 ч. назад

IMF Flags Financial Stability Risks Amid Growing Tokenization Boom

TheNewsCrypto16 ч. назад

When AI Solves Security, Will DeFi Return to Its Golden Age?

The article discusses how AI is revolutionizing DeFi security, potentially ushering in a new era of innovation reminiscent of the 2020 DeFi Summer. Previously, high security costs and lengthy audit processes stifled experimentation, as developers avoided unproven ideas due to financial and time constraints. However, AI tools like Nemesis are now drastically reducing these barriers by efficiently detecting complex vulnerabilities, such as reentrancy and economic attacks, with deep contextual understanding and low false positives. These tools, combined with platforms like Battlechain, enable a streamlined workflow: code is written, AI-audited within minutes, deployed on a test chain for real-world attack simulations, and quickly refined. This process compresses development cycles from months to hours at minimal cost. Future advancements may include wallet-integrated AI audits, allowing users to scan contracts in real-time before signing transactions. AI is set to transform DeFi security across development, chain, and user layers, reopening the door to rapid experimentation and innovation. This shift could empower individual developers to create groundbreaking protocols quickly and safely, much like the early pioneers of DeFi.

marsbit17 ч. назад

When AI Solves Security, Will DeFi Return to Its Golden Age?

marsbit17 ч. назад

Bitcoin Miner Riot Transfers Out Another 500 BTC Amid AI Push

Bitcoin mining firm Riot Platforms has transferred 500 BTC, valued at $34.13 million, to an unknown wallet, suggesting a potential sale. This follows a previous $200 million Bitcoin sale in late 2025. Riot, one of the world's largest public miners with 38.50 EH/s, holds Bitcoin as a treasury asset and is expanding into AI and high-performance computing, which may be linked to the sale. Prior to the transfer, Riot held 18,005 BTC, ranking seventh among public Bitcoin treasury firms. Meanwhile, Bitcoin's mining difficulty is expected to increase by 4.17% due to a faster average block time of 9.60 minutes. Bitcoin's price hovers around $66,100 after recent sideways movement.

bitcoinist18 ч. назад

Bitcoin Miner Riot Transfers Out Another 500 BTC Amid AI Push

bitcoinist18 ч. назад

Advancements in Quantum Technology: An Opportunity for the Encryption Industry

Quantum computing advancements, particularly Google's research, are accelerating the timeline for practical quantum applications, posing a near-term threat to cryptocurrency encryption. Estimates suggest quantum systems with as few as 10,000 to 260,000 qubits could break Bitcoin’s elliptic curve encryption—far fewer than previously thought—potentially exposing vulnerabilities by 2029. Risks include rapid private key extraction during transactions and threats to Ethereum’s DeFi and tokenized assets worth ~$100 billion. While theoretical, these risks are driving market action: quantum-resistant tokens and protocols have surged up to 50%, indicating investors are pricing in defensive infrastructure early. Mainstream crypto prices remain stable, reflecting confidence that upgrades, not collapse, will address the threat. The industry must transition to post-quantum cryptography, leveraging existing solutions like zero-knowledge proofs. Blockchain’s adaptability—through forks and protocol upgrades—offers a structural advantage. Quantum computing challenge is thus a forced opportunity: winners will be those embedding quantum resistance into governance and technology design before threats fully materialize.

marsbit20 ч. назад

Advancements in Quantum Technology: An Opportunity for the Encryption Industry

marsbit20 ч. назад

Tokenized deals incoming? Franklin Templeton experiments with blockchain-based M&A

Franklin Templeton has launched Franklin Crypto, a dedicated institutional-grade crypto investment management platform. The initiative, co-led by ex-CoinFund executives and senior internal leadership, aims to expand the firm’s digital asset capabilities. A key innovation involves using tokenized registered securities for settlement, moving toward on-chain M&A transactions. The acquisition of 250 Digital and its crypto strategies, managed by CoinFund, is part of this expansion. The move has drawn industry praise and highlights growing institutional adoption of blockchain technology. Regulatory developments, such as the potential passage of the CLARITY Act, could further accelerate this trend. The deal is expected to close by Q2 2026.

ambcrypto21 ч. назад

Tokenized deals incoming? Franklin Templeton experiments with blockchain-based M&A

ambcrypto21 ч. назад

Bitcoin Is At Major Risk From This Single Factor And It’s Not As Far Away As You Think; Google

Google's Quantum AI team has issued a warning that Bitcoin and other cryptocurrencies are more vulnerable to quantum computing attacks than previously thought. The security of these digital assets relies on elliptic curve cryptography (ECD-256), which was believed to require a quantum computer with millions of qubits to break. However, Google's optimized implementation of Shor’s algorithm suggests that only about 1,200–1,450 logical qubits and fewer than 500,000 physical qubits would be needed to compromise the system in minutes. While the threat is not immediate, Google emphasizes that the risk is closer than many assume and recommends transitioning to post-quantum cryptography (PQC). The company is collaborating with entities like Coinbase, the Stanford Institute for Blockchain Research, and the Ethereum Foundation, targeting a 2029 migration timeline. However, upgrading decentralized networks like Bitcoin will require broad consensus and complex protocol changes, posing significant implementation challenges. The crypto industry is urged to begin preparations to mitigate this emerging quantum risk.

bitcoinistВчера 01:01

Bitcoin Is At Major Risk From This Single Factor And It’s Not As Far Away As You Think; Google

bitcoinistВчера 01:01

IMF warns tokenized finance could reshape — and destabilize — global markets

The International Monetary Fund (IMF) warns that the rapid growth of tokenized finance could fundamentally reshape global financial markets while introducing new systemic risks tied to speed, automation, and market structure. Tokenization is not merely an incremental improvement but a structural shift that reconfigures financial architecture by replacing traditional intermediaries with smart contracts and shared ledgers. As of early April, tokenized real-world assets have reached approximately $27.5 billion, with U.S. Treasury products comprising over $12 billion. This indicates strong institutional demand for yield-bearing assets rather than retail-focused products like equities. While tokenization enables near-instant settlement and reduces counterparty risk, it also removes traditional buffers that absorb financial shocks. The IMF highlights concerns that automated processes—such as margin calls and real-time settlements—could accelerate liquidity stress during volatility. Additionally, smart contract vulnerabilities and platform fragmentation may complicate cross-border coordination and regulatory oversight. The IMF stresses that balancing innovation with stability will be crucial, urging policymakers to adapt regulatory frameworks to manage emerging risks in this rapidly growing sector.

ambcryptoВчера 16:26

IMF warns tokenized finance could reshape — and destabilize — global markets