# 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.

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

The biggest alpha opportunities in financial markets come from behavioral biases like anchoring, where investors cling to initial impressions. This is why the crypto market is currently mispriced: traditional investors still anchor crypto to its early, counterculture image, while crypto natives suffer from "crying wolf" fatigue after years of promised institutional adoption. Yet, the institutional wave is already here. Wall Street is loudly announcing its move on-chain. SEC Chair Paul Atkins has initiated a commission-wide project to modernize securities regulation for blockchain. BlackRock’s Larry Fink declared we are at the beginning of asset tokenization, evidenced by the firm’s $2+ billion BUIDL tokenized treasury fund on Uniswap and an investment in UNI. Apollo is tokenizing a credit fund on six blockchains and acquiring a stake in Morpho. JPMorgan, Bank of America, Citi, and Wells Fargo are collaborating on a stablecoin. JPMorgan has issued a deposit token on Base, and Fidelity is hiring for a DeFi treasury role. The potential market is enormous: a $30 trillion ETF market, $110 trillion in equities, and $145 trillion in bonds. In contrast, the entire tokenized market is just $20 billion, suggesting potential for exponential growth. The chart of tokenized real-world assets (RWA) value shows a near-vertical growth trajectory, yet this reality is disconnected from market perception. The key challenge is determining how to capture this opportunity, as unanswered questions remain about whether value will accrue to public blockchains, new quasi-private networks, DeFi tokens, or traditional institutions. The certainty is that a massive gap exists between the market’s outdated perception of crypto and its current reality. This divergence represents a significant alpha opportunity—not in picking winners prematurely, but in gaining broad exposure to the entire sector while it remains mispriced. The largest gains occur when consensus is stale and reality has moved on. That time is now for crypto.

marsbit02/25 09:19

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

marsbit02/25 09:19

The Silicon-Carbon Co-Governance Journey of a Crypto Company — Cobo's Internal AI Transformation

From its core crypto custody and stablecoin payment operations, Cobo began exploring AI integration in late 2024. Initially, the team experimented with an MCP-based app store but pivoted due to high development costs and lack of standardization. Facing high talent costs and internal resistance, Cobo shifted focus inward, aiming to transform internal operations rather than client-facing products first. A major challenge was security: the company implemented a permission-based internal knowledge system and agent framework using Claude and Gemini with zero-data-retention agreements, ensuring strict data isolation and auditability. Adoption was slow until management enforced AI integration top-down, starting with an OKR Agent that automated goal-setting, progress tracking, and performance reviews. This “silicon-carbon co-governance” approach made AI use mandatory and performance-linked. Over 100 department-specific agents were developed—for customer service, legal, sales, and more—shifting the company’s mindset from hiring more people to deploying AI systems first. Key learnings: healthy cash flow is essential for such transformations; change must be driven from leadership; enforced usage is necessary; and internal AI maturity must precede external AI products. As an outcome, Cobo recently launched WaaS Skill, an AI-agent-integrated financial API layer, reducing development cycles from weeks to conversation-level interactions—a direct result of its internal AI transformation.

marsbit02/25 09:05

The Silicon-Carbon Co-Governance Journey of a Crypto Company — Cobo's Internal AI Transformation

marsbit02/25 09:05

HashKey Exchange to List HSK, Enhancing the Compliant Circulation Path for the Group's Ecosystem Token

HashKey Exchange, Hong Kong's largest licensed digital asset exchange, will list HSK, the HashKey Group ecosystem token, on February 25th at 16:00 Hong Kong Time. Trading will be available exclusively to eligible professional investors. Deposit and withdrawal services for HSK are now active via HashKey Chain or the Ethereum network (ERC20). This listing marks HSK's official entry into a Hong Kong licensed trading platform, enabling regulated trading and circulation. As the native token of HashKey Group, HSK supports the Group's diverse business operations, which include licensed trading, investment and asset management, tokenization, and infrastructure services. It also functions as the native token for HashKey Chain, where it is used to pay for Gas fees. HashKey Group stated it will continue to advance its ecosystem and infrastructure development within regulatory frameworks, focusing on transparency and long-term growth to expand institutional-grade digital asset applications. Michelle Cheng, Director of HashKey Exchange, emphasized that the listing aims to enhance HSK's trading channels and liquidity, supporting broader ecosystem development in response to growing market demand for compliant and auditable blockchain infrastructure. HashKey Exchange, a subsidiary of HashKey Holdings Limited (3887.HK), is one of Hong Kong's first licensed retail virtual asset exchanges, holding Type 1, Type 7, and VATP licenses from the SFC. It is ISO 27001 and ISO 27701 certified and does not serve users in Mainland China, the U.S., and certain other jurisdictions.

marsbit02/25 06:33

HashKey Exchange to List HSK, Enhancing the Compliant Circulation Path for the Group's Ecosystem Token

marsbit02/25 06:33

The Person Who 'Killed' PayPal Wants to Buy It

A potential acquisition that could reshape the global payments landscape is under discussion, as Stripe—valued at $159 billion—is reportedly considering acquiring all or parts of PayPal, which has a market cap of just $43 billion. The news drove PayPal’s stock up nearly 7%. PayPal has faced significant challenges: its stock fell 46% over the past year amid rising competition from Apple Pay, Google Pay, and agile rivals like Adyen and Stripe. Despite its vast user network of 438 million active accounts and strong presence in cross-border transactions, PayPal has struggled to keep pace with shifting user behaviors and the rise of embedded and social payments. However, PayPal retains valuable assets, including Braintree (processing around $700 billion annually), Venmo (with 100 million monthly active users), and a deeply entrenched global payments infrastructure. A key underlying motive for the deal is stablecoins. PayPal launched its own stablecoin, PYUSD, adopting a centralized approach to digital currency. In contrast, Stripe has pursued an infrastructure-focused strategy, acquiring stablecoin infrastructure firm Bridge and launching “Open Issuance”—a platform that enables businesses to issue their own stablecoins. Stripe is also developing Tempo, a Layer-1 blockchain aimed at challenging traditional settlement networks like SWIFT. A combined Stripe-PayPal entity could create a powerful Web3 payment ecosystem, integrating PYUSD with Tempo’s fast, low-cost transactions and leveraging Venmo’s user base. This could also support emerging use cases like AI Agent payments, where machines transact autonomously using crypto wallets. Regulatory and cultural hurdles remain significant, and the deal is still in early stages. But the talks signal a broader industry shift: future dominance in payments may belong to those who control next-generation infrastructure, not just scale.

比推02/24 23:42

The Person Who 'Killed' PayPal Wants to Buy It

比推02/24 23:42

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