# Сопутствующие статьи по теме Capital

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

Matrixport Research Report | Re-evaluating the Long-Term Allocation Value of U.S. Stocks: Institutional Dividends, Industry Cycles, and Global Capital Resonance

Matrixport Research Report: Reassessing the Long-Term Allocation Value of U.S. Stocks — Institutional Advantages, Industry Cycle, and Global Capital in Sync The core of U.S. stocks' long-term allocation value lies in the convergence of three key drivers: institutional advantages, the real validation cycle of the AI industry, and structural capital inflows—rather than short-term macro trading opportunities. U.S. equity markets, particularly the Nasdaq, have significantly outperformed global peers like China’s创业板指 and恒生科技指数 from 2015 to 2025, with smaller drawdowns and stronger compound returns. This resilience stems from deep institutional strengths: a mature innovation financing ecosystem, corporate fiscal discipline, shareholder return mechanisms, and the dollar’s global liquidity role. The AI industry is transitioning from infrastructure expansion to application penetration. Real adoption is accelerating—78% of organizations reported using AI in 2024—and capital expenditure by AI-related U.S. firms has nearly doubled since 2019. This reflects tangible investment, not speculative valuation. Global institutional capital, particularly from Europe, has structurally increased allocation to U.S. equities, with overseas holdings rising ~48% over the past two years. The deep, liquid U.S. market offers concentrated exposure to leading tech and AI assets with high regulatory predictability and low transaction costs. While 2026 may see moderate rate cuts and fiscal policy debates, the long-term outlook remains robust. Short-term volatility may offer entry opportunities. The enduring value of U.S. stocks is anchored in this self-reinforcing system of institutional, technological, and capital advantages—making them a core holding for long-term investors.

Matrixport02/13 08:38

Matrixport Research Report | Re-evaluating the Long-Term Allocation Value of U.S. Stocks: Institutional Dividends, Industry Cycles, and Global Capital Resonance

Matrixport02/13 08:38

XRP Spot ETFs Riding The Bullish Wave, Attracting Broader Wall Street Allocation

Despite a volatile and bearish broader cryptocurrency market, Spot XRP ETFs continue to demonstrate strong performance, attracting significant capital from both retail and institutional investors. Data shows consistent inflows into these regulated products since January 27, with Canary Capital, Franklin Templeton, Bitwise, and 21Shares collectively accumulating over 48.7 million XRP in a nine-day period. This trend reflects growing institutional confidence in gaining exposure to XRP without direct custodial risks. Notably, Goldman Sachs has invested over $152 million in XRP Spot ETFs, as revealed in its Q4 2025 filing, signaling deeper Wall Street involvement and a new phase of integration with traditional finance.

bitcoinist02/13 06:02

XRP Spot ETFs Riding The Bullish Wave, Attracting Broader Wall Street Allocation

bitcoinist02/13 06:02

Industry First! Huobi HTX Launches "New Capital Rebate Pilot" Program with Up to 20% Incentives

Huobi HTX, a leading cryptocurrency exchange, has launched an industry-first pilot program called the "New Funds Rebate" initiative, officially starting on February 6, 2026. This innovative scheme shifts the focus from traditional trading-volume-based rebates to incentivizing genuine new capital deposits and long-term asset retention on the platform. The program targets real net new funds—assets deposited and held by users' historical baselines—effectively excluding internal transfers or short-term flows. Eligible users must register via personal or sub-partner referral codes. The rebate is calculated based on the actual amount of new capital effectively retained. The reward structure includes three tiers: a base 8% rebate on all eligible new funds, an additional 8% limited-time bonus for Q1 2026, and an extra 4% for partners who attract over 20 million USDT in new funds during the same quarter. This allows a maximum total rebate of up to 20%. The program supports 21 major cryptocurrencies, including USDT, USDC, ETH, SOL, and TRX, ensuring broad accessibility. By encouraging genuine capital growth and long-term holding, Huobi HTX aims to build a more sustainable Web3 ecosystem where users and the platform share in the benefits of organic growth. The pilot runs until June 30, 2026.

marsbit02/11 09:18

Industry First! Huobi HTX Launches "New Capital Rebate Pilot" Program with Up to 20% Incentives

marsbit02/11 09:18

Bitcoin Sell-Off Goes Largely Unabsorbed: Fresh Capital Is Missing

Bitcoin is struggling to reclaim key resistance levels amid weakening market demand and persistent capital outflows. According to a CryptoQuant report, new investor inflows have turned negative, with cumulative 30-day flows dropping to approximately –$2.6 billion. This indicates that the current sell-off is not being absorbed by fresh capital, contrasting with typical bull-market corrections where dips attract new buyers. Instead, the market shows signs of a transitional phase often seen after a cycle peak, with price movements driven by internal capital rotation rather than new inflows. Without sustained demand, any upward price action is likely corrective rather than indicative of a trend reversal, suggesting continued resistance and volatility until new capital enters the market.

bitcoinist02/11 07:04

Bitcoin Sell-Off Goes Largely Unabsorbed: Fresh Capital Is Missing

bitcoinist02/11 07:04

Stablecoin Inflows Hit $98B as Crypto Market Faces Liquidity Crunch

Amidst a crypto market sell-off and liquidity crunch, stablecoin inflows to exchanges have surged to $98 billion, doubling from previous levels and exceeding the 90-day average of $89 billion. This significant capital deployment is seen as a positive sign, indicating returning investor interest and a potential readiness to buy the dip. However, robust selling pressure persists, and the overall stablecoin market cap has declined slightly. The market remains fragile, with Bitcoin experiencing a sharp correction.

TheNewsCrypto02/06 12:08

Stablecoin Inflows Hit $98B as Crypto Market Faces Liquidity Crunch

TheNewsCrypto02/06 12:08

From Holding to Controlling: When Bitcoin Starts 'Buying Listed Companies'

From Holding to Controlling: When Bitcoin Starts "Buying Listed Companies" In a landmark event, Bitcoin has entered the capital structure of a publicly traded company as a form of capital contribution for the first time. On February 4, Nasdaq-listed insurance brokerage Tianruixiang Holdings announced that an undisclosed investor would contribute 15,000 Bitcoin in exchange for equity in the company. Valued at approximately $1.125 billion (based on Bitcoin's price of $75,000 at the time), this transaction marks a historic shift. This is not about buying a Bitcoin ETF, holding BTC, or issuing debt to purchase Bitcoin. It represents a direct exchange of Bitcoin for equity in a listed company. Over the past two years, a profound change has been underway: Bitcoin is systematically entering the balance sheets of public companies. Companies like MicroStrategy (now Strategy) have fundamentally altered traditional corporate logic. They no longer operate solely based on their core business but function as financial vehicles, continuously issuing stock and convertible bonds to raise capital for purchasing Bitcoin. This has given rise to a new type of entity: the **Bitcoin Treasury Company**. Other examples include Japan's Metaplanet, and U.S.-based firms like Twenty One Capital and Bitcoin Standard Treasury. A significant阵营 (camp) of publicly traded companies now holds substantial Bitcoin, including: * Strategy (formerly MicroStrategy): over 710,000 BTC * Major miners like MARA, Riot, and Hut 8 * Exchanges like Coinbase and Bullish * Bitcoin treasury companies * Tech and payment firms like Tesla and Block Their commonality is that they have integrated Bitcoin as a fundamental part of their capital structure. The Tianruixiang deal represents an evolution of this trend. Upon completion, the company would hold more Bitcoin than Coinbase, making it a top-tier Bitcoin treasury. Crucially, this isn't a case of "using fiat to buy Bitcoin," but rather resembles using Bitcoin to effectively "acquire a Nasdaq-listed shell company." This structure transforms the transaction from a simple investment into a form of **reverse merger by crypto assets into traditional capital markets**. Bitcoin is no longer merely held; it is being used to **restructure ownership itself**. A clear path is emerging: from MicroStrategy's massive holdings to miners, exchanges, and treasury companies, and now to direct equity-for-Bitcoin swaps, **Bitcoin is reconstructing the "public company network."** When this system becomes large enough, Bitcoin will evolve beyond a "crypto asset" into a financial infrastructure embedded within the global capital system. *Content is for informational purposes only and not investment advice. Markets are risky; investments should be made cautiously.*

marsbit02/06 10:57

Wake Up! Stop Trying to Catch the Falling Knife: The Harsh Truth Behind the $26 Billion Crypto Liquidation

In a sharp market downturn, Bitcoin plunged nearly 20% to $60,000, with over $2.6 billion in crypto liquidations within 24 hours. While many attribute the crash to factors like tech stock declines or hawkish policy expectations, the author argues the core issue is deeper: a structural shortage of global financial capital. The shift is driven by the AI capital expenditure cycle, which initially acted as incremental stimulus but is now draining liquidity. Unlike the capital-light Web 2.0 and SaaS models that fueled the last bull market, AI requires massive upfront investment. When "dry powder" (idle capital) is exhausted, funds for AI spending must be pulled from elsewhere—sparking a "convex competition" for capital. This leads to a repricing of assets based on utility and raises the cost of capital. Speculative, long-duration assets like crypto are hit hardest, while cash-generating assets benefit. The author compares liquidity to water in a bathtub: when demand exceeds supply, assets sink. Even deep-pocketed investors like Saudi Arabia and SoftBank may need to sell holdings to fund commitments, triggering cascading sell-offs. The conclusion: this isn’t a time for aggressive long positions. Defensive strategies, selective holdings, and patience are advised until clearer opportunities emerge.

Odaily星球日报02/06 03:14

Wake Up! Stop Trying to Catch the Falling Knife: The Harsh Truth Behind the $26 Billion Crypto Liquidation

Odaily星球日报02/06 03:14

Bitcoin’s Lack Of New Capital Leaves It Vulnerable To Continued Selling Pressure

Bitcoin's recent decline below $80,000 has intensified bearish sentiment across the cryptocurrency market. Analysts point to a lack of new capital inflows as a key issue, with the Bitcoin Realized Cap stagnating. Persistent selling pressure from existing holders outweighs demand, while new buyers remain sidelined. Although large holders (whales) are accumulating, retail investors are selling, contributing to downward pressure. Without significant fresh investment, such as from ETFs or entities like MicroStrategy, the market faces continued vulnerability. While a severe crash is unlikely unless major players liquidate, the current environment suggests a prolonged period of sideways consolidation rather than a swift recovery.

bitcoinist02/02 21:01

Bitcoin’s Lack Of New Capital Leaves It Vulnerable To Continued Selling Pressure

bitcoinist02/02 21:01

Why are stablecoin balances falling? Binance outflows, risk-off mood and more…

Stablecoin balances are declining as capital exits crypto markets amid thinning liquidity and fading risk appetite. Following an initial $9.6 billion drop, outflows resumed with Binance accounting for over $3.1 billion, reflecting its role as a key liquidity venue. The reduction is driven by macro uncertainty, ETF outflows, and lower speculative activity. This weakens on-exchange liquidity and price momentum. Binance data shows significant net outflows, indicating a broad withdrawal from risk assets like Bitcoin and Ethereum, while stablecoins such as USDT see inflows, suggesting reallocation rather than full exit. Reversing the trend requires improved macro clarity and renewed incentives for capital deployment.

ambcrypto02/02 11:02

Why are stablecoin balances falling? Binance outflows, risk-off mood and more…