# Сопутствующие статьи по теме Crypto

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

Macro Outlook This Week: The Decisive Battle Over the Fed's "Hawkish Rate Cut," A Crucial Test for the AI Narrative

This week (Dec 9-15) is dominated by two major themes: the Federal Reserve's final rate decision of the year and key developments in AI. The Fed is widely expected to cut rates by 25 basis points. The real focus, however, is on whether the move is accompanied by a "hawkish" tone. The central bank may signal a more cautious path for future cuts in 2025 to manage internal dissent and inflation concerns. The market's reaction is uncertain: it could either heed this warning (pressuring tech stocks and crypto) or ignore it, choosing instead to focus on anticipated aggressive easing under the incoming Trump administration—a scenario known as the "Hassett Trade." Concurrently, the AI narrative faces critical tests. Rumors suggest OpenAI may surprise-launch its GPT-5.2 model early, which could significantly boost sentiment across tech and crypto AI tokens. Furthermore, earnings reports from key AI infrastructure firms Broadcom and Oracle will serve as a crucial barometer for the strength of AI-related capital expenditure. Investors are warned of extreme volatility, particularly due to reduced liquidity from early market closures on Wednesday and a full U.S. market holiday on Thursday. The core events are the FOMC decision, updated economic projections (dot plot), and Chair Powell's press conference at 03:00 GMT on Thursday, followed by Broadcom's earnings. The advice is to reduce leverage ahead of this high-stakes volatility.

marsbit6 ч. назад

Macro Outlook This Week: The Decisive Battle Over the Fed's "Hawkish Rate Cut," A Crucial Test for the AI Narrative

marsbit6 ч. назад

2025 Tether Financial Analysis: An Additional $45 Billion in Reserves Needed to Maintain Stability

The article analyzes Tether's financial stability in 2025, arguing it functions as an unregulated bank rather than a simple payment operator. It applies a banking regulatory framework (Basel Capital Framework) to assess if Tether holds sufficient capital (its ~$6.8B in excess reserves) to cover potential losses from its asset portfolio. The core issue is whether Tether's total capital is adequate for its risk-weighted assets (RWAs). Its $181.2B in assets are largely in low-risk instruments (~77%), but ~13% is in volatile commodities like gold and Bitcoin. The analysis estimates Tether's RWAs between $62.3B and $175.3B, depending on the conservative treatment of its Bitcoin holdings. Under a baseline scenario, Tether's capital ratio is near minimum regulatory requirements. However, compared to well-capitalized banks, it may need an additional ~$4.5B in capital to support its current $USDT issuance. A more punitive treatment of Bitcoin could imply a deficit of $12.5B-$25B. Tether's counter-argument points to substantial group-level profits and equity (~$20B+), but these are not legally committed to the token entity and are invested in illiquid ventures like mining and AI. The article concludes that the sufficiency of Tether's capital is a complex, structural question without a definitive answer, dependent on asset risk weightings and the firm's willingness to mobilize group resources in a crisis.

marsbit6 ч. назад

2025 Tether Financial Analysis: An Additional $45 Billion in Reserves Needed to Maintain Stability

marsbit6 ч. назад

Polymarket Revival: The Mainstreaming of Crypto Prediction Markets and Future Prospects

Polymarket, a crypto-based prediction market platform, has made a significant comeback in 2025 by re-entering the U.S. market through regulatory-compliant means, including the acquisition of regulated trading and清算 entities. This resurgence is further supported by institutional capital investment and integration with mainstream platforms like the MetaMask wallet, allowing users to trade directly without leaving their wallets. Mainstream financial data platforms have also begun displaying prediction market data, increasing market visibility. Once viewed primarily as a gambling or speculative platform, Polymarket is increasingly recognized as a mechanism for information pricing in financial markets. Widespread participation from both retail and institutional users has made its probability assessments of future events more representative and liquid. Prediction market data is now being incorporated by traditional financial media and data platforms, highlighting its growing potential. However, challenges remain. Prediction markets are not always accurate, with studies showing limited predictive reliability in certain contexts. Questions about platform neutrality and business models have emerged, such as the employment of internal market makers, which could undermine trust. Information asymmetry and insider risks are inherent, potentially disadvantaging ordinary users when some participants access information early. Regulatory, tax, and disclosure requirements also present ongoing uncertainties. The revival and transformation of Polymarket signify a broader shift of prediction markets from niche experiments toward mainstream financial infrastructure. By converting public expectations into tradable probabilities, these markets may complement traditional analysis and polling, providing real-time, decentralized signals in areas like macroeconomics, policy, technology, and geopolitics. As traditional financial institutions invest in compliance and structured products, DeFi is evolving beyond an alternative asset pool to resemble traditional financial infrastructure. Prediction market applications are expanding beyond crypto to potentially include stocks, macroeconomic indicators, sports events, and tech product launches, tightening the link between crypto and the real world. If platforms like Polymarket continue on a path of compliance, stable operation, and integration with mainstream financial services, they could become next-generation market infrastructures—event-driven financial tools alongside stocks, bonds, and options. Key factors for development include platform neutrality, prediction accuracy, regulatory environment, participant diversity, and the maturity of related financial products. In summary, Polymarket’s comeback represents a move of prediction markets from the fringe into the core of financial systems, reflecting deeper changes in how information is priced and how financial infrastructure is rebuilt. This shift brings not only new trading methods but also potential changes in how investors perceive and engage with future events and asset valuation.

cointelegraph_中文2 ч. назад

Polymarket Revival: The Mainstreaming of Crypto Prediction Markets and Future Prospects

cointelegraph_中文2 ч. назад

Altcoin: The ETF Boom Explodes – XRP, SOL, LTC, HBAR, DOGE, LINK, and the Emergence of New Opportunities

While the spotlight has been on Solana (SOL) ETFs, which have attracted approximately $682 million in inflows, XRP ETFs have quietly surpassed them with $874 million, despite launching later. Simultaneously, a new wave of altcoin ETFs for LTC, HBAR, DOGE, and LINK has entered the market, each recording modest but stable inflows since their debut. Seven separate Solana ETFs have generated $618.62 million in net inflows, holding $915.08 million in assets under management, representing about 1.15% of Solana's market cap. In contrast, four XRP ETFs have attracted $874.28 million, with Canary's XRPC leading at $357 million. The newly launched altcoin ETFs for LINK, HBAR, LTC, and DOGE have collectively seen $133.46 million in net inflows. Grayscale's GLNK attracted $40.90 million, Canary's LTCC (Litecoin) drew $7.67 million, and its HBR (HBAR) ETF recorded $82.04 million. Two DOGE ETFs brought in $2.85 million. This expansion signals a new market phase of diverse choices and intense competition. However, these new altcoin ETFs remain far behind the established Bitcoin and Ethereum ETFs in terms of total capital. Amid this ETF boom, Bitcoin Hyper (HYPER) is emerging as a potential altcoin outside the traditional ETF scope. It's a Bitcoin Layer-2 project built on the Solana Virtual Machine (SVM), combining Solana's speed with Bitcoin's security. Having raised nearly $29 million in its presale, it offers a fixed supply of 21 billion tokens and 40% staking APY, positioning itself to unlock Bitcoin's potential in DeFi.

bitcoinist1 ч. назад

Altcoin: The ETF Boom Explodes – XRP, SOL, LTC, HBAR, DOGE, LINK, and the Emergence of New Opportunities

bitcoinist1 ч. назад

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