# 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.

Gold Breaks Through Stocks: The 1.45 Lifeline and the Truth About Your Shrinking Assets

Gold's Breakthrough vs. Stocks: The Critical 1.45 Level and the Truth About Your Shrinking Assets Analyst Benjamin Cowen highlights a critical financial indicator: the S&P 500 divided by the Gold price (SPX:GOLD), currently at 1.45. Historically, this ratio has signaled major market shifts when breached, preceding the Great Depression (1929), the 1970s stagflation (1973), and the Global Financial Crisis (2008). We are now at this pivotal level again. Despite nominal all-time highs in the S&P 500, when measured in gold, the index has fallen 46% over the past four years. This "Bleed" represents a period of sustained relative devaluation for risk assets like stocks and cryptocurrencies against gold, regardless of gold's own price movements. Cowen's analysis, based on mid-term election year cycles, projects a potential timeline: Gold may peak in Q1-Q2 2026, experience a significant correction in Q3-Q4 2026, and cryptocurrencies would likely bottom alongside it. This would pave the way for a new cycle in 2027-2028. Key observations include: * A shift to a gold-dominant market regime, not a simple rotation between assets. * Rising unemployment, particularly among new labor market entrants, signals economic deceleration. * Gold has already technically broken out against the S&P 500. * Altcoins are experiencing multi-layered devaluation against gold, bitcoin, and stocks. The crucial signal to watch is a monthly close of the SPX:GOLD ratio below 1.44. The core advice is to avoid being wedded to a single asset class and to adapt to the market's current structure, which favors hard assets over risk assets.

marsbit01/28 01:34

Gold Breaks Through Stocks: The 1.45 Lifeline and the Truth About Your Shrinking Assets

marsbit01/28 01:34

From 'World's First Stock' to Delisting Warning: How Canaan Technology Fell into a Value Dilemma

Canaan Inc., once hailed as the "world's first blockchain IPO," has received a delisting warning from Nasdaq due to its stock trading below $1 for 30 consecutive business days. The company has until July 13, 2026, to regain compliance, potentially through a reverse stock split. This marks the second such warning in less than a year. While a previous warning in May 2025 was resolved thanks to rising Bitcoin prices, recent crypto market weakness has driven Canaan’s stock down nearly 30%. As a major Bitcoin mining machine manufacturer, Canaan has faced intense competition, falling to third place in market share behind Bitmain and MicroBT. Its financials have deteriorated significantly, turning from a $300M+ net profit in 2021 to a $250M loss in 2024. Factors include inventory write-downs, high R&D costs, and shrinking demand. The company also attempted to pivot to AI chips, launching several products over six years. However, with only $900,000 in AI-related revenue in 2024 and high operating costs, it discontinued non-core AI operations in mid-2025 to refocus on crypto mining hardware and the North American market. Despite recent challenges, Canaan secured a major 4.5 MV order and raised $72 million in financing in late 2025, indicating some investor confidence remains. Nevertheless, the company must find a new growth narrative to escape its current valuation困境.

比推01/27 15:35

From 'World's First Stock' to Delisting Warning: How Canaan Technology Fell into a Value Dilemma

比推01/27 15:35

NVIDIA's $2 Billion Investment in CoreWeave: The Industrial Revolution of Crypto Computing Power Transitioning to AI

NVIDIA has announced a strategic investment of $2 billion in CoreWeave’s Class A common stock, marking a pivotal shift of crypto mining infrastructure toward AI compute. CoreWeave, originally a major Ethereum PoW mining operator, transitioned to AI cloud services after Ethereum’s move to Proof-of-Stake. The investment supports CoreWeave’s goal to build over 5 gigawatts of AI infrastructure by 2030, representing nearly one-third of global AI compute capacity. This move accelerates the transformation of crypto mining firms with idle GPU resources into AI service providers, improving global compute efficiency and creating a “dual-track” model where GPU clusters can serve both crypto and AI workloads. The deal also strengthens the link between crypto and AI ecosystems, enabling new applications such as AI-generated NFTs, on-chain AI inference, and AI-powered DeFi. Capital markets have responded positively, with rising valuations for mining firms like Hut 8 and Iris Energy. Tokens reliant on GPU compute, such as RNDR and Akash, also stand to benefit. However, risks include potential GPU shortages for smaller mining coins and increased regulatory scrutiny as companies like CoreWeave operate under stricter compliance frameworks. Overall, NVIDIA’s investment signifies a major convergence of crypto and AI compute, reshaping value models and laying the foundation for a new era of integrated AI and Web3 applications.

marsbit01/27 13:38

NVIDIA's $2 Billion Investment in CoreWeave: The Industrial Revolution of Crypto Computing Power Transitioning to AI

marsbit01/27 13:38

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