# Сопутствующие статьи по теме DeFi

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

Crypto Morning Brief: CoinGecko Considers Sale at Approximately $500 Million Valuation, Privacy Protocol Zama Launches Token Sale

CoinGecko is reportedly considering a sale at a valuation of around $500 million, with investment bank Moelis handling the process. In other major news, privacy protocol Zama launched a token sale with a floor valuation of $55 million, distributing 12% of its total 1.1 billion ZAMA tokens through a sealed-bid Dutch auction. Key market developments include the U.S. December CPI meeting expectations at 2.7% year-over-year, with analysts suggesting it won’t immediately alter the Federal Reserve’s current wait-and-see stance on rate cuts. U.S. Senate committees have rescheduled hearings on crypto market structure bills to late January. Other notable updates: PancakeSwap proposed reducing the max supply of CAKE from 450 million to 400 million tokens; ETHGas revealed its tokenomics with a 10 billion GWEI supply; Grayscale added several new assets to its consideration list; and YZi Labs made a multi-million dollar investment in Genius Trading, with Binance's Changpeng Zhao joining as an advisor. Additionally, Polygon Labs acquired companies Coinme and Sequence for over $250 million to advance its stablecoin strategy, and European crypto platform Bitpanda is planning a Frankfurt IPO in early 2026 targeting a €4-5 billion valuation.

marsbit01/14 01:22

Crypto Morning Brief: CoinGecko Considers Sale at Approximately $500 Million Valuation, Privacy Protocol Zama Launches Token Sale

marsbit01/14 01:22

Bankless: A Comprehensive Analysis of the Five Key Points in the U.S. Senate's Draft 'Crypto Market Structure Bill'

The U.S. Senate's proposed Digital Asset Market Clarity Act (DAMCA) introduces a comprehensive regulatory framework for cryptocurrencies, jointly overseen by the SEC and CFTC. Key provisions include a ban on interest payments for stablecoin holders, clear criteria for classifying tokens as securities or commodities, and stringent regulations for DeFi protocols based on their level of decentralization. The bill also establishes a "Micro-Innovation Sandbox" for small startups to test innovations under regulatory exemptions and imposes strict rules on digital asset ATMs, requiring detailed reporting and consumer disclosures. The 278-page draft reflects bipartisan negotiations and aims to provide regulatory clarity while addressing industry and consumer protection concerns.

比推01/13 23:32

Bankless: A Comprehensive Analysis of the Five Key Points in the U.S. Senate's Draft 'Crypto Market Structure Bill'

比推01/13 23:32

Solana’s Price Next Move Tied To Its On-Chain Strength: Can The Network Deliver?

Solana's price has rebounded above $140, but its future trajectory is increasingly tied to on-chain network performance rather than broader market sentiment. While SOL maintains strong daily transaction levels—consistently exceeding 60 million for 750 consecutive days—key growth metrics show concerning declines. New wallet creation has dropped sharply from 30.2 million weekly in November 2024 to approximately 7.3 million, signaling a cooling phase in user adoption. Analysts suggest that breaking the key $145 resistance will depend on whether network growth can revive, emphasizing that Solana's next major price move hinges on sustained organic usage and network strength rather than speculative activity.

bitcoinist01/13 22:32

Solana’s Price Next Move Tied To Its On-Chain Strength: Can The Network Deliver?

bitcoinist01/13 22:32

The Truth About the Crypto Money Printer: Want to Make Money in 2026? Keep an Eye on These Three Directions

The article "Crypto’s Revenue Recipe" analyzes the revenue generation landscape in the crypto industry, highlighting key trends and drivers based on data from 2025. Total crypto protocol revenue doubled to over $16 billion in 2025, with stablecoin issuers like Tether and Circle dominating, accounting for 60% of total revenue. However, perpetual DEXs (e.g., Hyperliquid, EdgeX) emerged significantly, contributing 7-8% of industry revenue. Three core drivers are identified for 2026: 1. **Carry**: Revenue from holding and transferring assets (e.g., stablecoin interest earnings), though vulnerable to Fed rate cuts. 2. **Execution**: Perpetual DEXs gain traction by enabling low-friction, high-frequency trading and liquidity provision, challenging stablecoin dominance. 3. **Distribution**: Token launch platforms (e.g., pump.fun) leverage frictionless asset creation and distribution to capture incremental revenue. The article emphasizes the shift towards value transfer to token holders, with 19% of protocol revenue distributed via staking, dividends, buybacks, or burns in 2025—a sign of growing "economic ownership" rather than mere governance. Projects like Hyperliquid and pump.fun are cited for prioritizing holder rewards. In 2026, value distribution is expected to become standard for protocols aiming for fundamental-based token valuation.

比推01/13 18:54

The Truth About the Crypto Money Printer: Want to Make Money in 2026? Keep an Eye on These Three Directions

比推01/13 18:54

RWA Weekly Report｜Private Credit Surges Nearly 40%; Bipartisan Senate Inclined to Adjust GENIUS Stablecoin Yield Rules (1.7-1.13)

RWA Weekly Report: Private Credit Surges Nearly 40%; Bipartisan Senate Support to Adjust GENIUS Act Stablecoin Yield Rules (Jan 7–13) The on-chain value of Real World Assets (RWA) grew to $20.81 billion, a 6.23% weekly increase, though broader RWA valuations dropped sharply due to statistical adjustments. Private credit saw a 39% surge, reaching $3.2 billion, while U.S. Treasuries and commodities remained core holdings. Stablecoin user addresses increased, though total market cap slightly declined. Key developments include a new U.S. crypto market draft that prohibits interest payments for merely holding stablecoins, though rewards for trading and staking remain allowed. The bipartisan Senate is considering amendments to the GENIUS Act, potentially limiting which institutions can offer yields. South Korea lifted a nine-year ban on corporate crypto investments, allowing firms to allocate up to 5% of net assets to cryptocurrencies. Notable funding rounds included Rain’s $250 million raise and VelaFi’s $20 million Series B. Cathie Wood suggested the U.S. might directly purchase Bitcoin for national reserves. Meanwhile, Coinbase may withdraw support for the CLARITY Act if it restricts stablecoin rewards. Projects like Ondo Finance and MSX (MyStonks) are advancing tokenized assets, with MSX reducing RWA trading fees to enhance user adoption.

marsbit01/13 15:11

RWA Weekly Report｜Private Credit Surges Nearly 40%; Bipartisan Senate Inclined to Adjust GENIUS Stablecoin Yield Rules (1.7-1.13)

marsbit01/13 15:11

RWA Weekly Report｜Private Credit Surges Nearly 40%; Bipartisan Senate Inclined to Adjust GENIUS Stablecoin Yield Rules (1.7-1.13)

RWAS Weekly Report (Jan 7-13): Private Credit Surges Nearly 40%; Bipartisan Senate Support Grows for Adjusting GENIUS Act Stablecoin Yield Rules RWA on-chain value rose to $20.81 billion, a 6.23% weekly increase, though the broader RWA market saw a significant 29.6% drop due to a statistical adjustment. Private credit was the standout performer, surging 39% to $3.2 billion. U.S. Treasuries and commodities remained core holdings. Key developments include a new U.S. Senate draft market structure bill that proposes banning interest payments for merely holding stablecoins, while allowing rewards for activities like staking. The bipartisan GENIUS Act is also being adjusted to potentially restrict which entities can offer yields. South Korea lifted a nine-year ban on corporate crypto investments, and Hong Kong officials emphasized cautious integration of virtual assets. Stablecoin transaction volume hit a record $33 trillion in 2025. Major funding rounds included Rain's $250 million raise and VelaFi's $20 million Series B. Projects like Ondo Finance and MSX (STONKS) are advancing, with the latter reducing its RWA trading fees. Cathie Wood speculated the U.S. government might begin directly purchasing Bitcoin for its national reserve.

Odaily星球日报01/13 15:08

RWA Weekly Report｜Private Credit Surges Nearly 40%; Bipartisan Senate Inclined to Adjust GENIUS Stablecoin Yield Rules (1.7-1.13)

Odaily星球日报01/13 15:08

Safe and Ethena Partner To Boost USDe On Multisig Wallets

Safe Foundation, steward of the smart account platform securing over $60 billion in assets, and Ethena Labs, the protocol behind the $6 billion+ stablecoin USDe, have announced a strategic partnership. The collaboration aims to boost institutional adoption and user experience for USDe within Safe’s multisig ecosystem. Key benefits include a 10x multiplier on Ethena Sats Points for Safe users holding USDe and gas-free Ethereum mainnet transactions for all USDe-related interactions. The partnership builds on strong institutional traction, as 85% of Ethena assets in Safe accounts are held in staked sUSDe, indicating significant use in treasury strategies by DAOs and institutions. Both entities emphasize Safe’s security and self-custody strengths as critical for Ethena’s growth in DeFi.

TheNewsCrypto01/13 14:19

Safe and Ethena Partner To Boost USDe On Multisig Wallets

TheNewsCrypto01/13 14:19

Understanding Ethereum’s ‘walkaway test’ – Who really keeps the network alive?

Ethereum co-founder Vitalik Buterin advocates for a "walkaway test," emphasizing the need for Ethereum to function as a robust, self-sustaining tool rather than a service dependent on continuous development. He argues the network should rely on its existing protocol for long-term durability, prioritizing security, scalability, and decentralization. Currently, a small group of large application builders—including stablecoin issuers, DeFi platforms, staking providers, and traditional finance entities like PayPal and Coinbase—supports over 90% of the value locked on Ethereum. Their sustained activity aligns with Buterin’s vision, as these applications operate independently of base-layer changes. In a show of confidence, Tom Lee’s Bitmine increased its Ethereum exposure by $75.6 million last week, bringing total holdings beyond $13 billion. The firm also staked around $340 million in ETH within a single day, contributing to a total staked amount of roughly $3.69 billion—nearly 1% of Ethereum’s supply. This significant investment reflects strong institutional belief in the network’s long-term viability.

ambcrypto01/13 14:08

Understanding Ethereum’s ‘walkaway test’ – Who really keeps the network alive?

ambcrypto01/13 14:08

0xTodd's Investment Philosophy: Bitcoin + U.S. Bonds, a Portfolio That Lets You 'Sleep Soundly' Long-Term

English Summary: 0xTodd, partner at Nothing Research and co-founder of Ethereum staking pool EBunker, shares his investment philosophy and crypto journey in this interview. He entered crypto in 2017 after recognizing Bitcoin's real-world utility during the "WannaCry" ransomware event. His research methodology, shaped by his background in materials chemistry, emphasizes verifiable conclusions and welcomes external critique. He famously correctly predicted the collapse of Luna/UST in 2022, profiting from this structural insight. Todd's core investment thesis is a "sleep-well-at-night" portfolio: Bitcoin + US Treasury bonds. The logic is a complete hedge: if central banks keep printing money, Bitcoin benefits; if they stop, high-yield bonds provide stable returns. He identifies stablecoins as crypto's second "killer app," particularly those backed by real-world assets like US debt (e.g., BMRUSD), for their utility in global payments and settlements. On AI, he sees crypto as a natural solution for AI economy transactions, providing the necessary programmable, permissionless settlement layer. His advice for newcomers is to learn core technology (Bitcoin, Ethereum, DeFi) before trading. Key 2026 trends he identifies are: Crypto finding its role alongside AI (productivity vs.生产关系), stablecoin adoption expanding, and合规ization bringing institutional capital. Ultimately, Todd believes long-term success in crypto comes from slow, structural thinking and understanding the underlying mechanisms, not chasing narratives.

marsbit01/13 14:06

0xTodd's Investment Philosophy: Bitcoin + U.S. Bonds, a Portfolio That Lets You 'Sleep Soundly' Long-Term

marsbit01/13 14:06

BlackRock and Visa's Big Bet on Stablecoins: What Do the Smart Money See?

The stablecoin market reached a historic high of $317 billion in January 2026, but the real story lies in the strategic moves by major financial institutions. BlackRock launched BUIDL, a tokenized money market fund on a public blockchain, surpassing $2 billion by late 2025, highlighting the drive for efficiency, lower costs, and broader accessibility. USDC, growing 73% in 2025, outpaced USDT’s 36% growth, driven by regulatory clarity from the U.S. GENIUS Act and EU’s MiCA compliance, making it the preferred choice for regulated entities like Visa, which integrated USDC for settlements. Visa’s adoption reflects a defensive strategy against stablecoins disrupting cross-border payments, with stablecoin transaction volumes reaching $46 trillion in 2025. Other payment giants, including Stripe and PayPal, are also aggressively entering the space. Meanwhile, banks like JPMorgan are leveraging blockchain for internal efficiency, processing over $3 billion daily via its JPM Coin system. Key trends include the rapid growth of real-world asset (RWA) tokenization, a clear regulatory path favoring compliant stablecoins, the restructuring of payment infrastructure, and market bifurcation into payment-focused (e.g., USDC) and yield-bearing stablecoins (e.g., Ondo’s USDY). This shift marks stablecoins' evolution from a crypto niche to a foundational component of the global financial system.

marsbit01/13 14:00

BlackRock and Visa's Big Bet on Stablecoins: What Do the Smart Money See?

marsbit01/13 14:00

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