# 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.

2025 Crypto Buyback Revelation: When a $138 Million Buy Order Can't Save an 80% Plunge

"2025 Crypto Buyback Report: A $1.38B Buyback Fails to Prevent an 80% Crash" The year 2025 witnessed an "industrial revolution" in crypto fiscal discipline, with on-chain protocols spending over $1.4 billion on token buybacks. This strategy, driven by mature DeFi business models and favorable US regulatory shifts, aimed to reshape tokenomics. However, the outcomes were starkly polarized. Hyperliquid emerged as the dominant success story, allocating over $640 million (nearly 46% of the total market) to buybacks, which fueled a 4x price surge. Its key was a high "Net Flow Efficiency Ratio" (NFER > 3.0), where buyback volume drastically exceeded token unlock sell pressure, creating net deflation. In contrast, major failures demonstrated that buyback size alone is meaningless against structural inflation. Despite a massive $138 million buyback, Pump.fun's token price crashed 80% as the mechanism served as exit liquidity for concentrated whales without lock-ups. Jupiter spent $70 million but faced an overwhelming $1.2 billion in annual unlocks (NFER of 0.06), making its efforts futile. The analysis introduces NFER as the critical metric: Buybacks only positively impact price when the annualized buyback volume surpasses the value of annual unlocks and emissions (NFER > 1.0). Otherwise, they are ineffective or even counterproductive. By early 2026, a strategic pivot occurred. Projects like Helium and Jupiter halted buybacks, recognizing that capital was better spent on user acquisition, subsidies, and building network effects—akin to "growth stocks." Mature protocols with established cash flows, like Optimism, began adopting buybacks to transition from speculation to value. The conclusion is clear: Financial engineering cannot overcome structural inflation. The new paradigm rewards protocols that use cash flow to build real economic moats and achieve genuine net deflation. Investors must now scrutinize NFER, holder structure, and the source of buyback funds.

marsbit01/19 08:37

2025 Crypto Buyback Revelation: When a $138 Million Buy Order Can't Save an 80% Plunge

marsbit01/19 08:37

Mapping the New Finance Ecosystem: Nine Major Sectors in a 'Hundred Regiments Battle', with Tokenization, Stablecoins, and Neo-Banks as the Main Battlefields

Andy, founder of The Rollup, outlines the landscape of Neo Finance in 2026, identifying it as the fastest-growing sector in the global financial system. The ecosystem comprises nine major segments, including over 100 projects, with tokenization, stablecoins, and neobanking highlighted as the primary growth areas. Tokenization of real-world assets like bonds and commodities is gaining significant traction. Stablecoins remain the top entry point for new users, with yield-bearing variants growing exponentially. Neobanks are leveraging DeFi infrastructure to offer consumer-friendly banking experiences with superior yields. The article emphasizes that outdated crypto practices are fading, and a new financial era driven by utility and adoption is emerging.

marsbit01/19 06:25

Mapping the New Finance Ecosystem: Nine Major Sectors in a 'Hundred Regiments Battle', with Tokenization, Stablecoins, and Neo-Banks as the Main Battlefields

marsbit01/19 06:25

The United States Will Not Reject Stablecoins

The article argues that the U.S. has no fundamental reason to reject stablecoins, despite regulatory friction. The debate centers on the "passive yield" mechanism, with traditional banks fearing massive deposit outflows—potentially up to $6 trillion—from community banks into yield-bearing stablecoins like USDC, which could raise lending costs. Coinbase counters that yield is a tool for user benefit and efficiency, helping users escape near-zero bank interest rates. Stablecoin issuers like Tether and Circle have become significant buyers of U.S. Treasury bonds, holding $1700 billion in Treasuries and accounting for a small but growing share of the money supply. With foreign demand for U.S. debt declining, stablecoins help sustain Treasury markets. The piece traces the rapid evolution of on-chain yield mechanisms, from Ethena’s USDe—which surged then contracted after deleveraging events—to more mature vault-based models like those on Morpho. While on-chain yield products have advanced, real-world adoption in payments remains limited. The solution proposed is integrating yield into payment systems, making yield a default feature during transactions—not just when holding or idling—thus benefiting users, merchants, and platforms. Examples like Airwallex’s yield products and travel platform partnerships show the potential. The conclusion is that stablecoins must expand utility and user base to succeed, with the next challenge being the governance of yield vaults to prevent systemic risks.

marsbit01/19 03:37

The United States Will Not Reject Stablecoins

marsbit01/19 03:37

Berachain faces Feb 6th deadline – Will Nova refund trigger a crash?

Berachain's BERA token recently surged, gaining 15.48% in 24 hours and 62.58% over the week. The rally began on January 14th following the announcement of the "Bera Builds Businesses" model, signaling a strategic shift toward generating real cash flow. However, risks remain. The chain’s TVL has dropped significantly from $3 billion to $178 million, and it faces scrutiny over downside protection offered to an institutional investor. A key concern is the February 6th, 2026 deadline for Brevan Howard’s Nova fund refund clause, casting doubt on the rally's timing. Despite strong bullish momentum on charts, investors are advised to proceed with caution and consider taking profits.

ambcrypto01/18 21:02

Berachain faces Feb 6th deadline – Will Nova refund trigger a crash?

ambcrypto01/18 21:02

Weekly Preview | U.S. Senate Agriculture Committee to Release Cryptocurrency Market Structure Bill; Aster Launches Second Season of Human vs. AI Trading Competition

This week's crypto and financial market preview highlights key events from January 19 to 25, 2026. Major U.S. markets will be closed on January 19 for Martin Luther King Jr. Day. The U.S. Senate Agriculture Committee is set to unveil its cryptocurrency market structure bill on January 21, with a key hearing scheduled for January 27. Significant token unlocks include LayerZero (ZRO) releasing 25.71 million tokens ($44.5M) on January 20, Plume (PLUME) unlocking 1.37 billion tokens ($22.3M) on January 21, and River (RIVER) unlocking 1.5 million tokens ($36M) on January 22. Binance will automatically remove select spot and leverage orders placed before January 1, 2024, on January 21, and will delist several perpetual contracts and stop supporting deposits/withdrawals for specific tokens on certain networks on January 22. Solana Mobile will airdrop 2 billion SKR tokens to Seeker phone users on January 21. Other notable events: Aster's second-season human vs. AI trading competition begins on January 22, Immunefi launches its IMU token on January 22, and Meteora's MET airdrop claim ends on January 23. Coinbase International Exchange will undergo a 3-hour maintenance on January 25. Interactive Brokers has enabled 24/7 USDC deposits, with plans to add RLUSD and PYUSD soon.

marsbit01/18 12:36

Weekly Preview | U.S. Senate Agriculture Committee to Release Cryptocurrency Market Structure Bill; Aster Launches Second Season of Human vs. AI Trading Competition

marsbit01/18 12:36

ETH Traders Are Quietly Redirecting Profits Into Ozak AI — Early Models Suggest 700× More Growth Potential

Ethereum traders are redirecting profits into Ozak AI, an early-stage AI-based token, due to ETH's slowing momentum and Ozak’s strong presale performance and real AI utility. Priced at $0.014 in its seventh presale phase, Ozak AI has already seen a 14x price increase. Analysts project potential growth of 700x or more, with a target listing price of $1–$10. The token offers AI-driven tools for market prediction, analytics, and automated DeFi decisions, supported by partnerships with firms like Spheron and Perceptron. Its rapid adoption and technological edge make it a high-growth alternative for ETH investors seeking substantial returns.

TheNewsCrypto01/18 11:51

ETH Traders Are Quietly Redirecting Profits Into Ozak AI — Early Models Suggest 700× More Growth Potential

TheNewsCrypto01/18 11:51

Airdrop Weekly Report｜ETHGas to Conduct Airdrop Snapshot on January 19; Solana Mobile Opens Airdrop Claims on January 21 (1.12-1.18)

Odaily Planet Daily's airdrop roundup for January 12-18, 2026, highlights several key airdrop distributions and announcements. Solana Mobile announced its SKR airdrop, distributing nearly 2 billion tokens to over 101,000 users and developers. Claiming opens on January 21st. Football.Fun, a fantasy sports platform, began its FUN token airdrop for previous players. RollX launched its ROLL token airdrop for users with trading and liquidity provider points. Fogo, an SVM L1, and Owlto Finance, a cross-chain protocol, also opened claims for their FOGO and OWL token airdrops, respectively. Important airdrop news includes ETHGas confirming its token snapshot for January 19th. Sentient published the economics for its SENT token, allocating 44% to community incentives and airdrops. Genius announced it will pause its dynamic points system and transition to a retrospective points mechanism ahead of its airdrop whitepaper release.

marsbit01/18 06:44

Airdrop Weekly Report｜ETHGas to Conduct Airdrop Snapshot on January 19; Solana Mobile Opens Airdrop Claims on January 21 (1.12-1.18)

marsbit01/18 06:44

$200 Million Investment in MrBeast's Company: Top Creator MrBeast Becomes Tom Lee's Trump Card

Investment firm BitMine Immersion Technologies (BMNR), led by Wall Street analyst Tom Lee, has announced a $200 million investment into Beast Industries, the parent company of top YouTube creator MrBeast (Jimmy Donaldson). The deal signals a strategic move toward integrating decentralized finance (DeFi) into Beast Industries’ upcoming financial services platform. MrBeast, with over 460 million subscribers and 100 billion views, has built a massive media empire through high-cost, high-impact videos, often spending $3–5 million per video. Despite annual revenues of around $400 million, his content business operates with thin margins. His profitable venture, Feastables—a chocolate brand with $250 million in annual sales—provides a stable cash flow and retail presence. MrBeast has openly discussed his “cash-poor” status, reinvesting nearly all earnings back into content and expansion. His approach prioritizes growth and audience retention over short-term profitability. The partnership with Tom Lee and BMNR suggests a deeper foray into financial infrastructure, potentially involving DeFi solutions for payments, programmable accounts, and decentralized asset management. This move could redefine the relationship between creators, audiences, and financial ecosystems—though it also carries risks regarding user trust and regulatory complexity. At 27, MrBeast continues to leverage his unprecedented influence to explore new frontiers, now entering the world of crypto and decentralized finance.

marsbit01/18 05:37

$200 Million Investment in MrBeast's Company: Top Creator MrBeast Becomes Tom Lee's Trump Card

marsbit01/18 05:37

Must-Follow Next Week: Trump Returns to Davos After 6 Years; SBF's Ex-Girlfriend to Be Released 10 Months Early (Jan 19-25)

Next week (January 19-25) features several notable events. Former U.S. President Donald Trump returns to Davos after six years, leading a major U.S. delegation. Caroline Ellison, former CEO of Alameda Research, is set to be released on January 21, about 10 months early, due to cooperation in the FTX investigation. Several crypto-related events are scheduled: MANTRA will undergo a 1:4 token split and rebranding on January 19; ZAMA token auction is rescheduled to January 21-24; Solana Mobile's SKR airdrop claim opens on January 21; Immunefi's TGE is on January 22. Key economic data includes U.S. initial jobless claims and core PCE data on January 22, and the Bank of Japan's interest rate decision on January 23. Binance will auto-cancel old orders and delist certain perpetual contracts on January 21. The U.S. Supreme Court may rule on Trump's tariff policy next Tuesday or Wednesday.

marsbit01/18 04:03

Must-Follow Next Week: Trump Returns to Davos After 6 Years; SBF's Ex-Girlfriend to Be Released 10 Months Early (Jan 19-25)

marsbit01/18 04:03

Deconstructing the Power, Interests, and Betrayal Behind the CLARITY Act: How Can Retail Investors Hedge Risks and Seize Opportunities?

The CLARITY Act, a pivotal U.S. crypto regulatory bill aimed at ending years of regulatory uncertainty, has become a battleground between traditional finance and the crypto industry. Initially supported by major firms like Coinbase, Ripple, and Kraken, the bill sought to clarify jurisdiction—with the CFTC overseeing decentralized assets like Bitcoin and the SEC handling asset-like tokens. However, a Senate revision in early 2026 introduced harsh条款, including de facto bans on tokenized stocks, restrictions on RWA (Real World Assets), and stringent DeFi regulations requiring bank-like registration. Coinbase CEO Brian Armstrong publicly withdrew support, citing the elimination of stablecoin yield rewards (a key revenue stream), stifling of tokenization innovation, and unworkable DeFi rules. The bill’s impact is mixed: it offers散户 investor protections like mandatory custody of exchange funds but may cost them 3-5% yield on stablecoins. Institutions gain clarity for entering the market, while project teams face strict分类—easing compliance for “digital goods” but burdening “securities.” Key industry figures are divided: some urge pushing the bill through to avoid missing the legislative window, while others, like Coinbase, fear worse outcomes if flawed terms are locked in. For散户, the advice is to rebalance toward “digital commodity” assets (e.g., BTC, ETH), explore DeFi for yield if CEX rewards vanish, and avoid RWA investments due to potential liquidity risks. The act represents crypto’s “coming of age” into mainstream finance, with clarity itself being critical infrastructure—yet the fight over its shape continues.

marsbit01/18 03:14

Deconstructing the Power, Interests, and Betrayal Behind the CLARITY Act: How Can Retail Investors Hedge Risks and Seize Opportunities?