# 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.

Dragonfly’s Haseeb Qureshi Unveils His Crypto Predictions For 2026

Dragonfly partner Haseeb Qureshi shared his 2026 crypto predictions, expecting surprises both positive and negative. He forecasts Bitcoin exceeding $150K by year-end, but with decreasing dominance, and a moderate altcoin rebound without a true "alt season." He anticipates underperformance from newer fintech chains like Tempo and Robinhood Chain, while Ethereum and Solana overdeliver. More Fortune 100 companies, especially in banking, will launch blockchains, with Avalanche and modular stacks like OP and ZK standing out. A major tech firm may launch or acquire a crypto wallet. In DeFi, perp DEXs will consolidate around three major venues, and equity perps will grow significantly. Stablecoin supply will expand by ~60%, with USD remaining dominant, though USDT's share may drop to ~55%. Stablecoin-backed cards will see explosive growth, especially in emerging markets. US crypto legislation may pass after negotiations, but with industry buyer’s remorse. Prediction markets will grow rapidly, led by Polymarket, while most competitors fail. AI use in crypto will remain limited to engineering and security, with no meaningful agent-to-agent payments. Privacy solutions like Zcash may see some adoption, but overall, 2026 will largely continue existing trends.

bitcoinist12/30 14:39

Dragonfly’s Haseeb Qureshi Unveils His Crypto Predictions For 2026

bitcoinist12/30 14:39

2025 Global Crypto Regulatory Map: The Dawn of the Co-optation Era, The Year Crypto and TradFi Converged

The year 2025 marks a pivotal turning point for global crypto regulation, shifting from a period of "wild growth" to the beginning of an era of institutional "incorporation." This transition is characterized by a fundamental change in regulatory logic across major economies, moving crypto from the fringes into the mainstream financial system. In the U.S., a significant policy reversal occurred with the new administration. The SEC ended its aggressive enforcement-based approach under new leadership, and the passage of the GENIUS Act established a federal framework for stablecoins, granting holders priority claims in case of issuer bankruptcy. The U.S. also officially recognized Bitcoin as a strategic national asset. The EU fully implemented its MiCA framework, creating a unified regulatory landscape with high compliance costs that forced smaller players out of the market. It also exhibited "monetary protectionism" by imposing strict limits on non-euro stablecoins. Hong Kong adopted an aggressive strategy, enacting its Stablecoin Ordinance and positioning itself as a hub for institutional-grade asset clearing and RWA tokenization, creating a unique bridge between Chinese and international capital. Japan signaled a major shift by proposing to drastically reduce crypto taxation from 55% to 20%, aligning it with stocks, in an effort to reclaim its position in Asian crypto finance. The overarching theme of 2025 is "incorporation." Regulators are no longer trying to eliminate crypto but are instead systematically integrating it into the existing financial landscape under clear, auditable rules. This has triggered a massive reshuffling in the stablecoin sector, which sits at the intersection of Crypto and TradFi (Traditional Finance). The market is splitting into compliant, "whitelisted" stablecoins for payments and a parallel ecosystem of crypto-native stablecoins focused on decentralization. The conclusion is clear: compliance is not the end goal but a necessary gateway for Web3 to access trillion-dollar markets. The key challenge for participants is to discern between temporary noise and the foundational changes that will shape the future.

marsbit12/30 14:00

2025 Global Crypto Regulatory Map: The Dawn of the Co-optation Era, The Year Crypto and TradFi Converged

marsbit12/30 14:00

Cantor Fitzgerald: Crypto Winter to Strengthen Institutions

Cantor Fitzgerald analyst Brett Knoblauch suggests the crypto market is entering an early-stage downturn, or "crypto winter," which may last for months. Unlike previous cycles, this downturn lacks mass liquidations and structural failures, reflecting a market now dominated by institutional players rather than retail traders. The analyst notes a growing divergence between token prices and real infrastructure progress, particularly in DeFi and real-world asset (RWA) tokenization. Tokenized assets reached $18.5 billion in 2025 and are projected to exceed $50 billion by 2026 as banks adopt on-chain settlements. Decentralized exchanges continue gaining market share despite lower trading volumes, and prediction markets are growing, with sports betting volumes surpassing $5.9 billion. Platforms like Robinhood, Coinbase, and Gemini are entering this space, promoting transparency over traditional bookmakers. Cantor warns that Bitcoin's price, only 17% above Strategy’s average purchase price, could trigger concern if it falls further, though large-scale selling is unlikely. The bank views this period as a foundation-building phase, leading to more sustainable and structurally sound industry growth in the future.

TheNewsCrypto12/30 12:00

Cantor Fitzgerald: Crypto Winter to Strengthen Institutions

TheNewsCrypto12/30 12:00

How Ethereum’s $330B on-chain economy could shape 2026

Ethereum concluded 2025 with record-high developer activity, deploying 8.7 million smart contracts in Q4, signaling strong builder engagement beyond speculation. Its on-chain economy reached $330 billion, closely aligned with its $350 billion market cap, indicating a conservative valuation based on current utility rather than future growth. Institutional accumulation remained strong, with significant purchases like Trend Research's $1.8 billion ETH acquisition since November. These factors underscore Ethereum's reinforced role as a foundational settlement layer heading into 2026.

ambcrypto12/30 11:30

How Ethereum’s $330B on-chain economy could shape 2026

ambcrypto12/30 11:30

2025: The Great Historical Shift of Web3

By 2025, Web3 has transitioned from an infrastructure-focused era to an application-driven one, marking the end of its "adolescence." Key enablers include significantly improved blockchain performance (3400+ TPS), near-zero transaction costs, and clearer regulatory frameworks in regions like the U.S. and Hong Kong. This shift allows real economic value to move from network layers to applications, with three core use cases emerging: 1) **Assets**: Stablecoins, RWA, and on-chain payments form the largest adoption gateway, enabling fast global settlements and real-yield distribution. 2) **Markets**: Platforms like Hyperliquid and Solana now drive 53% of transactional volume, fueling liquidity and infrastructure optimization. 3) **Compute & Coordination**: Blockchain empowers AI through decentralized computation, model verification, and data traceability, positioning crypto as an AI coordination layer. Industry experts (a16z, IOSG, 1kx) confirm that constraints have lifted, allowing product value and real-world business models to take center stage. The application era of Web3 has begun.

marsbit12/30 06:08

2025: The Great Historical Shift of Web3

marsbit12/30 06:08

Ethereum fundamentals vs. market price – How to spot undervaluation?

Ethereum's fundamentals appear strong despite a 25% price decline in Q4. Key metrics indicate undervaluation, as smart contract deployments reached an all-time high of 8.7 million, signaling robust developer activity and growing real-world utility, such as Ferrari accepting ETH payments. This development-focused growth contrasts with the falling price, suggesting the market may not fully reflect Ethereum's actual adoption. Long-term holders are accumulating, with exchange reserves dropping from 20 million to 16 million ETH this year, reinforcing the utility narrative and indicating stronger underlying value than the current price suggests.

ambcrypto12/30 06:02

Ethereum fundamentals vs. market price – How to spot undervaluation?

ambcrypto12/30 06:02

Staking 'Net Outflow' Ends: Can Ethereum Achieve a Strong Breakthrough?

By the end of 2025, the Ethereum network has reached a pivotal moment: the validator entry queue has surpassed the exit queue for the first time in months. This reversal indicates that more capital is seeking to stake ETH than to unstake, signaling a potential shift in market sentiment and underlying network strength. Currently, approximately 739,824 ETH are waiting to enter the staking queue, with an estimated wait time of nearly 13 days, while only 349,867 ETH are in the exit queue, requiring about 6 days to process. Total ETH staked stands at around 35.5 million, accounting for 29.27% of the total supply, with over 983,600 active validators. This change reflects reduced selling pressure and suggests growing confidence among institutional players. Key drivers include large staking moves by treasury firms like BitMine, which staked over 342,560 ETH in late December, and SharpLink, which has staked nearly all of its ETH. The Pectra upgrade—implemented in May 2025—also improved staking efficiency by raising the maximum validator balance and enabling reward compounding. Additionally, the deleveraging process in DeFi, which previously caused significant exit pressure, appears to be nearing its end. While challenges remain and the sustainability of this trend is yet to be confirmed, the shift toward net staking inflow marks a possible turning point for Ethereum’s security and capital accumulation cycle heading into 2026.

marsbit12/30 02:27

Staking 'Net Outflow' Ends: Can Ethereum Achieve a Strong Breakthrough?

marsbit12/30 02:27

Ethereum On-Chain Activity Broadens: A Steady Growth In User Base Despite Market Volatility

Despite recent price volatility and a struggling ETH market value, Ethereum's on-chain activity is experiencing significant growth. The network has surpassed 275 million active addresses, indicating a steadily expanding user base. This growth spans DeFi, staking, NFTs, and Layer 2 activities, demonstrating deepening ecosystem participation. In 2025, Ethereum reached unprecedented levels of network activity, processing more transactions and computations than ever before. Layer 2 solutions have contributed to this expansion rather than draining activity from the mainnet. While ETH's price faces challenges, the network's robust fundamentals and increasing economic activity suggest potential for recovery and a bullish outlook for 2026.

bitcoinist12/29 22:02

Ethereum On-Chain Activity Broadens: A Steady Growth In User Base Despite Market Volatility

bitcoinist12/29 22:02

Ethereum TVL holds firm as DeFi capital consolidates across the market

Ethereum's Total Value Locked (TVL) remains structurally resilient despite a broader market pullback, signaling a shift in DeFi capital allocation. While overall DeFi TVL across all chains has retraced from multi-year highs to around $182 billion, Ethereum’s TVL—standing at approximately $68.6 billion—has maintained a higher base compared to previous cycles. This indicates capital is consolidating around core infrastructure like stablecoins, lending markets, and liquid staking protocols, rather than exiting the sector entirely. The trend reflects a more selective, disciplined approach to deployment, favoring established and robust systems over speculative experiments. Institutional adoption of stablecoins and tokenized real-world assets (RWAs) is expected to further solidify Ethereum’s role as DeFi’s primary settlement layer, with projections suggesting significant future growth. The data points to market maturation and a recalibration towards sustainable, infrastructure-driven expansion.

ambcrypto12/29 20:06

Ethereum TVL holds firm as DeFi capital consolidates across the market