# Сопутствующие статьи по теме DeFi

Why Ethereum’s fundamentals could outweigh ETH prices in 2026

Ethereum's 2025 performance highlighted a divergence between its strong fundamentals and weak price action. While the network achieved record transaction volumes, maintained over 50% DeFi market share, and saw a 212% surge in real-world asset (RWA) value, it faced a 53% drop in L2 earnings and nearly $100 million in lost revenue due to lower gas fees. This compressed revenue model puts Vitalik Buterin's increased focus on decentralization under scrutiny. Despite ETH ending 2025 with an 11% loss, fundamentals like reduced exchange reserves and major developments such as JPMorgan's tokenization suggest a shift toward long-term value over speculation. The 2026 roadmap, emphasizing decentralization and utility, aims to offset volatility and support future growth.

ambcrypto01/03 19:08

Can VIRTUAL hold its 21% gain as active users return to 3.7K?

ambcrypto01/03 17:40

Hyperliquid Founder Reasserts Hardline Ethos: ‘No Insiders Allowed’

Hyperliquid's founder Jeff Yan reaffirmed the project's strict "no insiders" policy, emphasizing that credibility stems from refusing traditional backroom economics. In a Jan. 1 statement, he outlined core principles: no private investors, no market maker deals, and no protocol fees. The project's genesis distribution followed Bitcoin's permissionless ethos, allocating tokens entirely to early users while excluding core contributors. This stance contrasts with newer rivals like Lighter, which allocated 50% of its token supply to employees and investors, sparking debate about insider allocations in DeFi. Hyperliquid maintains that credible neutrality and integrity are non-negotiable design constraints, not marketing language.

bitcoinist01/03 04:09

What BlackRock, JPMorgan, and 12 Other Giants Say About the Crypto Industry in 2026...

Wall Street giants and major crypto institutions, managing approximately $22 trillion in assets, have released their 2026 outlook for the crypto industry. Key themes include regulation, stablecoins, AI integration, and privacy. BlackRock highlights that stablecoins may challenge government monetary control, especially in emerging markets. Coinbase sees AI and crypto convergence as a fundamental shift, driving demand for privacy tokens like Zcash and Monero. Fidelity predicts more nations will adopt Bitcoin as reserve assets, following countries like Brazil. JPMorgan expects significant industry growth despite a market cap decline, aided by favorable U.S. regulations. a16z foresees AI agents revolutionizing payments and banking, with privacy becoming a major competitive advantage. DefiLlama and partners note that regulatory clarity, including the U.S. Genius Act and E.U.’s MiCA, will boost stablecoin adoption. Galaxy Digital is bullish on Bitcoin, predicting it could reach $250,000 by 2027, and expects privacy token market cap to exceed $100 billion. VanEck anticipates consolidation rather than a boom or crash, while Pantera Capital sees U.S. crypto policy moving from uncertainty to enforcement. OKX Ventures expects more real-world assets, like gold and stocks, to be tokenized. Silicon Valley Bank predicts increased VC funding in institutional crypto products and more mergers between fintech and crypto firms. 21Shares forecasts crypto ETF assets surpassing $400 billion, and TRM Labs envisions a more regulated, mature market with heightened national security focus on blockchain.

比推01/02 21:17

PepeNode Presale Has 7 Days Left as 539% Staking Rewards Drive Surge of Interest in Mine-to-Earn Project

PepeNode (PEPENODE), a mine-to-earn meme coin ecosystem, has entered the final 7 days of its presale, having already raised over $2.5 million. The token is currently priced at $0.0012161. A major driver of interest is the confirmed staking rewards of up to 539%, designed to promote network stability and long-term engagement rather than quick sell-offs. The project combines GameFi resource-management gameplay with a sustainable token economy, where staking yields are tied to real in-game activity and strategic decisions. This hybrid model aims to avoid the inflationary pitfalls of other projects by rewarding players for efficiently managing their virtual mining operations.

bitcoinist01/02 19:06

Messari 2026 Crypto Theses: Why Speculation Is No Longer Enough (Part 1)

Messari's 2026 Crypto Theses argues that the crypto market is shifting from pure speculation to systemic integration. The report highlights several key trends: Layer 1 blockchains face a valuation trap, as most new L1s with high fully diluted valuations lack fundamental revenue and cannot justify their "monetary premium." Only a few, like Solana and Base, possess real ecosystem gravity. Chain abstraction emerges as a critical strategy, aiming to make blockchain a seamless backend infrastructure where users don’t need to know which chain they're using. The rise of the agent economy suggests that by 2026, most on-chain activity could be driven by AI agents conducting autonomous economic activities, shifting focus from user interfaces to APIs and composable smart contracts. Equity perpetuals represent a new frontier in derivatives, offering synthetic exposure to traditional equities without actual ownership, contrasting with tokenized stocks. Finally, DePIN is highlighted as the sector most likely to generate significant verified revenue, driven by real demand for decentralized infrastructure, particularly in AI compute. The report emphasizes that while these trends indicate maturation, market dynamics remain influenced by liquidity and narrative, not just fundamentals.

比推01/02 17:24

Jupiter [JUP] price prediction – Here’s why a 20% rally may be next in January

Jupiter (JUP), the native token of a Solana-based decentralized trading platform, surged 6.9% in 24 hours, with trading volume up 32%. The rally was likely driven by the release of Jupiter Mobile V3 and the protocol's ranking as the second-highest fee generator in DeFi for 2025. Despite short-term bullish momentum, the longer-term trend remains bearish, with key resistance at $0.20. If this level is flipped to support, a bounce toward $0.224 or $0.239 is possible, offering a potential buying opportunity for short-term traders. However, the overall structure is still bearish, emphasizing the need for strict risk management.

ambcrypto01/02 17:04

Solana whales get busy, but is this manipulation or commitment?

In early 2026, Solana (SOL) is experiencing significant whale accumulation, with large wallets actively buying 10+ SOL tokens. This aligns with a broader "buy the fear" sentiment as the Crypto Fear & Greed Index nears neutral, historically signaling accumulation phases. SOL posted its first weekly gain of 2.96% after four weeks of losses, showing potential technical strength. However, questions remain whether this move is market-driven or SOL-specific. On-chain data reveals strong fundamentals: Solana’s RWA ecosystem hit a record $873 million, and its DeFi TVL surged 11.8% in 24 hours. This suggests strategic, long-term accumulation focused on income-generating use cases, indicating SOL may be building a foundation for sustained growth in 2026 despite ongoing volatility risks.

ambcrypto01/02 16:02

Hundreds of Wallets Drained on EVM Chains With No Root Cause, ZachXBT Warns — $107K Lost So Far and Counting

Blockchain investigator ZachXBT warns of a coordinated attack draining hundreds of crypto wallets across multiple Ethereum Virtual Machine (EVM)-compatible chains, with no confirmed root cause yet identified. The incident has resulted in approximately $107,000 in losses so far, with the total continuing to rise. Each affected wallet lost relatively small amounts, typically under $2,000, suggesting a broad but low-value attack designed to avoid detection. ZachXBT flagged a suspicious address potentially linked to the activity. This follows a separate security incident over the Christmas holiday involving unauthorized withdrawals from self-custody wallets, which Trust Wallet later confirmed was related to its Browser Extension version 2.68. These incidents highlight ongoing security risks in the EVM ecosystem, despite long-term efforts to strengthen network resilience, such as the Ethereum Foundation's "Lean Ethereum" initiative aimed at improving security and scalability.

ccn.com01/02 13:25