# Сопутствующие статьи по теме ETF

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

A-Shares Frenzy Crashes Servers, Crypto Still Waiting for Twitter to Save the Day

Chinese A股 markets are experiencing a historic rally, with the Shanghai Composite Index surpassing 4100 points—a 10-year high—and recording 16 consecutive positive trading days. This surge has led to overwhelming retail investor participation, even causing brokerage servers to crash due to high demand. Meanwhile, in contrast, the crypto community is discussing a potential new feature on X (formerly Twitter) called "Smart Cashtags," proposed by Nikita Bier, which would allow users to tag tokens or smart contracts in posts to display real-time prices and potentially enable trading. While some see this as a key step toward mass adoption, the author questions whether crypto truly lacks price discovery tools—given the abundance of existing platforms like CoinGecko and CMC—and argues that what crypto really lacks is not more entry points, but real profit opportunities. The article emphasizes that retail investors flock to markets with visible returns, as seen in A股, rather than to platforms based solely on convenience or features. The author concludes that adoption follows money and momentum, not the other way around, and remains skeptical about X’s ability to “save” crypto adoption through technical features alone.

marsbit01/12 07:41

A-Shares Frenzy Crashes Servers, Crypto Still Waiting for Twitter to Save the Day

marsbit01/12 07:41

The Biggest Misjudgment of 2025: Bitcoin Peaked in Q4, and 'HODLing' No Longer Works

In his 2025 review, the author admits a major misjudgment: Bitcoin likely peaked in Q4, defying his prediction and confirming the persistent four-year cycle. He reflects on other forecasts: retail investors largely avoided crypto for assets like gold and AI stocks, memecoin and AI agent supercycles failed to materialize, and NFTs are declared dead. Key insights include: 1. Spot ETFs acted as a market floor, not a ceiling, absorbing massive sell-offs from long-term holders. Bitcoin’s correlation with traditional risk assets dropped, potentially bullish long-term. 2. Airdrops thrived with $4.5B distributed, but success now requires focused, high-conviction plays due to sybil detection and valuation pressures. 3. Protocol fee switches set a price floor via buybacks but don’t guarantee sustained price appreciation, as seen with UNI’s volatility. 4. Stablecoins gained mainstream traction for payments, but trading the narrative (e.g., Circle’s IPO) proved difficult. The real opportunity lies in bypassing traditional payment rails. 5. DeFi is more centralized than CeFi, with dominant players like Aave and Chainlink. Conflicts between equity and token holders highlight governance challenges. The overarching theme: Everything is a trade. The HODL culture is dead, replaced by short exit windows and a lack of long-term conviction.

marsbit01/12 07:35

The Biggest Misjudgment of 2025: Bitcoin Peaked in Q4, and 'HODLing' No Longer Works

marsbit01/12 07:35

Trading Moment: Gold and Silver Hit New Highs, BTC Finds Strong Support Between 88K and 90K, Has the Chinese Meme Trend Concluded?

Recent geopolitical tensions in Venezuela, Greenland, and Iran have driven a global asset repricing, with spot gold surpassing $4,600 and silver hitting a record high above $84/oz. Bitcoin hovers near $92,000, facing resistance at $95,000. Analysts are divided: some predict a surge to $103,000–$105,000 or even $135,000, citing strong support at $88,000–$90,000, while others warn of a potential drop to $70,000 or lower. Ethereum shows signs reminiscent of its last major rally, trading around $3,158, with technical patterns suggesting a possible breakout if it holds $3,000 support. Solana gains attention as X (formerly Twitter) plans to integrate "Smart Cashtags" for token data display. South Korea lifted a nine-year ban, allowing listed companies to invest in cryptocurrencies. Meme coins, especially Chinese-themed ones like "币安人生" (Binance Life), surged but corrected over 20% after Justin Sun hinted Huobi might follow the trend, signaling a possible local top. Key events ahead include U.S. CPI data and Fed speeches.

marsbit01/12 07:25

Trading Moment: Gold and Silver Hit New Highs, BTC Finds Strong Support Between 88K and 90K, Has the Chinese Meme Trend Concluded?

marsbit01/12 07:25

Japan's Web3 Boom Intensifies: Institutional Entry, Policy Shift, and Growing Demand for 'Crypto ETF-ization'—TEAMZ Web3/AI SUMMIT 2026 Announces Major Political Guests, Title Sponsorship Slots Sold Out

Japan's Web3 sector is accelerating in 2026, marked by increased institutional adoption from banks and financial firms, and a significant policy shift from the government. Finance Minister Satsuki Katayama has publicly endorsed integrating crypto assets into traditional exchanges, citing US crypto ETF model as a reference. Concurrently, a major reform is underway to reduce the crypto tax rate from up to 55% to 20%, aligning it with stock investments. Against this backdrop, the TEAMZ Web3 / AI SUMMIT 2026 has announced its first wave of high-profile speakers, including Minister Katayama and Yuichiro Tamaki, leader of the Democratic Party for the People. The event, themed "Tradition Meets Tomorrow," will be held at the historic Happo-en Garden in Tokyo and will focus on the convergence of Web3 and AI. The summit's top-tier Title Sponsor slots are already sold out, with major industry players like XRP, Cardano, and SBI VC Trade participating. Over 130 speakers and 10,000 attendees are expected, supported by more than 100 media and community partners, as well as Japan's three major crypto industry associations. The event aims to showcase real-world applications and foster global business collaboration.

marsbit01/12 05:31

Japan's Web3 Boom Intensifies: Institutional Entry, Policy Shift, and Growing Demand for 'Crypto ETF-ization'—TEAMZ Web3/AI SUMMIT 2026 Announces Major Political Guests, Title Sponsorship Slots Sold Out

marsbit01/12 05:31

Truth, Bubbles, and Illusions: Looking Back at the 2025 Crypto Report Card

Based on the article "Truth, Bubbles, and Illusions: A Look Back at the 2025 Crypto Report Card," here is a summary of its main points: The author reflects on their 2025 predictions for the crypto market. They admit to being wrong about Bitcoin's peak in Q4, as the cycle held, and wrong about a memecoin or AI agent supercycle, as retail investors favored traditional assets like gold and AI stocks instead. The AI x Crypto narrative saw mixed results with project development but poor token performance, and NFTs were declared "dead." Key insights from 2025 include: 1. **Bitcoin ETFs acted as a floor, not a ceiling:** Massive selling by long-term holders created a $95B supply overhang, causing BTC to underperform. However, its correlation with traditional risk assets fell, which is bullish long-term. 2. **Airdrops are not dead:** Nearly $4.5B was airdropped in 2025 (e.g., Story Protocol, Berachain). The game has shifted towards requiring more focused, high-conviction farming due to points fatigue and better Sybil detection. 3. **Fee switches set a price floor, not an engine for growth:** Token buybacks from fees establish a bottom price but don't guarantee appreciation, as seen with UNI's price action. The market treats everything as a trade. 4. **Stablecoins gained traction for payments, but "proxy trading" was difficult:** Stablecoins like USDT saw real-world adoption for payments. However, investing in related equities (e.g., Circle's IPO) proved challenging, as gains were often sold into. 5. **DeFi is more centralized than CeFi:** High concentration was observed in lending (Aave), L2s (multisigs), and oracles (Chainlink). Conflicts between equity holders (e.g., "Labs") and token holders raised questions about true ownership and governance. The overarching conclusion is that 2025 marked the "death of HODL culture." Everything became a short-term trade with very brief exit windows, and long-term conviction in tokens vanished.

比推01/12 04:09

Truth, Bubbles, and Illusions: Looking Back at the 2025 Crypto Report Card

比推01/12 04:09

Bitcoin ETF Two Years On: The Financialization Journey from Breakthrough to Convergence

Two years after the launch of Bitcoin spot ETFs, the financialization of Bitcoin has accelerated significantly, with total assets under management (AUM) reaching $124.85 billion. The top five ETFs—IBIT, GBTC, FBTC, ARKB, and BITB—account for 96.6% of the market, highlighting strong institutional dominance. Trading volume surpassed $2 trillion, with the second trillion taking only 8 months compared to 16 months for the first. Bitcoin ETFs have significantly outperformed Ethereum ETFs in net inflows, reinforcing Bitcoin’s leading position in the crypto ETF market. The approval of Bitcoin spot ETFs in January 2024 marked a milestone after over a decade of regulatory scrutiny, reflecting maturation in market infrastructure, custody, and investor protection frameworks. Unlike the first gold ETF, which took years to gain traction, Bitcoin ETFs achieved rapid adoption, accelerating liquidity and institutional participation. ETFs have simplified Bitcoin investment, enabling regulated, accessible exposure without direct asset management. Major institutions like BlackRock and Fidelity have facilitated broader acceptance, integrating Bitcoin into mainstream portfolios and retirement plans. However, financialization introduces challenges, including Bitcoin’s inherent volatility and ETF management fees. Beyond price speculation, alternative participation methods like cloud mining offer cost-stable Bitcoin acquisition and support network infrastructure. In summary, Bitcoin ETFs have fast-tracked Bitcoin into the traditional financial system, signaling the start of a broader institutional adoption phase. The journey is far from over, with more structured financial products expected to emerge.

marsbit01/12 03:16

Bitcoin ETF Two Years On: The Financialization Journey from Breakthrough to Convergence

marsbit01/12 03:16

CZ’s ‘super cycle’ prediction – Is Bitcoin breaking its 4-year cycle?

Bitcoin's historic red close in 2025, its third annual loss in 14 years, has sparked debate over the potential end of its established 4-year cycle. CZ (Changpeng Zhao) fueled speculation by predicting a "super cycle," driven by institutional adoption, citing Wells Fargo's $383 million Bitcoin purchase and the SEC's removal of crypto from its 2026 risk list as key bullish signals. While some analysts argue Bitcoin has peaked, others, like CryptoFlow, maintain the long-term cycle pattern remains intact, with the next potential low in October 2026. The growing influence of Bitcoin ETFs and institutional demand may reshape its future, positioning 2026 as a potential start of a new, extended growth phase.

ambcrypto01/11 20:02

CZ’s ‘super cycle’ prediction – Is Bitcoin breaking its 4-year cycle?

ambcrypto01/11 20:02

Crypto Gets A Wall Street Upgrade As Nasdaq And CME Deepen Ties

Nasdaq and CME Group have relaunched the Nasdaq Crypto Index as the Nasdaq-CME Crypto Index (NCI), a regulated benchmark designed to support crypto-based investment products like ETFs. Jointly overseen by both exchanges and calculated by CF Benchmarks, the NCI aims to provide institutional investors with a transparent, rules-based measure of the cryptocurrency market. It tracks a diversified basket of major coins rather than a single asset, reflecting traditional index management practices. The initiative is part of a broader collaboration between Nasdaq’s indexing expertise and CME’s trading platform, with a phased rollout beginning in late 2025 and continuing into January 2026.

bitcoinist01/11 15:08

Crypto Gets A Wall Street Upgrade As Nasdaq And CME Deepen Ties

bitcoinist01/11 15:08

Bitcoin Spot ETFs Open 2026 Account With $681 Million Loss – Details

Bitcoin Spot ETFs began 2026 with strong start but saw a net outflow of $681 million in the first full trading week due to four consecutive days of withdrawals. Fidelity’s FBTC led losses with $481 million in outflows, followed by Grayscale’s GBTC. BlackRock’s IBIT was an exception with a $25.86 million net inflow. Total net assets for Bitcoin ETFs stand at $116.86 billion. Ethereum Spot ETFs mirrored the trend with a net outflow of $68.57 million. Bitcoin’s price dipped slightly to $90,422, while Ethereum fell to $3,088 with a significant drop in trading volume.

bitcoinist01/11 15:02

Bitcoin Spot ETFs Open 2026 Account With $681 Million Loss – Details