# 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.

Dialogue with Bitwise CIO: Quantum Computing and AI Threats Overhyped, Bullish on the 'Big Four' of Crypto

Matt Hougan, CIO of Bitwise, which manages $15 billion in crypto assets, shares his market outlook in a recent podcast. He believes the market peak will occur around December 2024, not when Bitcoin hits $125k, and expects a slower, more grinding recovery from the bear market. The next bull run will likely be less volatile and more gradual. Hougan attributes Bitcoin’s recent sharp decline to long-term holders selling in anticipation of the four-year cycle, not derivatives. While derivatives can amplify short-term volatility, he argues they eventually translate into physical demand. He also notes that Bitcoin’s underperformance compared to gold is due to central banks buying gold aggressively post-2022, not a failure of Bitcoin’s value proposition. He remains long-term bullish, citing Bitcoin’s greater upside potential. According to Hougan, retail investors are largely tapped out, and the current market is driven by slower, steadier institutional inflows via ETFs. This may lead to a more stable but less dramatic bull market. He sees stablecoins and tokenization as major growth drivers, bringing billions into the crypto ecosystem. He dismisses quantum computing as an overblown risk, noting Bitcoin can adapt, and views AI as ultimately beneficial—whether it boosts productivity or triggers inflationary monetary responses. Hougan is optimistic about Ethereum, Solana, and Chainlink, dubbing BTC, ETH, SOL, and LINK the “big four” of crypto. He advises young investors to avoid meme coins, diversify into crypto index products, and focus on long-term horizons rather than short-term noise.

marsbit03/12 11:51

Dialogue with Bitwise CIO: Quantum Computing and AI Threats Overhyped, Bullish on the 'Big Four' of Crypto

marsbit03/12 11:51

Crypto Market Macro Report: Oil Hurricane, AI Tsunami, and Bitcoin at a Crossroads

Global markets are undergoing a systemic repricing triggered by geopolitical conflict. A blockade of the Strait of Hormuz sent oil prices surging 30%, stoking fears of stagflation and driving a flight to safety into the US dollar. Equities in Asia-Pacific and the US faced a "Black Monday" sell-off. In stark contrast, the AI sector is booming. China's NDRC announced a 10 trillion yuan industry target, and the viral OpenClaw project ignited a rally in related stocks. Bitcoin, caught in the macro storm, broke below the key $70,000 support. Analysis shows 75% of its recent volatility is driven by macro factors, and market sentiment is extremely fearful. However, Bitcoin ETFs still saw a net inflow of $568 million, highlighting a fierce battle between short-term macro-driven selling and long-term institutional accumulation. The core question remains: can Bitcoin's "digital gold" narrative withstand the stagflationary pressures and emerge stronger, or will it be crushed by macro forces?

marsbit03/12 08:10

Crypto Market Macro Report: Oil Hurricane, AI Tsunami, and Bitcoin at a Crossroads

marsbit03/12 08:10

Crypto Morning Brief: US Plans to Release 172 Million Barrels of Oil in 120 Days, Binance Files Lawsuit Against Wall Street Journal

US plans to release 172 million barrels of oil from strategic reserves over 120 days, as announced by the Energy Department. SEC and CFTC signed a memorandum to collaborate on crypto regulatory frameworks. Binance filed a defamation lawsuit against The Wall Street Journal over a report on Iran sanctions. Ethereum researchers demonstrated a "native Rollups" prototype to simplify Layer 2 validation. Across Protocol proposed transitioning from a DAO to a C-corporation, offering token holders equity or USDC redemption. Hong Kong is expected to issue stablecoin licenses to HSBC, Standard Chartered, and OSL. Mastercard's new blockchain payment project includes Binance, PayPal, and Ripple. VanEck integrated crypto ETFs into 401(k) plans via Basic Capital. Metaplanet announced two subsidiaries and a ¥4 billion investment in Japan's Bitcoin infrastructure. Ripple initiated a $750 million share buyback at a $50 billion valuation.

marsbit03/12 01:16

Crypto Morning Brief: US Plans to Release 172 Million Barrels of Oil in 120 Days, Binance Files Lawsuit Against Wall Street Journal

marsbit03/12 01:16

Solana Spot ETFs Achieve Major Benchmark Following Months Of Their Debut

Despite a bearish crypto market, Solana Spot ETFs have achieved a major milestone, amassing nearly $1 billion in inflows since their October 2025 debut. This represents 2% of SOL's market cap in just 18 weeks—a rate significantly faster than Bitcoin ETFs. The growth highlights strong institutional demand and Solana's increasing integration into traditional finance. Additionally, Solana has become a hub for on-chain activity, processing a record $650 billion in stablecoin volume in February 2026, underscoring its role as a leading network for digital asset liquidity and capital movement.

bitcoinist03/11 20:20

Solana Spot ETFs Achieve Major Benchmark Following Months Of Their Debut

bitcoinist03/11 20:20

XRP ETFs See Goldman Sachs Emerge As Top Institutional Holder

Goldman Sachs was the largest disclosed institutional holder of spot XRP ETFs as of December 31, 2025, with $153.8 million in exposure. Despite a sharp post-launch price decline, XRP ETFs attracted $1.4 billion in cumulative inflows, demonstrating notable resilience. Data shows these ETFs are heavily driven by retail demand, with only 15.9% of assets under management tied to institutional 13F filings—significantly lower than Bitcoin, Ethereum, and Solana ETFs. Other major disclosed holders include Millennium Management, Citadel Advisors, and Jain Global. At the time of reporting, XRP traded at $1.38.

bitcoinist03/11 16:02

XRP ETFs See Goldman Sachs Emerge As Top Institutional Holder

bitcoinist03/11 16:02

Ondo, xStocks, Hyperliquid 'Three Kingdoms': Who is Building the 'Foundation' of Future Finance?

This article analyzes three distinct approaches to on-chain tokenization of traditional assets like stocks and ETFs: Ondo Finance, xStocks (by Backed Finance, now Kraken-owned), and Hyperliquid's HIP-3. Ondo Finance employs an institutional-grade, indirect tokenization model. An offshore SPV holds the underlying stocks, issuing on-chain structured notes that represent economic exposure but not legal ownership. It features atomic settlement, instant minting/redemption, and requires KYC for accredited non-US investors. xStocks targets the retail market with a multi-chain, composable model. Similar to Ondo, it uses a 1:1 backed debt instrument structure (tracking certificates) issued by a Jersey-based SPV. It emphasizes self-custody, ease of access with no specific KYC for trading, and integrates a novel "xChange" engine to bridge TradFi liquidity into DeFi. Hyperliquid's HIP-3 offers a fundamentally different, permissionless model for creating perpetual futures markets on any asset. It requires no underlying custody of assets. Instead, it provides synthetic price exposure through oracle-fed perpetual contracts, allowing high leverage and 24/7 trading. It functions as a decentralized infrastructure layer for market creators. The piece concludes that these protocols are not in direct competition but serve different purposes: Ondo and xStocks offer economic ownership and redemption, while Hyperliquid provides leveraged synthetic trading. The common thread is expanding access and composability for on-chain users.

marsbit03/11 10:03

Ondo, xStocks, Hyperliquid 'Three Kingdoms': Who is Building the 'Foundation' of Future Finance?

marsbit03/11 10:03

Bitwise: Why Bitcoin Is Destined to Reach $1 Million?

In his article, Bitwise CIO Matt Hougan argues that Bitcoin is likely to reach $1 million per coin, a target he once considered unrealistic. He explains that the common mistake in evaluating Bitcoin’s potential is viewing the store-of-value market as static. Instead, he frames Bitcoin as a digital competitor to gold in the store-of-value market, which has grown significantly—from $2.5 trillion in 2004 to around $38 trillion today, with gold comprising $36 trillion and Bitcoin $1.4 trillion. Hougan projects that, if the store-of-value market continues growing at a 13% annual rate, it could reach $121 trillion in 10 years. In that scenario, Bitcoin would only need to capture 17% of the market—up from its current <4%—to achieve a $1 million valuation. He cites growing institutional adoption, the success of Bitcoin ETFs, and decreased long-term volatility as factors supporting this growth. While acknowledging risks like a potential slowdown in market expansion or Bitcoin’s failure to gain share, Hougan believes current trends make a $1 million Bitcoin plausible within a decade.

marsbit03/11 07:29

Bitwise: Why Bitcoin Is Destined to Reach $1 Million?

marsbit03/11 07:29

Solana ETFs Attract $540 Million From Wall Street In Q4: Data

US spot Solana ETFs attracted over $540 million from major Wall Street institutions in Q4 2024, with half of all assets owned by large investors, signaling strong institutional demand. The top buyers included Electric Capital, Goldman Sachs, and Morgan Stanley. Despite a more than 30% price drop in SOL from $124.95 to $86.50 during the period, net inflows remained steady, reaching over $950 million cumulatively. Analysts note the high institutional ownership suggests a focus on long-term positioning rather than short-term trading. Updated data on institutional response to the price decline will be available in mid-May.

bitcoinist03/11 05:02

Solana ETFs Attract $540 Million From Wall Street In Q4: Data

bitcoinist03/11 05:02

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