# 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.

Conversation with VanEck CEO: Memory Chip Stocks Are a Bubble, Bitcoin Will Stay but Token Ecosystems Will Disappear

In this podcast, VanEck CEO Jan van Eck discusses his investment outlook centered on three key long-term ("10-year macro") themes: AI-driven compute demand, India's economic rise, and excessive government debt in developed nations. Regarding AI and semiconductors, van Eck believes Nvidia has transformed into a foundational "host" for AI infrastructure, possessing deep moats in software, scale, and power efficiency, making it a core holding. However, he views the recent surge in memory chip stocks as a bubble driven by temporary supply-demand imbalances and pricing power, lacking Nvidia's competitive durability. On asset management, he emphasizes that while ETFs are scale-driven tools, the decisions on which ETFs to own and how to allocate remain highly active. He expresses greatest concern over fixed-income market illiquidity and the risk of a loss of confidence in government debt sustainability. Van Eck is bullish on gold's long-term role as a global monetary alternative and highlights the dramatic policy-driven growth in nuclear energy investment. He is strongly positive on India due to its demographic trends and pro-business reforms. Discussing crypto, he labels 2026 the "year of the corporate-controlled chain," where traditional finance adopts blockchain's best features (like 24/7 operation and programmability) but retains control. He predicts a permanent "crypto winter" for many projects, with only Bitcoin, stablecoins, and the core blockchain concept surviving long-term. He sees the U.S. stablecoin bill as marginally impactful, enabling tech firms to compete with, but not replace, banks. Finally, he views the upcoming SpaceX IPO as a significant, positive liquidity event for markets and advises investors to maintain a long-term, macro perspective when making asset allocation decisions.

marsbit05/28 09:01

Conversation with VanEck CEO: Memory Chip Stocks Are a Bubble, Bitcoin Will Stay but Token Ecosystems Will Disappear

marsbit05/28 09:01

Elon Musk's 'Granny Drain'

Title: Musk "Milking the Old Folks" Author: Nancy, PANews As the memory sector surges with Micron and SK Hynix each surpassing a trillion-dollar market cap, Elon Musk is accelerating his own myth of becoming the world's first trillionaire. SpaceX, with its astronomical valuation, is speeding toward the capital markets. This potentially wealth-history-rewriting super IPO is pushing Musk toward that unprecedented personal fortune and delivering hundredfold or even thousandfold returns to early backers like Google, Valor Equity Partners, Founders Fund, and others. However, to sustain this most expensive space narrative in human history, new buyers are ultimately needed. As massive pension funds are set to be "forced to buy," the retirement savings of Americans are becoming the fuel for Musk's space dreams. Wall Street has begun paving a fast track for such super IPOs. Major indices like Nasdaq and S&P have recently eased rules, allowing mega-companies like SpaceX to be incorporated into key benchmarks like the Nasdaq 100 much faster post-listing. This matters because a vast portion of the U.S. retirement system—trillions in 401(k)s and pension funds—relies on passive index investing. Once a company enters a major index, all funds tracking it are compelled to buy its shares automatically, regardless of valuation, profitability, or risk. This has sparked significant backlash. Teacher unions and major public pension funds (collectively managing trillions) have warned the SEC and written to Musk, opposing SpaceX's extreme governance structure where Musk holds 85% voting control. They argue workers' lifelong savings could be tied to a company resembling a Musk family office more than a transparent public entity. In essence, after early investors reap immense rewards, the potential "bag-holding" cost is being transferred onto passive investors—the ordinary American retirees—through the mechanism of index inclusion.

marsbit05/28 07:07

marsbit05/28 07:07

Lost the 75,000 Mark, Is Bitcoin About to Experience Its Final Drop?

Bitcoin fell below the $75,000 support level on May 28th, trading near $74k amid a broader market correction. Major altcoins like ETH, NEAR, WLD, and ONDO also declined, with the market fear index dropping to 34. Over $470 million in liquidations occurred in 24 hours, mostly long positions. The downturn is linked to external pressures. Geopolitical tensions flared as the US conducted new strikes on an Iranian military base, impacting risk assets. Simultaneously, US spot Bitcoin ETFs shifted to consistent net outflows in May, indicating institutional profit-taking, with funds potentially rotating into outperforming AI and tech stocks. Analysts note BTC's long-term fundamentals remain sound. However, short-term price action depends on capital flows, which are currently negative. Key support is identified between $75k-$76k; a break below could lead to a test of $70k-$72k. On-chain data suggests short-term trading activity has plummeted to levels typical of bear market bottoms, signaling either a bottoming phase or a potential final decline before a reversal. Experts advise a diversified strategy as Bitcoin appears to be in a bottoming area.

marsbit05/28 04:30

Lost the 75,000 Mark, Is Bitcoin About to Experience Its Final Drop?

marsbit05/28 04:30

Here’s Why Bitcoin Could Feel The Pressure From Surging US Equity Shorts

Bitcoin's recent pullback toward $75,000 may face further downside pressure due to developments in the U.S. stock market. An analyst warns that surging short interest in U.S. equities, now at historically high levels, could significantly impact Bitcoin. This activity reflects a complex market structure where institutional investors are increasing hedges while maintaining long positions, leading to high leverage. Concentration in AI mega-cap stocks is leaving other sectors vulnerable. Historically, Bitcoin has moved with U.S. equities during risk-off events, like the 2020 COVID crash. While it showed correlation with the S&P 500 from 2020-2022, a divergence has emerged since 2025. Bitcoin's recent volatility has been driven by its own factors like spot buying pressure and ETF inflows, suggesting it may be evolving into a hybrid asset class with its own market dynamics. However, it remains sensitive to broader macro liquidity conditions.

bitcoinist05/28 03:05

Here’s Why Bitcoin Could Feel The Pressure From Surging US Equity Shorts

bitcoinist05/28 03:05

Morning News | Coinbase Partners with Standard Chartered to Expand Multi-Currency Fiat Channels; Sharplink and Forward to be Included in Russell Indices; JPMorgan May Issue Stablecoin in the Future

Daily Crypto Recap: Key Developments Institutional adoption continues: Coinbase partners with Standard Chartered to expand multi-currency fiat rails for institutions via Coinbase Prime, supporting AUD, SGD, CAD, CHF, EUR, and GBP. Meanwhile, Sharplink and Forward Industries, companies holding significant ETH and SOL reserves respectively, are set to be included in the Russell indexes, providing indirect crypto exposure to traditional index investors. Regulatory and compliance moves are in focus. Hong Kong's monetary authority announced new measures for investment accounts of mainland Chinese investors, including retroactive document checks to January 2023. Prediction market Polymarket is considering implementing KYC requirements to address sanctions and legal risks. Major financial players signal deeper involvement. JPMorgan Chase CEO Jamie Dimon suggested the bank might issue a stablecoin in the future. Concurrently, Falcon Finance and Anchorage Digital launched fUSD, a compliant, institution-focused stablecoin. Market sentiment presents a mixed picture. Bitmine's Tom Lee predicts an incoming crypto "supercycle," driven by Wall Street tokenization and AI agents, with Ethereum as a key beneficiary. However, a prominent trader cautions that the current period of investor losses may not be long enough to confirm a bear market bottom, and TD Cowen analysts note diminished chances for U.S. crypto market structure legislation this year due to a worsening political climate. Other notable news includes a16z crypto's observation that most tokenized assets are merely "digitized" and not actively used in DeFi, South Korea's crypto trading volume falling to about 8% of KOSPI's, and the Chinese Supreme Court stating it will research judicial rules for virtual currency cases.

链捕手05/28 01:33

Morning News | Coinbase Partners with Standard Chartered to Expand Multi-Currency Fiat Channels; Sharplink and Forward to be Included in Russell Indices; JPMorgan May Issue Stablecoin in the Future

链捕手05/28 01:33

Major Bitcoin Players Drop Over A Billion In Sell-Offs While Euphoria Rocks Retail

Major Bitcoin holders engaged in significant sell-offs while retail sentiment remained bullish. BlackRock's iShares Bitcoin Trust (IBIT) saw over $1 billion in outflows across consecutive trading days, with its total holdings dropping from a peak near $75.5 billion in mid-May to below $67 billion by May 26. Simultaneously, a Satoshi-era miner moved 2,650 BTC (worth ~$203 million) to over-the-counter desks. Despite this substantial selling pressure from large wallets, Bitcoin's price held above $76,000, supported by apparent retail demand and "dip-buying" sentiment on social media, highlighting a current market divide between institutional actions and retail investor behavior.

bitcoinist05/27 21:31

Major Bitcoin Players Drop Over A Billion In Sell-Offs While Euphoria Rocks Retail

bitcoinist05/27 21:31

Mystery Bitcoin Whale Dumps $1.3B In BlackRock’s IBIT As Market Barely Blinks

An unidentified entity sold approximately $1.3 billion worth of shares in BlackRock's spot Bitcoin ETF, IBIT, in a large dark pool block trade on Tuesday morning. ETF analysts, including Galaxy's Alex Thorn and Bloomberg's Eric Balchunas, confirmed the unprecedented 29-million-share transaction. Notably, the market absorbed the massive sale with minimal price disruption to IBIT. This sale occurs amid a broader trend of significant outflows from US spot Bitcoin ETFs. Recent weeks have seen over $2.5 billion in net outflows, with IBIT itself accounting for $1.008 billion in outflows during the May 18–22 period. Analysts suggest the sustained selling pressure, despite the market's resilience, may indicate institutional skittishness in a rising inflation and interest rate environment. At the time of reporting, Bitcoin was trading around $75,730.

bitcoinist05/27 17:01

Mystery Bitcoin Whale Dumps $1.3B In BlackRock’s IBIT As Market Barely Blinks

bitcoinist05/27 17:01

Wall Street Takes Over Bitcoin and Stablecoins, But Where Are the Real Profit Opportunities for Retail Investors?

Wall Street is taking over Bitcoin and stablecoins, but where can retail investors really make money now? The common narrative is that Wall Street's dominance via ETFs and regulated stablecoins has structurally ended the era of easy 100x returns from altcoins. While this is true for Bitcoin and stablecoins, which are becoming traditional financial products, it's only half the story. Other crypto sectors are failing for their own reasons. GameFi is largely dead, with 93% of projects failed. NFTs are at multi-year lows with most collections losing all value. Memecoins persist but overwhelmingly benefit insiders and whales at the expense of late retail buyers. These sectors aren't being consumed by TradFi; they've exhausted their growth narratives. The real opportunities for retail in the next 6-12 months lie elsewhere: 1. **Prediction Markets:** Platforms like Polymarket have seen explosive growth (21x in a year) with a genuine, active retail user base. The utility of forecasting events provides sustainable demand beyond mere speculation. 2. **DeFi Yield:** While the era of 1000% APY farms is over, sustainable yields of 4-8% are available through liquid staking, regulated stablecoin platforms, and RWA lending. 3. **Select Altcoins:** If Bitcoin breaks its all-time high, a selective altcoin season could emerge. The favorable bets would be on ETH, assets within the Base and Solana ecosystems with real users, and asymmetric opportunities in AI-crypto and DePIN presales. The most likely market scenario (45% probability) is sideways action, making asset selection far more critical than broad market momentum. The playbook has changed. Actionable steps: Focus time on prediction markets; use DeFi for reliable yield, not lottery tickets; only buy altcoins with genuine user bases; and avoid GameFi, random NFTs, and new memecoins. The "TradFi is eating crypto" story misses the growing sectors. The easy money era is over, leaving a niche, selective market that requires real understanding, but opportunities remain for those who adapt.

marsbit05/27 12:57

Wall Street Takes Over Bitcoin and Stablecoins, But Where Are the Real Profit Opportunities for Retail Investors?

marsbit05/27 12:57

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

Strategy, the Bitcoin treasury company, has paused its weekly Bitcoin accumulation for the first time, opting to purchase bonds instead. Co-founder Michael Saylor confirmed the skip in a regular Sunday update, explicitly stating "we bought bonds, not bitcoin." This follows the company's massive $2.01 billion purchase of 24,869 BTC the previous Monday, bringing its total holdings to 843,738 BTC. Saylor hinted the pause is temporary, suggesting "The ₿itVac is charging." Meanwhile, Bitcoin spot ETFs have seen two consecutive weeks of outflows, contrasting with prior inflows. Bitcoin's price briefly dipped below $75,000 over the weekend but has since recovered to around $77,400.

bitcoinist05/26 10:01

No Bitcoin Buy This Monday: Strategy Opts For Bonds Instead

bitcoinist05/26 10:01

Semiconductors up 78% annually, software down 12% annually: The 'Liquidity Siphon' is playing out within tech stocks

Semiconductor ETFs like SOXX have surged 78.5% year-to-date, while software ETFs like IGV have dropped 12.5%, creating a record performance gap exceeding 90 percentage points. This reflects a major "liquidity suction" within tech stocks, with capital flooding into semiconductors as software faces selling pressure. Driving the semiconductor boom are staggering capital expenditure plans from hyperscalers like Microsoft, Alphabet, Amazon, and Meta, whose combined 2026 capex is projected near $700 billion. This fuels demand for chips, with companies like SanDisk (up 426%), Intel (up 222%), and Micron (up 154%) leading the S&P 500. In contrast, major software firms like Microsoft, Adobe, and Salesforce are all down over 17% year-to-date. The software sector faces a dual challenge: capital is being redirected to semiconductors, and the rise of AI agents like Claude Code threatens traditional SaaS business models, triggering a narrative of AI displacement. Key unanswered questions remain: How long can hyperscalers sustain their massive capex, given potential free cash flow pressures? And will capital eventually rotate back into the deeply oversold software sector? While some analysts warn of a potential semiconductor bubble akin to the dot-com era, the sector's powerful momentum continues, making market timing exceptionally difficult.

marsbit05/26 05:43

Semiconductors up 78% annually, software down 12% annually: The 'Liquidity Siphon' is playing out within tech stocks