# Сопутствующие статьи по теме Finance

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

Based on a16z's Annual Predictions, Which Crypto Projects Are Worth Watching?

Based on a16z's 2026 predictions, several key crypto sectors and projects are worth watching. 1. **Payments & Stablecoins**: Stablecoins are becoming the internet's settlement layer. Key projects include Circle (USDC) for regulatory compliance, m0 for zero-fee USDC issuance, Ether_fi and Plasma as crypto-native neobanks, and x402 for agent-native programmable payments. 2. **RWA & On-Chain Credit**: The focus shifts from tokenization to native on-chain credit origination for efficiency. Projects to watch: Centrifuge, Blackrock's BUIDL, Maple, Plume, Pendle, Ondo, and Backed. 3. **AI Agents & Payments**: As autonomous AI agents transact, payments must become internet-native, instant, and programmable. Key players: Catena (KYA standards), Nevermined (data markets), KiteAI, ASI, EigenCloud, Fetch, and x402 implementations. 4. **Privacy**: Privacy creates user lock-in and becomes a key moat. Projects: Aztec, Nillion, Arcium, Aleo, Walrus/Seal (Sui), Payy_link, Zcash, and Monero. 5. **Security**: The shift from "code is law" to "spec is law" requires runtime enforcement and continuous monitoring. Leaders: OpenZeppelin, Trailofbits, SpearbitDAO, Cyfrin, and Immunefi. 6. **Prediction Markets**: Evolving from niche betting to real-time information infrastructure. Top platforms: Polymarket, Kalshi, FractionAI, Opinion, and Myriad Markets. 7. **zkVMs & Verifiable Computation**: zkVMs are making verifiable computation a viable systems primitive. Key projects: RiscZero, Succinct, Brevis_zk, Axiom_xyz, and ZKML stacks. 8. **On-Chain Wealth Management**: Active, personalized portfolio management becomes automated and ubiquitous. Watch: Veda, Upshift, Midas, Base (Coinbase), Morpho, and Infinit.

marsbit01/04 11:38

Based on a16z's Annual Predictions, Which Crypto Projects Are Worth Watching?

marsbit01/04 11:38

Arkstream Capital: When Crypto Assets Return to 'Financial Logic' in 2025

In 2025, the crypto asset market shifted from being driven by narratives and single-chain cycles to being dominated by external financial logic. Key changes include: - **Externalized Pricing Framework**: Market dynamics are now influenced by policy/regulation, macro liquidity/risk appetite, and leverage/risk control, rather than internal crypto cycles. - **Multiple Capital Inflows**: Capital enters through ETFs (standardized allocation), stablecoins (on-chain settlement), corporate treasuries (DAT driving spot demand), and IPOs (securitizing crypto infrastructure). - **Industry Evolution**: Shift from narrative-driven to product-line-driven growth, with stablecoin stratification, institutionalized perpetual trading, and prediction markets expanding into event contracts. - **IPO Resurgence**: 9 crypto-related companies completed IPOs in 2025, raising ~$7.74B, with valuations from $1.8B to $23B. Key 2026 candidates include Anchorage Digital, OKX, Kraken, and Tether. - **Observable Metrics**: Stablecoin supply grew to ~$300B+, IBIT saw $25.4B net inflows, DAT adoption reached hundreds of firms, and on-chain perpetuals hit ~$1.08T in monthly volume. The market is now more integrated with traditional finance, with cycles aligning closer to macro risk assets. IPO activity provides public market valuation anchors, enhancing capital efficiency and exit mechanisms. Key sectors like stablecoins, derivatives, and prediction markets are maturing, emphasizing sustainability over speculation. The outlook for 2026 depends on institutional continuity, capital sustainability, and risk management resilience.

marsbit01/02 09:08

Arkstream Capital: When Crypto Assets Return to 'Financial Logic' in 2025

marsbit01/02 09:08

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