# 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.

MSX Q1 Review and Q2 Outlook: Securing the Main Trends in U.S. Stocks, A Methodology for Precise Stock Selection

MSX Q1 Review & Q2 Outlook: Capturing the U.S. Stock Market Trends and a Precision Stock Selection Methodology In Q1 2026, the crypto market performed poorly, with Bitcoin falling about 23%, marking its worst quarterly start since 2018. In contrast, the U.S. stock market, despite significant drops in the "Magnificent Seven," still saw profitable opportunities in rapidly rotating hot sectors. The decentralized RWA trading platform MSX listed 39 new U.S. stock tokenized assets, covering five main themes: aerospace/defense, energy/resources, AI hardware, optical communications, and regional allocation tools. Among these, 38 achieved positive returns, with an average gain of 37.6%. Four stocks more than doubled, all concentrated in AI hardware and optical communications. MSX's stock selection framework focuses on identifying companies with clear industrial trends, tangible order flows, and earnings validation, rather than speculative narratives. The platform avoids high-risk bets on large-cap reversals, instead targeting small and mid-cap stocks benefiting from real capital expenditure and supply chain expansion. In Q1, the five main themes were identified through continuous tracking of corporate earnings, capex guidance, and capital flow dynamics—not macro forecasts alone. AI hardware and optical communications were confirmed as systemic opportunities based on actual order transfers and infrastructure demand from big tech's expanding data centers. Although aerospace/defense and regional tools had modest gains, they provided portfolio diversification and non-correlated hedges, enhancing structural resilience. MSX's listing节奏 was dynamically adjusted based on market signals and industrial data rather than pre-set schedules. Looking ahead, Q2 may see a continuation of the AI narrative but with increased selectivity. Aerospace and undervalued software/SaaS sectors present new opportunities. MSX emphasizes a balanced approach: maintaining core exposure to high-conviction AI infrastructure plays while incorporating defensive assets like energy and tools to navigate macro uncertainties, including interest rate paths and geopolitical risks. The platform aims to help users, especially those from crypto backgrounds, build robust, multi-asset strategies through education and thematic investing tools.

Odaily星球日报04/03 06:07

MSX Q1 Review and Q2 Outlook: Securing the Main Trends in U.S. Stocks, A Methodology for Precise Stock Selection

Odaily星球日报04/03 06:07

Adding Another Oracle, Polymarket's Ambition Exposed

Polymarket, a leading prediction market platform, has announced the integration of Pyth Network as its oracle provider for settling prediction markets related to traditional assets. This new batch of markets will cover commodities like gold, silver, WTI crude oil, and natural gas, as well as U.S. stocks including NVIDIA, Apple, Tesla, and ETFs. Pyth will supply real-time pricing data via WebSocket, enabling second-by-second sampling and live charts for traders. This move is part of Polymarket’s ongoing expansion of its oracle infrastructure. Initially reliant on UMA’s optimistic oracle for subjective events like elections, the platform later integrated Chainlink for automated crypto price settlements (e.g., BTC and ETH). With Pyth—known for its institutional data sources like Jump Trading and Jane Street—Polymarket now extends into traditional finance, forming a multi-layered oracle system: UMA for social and political events, Chainlink for crypto, and Pyth for traditional assets. By expanding its data sources, Polymarket is broadening the scope of tradable futures—effectively turning real-world uncertainties into betable markets. The end goal appears to be a unified super-platform where any verifiable event—macro data, earnings, sports, weather, or AI releases—can be priced and traded.

Odaily星球日报04/03 04:10

Adding Another Oracle, Polymarket's Ambition Exposed

Odaily星球日报04/03 04:10

Manhattan Private Credit Launches Network to Connect Investors With Private Credit Markets as Bank Lending Continues to Contract

Manhattan Private Credit has launched a private capital network to connect investors with the growing private credit market, which has expanded into a multi-trillion-dollar sector as traditional bank lending contracts. The platform serves as an infrastructure layer, facilitating deal origination and capital matching across private credit, litigation funding, structured lending, asset-backed finance, and special situations. It connects investors, borrowers, developers, and legal firms who previously relied on fragmented, relationship-driven networks. The company emphasizes that its model resembles a platform business, matching supply and demand without originating deals itself. The growth of private credit is driven by banks retreating from areas like property development lending and bridge finance due to post-GFC regulations. Manhattan targets time-sensitive, event-driven opportunities where traditional banks are slow or disinterested. Access is provided through a membership structure, offering platform and network access rather than an investment product. The launch bets on the sustained structural gap between private lending demand and traditional bank supply.

TheNewsCrypto04/03 04:05

Manhattan Private Credit Launches Network to Connect Investors With Private Credit Markets as Bank Lending Continues to Contract

TheNewsCrypto04/03 04:05

Bitcoin Can’t Be Stopped: Seasoned Industry Analysts Share Shocking Revelation

Experts on The Wolf of All Streets podcast analyzed Bitcoin's role amid global economic instability. They highlighted a record-high World Uncertainty Index and a looming U.S. debt crisis, with $12 trillion needing refinancing amid rising interest rates. Panelists agreed policymakers have limited options, likely leading to continued money printing and currency devaluation. Bitcoin was discussed as a hedge against inflation and a store of value, designed for economies facing debt and monetary manipulation. While one analyst suggested BTC may have bottomed at $60,000, others expressed caution—noting the bull market may have ended and warning that a potential S&P 500 decline could pull Bitcoin and risk assets down with it.

bitcoinist04/02 20:32

Bitcoin Can’t Be Stopped: Seasoned Industry Analysts Share Shocking Revelation

bitcoinist04/02 20:32

Ripple Prime’s Inaugural BBB Rating Explained — What Drove Kroll’s Decision

Global credit rating agency Kroll has assigned an inaugural BBB issuer rating to Ripple Prime, marking a significant endorsement for a crypto-native firm. The rating reflects Ripple Prime’s scaling phase, profitability in 2025, and a clear expansion strategy. A key factor is strong parental support from Ripple Labs, which holds substantial cash and XRP reserves. Kroll expects revenue diversification and margin improvement in 2026 through new business lines. Experts view the rating as a turning point, signaling growing institutional trust in crypto firms bridging traditional and digital finance.

bitcoinist04/02 19:02

Ripple Prime’s Inaugural BBB Rating Explained — What Drove Kroll’s Decision

bitcoinist04/02 19:02

IMF warns tokenized finance could reshape — and destabilize — global markets

The International Monetary Fund (IMF) warns that the rapid growth of tokenized finance could fundamentally reshape global financial markets while introducing new systemic risks tied to speed, automation, and market structure. Tokenization is not merely an incremental improvement but a structural shift that reconfigures financial architecture by replacing traditional intermediaries with smart contracts and shared ledgers. As of early April, tokenized real-world assets have reached approximately $27.5 billion, with U.S. Treasury products comprising over $12 billion. This indicates strong institutional demand for yield-bearing assets rather than retail-focused products like equities. While tokenization enables near-instant settlement and reduces counterparty risk, it also removes traditional buffers that absorb financial shocks. The IMF highlights concerns that automated processes—such as margin calls and real-time settlements—could accelerate liquidity stress during volatility. Additionally, smart contract vulnerabilities and platform fragmentation may complicate cross-border coordination and regulatory oversight. The IMF stresses that balancing innovation with stability will be crucial, urging policymakers to adapt regulatory frameworks to manage emerging risks in this rapidly growing sector.

ambcrypto04/02 16:26

IMF warns tokenized finance could reshape — and destabilize — global markets

ambcrypto04/02 16:26

If We Gathered the Most Accurate Gold Forecasters in History, Could We Crack the Future Price of Gold? I've Compiled a Decade of the Most Accurate Gold Analysis

This analysis investigates whether compiling the most accurate historical predictions on gold prices from top analysts, institutions, and famed forecasters can unlock future price movements. After examining over a decade of data, the findings reveal that no single expert or entity consistently predicts gold prices accurately. Key observations include: - **Wall Street institutions** (e.g., LBMA, Goldman Sachs, JPMorgan) often exhibit "lagging predictions," adjusting targets only after trends are established, frequently underestimating actual price moves. - **Prominent gold bulls** (e.g., Peter Schiff, Jim Rogers) persistently advocate for higher prices over long horizons but lack timing precision, leading to extended periods of underperformance. - **"Prophetic" forecasters** (e.g., Nouriel Roubini, Ben McMillan) have moments of accuracy but also significant misses or limited track records, undermining their reliability. The study notes a pattern similar to the 2011 gold peak: extreme bullish predictions often cluster near market tops, followed by sharp corrections. Current forecasts for gold range widely from $5,400 to $35,000, reflecting high disagreement even among experts. The conclusion is that there is no consistent "most accurate" predictor for gold prices. Relying on expert consensus or individual forecasts proves chaotic and unreliable. Instead, the author advocates for a strategy akin to Ray Dalio’s: avoiding precise price predictions, embracing uncertainty, and using portfolio allocation (e.g., 5-15% in gold) for long-term risk management.

marsbit04/02 12:42

If We Gathered the Most Accurate Gold Forecasters in History, Could We Crack the Future Price of Gold? I've Compiled a Decade of the Most Accurate Gold Analysis

marsbit04/02 12:42

The Era of Encryption: The Boundary Between Payment and Investment Is Disappearing

The boundaries between payments and investment are dissolving in the age of programmable money. While payments represent a $2.5 trillion revenue stream driven by essential, daily transactions, investment management generates $850–900 billion from a much smaller, more passive user base. Payments are a universal financial behavior, whereas investing remains a luxury activity for a minority. Historically, these systems operated separately—with distinct infrastructure, products, and user experiences. However, blockchain technology now enables a unified account model: the same balance in a single application can simultaneously serve both payment and investment functions. This means funds can be used for transactions while also earning yield or participating in DeFi protocols, all within the same interface. This convergence allows users to benefit from both high-frequency, low-value payment activity and capital appreciation from investments without transferring between separate systems—a significant shift from traditional finance.

marsbit04/02 09:03

The Era of Encryption: The Boundary Between Payment and Investment Is Disappearing

marsbit04/02 09:03

Franklin Templeton Acquires CoinFund Affiliate, Accelerating Traditional Finance's Rush for Crypto Assets

Franklin Templeton, a global investment giant with over $1.5 trillion in assets under management, has established a new independent cryptocurrency division called Franklin Crypto. This move coincides with the acquisition of 250 Digital, a crypto investment management firm spun out from CoinFund. Although the acquisition amount was not disclosed, the deal is expected to close in Q2 of this year. The announcement is part of a broader trend of traditional financial institutions accelerating their entry into the crypto space. Recent examples include Mastercard's $1.8 billion acquisition of stablecoin infrastructure startup BVNK and Stripe's acquisition of the stablecoin project Bridge. Industry experts predict that crypto-related mergers and acquisitions will exceed $37 billion by 2026. Franklin Templeton’s new division will expand its existing crypto and blockchain venture operations and broaden its digital asset investment platform. The firm’s global head of digital assets currently manages around $1.8 billion. Company executives noted growing institutional and younger investor interest in crypto, signaling a convergence of traditional and digital asset investing.

marsbit04/02 04:50

Franklin Templeton Acquires CoinFund Affiliate, Accelerating Traditional Finance's Rush for Crypto Assets

marsbit04/02 04:50

Dialogue with BlackRock's Head of Digital Assets: How Do Tokenized Stocks Work?

The article "Dialogue with BlackRock's Digital Asset Head: How Do Tokenized Stocks Work?" features a discussion with industry experts including Robert Mitchnick (BlackRock), Rob Hadick (Dragonfly), and Noah Levine (a16z). The conversation explores the evolution and mechanics of tokenized assets, particularly stocks. Key takeaways highlight that tokenization is primarily an "access" story, enabling broader investor participation in traditionally hard-to-reach asset classes, rather than just an efficiency improvement. Stablecoins are evolving from payment tools into foundational financial infrastructure, acting as an entry point for investment and asset management. Most current "tokenized stock" offerings are transitional, often representing derivative-like structures rather than true on-chain ownership, with limitations like transfer restrictions due to whitelisting and compliance requirements. The discussion covers three main structures for tokenized equities: SPV-based models, rights-based tokens (e.g., Securitize’s approach), and native on-chain issuance (e.g., Superstate). The latter is seen as the most promising for enabling true composability and functionality like collateralization. Regulatory clarity and infrastructure development are critical for advancing toward permissionless, liquid markets. Initiatives like the NYSE’s partnership with Securitize for 24/7 trading are noted, though the core demand is for improved asset utilization efficiency, not just extended hours. The piece also differentiates stablecoins (serving cross-border and crypto-native users) from tokenized deposits (focused on banking efficiency), predicting both will coexist. Privacy emerges as a growing need in on-chain capital markets, with technologies like ZK-proofs gaining relevance. Long-term, tokenization could flatten financial market structures by reducing intermediaries, lowering costs, and expanding access, ultimately integrating crypto infrastructure into mainstream finance.

marsbit04/01 14:54

Dialogue with BlackRock's Head of Digital Assets: How Do Tokenized Stocks Work?