# Сопутствующие статьи по теме Infrastructure

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

Paraguay Plans First State-Run Bitcoin Mining Project

Paraguay's state power utility ANDE has signed a memorandum of understanding with crypto infrastructure firm Morphware to explore a state-run Bitcoin mining operation. This marks a shift from hosting private miners to a utility-controlled model. The partnership will analyze using seized mining equipment—reportedly around 30,000 units—to monetize underutilized electricity. An initial pilot may deploy 1,500 confiscated ASICs near existing substations. ANDE would own and operate the miners, while Morphware provides technical support. The initiative aims to turn idle energy into revenue while aligning with national energy and digital infrastructure strategies.

bitcoinist03/04 14:32

Paraguay Plans First State-Run Bitcoin Mining Project

bitcoinist03/04 14:32

ROI Modeling Shows Ozak AI Offering a 60× Higher Growth Ceiling Than Bitcoin at Current Market Capitalization Levels

Analysts are increasingly using ROI modeling to identify high-return opportunities, revealing a significant contrast between Bitcoin and early-stage AI projects like Ozak AI. While Bitcoin remains a stable, mature asset with limited growth potential (estimated 2×–5× returns), Ozak AI’s low market capitalization and AI infrastructure focus position it for exponential growth. Conservative models suggest Ozak AI could achieve 300×–800× returns, representing a 60× higher growth ceiling than Bitcoin from current levels. This disparity stems from market cap dynamics: Bitcoin requires massive capital inflows for modest gains, whereas Ozak AI can experience rapid repricing with smaller investments. The analysis emphasizes that Bitcoin offers capital preservation, while Ozak AI targets asymmetric upside, making it a potential complement for investors seeking high-growth exposure in the emerging AI infrastructure sector.

TheNewsCrypto03/04 13:21

ROI Modeling Shows Ozak AI Offering a 60× Higher Growth Ceiling Than Bitcoin at Current Market Capitalization Levels

TheNewsCrypto03/04 13:21

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

YZi Labs Portfolio Data Insight: 229 Investments, 95 Listed on Binance In March 2026, YZi Labs investment partner Dana Hou departed after four years, witnessing the crypto VC industry's cycle from frenzy to contraction. RootData recorded 229 YZi Labs investments, involving 218 unique projects. Among them, 154 have issued tokens: - 150 are listed on at least one exchange - 95 are listed on Binance - 22 have a market cap below $500K - 20 have ceased operations Approximately 45% of the listed projects (69) are considered relatively healthy, including successes like Ethena ($920M market cap), Aster ($1.73B), Sui ($3.54B), and Aptos ($790M). These primarily focus on DeFi infrastructure and L1/L2 solutions. Half of the tradable projects (76) have a market cap below 50% of their fully diluted valuation (FDV), with 26 projects below 20%. Notable pivots include STEPN (to lifestyle platform), MyShell (AI Agent infrastructure), and Open Campus (education solutions ecosystem). YZi Labs maintained investment pace during bear markets, with 49 deals in 2022 versus 44 in the 2021 bull market. However, lead investment rates dropped from 36% in bull markets to 16-27% in bear markets, indicating a more cautious approach. DeFi has become YZi Labs' preferred sector, while game investments declined significantly. A notable characteristic is the non-disclosure of investment amounts in 45.6% of deals (104), particularly during bear markets and strategic rounds. The firm is strategically expanding into AI and stablecoins, aiming to rebuild its portfolio and upgrade its research capabilities for cross-cycle performance.

marsbit03/04 13:09

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

marsbit03/04 13:09

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

The computing landscape has dramatically shifted by early 2026, with Bitcoin mining operations transforming into essential "AI factories." This transition is driven by a global scarcity of power, not just chips, turning pre-existing energized land into a monopolistic infrastructure asset. Former miners, now infrastructure capitalists, leverage their secured power and land—a critical advantage given the 5–7 year wait for new substations. Building AI-ready facilities has become capital-intensive, costing $8–11 million per megawatt, creating a clear divide between scaled leaders like Iris Energy (2910 MW portfolio) and execution-focused firms like TeraWulf and Hut 8, which have secured multi-billion dollar contracts. A key shift is the "hyperscale guarantor" model, where tech giants like Google and Microsoft provide credit backing, transforming risky miner leases into investment-grade contracts. This enables favorable debt financing at ~7.125% interest from major banks. Technologically, high-density liquid cooling is mandatory for platforms like NVIDIA’s Blackwell, which consumes 120 kW per rack. Innovations like Shanghai’s submerged data centers (PUE 1.15) use seawater cooling, reducing power use by 40–60%. The Blackwell supply backlog acts as a moat, locking out late entrants. Companies like CoreWeave, with early chip orders, dominate. The industry has matured into an energy-transition play, treating computation—whether Bitcoin or AI—as an interchangeable output of power assets. The era of pure mining is ending. The new high-stakes game is energy arbitrage, where AI factories become permanent, grid-shaping load-bearing institutions.

marsbit03/04 10:21

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

marsbit03/04 10:21

Wall Street Is Calculating the 'AI Apocalypse', While Justin Sun Bets on Web4.0

Wall Street is calculating an "AI apocalypse," while Justin Sun bets on Web4.0. A recent thought experiment report by Citrini Research, titled "2028 Global Intelligence Crisis," predicts that AI agents will eliminate "friction" in human interactions, destroying traditional business models built on information asymmetry and intermediation. Coinciding with this, Sun, a prominent Web3 figure, declared 2026 as a "year of miracles," urging people to embrace AI-driven interactions. While Wall Street fears the collapse of the old order, Sun sees it as an opportunity to accelerate the arrival of Web4.0. The convergence of AI and Crypto is inevitable. Both rely on computational power and electricity, with tokens representing digitalized energy. AI agents, lacking physical form, will require programmable, low-cost, and instant settlement systems—making blockchain-based cryptocurrencies their native financial infrastructure. Stablecoins like USDT on TRON, which Sun oversees, are ideal for machine-to-machine transactions. Sun’s strategy leverages TRON’s dominance in stablecoin circulation, seeks to break through Web3’s stagnation by aligning with AI, and aims to build a decentralized Web4.0 stack—combining storage, settlement, and compute—without relying on centralized cloud providers. As AI reshapes commerce, those controlling core infrastructure will lead the new era.

marsbit03/04 10:18

Wall Street Is Calculating the 'AI Apocalypse', While Justin Sun Bets on Web4.0

marsbit03/04 10:18

Wall Street Is Calculating the 'AI Apocalypse', While Justin Sun Is Betting on Web4.0

Wall Street research firm Citrini Research released a thought experiment report, "2028 Global Intelligence Crisis," predicting that AI agents will eliminate friction in human interactions, destroying traditional business models built on information asymmetry and intermediation. Meanwhile, Justin Sun, a prominent Web3 figure, declared 2026 as a "year of miracles" and urged people to embrace AI-driven futures, framing it as the dawn of Web4.0. The report argues that AI agents will enable near-zero-cost, instant service delivery and transaction execution, dismantling industries reliant on human cognitive limitations—such as finance, advertising, law, and consulting. This aligns with blockchain’s core mission of decentralization but takes it further by reducing the need for trust intermediaries altogether. Both AI and crypto are fundamentally rooted in physical resources: compute power and electricity. AI inference consumes computational energy, while blockchain transactions rely on energy-intensive mining or validation. Tokens, whether AI-generated or crypto-based, are digital representations of energy consumption. A critical challenge for AI agents is financial interoperability. Traditional payment systems are designed for humans, not machines. At Level 5 automation, AI agents will transact autonomously, requiring programmable, near-instant, low-cost settlement—conditions that blockchain networks like Solana or Ethereum L2s, with stablecoins, are uniquely suited to provide. Crypto wallets will become the native banks for AI agents. Sun’s strategic bet on Web4.0 is backed by Tron’s dominance in stablecoin transfers (especially USDT), which offers the high-speed, low-fee infrastructure needed for machine-to-machine payments. He aims to leverage AI’s growth to reinvigorate crypto markets, combining Tron, BitTorrent (decentralized storage), and Huobi’s user base to build a full-stack, decentralized Web4.0 infrastructure independent of centralized cloud providers. While Wall Street fears disruption, Sun sees opportunity—positioning crypto at the core of the next digital era.

marsbit03/04 10:11

Wall Street Is Calculating the 'AI Apocalypse', While Justin Sun Is Betting on Web4.0

marsbit03/04 10:11

2026 Death List: Games Are Dead, DeFi Is Dead, Tools Are Dead, Who's Next?

"Death List 2026: A Quiet Mass Extinction in Crypto" The crypto market is experiencing a wave of silent shutdowns in early 2026, with over 10 Web3 projects ceasing operations within 90 days. Unlike dramatic collapses of the past, these projects are dying quietly, often with a simple announcement before servers go dark. Key failures span major sectors: - **Play-to-Earn Games**: GENSO Online is closing with monthly costs 5x its revenue. Pixiland abandoned its Web3 plans and token generation event (TGE), and Forgotten Runiverse went offline indefinitely due to broken funding. - **DeFi Protocols**: ZeroLend, once a leading L2 lender with $250M TVL, is honorably shutting down after suffering from fragmented liquidity across multiple chains and the withdrawal of oracle support. Polynomial canceled its TGE, admitting its product was in a "decaying state." Step Finance collapsed after a $40M hack originating from a compromised executive's device. - **Infrastructure & Tools**: Parsec, a well-funded on-chain analytics tool, failed to compete against giants like Dune and Nansen and shut down after 5 years. ENS scrapped its Layer 2 Namechain because Ethereum's Fusaka upgrade slashed mainnet gas fees by 99%, making the L2 unnecessary. Common themes behind the failures include a fundamental lack of sustainable revenue, the trap of unsustainable multi-chain expansion, and security failures that are often human, not technical. The industry is seeing a brutal consolidation of capital towards projects with real demand, like stablecoins and RWA, while regulatory clarity pushes out non-compliant players. Despite the carnage, some projects, like Polynomial and ZeroLend, are choosing responsible shutdowns over harming their communities, setting a new standard for accountability.

Odaily星球日报03/04 08:35

2026 Death List: Games Are Dead, DeFi Is Dead, Tools Are Dead, Who's Next?

Odaily星球日报03/04 08:35

346% Surge vs 20.8% Decline, CoinGecko: DEX Perpetuals Are Taking Market Share from CEX

CoinGecko's 2025 report highlights a dramatic shift in the crypto derivatives market, with DEX perpetual contract volume surging 346% to $6.7 trillion, while CEX open interest declined by 20.8%. This signals a systemic capital migration from centralized to decentralized platforms, driven by superior capital efficiency, mature market mechanisms, and enhanced DEX usability. Key factors include the ability to trade with leverage, hedge positions, and profit in both bull and bear markets. Hyperliquid, ranking as the seventh-largest global exchange with $2.9 trillion in volume—surpassing Coinbase International—exemplifies this trend. Its custom L1 blockchain enables high-speed, low-cost trading, while HIP-3’s permissionless listing mechanism allows trading of commodities, equities, and alternative assets, transforming DEXs into 24/7 global financial infrastructure. The data confirms perpetual contracts are reshaping crypto market structure, with DEXs becoming competitive in performance, fees, and user experience, positioning them as the future of decentralized finance.

marsbit03/04 05:15

346% Surge vs 20.8% Decline, CoinGecko: DEX Perpetuals Are Taking Market Share from CEX

marsbit03/04 05:15

XRP Is Not Competing For Digital Gold Status, The Settlement Layer Is The Real Deal

XRP is not competing to be "digital gold" but is positioning itself as a global settlement layer, according to analyst Luke Suther. He argues that XRP's value lies in its utility as a digital bridge for moving value instantly across borders, especially in a multipolar world where no single currency dominates. While gold serves as a store of value and reserve asset, XRP facilitates frictionless, high-speed settlements. This complementary role makes it essential for institutions seeking efficient cross-border liquidity free from political interference. Another expert, Versan Aljarrah, emphasizes that such neutral settlement infrastructure is becoming a national security priority for countries avoiding dollar-dominated systems.

bitcoinist03/04 04:08

XRP Is Not Competing For Digital Gold Status, The Settlement Layer Is The Real Deal

bitcoinist03/04 04:08

How Can a Single Missile Take Down Global AI Giants Instantly?

An Iranian missile strike on a data center in the UAE, operated by Amazon Web Services, caused a significant outage of cloud services, including the AI system Claude. The incident occurred shortly after the US and Israel conducted airstrikes in Iran, reportedly aided by Claude for intelligence analysis. This marks the first time a commercial data center has been physically destroyed in a military conflict, highlighting the vulnerability of global AI infrastructure. The event underscores how AI, despite its digital nature, relies on physical infrastructure located in geopolitically unstable regions. Major tech companies, including Amazon, Microsoft, and OpenAI, have heavily invested in data centers across the Middle East due to favorable policies and resources. However, these facilities are now exposed to physical threats in times of conflict. The attack raises critical questions about the classification of data centers as civilian or military assets when they support both commercial and defense operations. It also exposes the lack of international legal frameworks and physical security measures for protecting such infrastructure. The incident shifts the focus from fears of AI replacing humans to the fragility of AI itself in the face of real-world threats.

比推03/03 13:31

How Can a Single Missile Take Down Global AI Giants Instantly?