# 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.

Decoding Stripe's 2025 Annual Letter: Even in the Crypto Winter, It's Still the Summer of Stablecoins

Stripe's 2025 annual letter reveals a strategic pivot, leveraging Web3 technologies to deeply integrate crypto, particularly stablecoins, into the global economic infrastructure, even as the broader crypto market remains in a "winter." The company processed $1.9 trillion in total payment volume in 2025, a 34% year-over-year increase, representing 1.6% of global GDP. This robust base supports its ambitious Web3 initiatives. A key insight is the "summer of stablecoins." Despite a crypto downturn, stablecoin payment volume doubled to $400 billion in 2025, with 60% originating from B2B transactions, demonstrating a shift from speculation to real-world utility. The acquisition of Bridge has been central to this strategy. Integrated into Stripe, Bridge's transaction volume grew over 4x. It now powers Stripe's fiat-to-crypto operations, partnered with Visa on a stablecoin payment card, and launched "Open Issuance" for businesses to easily create their own stablecoins. Privy, another acquisition, simplifies Web3 onboarding. Its API allows businesses to embed user-friendly wallets, supporting over 110 million programmable wallets and making the complexity of crypto "disappear" for end-users. Looking forward, Stripe is incubating Tempo, a new Layer-1 blockchain designed specifically for high-throughput payments, aiming to handle millions to billions of transactions per second to support the future of AI-driven "Agentic Commerce." Partnerships with companies like OpenAI are already building protocols for AI agents to autonomously transact. The letter concludes by hinting at a potential massive acquisition of PayPal, which would significantly boost Stripe's consumer-facing capabilities, though this remains speculative. The overarching narrative is clear: Stripe is building an internet-native financial system where stablecoins, seamless wallets, and powerful new blockchains form the backbone of global commerce and AI-driven transactions.

marsbit02/26 06:39

Decoding Stripe's 2025 Annual Letter: Even in the Crypto Winter, It's Still the Summer of Stablecoins

marsbit02/26 06:39

Stock Price Surges Over 35%! Circle's Earnings Report Exceeds Expectations: USDC Circulation Soars 72%

Circle (CRCL) reported strong Q4 and full-year 2025 financial results, with total revenue and reserve income reaching $770 million in Q4, up 77% year-over-year, exceeding expectations. This drove a 35% surge in its stock price. Key highlights include a 72% YoY increase in USDC circulation to $75.3 billion and a 247% rise in on-chain transaction volume to $11.9 trillion in Q4. Reserve income remained the core revenue driver at $733 million, while non-interest income reached $37 million. For the full year, total revenue grew 64% to $2.7 billion. Although the company reported a net loss of $70 million due to a one-time $424 million stock-based compensation expense from its IPO, adjusted EBITDA doubled to $582 million, indicating profitable core operations. Strategic developments include the stable testnet performance of its Arc blockchain, expansion of the Circle Payments Network with 55 financial institutions onboarded, and a key partnership with Polymarket to use native USDC. Regulatory progress includes conditional approval for a national trust bank. Looking ahead, Circle targets a 40% compound annual growth rate for USDC circulation. CEO Jeremy Allaire emphasized AI-driven payment demand, with 99% of agent-based payments currently using USDC. Despite challenges like declining yields and new competitors like USAT, Circle continues to execute its strategy as a growing internet financial infrastructure provider.

marsbit02/26 03:17

Stock Price Surges Over 35%! Circle's Earnings Report Exceeds Expectations: USDC Circulation Soars 72%

marsbit02/26 03:17

‘AI agents can reason, but they cannot act’: MoonPay builds bridge to money

MoonPay, a global leader in crypto payments and stablecoin infrastructure, has launched MoonPay Agents to enable autonomous AI systems to access and use capital. Recognizing that "AI agents can reason, but they cannot act economically without capital infrastructure," the company built a bridge between AI reasoning and real-world financial execution. This allows verified AI agents to programmatically trade, swap, and move digital assets via non-custodial wallets. This development aligns with broader infrastructure shifts, such as machine-to-machine payment protocols and a surge in stablecoin adoption. Stablecoins are transforming settlement with faster speeds and lower costs compared to traditional card networks, with transaction volume reaching $33 trillion in 2025. Institutional adoption is growing, with nearly half of institutions using stablecoins for payments. Despite regulatory scrutiny and bank resistance, the agent economy is expanding rapidly, compressing legacy financial margins and reshaping the future of autonomous commerce.

ambcrypto02/25 16:01

‘AI agents can reason, but they cannot act’: MoonPay builds bridge to money

ambcrypto02/25 16:01

From Runes To AI Agent Infrastructure: $CRYPTOBURG Lands on Gate.io Crypto Burger Ushers in the “Agent Economy” Era on Bitcoin

Gate.io has listed $CRYPTOBURG, the native asset of the Bitcoin Runes protocol, marking a significant shift from early cultural consensus to building decentralized AI agent infrastructure on Bitcoin. This move transitions the Bitcoin ecosystem from pure asset issuance to an infrastructure phase focused on AI Agents. Crypto Burger is constructing a global, distributed, AI-native autonomous agent network, enabling users to create, own, and operate verifiable AI Agents with independent decision-making and asset management capabilities. This open system challenges centralized AI monopolies and allows agents to engage in high-frequency, automated interactions and value settlements using $CRYPTOBURG. The project introduces a "State Anchoring + External Execution" architecture, using Bitcoin as a secure settlement layer while offloading complex agent operations to an external execution layer. This enables programmable BTC and Runes payments, transforming static Bitcoin assets into dynamic capital. Crypto Burger aims to democratize AI agent creation, fostering a collaborative, cross-scenario A2A economy where value is directly attributed to users via on-chain protocols, redistributing AI productivity dividends to ordinary participants.

TheNewsCrypto02/25 12:45

From Runes To AI Agent Infrastructure: $CRYPTOBURG Lands on Gate.io Crypto Burger Ushers in the “Agent Economy” Era on Bitcoin

TheNewsCrypto02/25 12:45

Meta Eyes Stripe Stablecoins for 2026 Rollout

Meta Platforms plans to integrate stablecoin payments into Facebook, Instagram, and WhatsApp in the second half of 2026, with Stripe likely as the infrastructure partner. This marks a strategic shift from its failed Libra project, as Meta will not issue its own token but instead rely on third-party stablecoins, positioning itself as a distribution layer. The focus is on reducing costs and speeding up cross-border payments for creators, particularly for small amounts. Regulatory clarity from the 2025 GENIUS Act and Stripe’s regulated infrastructure may enable a compliance-first approach. Meta has not disclosed which stablecoins will be supported or specific implementation details.

TheNewsCrypto02/25 12:21

Meta Eyes Stripe Stablecoins for 2026 Rollout

TheNewsCrypto02/25 12:21

AI Era's 'Scarce Assets'? Goldman Sachs: HALO—Heavy Assets, Low Obsolescence

In the AI era, market focus is shifting from scalable, light-asset business models to valuing hard-to-replicate physical assets and infrastructure, a trend Goldman Sachs terms "HALO" (Heavy Assets, Low Obsolescence). This reflects a repricing of scarcity driven by higher real interest rates, geopolitical fragmentation, supply chain restructuring, and massive AI-driven capital expenditure. HALO assets—such as power grids, pipelines, utilities, and critical industrial capacity—have high replication barriers (cost, regulation, engineering complexity) and remain economically durable across technology cycles. Meanwhile, AI is undermining the profitability and terminal value of some light-asset sectors (e.g., software, IT services) by reducing information costs and increasing competition. Notably, major tech firms are now becoming large-scale capital spenders, with projected Capex of $1.5 trillion from 2023-2026—surpassing their cumulative historical investment. Since 2025, Goldman’s heavy-asset portfolio (GSSTCAPI) has outperformed its light-asset counterpart (GSSTCAPL) by 35%, driven by valuation rerating rather than broad de-rating of light assets. Macro factors support this shift: higher rates compress valuations of long-duration growth stocks, while manufacturing and capex cycles benefit heavy-asset firms. Earnings momentum is also stronger for heavy-asset companies, with higher expected CAGR (14% vs. 10%) and improving ROE. Despite recent gains, institutional positioning remains underweight value/heavy-asset stocks, suggesting further potential for outperformance.

marsbit02/25 08:50

AI Era's 'Scarce Assets'? Goldman Sachs: HALO—Heavy Assets, Low Obsolescence

marsbit02/25 08:50

Stablecoin Payments On Instagram, WhatsApp, And Facebook Planned For H2 2026

Meta Platforms is reportedly preparing to reenter the digital payments space by integrating stablecoin-based transactions across Instagram, WhatsApp, and Facebook, targeting a rollout in the second half of 2026. Unlike its previous attempt with the Diem (formerly Libra) project, which faced regulatory pushback and was shut down, Meta is now seeking third-party partnerships to support the infrastructure. Payments company Stripe, which recently acquired stablecoin infrastructure platform Bridge and whose CEO joined Meta’s board, is a leading candidate. If implemented, the move could enable instant cross-border payments for Meta’s over 3 billion users, potentially accelerating mainstream crypto adoption.

bitcoinist02/24 22:32

Stablecoin Payments On Instagram, WhatsApp, And Facebook Planned For H2 2026

bitcoinist02/24 22:32

Canaan Acquires Cipher Mining’s 49% Stake in West Texas Bitcoin Venture for $39.75M

Canaan Inc., a Singapore-based bitcoin mining hardware manufacturer, has acquired Cipher Mining’s 49% stake in a West Texas mining venture for $39.75 million. The all-stock transaction included three mining sites with 120 MW of power capacity and approximately 4.4 exahashes per second of mining power. Canaan paid with 806.4 million Class A shares, equivalent to $53.8 million in ADS, and also purchased 6,840 Avalon A15Pro miners. Following the deal, Canaan’s stock fell 6%, while Cipher’s rose 4%. The move strengthens Canaan’s U.S. mining infrastructure, while Cipher gains equity in Canaan as it shifts focus toward AI and data centers.

TheNewsCrypto02/24 13:08

Canaan Acquires Cipher Mining’s 49% Stake in West Texas Bitcoin Venture for $39.75M

TheNewsCrypto02/24 13:08

Ethereum Foundation Begins Staking 70,000 ETH to Strengthen Network Security

The Ethereum Foundation has begun staking a portion of its treasury reserves, starting with 2,016 ETH and planning to stake 70,000 ETH in total in the coming weeks. The staking rewards will be used to support the foundation’s operations. This move aligns with its previously announced treasury strategy and demonstrates a commitment to using Ethereum’s native economic infrastructure for sustainable funding rather than selling ETH. The staking setup relies on open-source software, including Dirk for distributed signing and Vouch for multi-client support, to minimize single points of failure and enhance resilience. The architecture supports geographically distributed validators and flexible account management. Analysts suggest that staking at this scale strengthens network security, decentralizes validation, and aligns the foundation’s incentives with ecosystem health. The move may also encourage further institutional participation in Ethereum staking.

TheNewsCrypto02/24 12:06

Ethereum Foundation Begins Staking 70,000 ETH to Strengthen Network Security

TheNewsCrypto02/24 12:06

BlackRock and Citadel Are Aggressively 'Sweeping Goods': What Fundamental Changes Have Occurred in the Logic of TradFi Entering DeFi?

Traditional finance (TradFi) giants like BlackRock, Citadel Securities, and Apollo Global Management are now directly purchasing DeFi governance tokens (UNI, ZRO, MORPHO), signaling a strategic shift beyond mere equity investments or pilot programs. This move is primarily about securing access to and aligning with the infrastructure they plan to use for tokenizing and distributing their products on-chain, rather than making broad portfolio bets on DeFi assets. Key drivers include improved custody/operational infrastructure and greater regulatory clarity, such as the upcoming repeal of SAB 121 and potential market structure legislation like the CLARITY Act. While this represents a structural change in institutional engagement, the token price impact has been muted due to weak market conditions and a lack of direct value capture mechanisms for most tokens. For governance tokens to function more like strategic equity, clearer value accrual (e.g., fee switches), reduced VC selling pressure, and enhanced regulatory certainty are needed. Concerns about governance centralisation exist, but increased professional participation could improve oversight. More TradFi firms, particularly those building tokenized products (e.g., Fidelity, Franklin Templeton), are expected to follow, focusing on blue-chip protocols in stablecoins, RWAs, and trading infrastructure.

marsbit02/24 10:45

BlackRock and Citadel Are Aggressively 'Sweeping Goods': What Fundamental Changes Have Occurred in the Logic of TradFi Entering DeFi?