# 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.

If Ozak AI Follows Its Current Trajectory, 2026–2028 Could Mark the Most Profitable Window for Early Holders

As attention in the crypto market shifts from short-term speculation to long-term positioning, analysts are increasingly focused on when value creation will occur. For Ozak AI, forecasts suggest the 2026–2028 period could be the most profitable window for early holders if the project maintains its current growth path. This outlook is based on roadmap timing, AI-sector expansion cycles, and historical trends in crypto infrastructure adoption. Analysts believe the next major crypto expansion will be driven by functional AI infrastructure, with adoption accelerating from 2026 and peaking toward 2028. Ozak AI’s roadmap is aligned with this timeline, featuring progressive deployment of AI-native infrastructure like Prediction Agents, Ozak Stream Network, EigenLayer AVS integration, Arbitrum Orbit, and Data Vaults. By mid-to-late 2026, these components are expected to operate at scale, transitioning the platform into a usage-driven ecosystem. Early holders benefit from low entry valuations, exposure before full deployment, and positioning ahead of peak AI-driven demand. Macro trends also support this thesis, including growing enterprise interest in decentralized AI, regulatory shifts toward transparent systems, and accelerating demand for real-time data intelligence. Valuation models indicate the most significant expansion may occur when AI infrastructure becomes indispensable, making early positioning a long-duration strategy rather than a short-term trade. In summary, if execution continues as planned, 2026–2028 could define Ozak AI’s most profitable phase for early holders, driven by converging technology, timing, and sector momentum.

TheNewsCrypto02/17 12:52

If Ozak AI Follows Its Current Trajectory, 2026–2028 Could Mark the Most Profitable Window for Early Holders

TheNewsCrypto02/17 12:52

a16z Crypto Founder on Stablecoins: The 'WhatsApp Moment' in Money Has Arrived

Chris Dixon, general partner at a16z Crypto, argues that stablecoins are bringing about a "WhatsApp moment" for money—dramatically reducing the cost and increasing the speed of global payments, much like messaging apps did for communication. Last year, stablecoin transaction volume reached over $12 trillion, nearing Visa’s $17 trillion, but at a fraction of the cost. Stablecoins, which are pegged to assets like the U.S. dollar, are becoming mainstream for online and international payments. They offer near-instant settlement, high reliability, and programmability, effectively turning money into software. While adoption is still largely within crypto-native and global business contexts, integration with traditional finance is accelerating. U.S. policy developments, such as the proposed Clarity Act, could provide the regulatory framework needed for stablecoins to scale as part of global financial infrastructure. Major companies like Stripe, Fidelity, and SpaceX are already using or issuing stablecoins to cut costs, streamline cross-border payroll, and operate in regions with weak banking systems. A significant secondary effect is the strengthening of the U.S. dollar’s dominance. Stablecoin issuers like Circle and Tether now hold nearly $140 billion in short-term U.S. Treasury bonds, making them top holders. If growth continues, they could rank among the top 10 Treasury holders by next year. Ultimately, stablecoins are reshaping global finance by enabling borderless value transfer, much as the internet enabled borderless communication—provided clear rules and market structures support their growth.

marsbit02/15 11:13

a16z Crypto Founder on Stablecoins: The 'WhatsApp Moment' in Money Has Arrived

marsbit02/15 11:13

From 24 to 1 to 5: YC No Longer Invests in Crypto, But Crypto Hasn't Disappeared

The article analyzes Y Combinator's shifting investment focus in crypto-related startups, highlighting a transition from direct crypto infrastructure to applications leveraging crypto as an underlying utility. Key data shows YC's crypto investments peaked in 2022 with 44 companies (e.g., DeFi protocols, NFT infrastructure), then sharply declined to just 1 in Summer 2024. The Winter 2026 batch includes 5 crypto-related companies, but they represent a fundamental shift: none are building traditional crypto products like chains or protocols. Instead, they focus on practical solutions where crypto is invisible to end-users. Examples include Unifold (Stripe-like API for crypto deposits), SpotPay (stablecoin-based neobank for cross-border payments), and Sequence Markets (execution engine for digital assets). Two notable projects are highlighted: Orthogonal, building a payment gateway for AI agents using crypto for machine-to-machine microtransactions, and Forum, creating a regulated "attention exchange" to trade quantified cultural focus, potentially involving tokenization. YC's recent Request for Startups (RFS) guidance confirms this trend, explicitly prioritizing "stablecoin financial services" and "new financial primitives" over generic crypto/Web3 themes. The author concludes that YC is no longer investing in crypto for its own sake, but in companies using crypto as a tool to solve real problems—often without users realizing it. This signals a maturation where crypto's value lies in becoming embedded infrastructure for other industries, particularly AI and finance, rather than a standalone ecosystem.

marsbit02/14 10:34

From 24 to 1 to 5: YC No Longer Invests in Crypto, But Crypto Hasn't Disappeared

marsbit02/14 10:34

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