# 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.

Pendle Announces Token Upgrade to Scale Its DeFi Yield Platform

Pendle, the largest crypto yield trading platform, has announced a major upgrade to its native tokenomics with the introduction of sPENDLE. This update aims to unlock deeper liquidity, diversify revenue streams, and strengthen Pendle’s leadership in on-chain yield and interest rate markets. The upgrade follows a record-breaking performance in 2025, with $5.7B average TVL (up 76% YoY), $4.46B in cumulative protocol fees (up 134% YoY), and $54B in monthly nominal trading volume. Key features of the upgrade include protocol revenue being used to buy back and distribute $PENDLE to active sPENDLE holders, a flexible exit mechanism for sPENDLE (14-day no-penalty or 5% fee for instant redemption), and improved voting via an algorithmic emissions model aimed at reducing PENDLE emissions by 20–30%. The vePENDLE lock mechanism will be paused on January 29. The upgrade also supports Boros, Pendle’s innovative platform for tokenizing perpetual funding rates, which has reached $6.9B in notional open interest and $91M in OI within four months of launch. Pendle aims to bridge DeFi with traditional fixed-income markets, offering tools like Principal Tokens (PT), Yield Tokens (YT), and funding rate derivatives to expand access to global yield opportunities.

marsbit01/20 03:14

Pendle Announces Token Upgrade to Scale Its DeFi Yield Platform

marsbit01/20 03:14

Dialogue with Axis: How a Group of Quantitative Traders is Reshaping 'Yield-Bearing Dollars' with Institutional Strategies?

Axis, founded by a team of quantitative traders including Chris (an early QCP Capital employee and co-founder of the $400M+ AUM fund Alphanonce with 35%+ annual returns), is building a protocol to generate sustainable, transparent yield on-chain through institutional-grade arbitrage strategies. The core product is USDx, a dollar-pegged synthetic asset that users can stake to earn yield. Unlike many DeFi protocols that rely on unsustainable token incentives or directional market bets, Axis’s returns are generated from real, verifiable cross-market arbitrage opportunities. The team’s extensive background in traditional finance, quant trading, and DeFi (with experience from firms like BlackRock, Tether, Ondo, and Maple) informs their focus on capital efficiency, rigorous risk management, and institutional security practices. Axis recently raised a $5M private round led by Galaxy Ventures, with participation from OKX Ventures and FalconX. The protocol is built on Plasma, chosen for its deep USDT liquidity and mature DeFi infrastructure, and is currently in a private testing phase ahead of public launch. Key innovations include a dynamic “arbitrage engine” that allocates capital across multiple strategies (not just basis trading) to capture opportunities in various market conditions. The team emphasizes transparency, with plans for on-chain, third-party-verified proof of reserves and delta-neutrality to build trust. Long-term, Axis aims to evolve from a yield generator into critical “liquidity infrastructure” for the on-chain economy, with plans to expand into yield-bearing assets backed by Bitcoin and gold.

marsbit01/20 03:03

Dialogue with Axis: How a Group of Quantitative Traders is Reshaping 'Yield-Bearing Dollars' with Institutional Strategies?

marsbit01/20 03:03

NYSE Launches 24/7 Tokenized Stock Trading: Which Crypto Businesses Will Directly Benefit or Suffer?

The New York Stock Exchange (NYSE) has announced plans to launch a tokenized securities trading and on-chain settlement platform supporting 24/7 trading of U.S. stocks and ETFs, fractional shares, stablecoin-based settlements, and instant settlement. This move is expected to have significant implications for the crypto industry. Potential beneficiaries include compliant U.S. stablecoins like USDC, which could be chosen for settlements, boosting their adoption. Leveraged stock-to-crypto trading platforms (e.g., Hyperliquid) may benefit from improved hedging opportunities due to aligned 24/7 trading hours. Perpetual swap and basis trading protocols (e.g., Ethena) could gain new, high-quality assets for arbitrage strategies. Selected infrastructure providers, such as blockchains and oracles, may also see growth, though traditional finance connections will be crucial. Conversely, existing crypto-native stock tokenization platforms face direct competition from the NYSE's superior regulatory backing and promise of equal dividends and governance rights. Spot stock-to-crypto trading platforms are particularly vulnerable and may need to pivot to offshore markets or derivatives to survive. Overall, while the NYSE's entry threatens some crypto-native businesses, it highlights the growing value of crypto's unique strengths: stablecoin infrastructure, leveraged trading, and on-chain financial engineering. Competition will intensify, but new opportunities will emerge.

Odaily星球日报01/20 02:13

NYSE Launches 24/7 Tokenized Stock Trading: Which Crypto Businesses Will Directly Benefit or Suffer?

Odaily星球日报01/20 02:13

Delphi Digital: Three Major Trends in Prediction Markets

Delphi Digital outlines three key trends shaping the future of prediction markets, now a $600M+ sector. Major players like CME Group, Coinbase, and Robinhood are entering, while incumbents Polymarket and Kalshi aggressively expand. Polymarket focuses on CFTC-compliant crypto-native infrastructure, U.S. re-entry, and Web2 partnerships. Kalshi leverages regulatory advantages and orderbook liquidity for global growth. Layer 1 and Layer 2 networks now have economic incentives to capture prediction market activity. Verticalized markets for specific user groups will outperform generic platforms. Three predictions are highlighted: 1. **Perpetual-ized Options**: Prediction markets simplify options into binary, expiry-free formats (e.g., “Will BTC close above $150K on June 30?”), boosting accessibility. 2. **Native On-Chain Risk Markets**: These will provide DeFi-native insurance (e.g., short-term markets to hedge stETH depegging risks). 3. **Unbundling**: The stack will split to serve different users—professional tools (aggregators, advanced analytics) and social-first interfaces for mass adoption. AI agents may soon dominate arbitrage, pushing innovation toward new mechanisms like impact markets, sentiment prediction, virtual sports, futarchy, and coordination markets. Prediction markets are evolving into foundational infrastructure for options, insurance, and governance.

链捕手01/19 15:30

Delphi Digital: Three Major Trends in Prediction Markets

链捕手01/19 15:30

xAI's Trump Card: Why Grok 5 Could Become the Strongest Model in 2026?

xAI's Grok 5, a 7-trillion-parameter model set for release in 2026, is positioned to become the most powerful AI model due to four key advantages. First, xAI has a massive compute advantage, with plans to deploy 1 million GPUs across multiple data centers, including custom power solutions like airlifted gas turbines and Tesla Megapacks to bypass grid limitations. Second, it leverages real-time data from X (Twitter), processing over 100 million posts daily for training, enabling superior cultural and trend awareness. Third, X’s distribution network—700 million DAU and 6 billion MAU—provides a built-in user base and integration potential for an "everything app." Finally, xAI benefits from physical AI integration through Tesla’s autonomous vehicles and Optimus robots, which supply real-world data and act as deployment platforms. Despite risks like Musk’s controversies, execution challenges, and potential shifts in scaling laws, xAI’s ecosystem strategy may secure its lead.

marsbit01/19 09:57

xAI's Trump Card: Why Grok 5 Could Become the Strongest Model in 2026?

marsbit01/19 09:57

Pantera: The Year of Ups and Downs in 2025, The Projects We Invested In

Pantera Capital's 2025 Investment Report highlights a record year with 31 investments, 85% of which were led by the firm. Four portfolio companies went public, reaching a combined market cap of ~$33 billion. Key investment areas included Infrastructure (38.71%), Internet Capital Markets (16.3%), Stablecoins (12.9%), Consumer (12.9%), AI & Robotics (12.9%), and Enterprise Solutions (6.45%). Geographically, 64.52% of investments were in North America. The year saw significant developments like $46T in stablecoin volume, BlackRock’s IBIT surpassing $100B AUM, and increased regulatory clarity. Pantera emphasizes that 2025’s volatility helped distinguish real value from hype, setting the stage for a stronger 2026.

marsbit01/19 08:38

Pantera: The Year of Ups and Downs in 2025, The Projects We Invested In

marsbit01/19 08:38

Weekly Funding Roundup | 11 Projects Secured Investments, Total Funding Reaches $232 Million (Jan 12-18)

According to Odaily Planet Daily, from January 12 to 18, 2025, the global blockchain sector saw 11 funding rounds, a slight increase from the previous week, though the total funding amount decreased to $232 million from $332 million. The largest single funding round was secured by fintech infrastructure provider Alpaca, which raised $150 million in a Series D round led by Drive Capital, achieving a valuation of $1.15 billion. The second largest was a $20 million investment in Project Eleven, a crypto security startup focused on protecting cryptocurrencies from quantum attacks, valuing the company at $120 million. Other notable funding includes: VelaFi, a stablecoin financial infrastructure provider, raised $20 million in a Series B round; Singapore-based crypto financial platform Veera raised $10 million; Noise, building a prediction market information platform, raised $7.1 million; and stablecoin service provider Meld raised $7 million. Additional investments were made in BeatCoin ($5 million), Neuramint ($5 million for a Web3 AI agent platform), Slips ($3.5 million for a decentralized prediction market), Titl ($2.5 million for blockchain real estate tech), and AGGX ($2 million for AI and GPU infrastructure).

marsbit01/19 08:25

Weekly Funding Roundup | 11 Projects Secured Investments, Total Funding Reaches $232 Million (Jan 12-18)

marsbit01/19 08:25

Mapping the New Finance Ecosystem: Nine Major Sectors in a 'Hundred Regiments Battle', with Tokenization, Stablecoins, and Neo-Banks as the Main Battlefields

Andy, founder of The Rollup, outlines the landscape of Neo Finance in 2026, identifying it as the fastest-growing sector in the global financial system. The ecosystem comprises nine major segments, including over 100 projects, with tokenization, stablecoins, and neobanking highlighted as the primary growth areas. Tokenization of real-world assets like bonds and commodities is gaining significant traction. Stablecoins remain the top entry point for new users, with yield-bearing variants growing exponentially. Neobanks are leveraging DeFi infrastructure to offer consumer-friendly banking experiences with superior yields. The article emphasizes that outdated crypto practices are fading, and a new financial era driven by utility and adoption is emerging.

marsbit01/19 06:25

Mapping the New Finance Ecosystem: Nine Major Sectors in a 'Hundred Regiments Battle', with Tokenization, Stablecoins, and Neo-Banks as the Main Battlefields

marsbit01/19 06:25

Coinbase: The Evolution from a Fringe Project to Global Financial Infrastructure

Coinbase's journey from a 2012 Y Combinator project to a global crypto financial infrastructure is a story of contrarian strategy, internal turmoil, and aggressive political maneuvering. Its early success stemmed from a focus on compliance and trust in a rebellious industry, securing banking relationships and state licenses to become a safe haven after the Mt. Gox collapse. Internally, the company faced crises, including a 2020 "apolitical" cultural purge where 5% of employees left, and serious racial discrimination allegations. It also navigated the first crypto insider trading case, which became a legal prelude to SEC challenges. Facing regulatory pressure, Coinbase fought back legally and politically. It spent over $119 million in the 2024 election cycle, successfully ousting crypto-skeptic Senator Sherrod Brown, and shifted Washington's stance on crypto. Financially, Coinbase transformed its business model. While 96% of its revenue came from trading fees in 2020, by 2025, nearly half is from stablecoin services (USDC), staking, and ETF custody—where it holds an 85% market share of Bitcoin ETF assets. Looking ahead, Coinbase is expanding into Web3 with its Base blockchain (adopting a no-token strategy) and aims to become an "Everything Exchange," offering stocks and commodities. However, its dominance creates systemic risks, as its concentration of ETF custody assets makes it a potential single point of failure.

marsbit01/19 06:20

Coinbase: The Evolution from a Fringe Project to Global Financial Infrastructure

marsbit01/19 06:20

Has the Crypto Talent Market Saturated with an 80% Plunge in Job Openings?

Has the crypto job market reached saturation? The data from early 2026 suggests a sharp slowdown. In the first two weeks of January 2026, only 85–90 new unique job postings were recorded across major crypto-focused job boards—an 80% drop compared to the same period in 2025, which saw around 38 postings per day. Despite the decline, certain trends stand out: 60% of roles are technical/engineering positions, while 40% are non-technical or business development roles. About 65% of openings are mid-to-senior level, indicating that companies are prioritizing experienced talent to lead core projects. Most roles require 5+ years of experience, with management positions demanding 7+ years. Hiring remains strongest among growth-stage companies that have completed Series A funding or beyond. Key areas attracting talent include infrastructure, stablecoins, and payment/fintech startups. Prediction markets like Kalshi and Polymarket are also actively competing for talent. A notable shift is the rising influence of the Solana ecosystem. For the first time since 2016, Solana attracted a larger share of new developers (22%) than Ethereum (16%) in 2024. With a 70% year-over-year increase in ecosystem funding in Q3 2025, Solana is challenging Ethereum’s long-standing dominance in developer and hiring markets. Looking ahead, the author suggests that the crypto job market will continue to evolve. Projects with strong fundamentals, real users, and sustainable revenue models are likely to succeed in 2026, especially as the industry reacts to the underperformance of many tokens launched in recent years.

marsbit01/19 02:10

Has the Crypto Talent Market Saturated with an 80% Plunge in Job Openings?