# 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.

AI in the US 'Competes with the People for Electricity', Nuclear Power Becomes Silicon Valley's 'Last Hope'

The rapid expansion of AI in the U.S. is driving unprecedented electricity demand, leading major tech companies to invest heavily in nuclear power to secure stable energy supplies. Meta has signed long-term agreements to procure up to 6.6 GW of nuclear power by 2035, while Microsoft, Amazon, and Google are also backing nuclear projects, including restarting retired plants and developing small modular reactors (SMRs). This shift comes as data centers—powered largely by AI—double global electricity consumption by 2030, straining the U.S. grid. The PJM grid, serving 13 states, is near capacity, with power demand growing at 4.8% annually. However, new transmission lines take 5–10 years to build, far slower than data center construction. Power shortages have caused electricity prices to surge by over 200% in some regions, raising public concern and regulatory pressure. Companies like Microsoft now advocate for data centers to bear higher grid upgrade costs. While the U.S. pushes for a nuclear revival supported by federal policy, transmission infrastructure remains a bottleneck. Alternatives like space-based computing are emerging, but nuclear energy remains a critical near-term solution for AI’s growing power needs.

marsbit01/15 10:06

AI in the US 'Competes with the People for Electricity', Nuclear Power Becomes Silicon Valley's 'Last Hope'

marsbit01/15 10:06

Visa Brings Stablecoins To $1.7 Trillion Platform In BVNK Partnership

Visa has partnered with stablecoin infrastructure provider BVNK to integrate stablecoin payments into its Visa Direct platform, a $1.7 trillion real-time global payout system. This collaboration aims to modernize money movement by reducing friction and providing faster, more efficient payment options, including during non-banking hours. Initially targeting markets with strong digital payment demand, the service will include stablecoin pre-funding and payouts. The partnership follows an investment by Visa Ventures in BVNK in May 2025. Both companies emphasize the transformative potential of stablecoins as a core payments infrastructure. This move comes as stablecoin adoption grows, with total transaction volume reaching a record $33 trillion in 2025, led by USDC and USDT.

bitcoinist01/15 08:02

Visa Brings Stablecoins To $1.7 Trillion Platform In BVNK Partnership

bitcoinist01/15 08:02

a16z: Two Suggestions for Crypto Industry Builders in 2026

In their 2026 outlook, a16z crypto partners offer two key recommendations for builders in the crypto space. First, Arianna Simpson argues that while many successful crypto companies are pivoting to trading platforms, this short-term strategy may dilute market focus and limit long-term competitiveness. Trading, though important, should be a transit point rather than the end goal. Founders are encouraged to focus on building substantive products rather than seeking immediate product-market fit through speculative token dynamics. Second, Miles Jennings highlights that regulatory clarity in the U.S. could resolve long-standing legal uncertainties that have hindered blockchain development. Historically, ambiguous securities laws forced projects to prioritize legal risk over product strategy, leading to non-transparent practices and distorted incentives. The anticipated passage of crypto market structure legislation may establish clear standards for token issuance, governance, and decentralization, enabling networks to operate as truly open, autonomous, and decentralized systems. Together, these insights urge builders to prioritize sustainable product development over short-term gains and welcome regulatory clarity as a catalyst for genuine innovation.

marsbit01/15 06:44

a16z: Two Suggestions for Crypto Industry Builders in 2026

marsbit01/15 06:44

Ozak AI x Openledger xSpaces Dives Into Trustworthy Data Infrastructure for Autonomous AI

Ozak AI and Openledger are co-hosting an xSpaces session on January 13th to explore the critical role of trustworthy data infrastructure for the future of autonomous AI. As AI systems take on greater responsibilities, the need for verifiable, transparent, and tamper-proof data has become essential. The discussion will focus on how reliable data enables scalable, profitable, and accountable AI agents, with Openledger providing the verifiable data frameworks. Key speakers include Ozak AI's CEO Pax Reid and Openledger's Ram Kumar. The context is strengthened by Ozak AI's recent momentum, including over $5.6M in funding, exchange listings, and the live launch of its EON platform, which has undergone security audits. This session highlights how data integrity is the foundational layer for the next generation of AI.

TheNewsCrypto01/15 04:41

Ozak AI x Openledger xSpaces Dives Into Trustworthy Data Infrastructure for Autonomous AI

TheNewsCrypto01/15 04:41

From "On-Chain Applications" to "Financial Infrastructure": The Generational Evolution and Transformation of Perp DEX

Title: From "On-Chain Applications" to "Financial Infrastructure": The Generational Evolution of Perp DEX The 2025 period was a "great filtering era" for the derivatives sector. Surviving Perp DEX platforms have moved beyond being mere "low-cost versions" of CEXs by solving the core cost in finance: trust. With the adoption of full-chain abstraction, users in 2026 can perform seamless cross-chain transactions while retaining asset sovereignty, as funds are secured in smart contracts rather than held by intermediaries. On-chain derivatives now consistently account for over 25% of total trading volume, marking a fundamental shift in user behavior. Over 90% of Perp DEXs failed due to product homogeneity, reliance on subsidized "rented liquidity," and soaring customer acquisition costs. Merely forking existing code or offering token incentives proved unsustainable. Four successful models have emerged: 1. **Hyperliquid**: Achieved near-CEX performance by building its own L1 blockchain optimized for low-latency order books, attracting quantitative capital. 2. **Aster**: Leveraged the Binance ecosystem to offer enhanced capital efficiency, allowing users to earn yield on collateral (e.g., staking rewards) while trading. 3. **Lighter**: Built an app-specific ZK-Rollup to provide a verifiable, mathematically-proven trading infrastructure with anti-MEV properties, appealing to institutions. 4. **Decibel**: Unified high performance and full-chain composability on Aptos, achieving sub-20ms latency and enabling cross-chain margin accounts for seamless trading from wallets like MetaMask. Future evolution will focus on: * **Intent-centric trading**: Users express a desired outcome, and solvers find the optimal execution path. * **AI Agents**: The rise of AI-driven trading strategies will require DEXs to provide high computational power and low latency. * **Advanced Pricing Models**: Dynamic risk engines will use real-time volatility data to automatically adjust parameters, increasing system robustness beyond traditional CEXs. The key to survival is providing unparalleled execution efficiency that capital and trading strategies cannot refuse.

marsbit01/15 04:34

From "On-Chain Applications" to "Financial Infrastructure": The Generational Evolution and Transformation of Perp DEX

marsbit01/15 04:34

After the $250 Million Acquisition, Polygon's Long-Term Strategy Emerges

Polygon Labs has announced the acquisition of crypto startups Coinme and Sequence for a total of over $250 million. The deals are part of Polygon's strategic push into the stablecoin sector and broader financial infrastructure. Coinme, a US-based financial services company holding multiple state money transmitter licenses, will provide crucial regulatory compliance for Polygon to enter the US market. It will continue operating its existing crypto exchange, wallet, and service offerings. Sequence, a wallet and developer infrastructure provider, is intended to bolster the user-facing entry point for Polygon's ecosystem. These acquisitions represent a clear "upstream and downstream" strategy: securing regulatory pathways on one end and user infrastructure on the other. This aggressive, counter-cyclical move aims to transition Polygon from a crypto infrastructure project into a regulated financial infrastructure provider amid a tightening regulatory environment. Despite a broader market downturn, Polygon has shown resilience in on-chain revenue, recently ranking seventh among blockchains. A significant short-term driver of this growth is Polymarket, a prediction market platform whose high transaction volume has substantially increased network fees. This activity has accelerated the burn of POL tokens, creating a deflationary effect that currently outpaces staking rewards. In summary, while short-term fee growth is largely fueled by Polymarket, Polygon's long-term strategy is focused on building a compliant framework for stablecoins and real-world financial applications, positioning itself for the next phase of competition.

Odaily星球日报01/14 12:47

After the $250 Million Acquisition, Polygon's Long-Term Strategy Emerges

Odaily星球日报01/14 12:47

Alibaba Invested in a Latin American Stablecoin Company, Why VelaFi?

VelaFi, a financial infrastructure platform focused on Latin America and bridging fiat and crypto, has raised $20 million in a Series B round, bringing its total funding to over $40 million. Notably, the investment round included participation from Alibaba Investment, a subsidiary of Alibaba Group. Alibaba's investment is strategic, as VelaFi's stablecoin-based infrastructure enables instant, low-cost cross-border settlements. This addresses key pain points of high fees and slow processing times, aligning with Alibaba's goals for its AliExpress and B2B platforms in emerging markets. The funding was co-led by XVC and Ikuyo, with participation from other firms. VelaFi, part of Galactic Holdings and led by CEO Maggie Wu, was formerly known as TruBit Business. It has expanded from Latin America into the U.S. and Asia, serving hundreds of enterprise clients and processing billions in transaction volume. VelaFi's core B2B model focuses on two main services: providing regulated on/off ramps for converting between local fiat and stablecoins, and facilitating cross-border payments by converting one local currency directly into another (e.g., Mexican Pesos to Brazilian Reals). It achieves this by integrating with local instant payment systems like Mexico's SPEI and Brazil's PIX, using stablecoins as a settlement layer to create a faster, more efficient alternative to traditional banking channels.

marsbit01/14 10:40

Alibaba Invested in a Latin American Stablecoin Company, Why VelaFi?

marsbit01/14 10:40

Deconstructing Smart-Cashtags: How X Is Entering Web3 Financial Infrastructure?

X, formerly Twitter, is launching "Smart-Cashtags," a feature that integrates real-time financial data directly into its platform, marking a significant step in its evolution into an "Everything App." This update aims to eliminate the friction users face when switching between X for market information, charting tools like TradingView, and exchanges to execute trades. The core innovation is the binding of a cashtag (e.g., $SOL) to a specific on-chain smart contract address, combating the widespread issue of scam tokens with identical names. This provides a layer of verification and security for users. Beyond fraud prevention, Smart-Cashtags will display a financial dashboard with real-time price, volume, and on-chain data when a user clicks a tag. This transforms X into a "Bloomberg Terminal for retail," enabling near-instant decision-making without leaving the app and accelerating the platform's influence on asset pricing. This move is also a strategic play in the "Web3 traffic入口" war against Telegram, which has captured mobile trading demand via its trading bots. With the recent acquisition of payment licenses and an in-app wallet in development, X is positioned to eventually integrate "Buy/Sell" buttons, potentially becoming the world's largest social trading platform. Scheduled for a global rollout, Smart-Cashtags represent X's ambition to move beyond being a source of information to becoming the central hub for social finance (Social-Fi), capturing value directly within its ecosystem.

marsbit01/14 07:37

Deconstructing Smart-Cashtags: How X Is Entering Web3 Financial Infrastructure?

marsbit01/14 07:37

Polygon's $250 Million Acquisition Signals Shift in L2 Competition

Polygon Labs has announced the acquisition of cryptocurrency payment infrastructure provider Coinme and blockchain development platform Sequence for a total exceeding $250 million. The strategic move aims to bolster Polygon's stablecoin strategy and its vision for an "Open Money Stack." Coinme, a long-standing compliant crypto business in the U.S., operates a vast network of over 50,000 retail locations and holds a series of money transmitter licenses. This acquisition provides Polygon with critical off-ramp and on-ramp capabilities, enabling seamless conversion between cash, fiat, and on-chain assets like stablecoins. Sequence contributes its modular technology stack, including a smart wallet with account abstraction and a cross-chain orchestration engine called Trails. This simplifies the user experience by allowing seamless interactions across multiple chains without users needing to manage gas fees or underlying complexities. Together, these acquisitions form the foundation of Polygon's Open Money Stack, which integrates layers for fiat ramps, wallet infrastructure, cross-chain interoperability, and blockchain settlement. This reflects a broader shift in the Layer 2 competitive landscape, where success is increasingly determined by full-stack integration—combining compliant entry points with seamless user experiences—rather than just technical performance.

marsbit01/14 05:05

Polygon's $250 Million Acquisition Signals Shift in L2 Competition

marsbit01/14 05:05

Crypto Developers Could Get Long-Term Shield Under New Senate Bill

US Senators Cynthia Lummis and Ron Wyden introduced the Blockchain Regulatory Certainty Act, a standalone bill to protect blockchain developers and non-custodial infrastructure providers from being classified as money transmitters. The legislation creates a safe harbor for those who write code or maintain networks without controlling user funds, meaning liability depends on custody of assets rather than software development. This aims to reduce legal risks for node operators and open-source developers. The move follows industry lobbying and delays in broader crypto market-structure legislation. While welcomed by many, some caution that clear definitions are needed to prevent loopholes and ensure the protection applies only to builders, not asset handlers.

bitcoinist01/14 03:01

Crypto Developers Could Get Long-Term Shield Under New Senate Bill