# 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.

Grayscale's Latest Report: Top 10 Investment Themes for 2026 and the End of the 'Four-Year Cycle'

Grayscale's 2026 Digital Asset Outlook report posits a fundamental shift in the crypto market, moving away from the volatile, retail-driven "four-year cycle" narrative and into an era dominated by institutional capital. The core drivers for 2026 are identified as: 1) rising macro demand for alternative stores of value (e.g., BTC, ETH) due to fiat currency uncertainties, and 2) significantly improved regulatory clarity, including anticipated bipartisan U.S. market structure legislation. The report outlines ten key investment themes for 2026: demand for monetary alternatives; regulatory support; stablecoin expansion post-GENIUS Act; the inflection point for asset tokenization; the need for privacy solutions; blockchain-based answers to AI centralization; DeFi acceleration led by lending; next-gen infrastructure; a focus on sustainable revenue models; and staking becoming a default investment strategy. Grayscale expects a continued institutional bull market, with Bitcoin likely reaching new all-time highs in H1 2026, driven by steady inflows via Exchange-Traded Products (ETPs) rather than speculative retail surges. Two topics are dismissed as "red herrings" for the year: quantum computing's threat and Digital Asset Treasury Companies (DATs). The conclusion emphasizes that the institutional era will widen the gap between assets with clear use cases, compliant access, and sustainable models and those without.

marsbit12/17 07:09

Grayscale's Latest Report: Top 10 Investment Themes for 2026 and the End of the 'Four-Year Cycle'

marsbit12/17 07:09

HashKey Holdings Officially Lists on the Main Board of The Stock Exchange of Hong Kong

HashKey Holdings Limited (Stock Code: 3887.HK), a mature integrated digital asset company in Asia, has officially listed on the Main Board of the Hong Kong Stock Exchange, becoming the first publicly listed digital asset company in Hong Kong. This marks a new development phase, strengthening its global presence and long-term strategy. At the listing ceremony, Dr. Xiao Feng, Chairman and CEO of HashKey, emphasized the company's commitment to compliance and its Hong Kong roots. He stated that HashKey will continue enhancing infrastructure capabilities, including security, custody, on-chain execution, and compliance, to build a world-leading digital asset services platform. The global offering attracted significant market attention, with nine cornerstone investors participating, including UBS AM Singapore, Fidelity, and CDH Investments. Since its establishment in 2018, HashKey has adhered to a compliance-first and technology-driven strategy, developing three core business areas: trading facilitation, on-chain services, and asset management. It aims to provide secure, reliable, and compliant digital asset market access for both retail and institutional clients. Looking ahead, under Hong Kong's policy framework promoting phased real-world asset tokenization and digital financial infrastructure development, HashKey will focus on steady growth and continuous innovation. It aims to improve the digital asset infrastructure system within regulatory frameworks, supporting Hong Kong's role as a key hub in the global digital asset landscape.

marsbit12/17 03:58

HashKey Holdings Officially Lists on the Main Board of The Stock Exchange of Hong Kong

marsbit12/17 03:58

HashKey Holdings Officially Lists on the Main Board of The Stock Exchange of Hong Kong

HashKey Holdings Limited (Stock Code: 3887.HK), a leading integrated digital asset company in Asia, has officially listed on the Main Board of the Hong Kong Stock Exchange. This marks the first IPO of a digital asset firm in Hong Kong, representing a significant milestone for both the company and the industry. Dr. Xiao Feng, Chairman and CEO of HashKey, emphasized the company’s commitment to compliance and its vision to build a world-class digital asset infrastructure platform, focusing on security, custody, on-chain execution, and regulatory alignment. The global offering attracted strong interest, with nine cornerstone investors participating, including UBS AM Singapore, Fidelity, and CDH Investments. Since its establishment in 2018, HashKey has operated with a compliance-first and technology-driven strategy, offering services across trading, on-chain solutions, and asset management. It aims to provide secure and regulated access to digital assets for both retail and institutional clients. Looking ahead, HashKey plans to support Hong Kong’s policy framework for tokenization of real-world assets and the development of digital financial infrastructure, reinforcing its role as a key player in the global digital asset ecosystem.

深潮12/17 03:35

HashKey Holdings Officially Lists on the Main Board of The Stock Exchange of Hong Kong

深潮12/17 03:35

Bitcoin Hyper Raises $29.5M — Market Believes Bitcoin's Development Will Extend Beyond the Main Network

Bitcoin faces a core paradox: its growing value as a "trust base" increases the desire to use it for payments, DeFi, and on-chain products, but its base layer is slow, limited, and expensive. This has reignited the 2025 narrative around Bitcoin Layer 2 (L2) solutions, driven by user experience demands and economic concerns over low transaction fees threatening miner revenue post-halving. Against this backdrop, projects like Bitcoin Hyper are gaining significant attention and investment. It recently raised $29.5 million in a presale by betting on a specific technical approach: integrating the Solana Virtual Machine (SVM) to create a high-speed Bitcoin L2. Its promise is extremely low-latency smart contract execution, potentially "faster than Solana," targeting DeFi, gaming, and high-frequency use cases. Architecturally, it follows a modular design where Bitcoin L1 provides base-layer security while computations are off-chain in L2. A key compromise is its use of a single trusted sequencer, introducing centralization risks, but the market currently seems to prioritize speed and ecosystem growth over perfect decentralization. The substantial investment signals strong demand for the narrative of combining Bitcoin's security with fast, scalable smart contracts, with success ultimately hinging on bridge quality, real-world performance, and developer adoption.

bitcoinist12/16 18:03

Bitcoin Hyper Raises $29.5M — Market Believes Bitcoin's Development Will Extend Beyond the Main Network

bitcoinist12/16 18:03

Abandoning Mining for the Cloud: Bitcoin Miners Reshape Business Models in the AI Era

Bitcoin miners are facing a survival crisis due to declining Bitcoin prices and rising operational costs, with the average cost to mine one Bitcoin now exceeding its market value. In response, many are pivoting to leasing data center space to major tech companies for AI computational needs. This shift leverages their existing infrastructure—including power capacity, cooling systems, and high-performance hardware—to meet the explosive demand for AI data processing. Companies like Core Scientific have successfully transitioned, turning losses into profits by repurposing their facilities. This move not only provides stable revenue streams but also enhances the industry’s overall resilience, signaling a broader evolution from pure cryptocurrency mining toward diversified digital asset technology services.

比推12/16 13:19

Abandoning Mining for the Cloud: Bitcoin Miners Reshape Business Models in the AI Era

比推12/16 13:19

From Mining to Prediction Markets: CoinShares' 2026 Crypto Roadmap

CoinShares' 2026 Crypto Roadmap highlights a significant shift from speculative investments to utility-driven projects. Key trends include a strong recovery in crypto VC funding, which has surpassed 2024 levels, with capital concentrating on large-scale deals focused on real-world utility and cash flow. Four major investment themes for 2026 are identified: RWA (especially stablecoins), AI-integrated consumer applications, retail-focused on-chain investment platforms, and Bitcoin utility infrastructure. Prediction markets, led by platforms like Polymarket, have evolved into mainstream information tools, demonstrating high accuracy and growing institutional adoption, notably with ICE's strategic investment. Bitcoin mining is undergoing a fundamental transformation, with companies pivot to high-profit HPC/AI data centers, expected to reduce mining revenue to under 20% by late 2026. Future mining will diversify into models led by ASIC manufacturers, modular operations, intermittent grid-balancing mining, and sovereign-state mining. The industry is moving towards practical, infrastructure-focused growth, distancing from meme coins and purely conceptual projects.

比推12/16 08:47

From Mining to Prediction Markets: CoinShares' 2026 Crypto Roadmap

比推12/16 08:47

CoinShares' 3 Major Crypto Predictions for 2026: Diverging Mining Models, Focused Investment Tracks, and the Rise of Prediction Markets

CoinShares' 2026 crypto outlook highlights three major trends: mining diversification, focused investment sectors, and the rise of prediction markets. VC funding has strongly recovered, with capital concentrating on high-utility projects rather than memes. Key investment areas for 2026 include RWA (especially stablecoins), AI-powered consumer crypto apps, retail-friendly on-chain investment platforms, and Bitcoin utility infrastructure. Prediction markets, led by Polymarket, have become mainstream information tools due to their accuracy and high post-election engagement. Institutional adoption is growing, evidenced by ICE’s strategic investment. Bitcoin miners are rapidly pivoting to high-profit HPC/AI data centers, with mining revenue share expected to drop below 20% by late 2026. Future mining will diversify into four models: ASIC manufacturer self-mining, modular temporary mining, intermittent grid-balancing mining, and sovereign state mining. Long-term, mining will likely be dominated by sovereign states and ASIC makers.

marsbit12/16 08:10

CoinShares' 3 Major Crypto Predictions for 2026: Diverging Mining Models, Focused Investment Tracks, and the Rise of Prediction Markets

marsbit12/16 08:10

Bitcoin Miners Are Abandoning 'Mining' for 'Cloud'

Facing a survival crisis due to declining Bitcoin prices and rising operational costs, Bitcoin miners are increasingly pivoting to AI data center leasing as a sustainable alternative. The core business model of Bitcoin mining has become economically unviable, with the average cost to mine one Bitcoin reaching approximately $74,600—exceeding its current market price of around $91,000, resulting in significant per-unit losses. Miners are leveraging their existing infrastructure—including high-performance GPUs, pre-approved large-scale power capacity, and advanced cooling systems—to meet the explosive demand from tech giants for readily available AI data center space. This shift not only provides a stable revenue stream but also reduces reliance on volatile crypto markets. Companies like Core Scientific have successfully transitioned, now operating about 200 MW of data center capacity with plans to expand further. Beyond data center leasing, some miners are exploring broader digital asset technology (DAT) business models. This industry-wide evolution signals a move toward greater resilience and maturity, as weaker pure-play miners exit and leading firms diversify into integrated service providers.

深潮12/16 03:29

Bitcoin Miners Are Abandoning 'Mining' for 'Cloud'

深潮12/16 03:29

Why Web3 Chinese Entrepreneurs Are Losing Their Voice in the New Era

Chinese Web3 entrepreneurs, once dominant in the crypto industry with major exchanges like Binance and OKX, have seen their global influence decline significantly since the 2020 DeFi Summer. This shift is attributed to three main factors: stricter regulatory crackdowns in China, which disrupted local ecosystems and forced migration overseas; a structural preference shift among global VCs toward欧美-backed, compliance-focused projects; and a mismatch between the B2C-oriented experience of many younger Chinese engineers and the industry’s current infrastructure-focused, B2B development stage. While early success stories often leveraged Chinese internet mobilization tactics, newer standout projects like Hyperliquid are led by Western-educated founders with multicultural backgrounds, highlighting the growing importance of global integration. The article concludes that future success in Web3 will depend less on cultural origin and more on cross-cultural collaboration, long-term technical commitment, and adaptability to regulatory complexity.

比推12/15 14:42

Why Web3 Chinese Entrepreneurs Are Losing Their Voice in the New Era

比推12/15 14:42

The Dilemmas and Future of Web3 Chinese Entrepreneurs

In the increasingly mainstream crypto industry, Chinese entrepreneurs appear to be receding from the center stage. While early Chinese-founded projects like Binance, OKX, and Bitmain once dominated sectors such as exchanges and mining, a noticeable decline in the visibility and influence of new-generation Chinese entrepreneurs has emerged since the 2020 DeFi Summer. Three major factors contribute to this trend. First, regulatory crackdowns and shifting geopolitical dynamics in China disrupted local crypto activities, forcing entrepreneurs to relocate overseas and lose their native market advantages in user acquisition and community building. Second, capital preferences have shifted structurally toward欧美-led ventures due to better compliance alignment and exit opportunities, leaving Chinese projects at a funding disadvantage. Third, a mismatch exists between the skill sets of Chinese engineers—who excel in B2C applications—and the industry’s earlier focus on B2B infrastructure development. Notable exceptions, like Hyperliquid’s Jeff Yan, highlight the rising importance of multicultural backgrounds. Many successful new-wave founders have Western education or experience, enabling better integration into global ecosystems. The article concludes that future success in crypto will depend less on cultural origin and more on cross-cultural collaboration, long-term technical commitment, and adaptive resilience amid regulatory complexity.

marsbit12/15 14:32

The Dilemmas and Future of Web3 Chinese Entrepreneurs

marsbit12/15 14:32

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