# 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.

BlackRock, Apollo, Citadel Enter the Market in the Same Week, Investing Real Money in DeFi Governance Tokens

In February 2026, major financial institutions including BlackRock, Apollo, and Citadel made significant moves into DeFi by directly purchasing governance tokens and integrating their products with decentralized infrastructure. Citadel invested in LayerZero’s ZRO token, BlackRock listed its $2.5B BUIDL fund on UniswapX and acquired UNI tokens, and Apollo committed to acquiring up to 9% of Morpho’s token supply over four years. These actions mark a shift from exploratory partnerships to tangible on-chain engagement, emphasizing economic alignment through token ownership and the use of live, revenue-generating DeFi protocols. The trend reflects growing institutional confidence in public, permissionless DeFi infrastructure, driven by proven scalability and network effects. Regulatory developments, such as the potential passage of the CLARITY Act, could further accelerate this institutional adoption of DeFi.

marsbit03/25 05:11

BlackRock, Apollo, Citadel Enter the Market in the Same Week, Investing Real Money in DeFi Governance Tokens

marsbit03/25 05:11

TRON Expands AI Fund to $1B, Targeting Core Infrastructure for Agentic Economy

TRON has significantly expanded its AI Fund from $100 million to $1 billion, marking a major strategic move toward building core infrastructure for the emerging agentic economy. The fund will focus on investing in early-stage companies developing foundational components such as agent identity systems, stablecoin payment rails, tokenized real-world assets, and developer tools for autonomous financial systems. TRON’s thesis is that AI agents will require programmable, permissionless blockchain infrastructure to transact and manage assets without traditional intermediaries. The expansion reinforces TRON’s commitment to the convergence of AI and blockchain, leveraging its existing scale, including over 370 million user accounts and $21 billion in daily transaction volume. Meanwhile, TRX is trading around $0.30–$0.31, testing key resistance after a period of correction, with a break above $0.32 needed to confirm a bullish trend reversal.

bitcoinist03/24 20:31

TRON Expands AI Fund to $1B, Targeting Core Infrastructure for Agentic Economy

bitcoinist03/24 20:31

Ozak AI Presale Raises $6.5M as Analysts Expect First Exchange Listing Could Jump Prices 50×–200× Immediately

Ozak AI has raised over $6.5 million in its presale, with the token priced at $0.014. Analysts project that its first exchange listing could trigger a significant repricing event, potentially reaching $1.00—a 50× to 200× increase from presale levels. This expectation is driven by the wide price gap, limited token availability at launch, and strong market interest in AI-related tokens. The project is building a utility-driven AI infrastructure stack, including Prediction Agents, a real-time data processing network, and EigenLayer integration. With speculation growing around a potential Tier-1 exchange listing, the presale is seen as a narrowing window for early entry before public trading begins.

TheNewsCrypto03/24 14:01

Ozak AI Presale Raises $6.5M as Analysts Expect First Exchange Listing Could Jump Prices 50×–200× Immediately

TheNewsCrypto03/24 14:01

AI Agent Economic Infrastructure Research Report (Part 2)

This report analyzes the AI Agent economy, focusing on OpenClaw—a local AI agent that operates autonomously across 20+ platforms like WhatsApp and Slack. It examines OpenClaw's technical architecture, including its message channels, security gateway, ReAct-based reasoning loop, and memory system, highlighting issues like context loss, security risks, and non-deterministic behavior. The study identifies key structural problems in the Agent economy, such as context immobility (locked to local machines) and the "coordination paradox" where multi-agent collaboration lacks trust and verifiability. It argues that crypto infrastructure (e.g., ERC-8004 for identity, x402 for payments) becomes essential only when agents operate across untrusted, cross-platform environments without pre-established trust—enabling micro-payments, decentralized reputation, and auditable logs. While traditional payment giants (e.g., Stripe, Visa) may dominate early adoption, crypto solutions could prevail in the long term due to their superiority in handling high-frequency, cross-border microtransactions and programmable permissions. The report concludes that infrastructure providers (e.g., those offering computation, routing, security) may capture more value than individual agents, and that "Product-Agent Fit" will replace traditional business models, shifting focus to API reliability, data structuring, and chain-verifiable service quality.

marsbit03/24 08:08

AI Agent Economic Infrastructure Research Report (Part 2)

marsbit03/24 08:08

Kalshi and Polymarket Jointly Invest in New Fund, a Major Step Towards the 'Ecologization' of Prediction Markets

A new venture capital firm, 5c(c) Capital, founded by two former Kalshi employees, is raising $35 million to invest in prediction market startups. The fund has garnered support from key industry leaders, including Kalshi CEO Tarek Mansour and Polymarket CEO Shayne Coplan, as well as investors from a16z, Ribbit Capital, and Multicoin Capital. This marks the first VC fund dedicated solely to the prediction market industry and represents a significant step towards its maturation as an independent ecosystem beyond the crypto market. Prediction markets are experiencing explosive growth, with Kalshi's monthly trading volume surpassing $12.7 billion in March 2026 alone—over half of its total 2025 volume. The industry is rapidly building out its infrastructure, including the formation of a trade coalition (CPM), acquisitions of API and data firms, and the planned inaugural Prediction Market Conference. The founders of 5c(c) Capital believe the industry could eventually see $10 trillion in trading volume, extending far beyond its current focus on sports. Despite potential regulatory challenges, prediction markets are solidifying their position as a major new financial sector.

Odaily星球日报03/24 06:31

Kalshi and Polymarket Jointly Invest in New Fund, a Major Step Towards the 'Ecologization' of Prediction Markets

Odaily星球日报03/24 06:31

Cango Releases 2025 Financial Report: Bitcoin Mining Revenue Reaches $670 Million, Accelerating Transformation into an AI Infrastructure Platform

Canggu (NYSE: CANG) reported its 2025 full-year and Q4 financial results, highlighting a significant revenue of $688.1 million for the year, with $675.5 million coming from Bitcoin mining. The company mined 6,594.6 Bitcoin in 2025, averaging 18.07 per day. However, it reported a net loss of $452.8 million for the year, primarily due to one-time transition costs and market-driven fair value adjustments. In Q4, the net loss was $285.0 million. Canggu is strategically pivoting towards becoming an AI infrastructure provider, leveraging its scalable computing and energy network capabilities. The company completed its transition to a direct listing on the NYSE and has taken steps to optimize its balance sheet, including selling Bitcoin to repay debt. As of December 31, 2025, it held $41.2 million in cash and had long-term debt of $557.6 million.

marsbit03/24 03:11

Cango Releases 2025 Financial Report: Bitcoin Mining Revenue Reaches $670 Million, Accelerating Transformation into an AI Infrastructure Platform

marsbit03/24 03:11

Arbitrum Sepolia stalls for hours as Nitro issue halts block production

Arbitrum's Sepolia testnet experienced a partial outage, halting block production for several hours due to a suspected issue in its core Nitro infrastructure. The team identified a potential block divergence—where nodes disagree on the chain state—and temporarily paused operations to prevent inconsistencies. No new transactions were processed for 3–4 hours, effectively stalling the network. Developers were advised to pause time-sensitive testing and use alternative environments. The team emphasized that no user funds were at risk, as the issue was confined to the testnet. A new Nitro release is expected to resolve the divergence and restore normal operations.

ambcrypto03/23 22:04

Arbitrum Sepolia stalls for hours as Nitro issue halts block production

ambcrypto03/23 22:04

From "Global Computer/Settlement Layer" to "Bulletin Board": What Are Ethereum and Vitalik Trying to Achieve?

From "World Computer" to "Public Bulletin Board": Ethereum's New Vision For years, Ethereum has been widely viewed as a "world computer" or "global settlement layer," executing smart contracts and powering DeFi and NFTs. However, Vitalik Buterin recently proposed a fundamental shift in perspective: Ethereum's core value may not be its smart contract functionality, but rather a simpler primitive—a cryptographically secure, globally shared "public bulletin board." This "bulletin board" represents a neutral, uncensorable data availability layer. Anyone can read or write data to it, but no single entity—not even a government or Vitalik himself—can alter or erase it. This makes it ideal for applications like secure online voting (where votes are verifiable yet private), certificate revocation lists, and decentralized governance, where the need is not for complex computation but for immutable, publicly verifiable data storage. Technically, upgrades like EIP-4844 (Blob data) and the upcoming PeerDAS are expanding this "board's" capacity, aiming to make Ethereum the highest-security data attestation layer. The rise of AI further underscores the need for such a system. Current AI services tie user queries to real identities. Proposals like ZK API Usage Credits suggest using Ethereum and zero-knowledge proofs to enable anonymous AI API calls, where users prove they have usage credits without revealing who they are. Additionally, AI agents lack legal identities; Ethereum can serve as their economic coordination layer for transactions, staking, and reputation. This repositioning from "world computer" to "bulletin board" is not a reduction in ambition but a pragmatic evolution. It shifts the focus from what the technology can do to what the world actually needs—a foundational, trustless data infrastructure. Like TCP/IP for the internet, Ethereum aims to be the indispensable base layer upon which essential applications, especially in the AI era, can be built. Its ultimate value lies in providing a permanent, tamper-proof record of truth.

marsbit03/23 15:37

From "Global Computer/Settlement Layer" to "Bulletin Board": What Are Ethereum and Vitalik Trying to Achieve?

marsbit03/23 15:37

Asia's Web3 Policy Landscape Reshaped: Justin Sun's GWDC Korea Speech Highlights Collaboration and Balance as the Most Scarce Competitiveness in the Next Phase

On March 23, the Hong Kong–Korea Web3 Policy Promotion Alliance Preparatory Committee was officially established, alongside the launch of the "2026 GWDC Global Developers Conference · Seoul (Korea Station)." The online launch event, hosted by Web3Labs, HYPAI Labs, and GWDC, featured key figures including Hong Kong Legislative Council Member Wu Jiezhuang, South Korean National Assembly Member Byung-deok Min, TRON founder Justin Sun, and Bithumb CEO Lee Jae-won. In his keynote speech titled "Asia’s New Web3 Era: Improving Regulatory Systems, Empowering Infrastructure, and Deepening International Collaboration," Justin Sun discussed global regulatory trends, TRON’s infrastructure strategy and AI developments, and the importance of cross-border policy cooperation in the Asia-Pacific region. He emphasized that global regulatory landscape is becoming clearer and more standardized, citing legislative progress in the U.S., E.U. MiCA enforcement, Hong Kong’s stablecoin framework, and pro-innovation environments in Singapore and the UAE. Sun highlighted that regulatory clarity has driven significant market growth, with the stablecoin market expanding from $206 billion to over $320 billion. However, he cautioned that excessive regulation could hinder innovation and stressed the need for balanced policies that foster both safety and growth. He also shared updates on TRON’s development, noting it has over 370 million registered accounts and processes $20–30 billion in daily transactions, making it a leading blockchain for stablecoin transfers, particularly USDT. TRON is also advancing in AI integration, having joined the Linux Foundation’s Agentic AI Council alongside major tech and financial institutions. Sun endorsed the newly formed Hong Kong–Korea alliance as a model for international regulatory coordination, which can prevent fragmentation and promote secure, innovation-friendly policies. He also mentioned TRON’s role in global financial security efforts, including the freezing of over $300 million in illicit funds through the T3 anti-financial crime task force. In closing, Sun expressed his commitment to supporting cross-regional collaboration for a secure, transparent, and thriving global Web3 ecosystem.

比推03/23 10:52

Asia's Web3 Policy Landscape Reshaped: Justin Sun's GWDC Korea Speech Highlights Collaboration and Balance as the Most Scarce Competitiveness in the Next Phase

比推03/23 10:52

Funding Weekly Report | 11 Public Funding Events, Prediction Market Platform Kalshi Completes New Round of Over $1 Billion Funding, Valuation Reaches $22 Billion

Last week (March 16-22) saw 11 blockchain funding rounds totaling over $1.086 billion. Key deals include prediction market platform Kalshi raising over $1 billion at a $22 billion valuation, led by Coatue. In AI x Web3, Gency AI secured $20 million from investors including TikTok to expand its decentralized ad network, while Derivio raised $6 million for its AI-native trading platform. In DeFi, Ironlight Group raised $21 million to expand its compliant tokenized securities infrastructure. Infrastructure player Uniblock raised $5.2 million. In CeFi, stablecoin payment platforms TransFi and Dtcpay raised $19.2 million and $10 million, respectively. Republic also received a strategic investment from Hamilton Lane, bringing its total funding to $202 million.

marsbit03/23 01:21

Funding Weekly Report | 11 Public Funding Events, Prediction Market Platform Kalshi Completes New Round of Over $1 Billion Funding, Valuation Reaches $22 Billion