# Сопутствующие статьи по теме Investment

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Investment", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Pantera Partner: The Return of Professionalism and Rationality in Crypto VC, Where Is the Next Investment Hotspot?

Pantera Capital partners Paul Veradittakit and Franklin Bi discuss the current state and future trends of crypto venture capital. Despite a record $34 billion in total funding this year, deal volume has halved compared to 2021-2022, signaling a market shift toward professional, institutional capital focused on later-stage projects with rigorous due diligence. They attribute the previous "metaverse" and "altcoin" speculation frenzy to low interest rates and excess liquidity, which funded many unsustainable projects. The market is now rationalizing. Key developments include a clearer exit path via IPOs (e.g., Circle) and the emergence of Digital Asset Treasuries (DATs), which are actively managed vehicles for yield generation. DAT competition will hinge on execution and asset growth. Future investment themes include: - **Tokenization**: A multi-decade trend enabling programmable assets and new financial products, with stablecoins as a killer app. - **ZK-TLS (Zero-Knowledge TLS)**: Crucial for verifying off-chain data authenticity without exposing raw data, enabling new applications. - **Consumer/Prediction Markets**: Platforms like Polymarket offer democratized information discovery and entertainment. In a "bull or bear" segment: - **Stocks**: Divergent views on Robinhood (bullish for integration) vs. Coinbase (bullish for global institutional expansion). - **Payment Chains**: Skepticism about user lock-in vs. potential for optimized chains. - **Privacy**: Debate on whether it's a feature (bearish) or a investable vertical (bullish for enterprise solutions). Additional insights: - Token lockups should align investors and founders to ensure long-term commitment. - The "L1 war" isn't over; value capture mechanisms and user activity will determine winners.

marsbit12/19 07:39

Pantera Partner: The Return of Professionalism and Rationality in Crypto VC, Where Is the Next Investment Hotspot?

marsbit12/19 07:39

Zhao Changpeng's Year-End Report: Ten Questions on Binance, Regulation, and the Future of Crypto

CZ, founder of Binance, shares his reflections and insights in a year-end Q&A. He discusses his post-clemency sense of vindication and his current focus on four key areas: Giggle Academy (a free education platform serving 90,000 children), YZ Labs (a $10B ecosystem fund investing in crypto projects), mentoring BNB Chain entrepreneurs, and advising governments on crypto regulation. He highlights significant growth metrics: BNB Chain’s 600% annual transaction growth, 2M daily active users, and Binance’s 200M users. On investment strategy, he rejects the "horse race" approach, advocating instead for an "open garden" model that supports multiple strong teams to foster competition and innovation. CZ breaks down stablecoin evolution: 1.0 (basic, non-yielding tokens like USDT), 1.5 (yield-bearing but adoption-limited, e.g., Ethena’s USDe), and 2.0 (ideal state combining yield, liquidity, and compliance). He notes improved regulatory openness globally. He emphasizes mission-driven founders with long-term commitment and stamina, dismissing short-term profit seekers. On AI trading agents, he argues successful strategies won’t be sold widely due to market saturation effects. For RWA tokenization, he sees potential in national asset tokenization for resource development and notes crypto’s suitability for AI/agent economies. CZ advises BNB Chain to focus on relentless building, comparing it to a long marathon. His final message: he isn’t defined by his content, embodying a calm, persistent ethos.

比推12/19 06:44

Zhao Changpeng's Year-End Report: Ten Questions on Binance, Regulation, and the Future of Crypto

比推12/19 06:44

SEC flags Bitcoin miner hosting services as subject to securities laws

The US Securities and Exchange Commission (SEC) has filed a lawsuit against Bitcoin mining firm VBit and its founder, Danh Vo, alleging fraud and misappropriation of approximately $48 million in investor funds. The SEC claims that VBit’s third-party mining agreements qualify as securities under the Howey test, arguing that purchasers expected passive income and relied entirely on VBit’s efforts for profits. The agency also accused VBit of operating outside industry standards by pooling hashrate under its control and failing to provide transparency to investors. However, industry experts, such as Blockware Intelligence’s Mitchell Askew, argue that legitimate hosted mining services—where clients buy hardware and electricity without profit-sharing or pooled capital—do not constitute securities. The case reflects lingering enforcement approaches from the Biden administration, though the SEC under Trump has been perceived as more industry-friendly. The outcome may not broadly impact the hosted mining sector, as legitimate operations are considered distinct from investment contracts.

cointelegraph12/19 03:25

SEC flags Bitcoin miner hosting services as subject to securities laws

cointelegraph12/19 03:25

Bitwise files with SEC to offer spot SUI ETF

Bitwise has filed with the SEC to launch a spot SUI ETF, tracking the native token of the Sui Network. The firm submitted a Form S-1 registration, though a ticker symbol has not yet been announced. Coinbase Custody will serve as the custodian. This would be the first spot SUI ETF in the U.S., following earlier filings from Canary Capital and 21Shares, the latter of which recently received approval for a leveraged SUI ETF. SUI, launched in 2023, is the 31st-largest cryptocurrency with a $4.98 billion market cap. Bitwise recently added SUI to its existing crypto index fund and has also launched spot Bitcoin, Ether, and XRP ETFs. The firm anticipates rapid growth in the crypto ETF market in 2026.

cointelegraph12/19 02:51

Bitwise files with SEC to offer spot SUI ETF

cointelegraph12/19 02:51

Hands-On Guide to Participating in CZ-Supported predict.fun

Odaily Planet Daily introduces predict.fun, a prediction market platform founded by dingaling, a former Binance employee, and backed by CZ and YZi Labs. Launched on December 17, the platform airdropped initial points to eligible users, including BNB Chain meme traders and Aster participants. Unlike traditional prediction markets like Polymarket, predict.fun allows users to earn additional yield on funds used for predictions. The step-by-step guide includes: registering on the website, checking airdrop eligibility by wallet address, depositing at least $10 to unlock a referral link, sharing the invite on Twitter, verifying the tweet, and trading to unlock points (e.g., $500 trading volume for 200 points). Only event betting counts toward trading volume. The platform emphasizes user engagement and integrated yield generation.

Odaily星球日报12/19 02:05

Hands-On Guide to Participating in CZ-Supported predict.fun

Odaily星球日报12/19 02:05

XRP’s familiarity helps push ETFs past $1B assets: Exec

XRP exchange-traded funds (ETFs) have surpassed $1 billion in assets under management, driven by the token's long-standing recognition and strong multi-year price performance, according to Sui Chung, CEO of CF Benchmarks. He noted that XRP's familiarity and impressive 417% gain since 2022 have attracted significant investor interest. Since November 14, spot XRP ETFs have seen over $423 million in inflows, with major issuers now holding $1.14 billion in AUM. Meanwhile, spot Solana ETFs have also gained traction with $102.8 million in net inflows over nine days as traditional investors better understand its ecosystem. In contrast, spot Ether ETFs have faced consecutive outflows, while Bitcoin ETFs have shown volatile performance.

cointelegraph12/19 00:09

XRP’s familiarity helps push ETFs past $1B assets: Exec

cointelegraph12/19 00:09

NYSE parent in talks to invest in crypto company MoonPay: Report

Intercontinental Exchange (ICE), parent company of the New York Stock Exchange, is reportedly in talks to invest in cryptocurrency payments firm MoonPay, which is seeking a $5 billion valuation in its latest funding round. This follows ICE’s recent $2 billion investment in prediction platform Polymarket. MoonPay provides infrastructure for buying and selling crypto using traditional payment methods. The move reflects growing convergence between Wall Street and crypto, as seen in ICE's earlier partnership with Circle to explore stablecoin integration and the DTCC’s approval to offer tokenized bonds and stocks. These developments highlight the increasing institutional adoption of blockchain and tokenization technologies.

cointelegraph12/18 21:23

NYSE parent in talks to invest in crypto company MoonPay: Report

cointelegraph12/18 21:23

Has the Era of Easy Money for Crypto VCs Come to an End?

The era of easy profits for crypto VCs appears to be over, marked by a necessary market correction and a shift toward more sustainable investment practices. The recent collapse of Shima Capital, following SEC charges against its founder for fraudulent fundraising and mismanagement, symbolizes a broader industry-wide reckoning. Once-revered VCs are now facing scrutiny as inflated valuations, poor returns, and failed exit strategies expose systemic flaws. Market dynamics have shifted significantly: liquidity has dried up,散户 investors have retreated, and many VC portfolios are underwater. Data shows only 2% of altcoins are currently profitable, underscoring the severity of the downturn. VCs are adapting by focusing on later-stage investments, prioritizing projects with real traction and data over speculative narratives. Funding is increasingly concentrated in infrastructure—such as payment rails and privacy tools—rather than premature application-layer projects like NFTs or metaverse platforms. This period of "creative destruction" is pushing the industry toward maturity. VCs are becoming more disciplined, seeking genuine value and long-term viability rather than quick returns. While the transition is painful, it may ultimately lead to a healthier, more transparent, and more resilient crypto ecosystem.

比推12/18 15:45

Has the Era of Easy Money for Crypto VCs Come to an End?

比推12/18 15:45

Flip 0.03 BTC Into Ozak AI Before It Moves—Forecast Models Look Shockingly Bullish

Crypto analysts are highlighting a strategy of converting a small Bitcoin allocation, such as 0.03 BTC, into Ozak AI (OZ) tokens before the next bull cycle. Unlike concept-stage projects, Ozak AI is a fully operational intelligence engine offering millisecond-speed predictions, cross-chain automation, and self-learning AI agents. Its technology, supported by partnerships with HIVE, SINT, and Perceptron Network, processes real-time blockchain data to improve predictive accuracy continuously. Analysts project a potential 50x–100x ROI, citing its live utility, presale success exceeding $4.9 million, and asymmetric upside compared to Bitcoin's adoption-driven growth. This pre-exchange window is seen as a high-reward opportunity for early investors.

TheNewsCrypto12/18 13:33

Flip 0.03 BTC Into Ozak AI Before It Moves—Forecast Models Look Shockingly Bullish

TheNewsCrypto12/18 13:33

From AI to Labubu, From Gold to Cryptocurrency: Why Are Global Speculative Bubbles Everywhere?

From AI to Labubu plush toys, and from gold to cryptocurrencies, speculative bubbles appear to be inflating simultaneously across the global economy. The article draws parallels between the current AI investment frenzy—driven by fear of missing out (FOMO) on artificial general intelligence—and historical speculative manias, such as the 1929 stock market crash. Major tech companies are investing heavily in data centers, with spending projected to reach $1.6 trillion annually by 2030, despite AI’s unproven profitability. Beyond AI, bubbles are suspected in gold, government debt, private credit—a $3 trillion “shadow banking” sector—and especially in cryptocurrencies, where meme coins like TRUMP and MELANIA lost nearly all their value within months. This widespread speculation is fueled by a generational desire for rapid wealth accumulation, amplified by social media and globalized attention economies. While tech giants may withstand a potential AI downturn, highly leveraged newcomers and special-purpose financing vehicles raise systemic risks. The article warns that a synchronized collapse across multiple bubble sectors—particularly AI and crypto—could trigger a global crisis, underscoring the need for prudent regulation to channel speculation into productive innovation.

深潮12/18 12:32

From AI to Labubu, From Gold to Cryptocurrency: Why Are Global Speculative Bubbles Everywhere?