# Сопутствующие статьи по теме Investment

Farewell to Building Castles: The Transformation Moment for Crypto VCs

The crypto VC industry is undergoing a painful but necessary transformation, marked by the collapse of once-prominent firms like Shima Capital. Its founder, Yida Gao, faced SEC charges for fraudulent fundraising and misrepresentation, leading to the fund’s shutdown. This signals a broader shift toward accountability and transparency in the sector. The era of easy profits through speculative investments and “pump-and-dump” models is ending. With declining liquidity and retail participation, many VCs face prolonged losses and difficult exits. Data shows only 2% of altcoins are in profit, highlighting severe market strain. Investors now prioritize projects with real traction and data, not just narratives. VC strategies are evolving: funding is becoming more concentrated, with larger sums flowing into fewer, later-stage deals. There’s also a growing focus on infrastructure—such as payment rails and privacy tools—rather than premature application-layer projects. Some crypto-native funds are even diversifying into AI, biotech, and other non-crypto sectors. This period of recalibration, though challenging, is pushing the industry toward sustainable growth. By building stronger foundations, the market may eventually support more resilient and valuable applications in the next cycle.

marsbit12/18 12:07

Miner's Stocks Soared After Decision to Build AI Data Centers for Anthropic

RBK-crypto12/18 10:41

PANews Crypto Year-End Review: Did Your 2025 Airdrop Harvesting Score Pass?

PANews Year-End Crypto Review: Was Your 2025 Airdrop Farming Performance Up to Standard? Looking back at 2025, more and more participants have had to admit that the returns from airdrop farming this year were far from ideal. While there was no shortage of projects and participation remained high, very few stood out as clear successes—shrinking airdrops, token launches hitting peak prices immediately, and insufficient liquidity support have become the norm. What was once considered a low-risk "consensus dividend" has now turned into a highly competitive screening mechanism. As the easy gains fade, the underlying issues have become clearer: Should participants continue engaging indiscriminately, or is it time to reassess their investment of time, risk exposure, and expected returns?

marsbit12/18 03:29

VC "Dead"? No, the Industry is Undergoing a Brutal Shakeout

The article addresses the prevailing sentiment that "VC is dead" in the crypto industry, arguing that while some venture capital firms have indeed failed, the sector as a whole is not dying but undergoing a severe shakeout. The author, a former VC investor, states that many Asian VCs have been hit hardest, with top firms shutting down or scaling back significantly. Even second- and third-tier Western VCs are now facing similar challenges, marked by reduced investment pace and difficulty in exiting portfolios. This downturn is seen as a delayed effect of the 2022 market collapse, exacerbated by broken four-year cycle expectations, overvalued deals, and extended token lockups that strain returns. However, the piece contends that VCs won’t disappear entirely. They remain essential for funding early-stage projects and supporting innovation. Well-vetted VC backing has been behind nearly all major successful crypto projects, and quality ventures continue to attract interest. The industry is moving toward a maturity phase with higher barriers to entry—akin to Web2. VCs will need stronger reputations and expertise to compete. Projects are increasingly judged by real user adoption and revenue, not just narratives or token launches. Hyperliquid and Polymarket are cited as examples of projects that built sustainable traction before launching tokens. Despite current challenges, the author remains optimistic: top talent continues to enter the space, and foundational areas like stablecoins, prediction markets, and AI-driven economies hold promise. While the barrier to success is higher than in previous cycles, Web3 remains a land of opportunity—especially when compared to the hyper-competitive Web2 environment.

marsbit12/18 03:04

Why Has the UAE, Built on Oil, Become a New Hotspot for the Crypto Industry?

The UAE, traditionally known for its oil wealth, is rapidly emerging as a major global hub for the cryptocurrency industry. Despite recent market volatility, the country is actively hosting crypto conferences and attracting top institutions and professionals. A key driver is proactive regulatory development. The UAE incorporated crypto into its "2031 National Investment Strategy" and introduced a "Tokenization Regulatory Sandbox Guide" in 2025, establishing a coordinated federal and local regulatory framework. Dubai's Virtual Assets Regulatory Authority (VARA) has already licensed 36 companies, while Abu Dhabi's global market recognizes crypto as a regulated financial instrument. This regulatory clarity has drawn major players like OKX, which established a significant local presence. Substantial capital deployment from the oil-rich nation further fuels growth. A record $2 billion investment was made in Binance by Abu Dhabi's MGX. State investment vehicles, including Mubadala, have significantly increased their Bitcoin ETF holdings, collectively exceeding $1.5 billion. The UAE also offers powerful incentives: zero tax on crypto profits for individuals, up to 50 years of corporate tax exemption in free zones, and a coveted Golden Visa for top talent or those investing crypto profits. These policies led to a 300% surge in Dubai blockchain company registrations in 2025. A recent law granting the digital dirham the same legal status as physical cash is set to further integrate with and empower the crypto ecosystem, strengthening the Middle East's role in digital finance. The UAE is strategically leveraging crypto assets to transition into the digital economy.

marsbit12/18 00:06

Coinbase gets nod from Indian regulators to acquire CoinDCX stake

The Competition Commission of India has approved Coinbase's acquisition of a minority stake in cryptocurrency exchange CoinDCX. The approval, confirmed by Coinbase's chief legal officer Paul Grewal, deepens the partnership between the two platforms. Neither the regulatory notice nor Grewal disclosed the exact stake percentage. Earlier reports indicated Coinbase planned to invest with a post-money valuation of about $2.4 billion, while denying rumors of a full $1 billion acquisition. Separately, Coinbase is reportedly planning to reintroduce fiat on-ramps for Indian users in 2026, marking its return to the Indian market after halting services in 2023. India, with over 1.4 billion people, is considered a major crypto market with an estimated 100 million users.

cointelegraph12/17 22:05

Breaking Away from Traditional Investment Paths: Cryptocurrency Emerges as the Primary Battlefield for Wealth Among the Younger Generation

Coinbase's latest industry report, in collaboration with Ipsos, reveals a significant generational shift in investment strategies. Younger investors, including Gen Z and millennials, are increasingly moving away from traditional wealth-building paths like buying real estate and investing in stocks. The survey of over 2,000 U.S. investors found that 73% of young people believe it's harder for their generation to build wealth through conventional means compared to their parents' generation. This sentiment is reflected in their portfolios: younger investors allocate 25% of their investments to non-traditional assets like cryptocurrencies, derivatives, and NFTs—three times the allocation of older investors. Nearly half (45%) of young investors already hold cryptocurrency, compared to just 18% of older investors. They view crypto not as a speculative side investment but as a core component for catching up financially, with 80% believing it offers more opportunities outside the traditional financial system. Younger investors are also more active, trade more frequently, and are willing to take higher risks for greater returns. They express strong interest in emerging crypto products like derivatives, prediction markets, and DeFi lending. This trend is pushing the financial industry toward 24/7, multi-asset platforms that better serve this internet-native generation.

比推12/17 14:34

Paradigm's First Investment in a Brazilian Company: What's the Logic Behind It?

Paradigm has made its first investment in a Brazilian company, leading a $13.5 million Series A round in Crown, a stablecoin issuer, at a $90 million valuation. This investment, alongside a previous $8.1 million seed round, highlights strong institutional confidence in Crown’s potential despite its current small market size—BRLV, Crown’s Brazilian real-backed stablecoin, has a circulating supply worth under $20 million. Crown’s appeal lies in its experienced founding group, including former executives from major Brazilian fintech firms like Nubank and Xerpa, and a vision to use stablecoins to support Brazil’s national treasury while offering yield to holders. Brazil represents a strategic market due to its high crypto adoption (ranking fifth globally), a large unbanked population, and a supportive regulatory environment, including the widely-used Pix instant payment system. Unlike many emerging economies, Brazil’s growing fintech ecosystem and reduced inflation make local currency stability viable, creating opportunities for real-backed stablecoins to integrate with existing infrastructure and serve both domestic and cross-border use cases.

比推12/17 12:49

BitMEX Alpha: Could Western Union Be an Asymmetric Trade Opportunity in the Stablecoin Arena?

BitMEX Alpha explores whether Western Union (WU) represents an asymmetric investment opportunity in the stablecoin space. While stablecoins have reached a $250B market cap and serve as a critical "dollar API" for crypto, the most obvious investment target—Circle ($CRCL)—may not offer the best risk-reward due to high distribution costs and reliance on partners like Coinbase. In contrast, Western Union, with its established global distribution network of 200k+ physical agents and deep penetration in cash-heavy remittance corridors, is positioning itself to leverage stablecoin technology from the distribution side. WU already owns the last-mile channels that Circle must pay to access. By integrating its own dollar stablecoin (USDPT) and digital asset network, WU can maintain fee and FX spread revenue from its existing front-end while adding new income streams from on-chain settlement and float. WU trades at a distressed valuation (4x P/E, 10% dividend yield), pricing in digital disruption fears. However, it offers a deep-value, asymmetric bet on stablecoin adoption—a free option on its digital transformation, backed by strong cash flow. Circle, though a pure-play stablecoin issuer, faces margin compression and high customer acquisition costs. The report concludes that in the race for digital dollar adoption, controlling user access may be more valuable than minting tokens.

marsbit12/17 09:44

Farewell to Buying Houses and Stocks: The Younger Generation Embraces Cryptocurrency as the Main Battlefield for Wealth

A new report by Coinbase reveals a significant generational shift in wealth-building strategies in the U.S. Younger investors, including Gen Z and millennials, are increasingly moving away from traditional paths like buying real estate and investing in stocks. Instead, they are turning to alternative assets, particularly cryptocurrencies, as a core component of their financial future. The study, conducted with Ipsos, found that 73% of young investors believe it's harder for their generation to build wealth through conventional means compared to their parents' generation. In response, they are actively diversifying their portfolios, allocating 25% to non-traditional assets like crypto, derivatives, and NFTs—three times the allocation of older investors. Nearly half (45%) of young investors already hold cryptocurrency, viewing it not as a speculative side investment but as a vital tool for catching up financially. They express strong optimism about crypto’s future, with 80% believing it offers financial opportunities outside the traditional system and will play a major role in the future of finance. This shift is driving demand for more innovative, internet-native financial products—such as crypto derivatives, DeFi, and 24/7 trading platforms—and reflects a broader move toward more active, risk-tolerant investment behavior among younger generations.

深潮12/17 07:49