# 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.

"The Market in Russia is Only Just Emerging": Anton Popov on Sber's Crypto Strategy

Sberbank is increasing its activity in the digital finance sector, offering clients investment products linked to crypto assets and developing its own blockchain platform. In an interview, Deputy Chairman Anatoly Popov discussed the bank's strategy, which is focused on expanding its range of digital financial assets (DFAs), participating in the development of regulations for decentralized finance (DeFi), and integrating with public blockchains. Sber is in constant dialogue with Russian regulators to build a secure infrastructure. It currently offers qualified investors products like structured bonds and DFAs that provide exposure to cryptocurrencies like Bitcoin and Ethereum within the Russian legal framework, with a total issuance volume of 1.5 billion rubles. The bank sees these regulated, ruble-based products as a safer alternative to direct purchases on unregulated crypto exchanges. While Sber plans to be an active player and liquidity provider on future regulated crypto platforms, it will act conservatively, prioritizing client interests and financial system stability. It does not view crypto as a vehicle for its own speculative investments. Looking forward, Sber believes a key trend is the convergence of traditional finance and DeFi. Its in-house blockchain lab has evolved into a full product unit, and its proprietary platform for issuing DFAs is already operational. The bank is exploring tokenization of real-world assets like movable property and shares in LLCs, pending new legislation. For the future, Sber anticipates the institutionalization of blockchain technology. Bitcoin will likely remain a core asset, while networks like Ethereum will form the technological base for tokenization and smart contracts. A crucial step is the legalization of a broad range of blockchain-based digital assets, starting with pilot projects to demonstrate utility and manage risks. The bank is interested in stablecoins and their potential future use in the Russian legal field, emphasizing the need for collaborative work with the central bank.

RBK-crypto12/11 11:16

"The Market in Russia is Only Just Emerging": Anton Popov on Sber's Crypto Strategy

RBK-crypto12/11 11:16

Tom Lee: Ethereum Has Bottomed Out

Tom Lee, Chairman of BitMine Immersion Technologies, believes Ethereum has bottomed after recently falling below $3,000. His company, the largest public Ethereum treasury, backed this view by purchasing 138,452 ETH worth approximately $460 million last week—its largest acquisition since October. BitMine now holds 3.2 million ETH, about 3.2% of the circulating supply, making it the second-largest crypto treasury company after MicroStrategy. Lee remains optimistic about Ethereum’s performance by year-end and is even more bullish on its long-term prospects over the next 10-15 years compared to Bitcoin. He argues that Wall Street’s growing adoption of Ethereum for tokenizing real-world assets—not just stablecoins but eventually all assets—positions it as the leading smart contract platform for the future of finance. This aligns with BlackRock executives’ recent comments that tokenization represents the next major evolution in market infrastructure. Ethereum currently hosts $12.1 billion in tokenized real-world assets, accounting for nearly 66% of the market.

深潮12/11 10:38

深潮12/11 10:38

Strategy Takes a Hard Line Against MSCI: The Ultimate Defense of DAT

In a significant industry clash, digital asset treasury company Strategy has issued a forceful 12-page public letter to MSCI opposing its proposal to exclude companies with over 50% digital asset holdings from its global investable market indices. Strategy argues the move is discriminatory, misleading, and threatens billions in capital flow, potentially causing up to $2.8 billion in passive outflows from its stock alone. The company defends its business model, asserting that digital asset treasuries (DATs) are operational companies—not passive funds—with active strategies like issuing digital debt instruments to fund Bitcoin acquisitions and generate shareholder returns. It compares its role to historic infrastructure builders like Standard Oil and AT&T, emphasizing Bitcoin’s transformative potential in finance. Strategy highlights four key objections: the proposal is arbitrarily discriminatory against digital assets; it violates index providers' neutrality principles; it is impractical due to Bitcoin's volatility and accounting disparities; and it contradicts the U.S. government’s pro-digital asset strategy. The firm demands MSCI withdraw the proposal or extend consultations. Backed by industry advocates and data showing over 200 public companies hold more than 5% of Bitcoin’s supply, Strategy urges MSCI to let markets—not biased rules—determine the value of digital asset companies. The decision, expected by January 2026, could redefine the role of crypto-native firms in traditional finance.

深潮12/11 08:38

Strategy Takes a Hard Line Against MSCI: The Ultimate Defense of DAT

深潮12/11 08:38

World's Richest Man, 'Silicon Valley Iron Man' Musk, to Take SpaceX Public in 2026!

Elon Musk, the world's richest person and CEO of SpaceX, plans to take the company public in 2026 with a target valuation of approximately $1.5 trillion. The IPO is expected to raise "significantly more than $30 billion," potentially making it the largest in history, surpassing Saudi Aramco's 2019 offering. A key driver of this ambitious valuation is a new narrative: **space-based AI computing**. Musk introduced the concept of "space AI compute" at a recent investor conference, arguing that within five years, running AI training and inference in space could become the lowest-cost solution. The core advantages include near-uninterrupted solar power and the vacuum of space acting as an ultimate heat sink. Additionally, with its reusable Starship rockets, SpaceX aims to drastically reduce launch costs to as low as $200–300 per kilogram. This vision, however, faces significant technical hurdles. Challenges include managing extreme heat radiation in direct sunlight, protecting hardware from cosmic radiation, and the economic risks associated with potential launch failures. Competitors are also entering the arena, including Jeff Bezos’ Blue Origin, which is developing its own orbital data centers, and Sam Altman’s OpenAI, which is reportedly considering acquiring a rocket company. Despite the challenges, Wall Street has responded positively. Firms like Ark Invest are now valuing SpaceX as a high-growth AI infrastructure company rather than a traditional aerospace firm, projecting that its space-based compute business could generate $80–120 billion in high-margin revenue by 2030. The success of this new "space dream" hinges on the continued development of Starship, overcoming technical barriers, and navigating future regulatory landscapes.

marsbit12/11 07:08

World's Richest Man, 'Silicon Valley Iron Man' Musk, to Take SpaceX Public in 2026!

marsbit12/11 07:08

Central Bank Names Bitcoin the Most Loss-Making Asset in November When Invested in Rubles

The Central Bank of Russia, in its latest "Financial Market Risks Review," identified Bitcoin as the worst-performing asset in November for ruble-denominated investments. The regulator included Bitcoin in its comparative table of asset returns, as it has done routinely. The list includes instruments from the Russian market, as well as gold, US government bonds, and other assets. In contrast to previous months, Russian stocks demonstrated the highest total returns in November. Although Bitcoin reached a new all-time high exceeding $126,000 on October 6th, this peak was not achieved against several currencies, including the euro, Swiss franc, and the Russian ruble. Against the ruble, the price remained below its December 2024 peak. According to the regulator's calculations, Bitcoin showed the worst returns in ruble terms for November (-19.9%), since the start of 2025 (-25.7%), and over the past 12 months (-31.9%). Notably, in reports prior to and including September 2025, Bitcoin was consistently among the top performers. However, since the beginning of 2022, Bitcoin remains the second-best performing asset after gold, having gained over 100% and significantly outperforming other assets. The report also provided data on Russian crypto investment activity. The volume of open positions held by individuals in cryptocurrency futures on the Moscow Exchange reached 3.5 billion rubles by the end of November. The majority of investors hold small positions, but the largest share of the volume comes from major participants. Additionally, thousands of investors have allocated funds to crypto CFAs and copy-trading strategies linked to crypto assets. Over 500 people participate in OTC crypto derivatives. The report also noted an 18% decline in the volume of transactions by Russians on foreign crypto exchanges in Q2 and Q3 2025 compared to the previous two quarters, alongside a decrease in estimated ruble balances on crypto exchanges and traffic to crypto platforms from Russia.

RBK-crypto12/10 16:57

Central Bank Names Bitcoin the Most Loss-Making Asset in November When Invested in Rubles

RBK-crypto12/10 16:57

Shares of a Major Bitcoin Holder Plummeted 20% on the First Day of Trading

The shares of Twenty One (ticker XXI), the third-largest corporate holder of bitcoin, plummeted 20% on their first day of trading on the NYSE on December 9th. The company went public via a merger with a SPAC, Cantor Equity Partners, raising approximately $850 million. Founded with backing from Tether, Bitfinex, and SoftBank, Twenty One acquired $4 billion worth of bitcoin from industry pioneer Adam Back in exchange for its shares. Despite bitcoin's price rising over 2% on the same day, XXI's stock began trading at $10.74, a 25% drop from Cantor's pre-merger closing price. The company holds 43,500 BTC (over $4 billion), with an average purchase price of $87,280 per bitcoin. CEO Jack Mallers, founder of Strike, emphasized that the company's goal extends beyond just holding bitcoin; it aims to develop revenue-generating products in brokerage services and lending. He differentiated Twenty One from Michael Saylor's MicroStrategy, stating the company plans to be a hybrid between MicroStrategy and Coinbase. A key differentiator is its commitment to transparent, real-time proof of reserves for its bitcoin holdings.

RBK-crypto12/10 16:17

Shares of a Major Bitcoin Holder Plummeted 20% on the First Day of Trading

RBK-crypto12/10 16:17

Analyst: Ripple (XRP) Price Could Rise from $2 to $10 in Less Than a Year

Cryptocurrency analyst Chad Steingraber predicts that XRP could surge from $2 to $10 in less than a year, driven by strong institutional demand through recently launched exchange-traded funds (ETFs). Key factors supporting this outlook include the rapid accumulation of XRP by ETFs. Data from SoSoValue shows that XRP-focused ETFs have absorbed over 506 million XRP (worth approximately $506 million) in under a month since their launch in November. This represents about 0.74% of XRP’s circulating supply—a significant level of adoption in a short time. Additionally, the Bitwise Crypto 10 Fund (BITW), which holds XRP as 5% of its portfolio, began trading with over $1.25 billion in assets. Steingraber draws parallels to Bitcoin’s post-ETF performance, suggesting that continued ETF inflows could propel XRP toward a 400% price increase by 2026. Technically, XRP’s chart patterns support a bullish outlook. On weekly charts, the token has broken out of a multi-month symmetrical triangle—a pattern often indicating a strong trend continuation. The measured move from this pattern suggests a potential rise to the $14–$15 range. A second pattern, a bull flag observed on higher timeframes, also points to a target near $14–$15, reinforcing the analyst’s prediction. The article includes standard disclaimers that it is not investment advice and all trading carries risk.

cointelegraph_中文12/10 10:54

Analyst: Ripple (XRP) Price Could Rise from $2 to $10 in Less Than a Year

cointelegraph_中文12/10 10:54

Bitcoin (BTC) Year-End Push to $100,000 Largely Depends on Fed Policy Pivot Outcome

Bitcoin's potential to reach $100,000 by year-end is heavily dependent on the outcome of the U.S. Federal Reserve's policy shift. The recent 4% drop in Bitcoin, bringing it to a low of $88,140, highlights the market's sensitivity to monetary policy and credit risk. A key factor is the Fed's transition away from quantitative tightening, which concluded on December 1. Over the past six months, this policy has removed $1.36 trillion in liquidity from the financial system. The market is now pricing in a high probability of rate cuts, with expectations for three reductions by September 2026. Lower interest rates and increased systemic liquidity reduce the appeal of fixed-income assets, as seen with money market funds hitting a record $8 trillion. Simultaneously, rising credit risk in the tech sector, exemplified by Oracle's soaring debt protection costs, is pushing investors toward scarce assets like Bitcoin. Oracle, with $105 billion in debt, relies heavily on AI-driven revenues, and the market's growing concern over the sustainability of such debt-fueled growth is creating structural unease. This combination of the Fed's policy pivot, diminishing fixed-income appeal, and tech sector credit risk sets the stage for capital rotation into Bitcoin. The path to $100,000 appears clearer as these macroeconomic and credit dynamics converge.

cointelegraph_中文12/10 10:47

Bitcoin (BTC) Year-End Push to $100,000 Largely Depends on Fed Policy Pivot Outcome

cointelegraph_中文12/10 10:47

Trump Memecoin to Be Used in Mobile Game About Billionaires

The official Donald Trump meme coin, OFFICIAL TRUMP (TRUMP), will be used as a reward in the mobile game "Trump Billionaire Club." Promoted by Trump's long-time associate Bill Zanker, the game is set to launch on the App Store by the end of December. Set in New York, the 3D game allows users to spend TRUMP tokens to build a business empire and win prizes, with a total prize pool of $1 million in TRUMP tokens. The token, launched on January 18, 2025, initially surged to around $75 but has since declined by 92%, trading near $5.8. Zanker's company, Fight Fight Fight, which is behind the meme coin, has collaborated with Trump on multiple crypto projects. According to Financial Times, Trump and his family have earned over $1 billion from crypto projects in the past year, with TRUMP being a major contributor.

RBK-crypto12/10 10:11

Trump Memecoin to Be Used in Mobile Game About Billionaires

RBK-crypto12/10 10:11

JPMorgan's 2026 Global Investment Outlook: Economic 'K-Shaped Divergence' Continues; AI Adoption Soars

JPMorgan's 2026 Global Investment Outlook highlights a continued "K-shaped" economic divergence in the U.S., where high-income groups and technology sectors benefit significantly, while middle- and lower-income populations and interest-rate-sensitive industries face ongoing pressure. The U.S. economy is expected to remain resilient, supporting risk assets like equities and corporate credit, though cyclical momentum is limited. The Federal Reserve will continue normalizing interest rates cautiously amid potential volatility. Key investment themes include balancing portfolios across stocks, bonds, and alternative assets to capture structural opportunities and diversify returns. Three critical questions for investors are whether stocks are overvalued, if profits can remain strong, and whether AI-related stocks are in a bubble. Growth stocks, particularly in technology, remain attractive due to strong earnings, while consumer stocks lag due to tax and spending pressures. AI beneficiaries extend beyond innovators to enablers (industrials, utilities) and adopters (finance, healthcare). Fixed income investments should focus on high-quality assets, with longer-duration bonds offering potential upside if rates decline. Despite a recent increase in international equity allocations, U.S. equities remain overweighted. The "60/40" stock/bond model is evolving into "60/40+" by incorporating alternatives for lower correlation and reduced volatility. Structural improvements in international markets and a weaker dollar support non-U.S. equities. Investors are advised to emphasize selectivity, diversification, and active management in a complex macro environment.

cointelegraph_中文12/09 21:54

JPMorgan's 2026 Global Investment Outlook: Economic 'K-Shaped Divergence' Continues; AI Adoption Soars