# Сопутствующие статьи по теме Investment

Saylor Signals New Bitcoin Buy as Strategy’s Bitcoin Holdings Fall Around 10%

Michael Saylor has indicated that his company, MicroStrategy, is planning another Bitcoin purchase, continuing its aggressive accumulation strategy despite recent market downturns. The company, the largest corporate holder of Bitcoin, has significantly accelerated its buying, acquiring over 43,000 BTC in March alone for a total of $3.04 billion. This buying occurs as Bitcoin faces pressure from geopolitical tensions, causing its price to drop to around $67,725. Consequently, MicroStrategy's holdings are currently at an unrealized loss of approximately 10%, with an average acquisition cost of $75,696 per Bitcoin. Despite these paper losses, the company reaffirms its long-term belief in the cryptocurrency.

TheNewsCrypto03/23 07:24

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

Ethereum OG Whale Returns To Market With $19.5M ETH Buy — Details

An Ethereum whale known as thomasg.eth has returned to the market, purchasing $19.5 million worth of ETH, WETH, and Aave-deposited ETH over the past week. This entity previously held $538 million in crypto assets at the 2021 market peak but had nearly exited all positions by mid-2022. The whale's recent buying activity is seen as a strategic "buy the dip" move, with ETH currently trading around $2,153—down over 56% from its all-time high. Analyst Ali Martinez suggests Ethereum may be entering a historical buy zone, as the MVRV Ratio recently dropped near 0.8—a level that preceded a 250% price surge in April 2025. This metric indicates the asset is deeply undervalued, potentially signaling a significant upward move.

bitcoinist03/22 20:32

‘Buy silver’: Schiff – How crypto community reacts to ‘biggest BTC hater’

Amid Bitcoin's struggle to reclaim $70,000, prominent Bitcoin critic Peter Schiff urged investors to shift focus to silver, claiming it's entering a major bullish phase due to rising demand and tightening supply by 2026. He argued Bitcoin may be weaker than perceived while silver could outperform. The crypto community swiftly countered, highlighting that both assets have seen similar recent drawdowns from their peaks. Critics also noted the metals market lost over $1 trillion in 60 days, far exceeding crypto losses, with silver dropping 7%. Data showed Bitcoin clearly outperforming silver recently, with the BTC/XAG ratio rising over 25% in a month. Despite his criticism, Schiff's own launch of a tokenized gold product acknowledges blockchain's utility, though he maintains gold is the true store of value. The backlash underscores the deep divide between traditional asset and crypto proponents.

ambcrypto03/22 18:02

All Roads Lead Back To Bitcoin: Analyst Shares Something Crypto Investors Should Know

bitcoinist03/22 11:02

When Wall Street's ETH Starts to 'Earn': From BlackRock's ETHB to Ethereum's Asset Attribute Shift

Wall Street Embraces Staking: BlackRock's ETHB and Ethereum's Shift to a Yield-Generating Asset On March 12, 2026, BlackRock launched the iShares Staked Ethereum Trust (ETHB) on Nasdaq, a groundbreaking Ethereum ETF that not only holds spot ETH but also stakes a significant portion (70-95%) of its assets to generate and distribute yield to investors. This move effectively answers a long-debated question: whether ETH can be accepted by mainstream finance as a yield-bearing asset. ETHB operates by delegating staking to professional validators like Figment via Coinbase Prime. It distributes approximately 82% of the staking rewards (estimated at 2.3%-2.5% APY after fees) to shareholders monthly, while retaining 18% as service fees and charging a 0.25% annual management fee. This provides a predictable, automated cash flow, though it lacks the compounding effect of native on-chain staking unless investors manually reinvest distributions. This development is significant as it marks the formal entry of staking—a core crypto-native activity—into Wall Street's asset framework. Under new SEC leadership, regulatory barriers have eased, allowing BlackRock to legitimize staking rewards as a viable investment return. This paves the way for other PoS-based ETFs (e.g., Solana, Cardano) and may shift substantial capital from traditional spot ETFs to yield-generating products. While on-chain staking options remain popular (e.g., native staking, liquid staking via Lido/Rocket Pool, or wallet-based staking), ETHB’s introduction signals a broader shift: ETH is increasingly viewed not just as a speculative asset, but as a productive, cash-flow-generating machine. The trend of making assets "work" is now irreversible, whether through traditional financial products or decentralized protocols.

marsbit03/22 06:17

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

The article contrasts the investment prospects of Tencent and Circle in the AI era, framing the decision as a choice between "easy" and "hard" problems, inspired by Charlie Munger's philosophy. Tencent's stock has declined despite strong earnings, as the market shifted from fearing insufficient AI investment to worrying about excessive spending. The author argues this pessimism is overdone. WeChat's nascent AI agent, Yuanbao, is seen as a prototype for a future, more powerful system-native agent. Crucially, this agent would have system-level permissions to seamlessly interact with the massive Mini Program ecosystem (housing apps like Meituan, Didi, etc.), making it a practical, usable product for billions. The author believes the high-probability success of this inevitable development makes investing in Tencent an "easy" decision that the market is currently overlooking. Conversely, Circle's recent rise is fueled by the AI narrative, specifically the belief that AI agents will require blockchain-based stablecoins for settlement, with USDC as the leading compliant option. The author deconstructs this bullish thesis, identifying high uncertainties in its core assumptions: whether AI transactions will *necessarily* use stablecoins (vs. other protocols like Google's UCP), USDC's ability to maintain its lead against competitors like Tether or PayPal, and whether stablecoins even possess strong network effects in an agent-dominated world where cost and friction are paramount. The compounding uncertainty makes investing in Circle a "hard" problem, riskier than market sentiment suggests. In summary, the author posits that Tencent presents a clear, high-probability opportunity (easy), while Circle's future is built on a chain of speculative assumptions (hard).

marsbit03/21 11:20

When Wall Street's ETH Starts to 'Earn Interest': From BlackRock's ETHB to Ethereum's Asset Attribute Shift

On March 12, 2026, BlackRock launched the iShares Staked Ethereum Trust (ETHB), a staking-enabled Ethereum ETF on Nasdaq. Unlike traditional crypto ETFs that simply hold assets, ETHB stakes 70–95% of its ETH holdings through institutional validators like Figment, generating staking rewards. Approximately 82% of these rewards are distributed monthly to investors, with the remainder retained as fees. After management fees, investors can expect an annual yield of around 2.3–2.5%. ETHB marks a significant shift in how Ethereum is perceived within traditional finance—from a speculative asset to a yield-generating one. Its approval reflects a regulatory shift following Gary Gensler’s departure from the SEC and signals broader acceptance of staking as a legitimate financial mechanism. This move is expected to encourage other PoS-based crypto ETFs and may redirect substantial institutional capital toward yield-bearing products. While on-chain staking (via native, liquid, or wallet-based options) remains more flexible and potentially higher-yielding for crypto-native users, ETHB enables non-technical investors to access Ethereum’s native yield without direct blockchain interaction. This development reinforces ETH’s evolving role as a productive asset and accelerates the convergence of decentralized and traditional finance.

marsbit03/21 04:07

Chainlink Maxi Shares Why LINK Is A Better Institutional Bet Than XRP

In a controversial post, Chainlink ambassador Zach Rynes sparked debate by arguing that LINK is a superior institutional investment compared to XRP. He criticized Ripple for prioritizing equity shareholders over XRP token holders, claiming the company uses XRP sale proceeds to fund corporate acquisitions and stock buybacks that don’t benefit token investors. Rynes dismissed the XRP Ledger as an "obsolete ghost chain" with minimal market share in real-world assets and stablecoins, while highlighting Chainlink’s dominance in DeFi, institutional partnerships, and structurally aligned incentives—noting that even Chainlink employees are rewarded in LINK, not equity. Ripple’s former CTO, David Schwartz, countered that Ripple’s consistent XRP sales created lower entry prices for buyers, a claim Rynes rejected as "elite-tier gaslighting."

bitcoinist03/21 03:01

Trump-Backed American Bitcoin Accumulates $450M BTC, Enters Top 20 Treasury Holders

Trump-backed Bitcoin mining company American Bitcoin has accumulated 6,899 BTC (worth approximately $486 million), making it the 16th largest corporate Bitcoin holder globally, just ahead of Galaxy Digital. This positions the company as a hybrid mining operation and treasury vehicle, reflecting a strong long-term conviction in Bitcoin’s value. The accumulation occurs amid a challenging market environment, with Bitcoin struggling to sustain momentum around $70,000. American Bitcoin’s strategy highlights a broader industry trend where well-capitalized miners are accumulating BTC as a competitive edge during periods of uncertainty, absorbing supply and signaling confidence even as short-term sentiment remains mixed.

bitcoinist03/21 01:03