# 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 True Replay of the Internet Bubble Is Web3, Not AI

Author TVBee argues that Web3, not AI, is the true reenactment of the 2000 dot-com bubble. The article compares the three sectors: the historical internet bubble, the current AI boom, and Web3. During the 2000 bubble, capital was focused on the supply side with many unprofitable companies, while demand-side applications were scarce due to limited internet access and primitive technology. In contrast, the current AI boom is primarily driven by infrastructure leaders like NVIDIA and AMD, which have substantial profits. Demand-side applications, such as various AI models and tools, are growing and integrating into more use cases, though the ecosystem is still developing. Web3, however, is criticized for its significant supply-side speculation with high valuations based on minimal revenue (e.g., ZKsync's $1.76B市值 vs. $458 daily income). Demand-side applications are limited mostly to DeFi, memecoins, and prediction markets, with much activity driven by airdrop farming rather than genuine utility. The author concludes that Web3, with its hype-driven capital and lack of practical products, mirrors the 2000 bubble most closely. Predictions include a likely U.S. stock market correction (but not a crash), a moderate impact on Bitcoin, and a prolonged, painful consolidation for altcoins to separate valuable projects from speculative ones. The author warns that the altcoin market decline since late 2024 is not yet over.

marsbit03/13 09:31

The True Replay of the Internet Bubble Is Web3, Not AI

marsbit03/13 09:31

Solana ETFs Just Crossed A New Record Level, But Can Price Reclaim $100?

Solana ETFs have reached a record $1.5 billion in net inflows since their July 2025 launch, a period during which SOL's price declined by 57%. This significant institutional demand, with half the assets coming from large firms filing 13F disclosures, presents a stark contrast to the bearish market sentiment and SOL's drop below $100 to a low of $85. Analysts suggest this sustained ETF momentum could create buying pressure that catalyzes a price recovery. One analyst projects that reclaiming the $100 level could trigger a breakout from a long-term descending channel, potentially driving SOL's price toward $250.

bitcoinist03/13 02:02

Solana ETFs Just Crossed A New Record Level, But Can Price Reclaim $100?

bitcoinist03/13 02:02

$1 Million Per Bitcoin? Bitwise’s CIO Says It Is Not A “Moonboy” Prediction

Bitwise CIO Matt Hougan argues that Bitcoin reaching $1 million is a plausible, mathematically-grounded prediction rather than speculative hype. He bases this on the growth trajectory of the global store-of-value market, which includes assets like gold and real estate and is currently valued at $38 trillion. This market has compounded at 13% annually over 20 years and could reach $121 trillion in a decade. For Bitcoin to hit $1 million, it would need to capture 17% of that market, up from its current 4% share. Institutional adoption, evidenced by record inflows into Bitcoin ETFs and involvement from major funds, supports this momentum. However, the thesis depends on continued market growth and Bitcoin’s ability to gain market share.

bitcoinist03/13 01:01

$1 Million Per Bitcoin? Bitwise’s CIO Says It Is Not A “Moonboy” Prediction

bitcoinist03/13 01:01

Metaplanet Bets On Japan’s Bitcoin Boom With ¥4 Billion Infrastructure Push

Metaplanet, a Tokyo-listed company, is expanding its Bitcoin strategy beyond treasury accumulation by establishing two new subsidiaries: Metaplanet Ventures and Metaplanet Asset Management. With a ¥4 billion infrastructure push, Metaplanet Ventures will invest in Japan's Bitcoin financial ecosystem, including lending, payments, custody, stablecoins, derivatives, and compliance. It will also launch an incubator and a grants program. The company believes Japan's regulatory framework for digital assets is already best-in-class and now requires execution at scale. An initial investment of up to ¥400 million will go to JPYC, Japan's first licensed yen stablecoin, highlighting a focus on building the financial rails needed for institutional Bitcoin adoption. The broader ambition is to position Metaplanet as a vertically integrated player—accumulating BTC, backing infrastructure, and acting as a capital markets intermediary—betting that Japan is Bitcoin's next major growth market.

bitcoinist03/12 18:56

Metaplanet Bets On Japan’s Bitcoin Boom With ¥4 Billion Infrastructure Push

bitcoinist03/12 18:56

Strategy’s STRC Funds 7,000 Bitcoin Purchase as Experts Warn High-Yield Risks

Strategy has purchased 7,000 Bitcoin this week using funds raised through its high-yield preferred stock, STRC, which offers investors an 11.5% yield with monthly payouts. The company has bought over 11,000 BTC in the past two weeks and accumulated roughly 34,000 BTC since STRC’s launch. STRC is a perpetual preferred stock designed to trade near its $100 face value, though it has occasionally dipped below that level, prompting Strategy to raise dividends to attract buyers. Experts, including Two Prime CEO Alexander Blume, caution that high yields like STRC’s come with elevated risks, especially given Bitcoin’s volatility. Despite the risks, strong investor demand continues to fund Strategy’s rapid Bitcoin acquisitions.

TheNewsCrypto03/12 14:24

Strategy’s STRC Funds 7,000 Bitcoin Purchase as Experts Warn High-Yield Risks

TheNewsCrypto03/12 14:24

Ozak AI’s Sub-$0.02 Entry Window Is Closing as Presale Momentum Signals One of the Strongest Upside Profiles in Crypto

OZAK AI's token presale is rapidly advancing, with the current entry price at $0.014 in Phase 7, representing a 14x return from its initial $0.001 offering. Early investors could see potential returns of up to 1,000x if the token reaches its $1 target post-listing. The project's strength lies in its AI-driven ecosystem, including the decentralized infrastructure network (DePIN) for scalability and transparency, and the x402 Protocol that simplifies developer access to AI tools. Strategic partnerships with entities like Openledger, Meganet, and Phala Network further bolster its growth potential. The presale window for this sub-$0.02 opportunity is closing as momentum builds.

TheNewsCrypto03/12 13:42

Ozak AI’s Sub-$0.02 Entry Window Is Closing as Presale Momentum Signals One of the Strongest Upside Profiles in Crypto

TheNewsCrypto03/12 13:42

2025 Korean CEX Listing Review: Investing in New Tokens = 70% Loss?

The analysis examines the performance of new tokens listed on major Korean cryptocurrency exchanges (Upbit and Bithumb) in 2025, comparing them with Binance. The study finds that investing $100 in each new KRW trading pair on Upbit (59 tokens) and Bithumb (144 tokens) would have resulted in a portfolio value of only 31% of the original investment by March 11, 2026, equivalent to a 70% loss. Binance (92 tokens) performed similarly with a 29% return. Only two tokens on Upbit (KITE +232.8%, BARD +9.3%) and eight on Bithumb ended in profit. Median returns were -80.9% for Upbit and -82.1% for Bithumb, indicating worse typical performance than the average suggests. Tokens listed in the second half of the year performed better, likely due to shorter exposure to the bear market. Notably, tokens listed on both exchanges (50 tokens) showed nearly identical losses (-69.4%) to those listed only on Bithumb (-68.9%), indicating that multiple listings do not guarantee better performance. The study concludes that the loss is structural: initial buying pressure inflates prices on listing day, followed by a predictable decline. This pattern is global, not specific to Korea or any exchange.

marsbit03/12 11:07

2025 Korean CEX Listing Review: Investing in New Tokens = 70% Loss?

marsbit03/12 11:07

Strive Buys Strategy Stock, Bitcoin Treasury Firms Begin Interlocking Dolls

On March 11, Strive, a Bitcoin treasury company, announced it had purchased $50 million worth of preferred shares (STRC) issued by MicroStrategy (now Strategy)—another major corporate Bitcoin holder. This represents over one-third of Strive’s treasury. Both companies use raised capital to buy Bitcoin, and both issue high-yield preferred shares (SATA from Strive, STRC from Strategy) to fund these purchases. Strive’s Chief Risk Officer justified the move by claiming STRC offers better risk-adjusted returns than U.S. Treasuries. However, this creates a circular dependency: Strategy uses proceeds from STRC to buy Bitcoin, and Strive relies on Strategy’s Bitcoin performance to earn yield on its STRC investment—which it may use to buy more Bitcoin or pay dividends on its own SATA shares. Strive, founded in 2022, has rapidly accumulated 13,311 BTC (worth ~$930 million), making it a top-ten corporate Bitcoin holder. Its stock (ASST) has fallen 97% from its peak, trading far below its Bitcoin-backed NAV. Despite this, Strive continues to aggressively accumulate Bitcoin and raise dividends on SATA shares. This reflects a broader trend: over 200 companies now emulate MicroStrategy’s “Bitcoin treasury” strategy. As these firms begin investing in each other’s debt-like instruments, the ecosystem becomes increasingly interconnected—and vulnerable—to Bitcoin's price volatility.

marsbit03/12 05:20

Strive Buys Strategy Stock, Bitcoin Treasury Firms Begin Interlocking Dolls

marsbit03/12 05:20

Hoskinson Outlines Cardano Funding Overhaul For 2026

Charles Hoskinson, founder of Cardano, has outlined a significant shift in the ecosystem's funding strategy for 2026. He argues that the treasury has historically over-invested in infrastructure (nodes, scaling) while underfunding utility (DApps, DeFi) and user experience (wallets, onboarding, marketing). This imbalance has resulted in many applications struggling with low user activity, TVL, and revenue. Hoskinson's proposed solution is a treasury-backed investment model, replacing grants. The treasury would take ownership stakes in selected projects, requiring strategic alignment, oversight, and partial revenue-sharing in return. This model aims to foster consolidation, as he states the ecosystem cannot sustain numerous similar projects, like 25 DEXs, at current adoption levels. He also emphasized rectifying Cardano's "uncool" public narrative by properly funding content creators and ambassadors. The core message is that Cardano must transition from an "infrastructure game" to a "utility and experience game" with coordinated, strategic intent to drive adoption.

bitcoinist03/12 01:02

Hoskinson Outlines Cardano Funding Overhaul For 2026

bitcoinist03/12 01:02

Musk: I Work 90 Hours a Week; Beware of Crayfish 'Going Crazy'...

In a roundup of discussions from the crypto community on X, Elon Musk claimed he works 90 hours per week, sparking mixed reactions. Some users questioned whether he was subtly criticizing public figures like Biden or Gates, while others sarcastically commented on his wealth accumulation. Separately, there were observations about increased solidarity among Silicon Valley’s Chinese community. Another topic involved unusual use cases for crayfish, described as "crazy." The post also featured a discussion on ideal work environments. The article includes multiple embedded images and ends with links to related social channels and news sources.

比推03/12 01:00

Musk: I Work 90 Hours a Week; Beware of Crayfish 'Going Crazy'...