# 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.

Wintermute Reveals: Are Retail Investors No Longer Trading Crypto?

Wintermute, a leading crypto market maker, reveals a significant shift in retail investor behavior: instead of simultaneously investing in both cryptocurrencies and stocks as in the past, retail traders are now choosing between them. Since late 2024, activity in crypto and equities has become negatively correlated—when retail buys stocks, crypto activity stagnates, and vice versa. Key factors driving this change include the structural compression of crypto’s volatility premium relative to stocks, reducing its appeal as a high-risk, high-reward asset. Technical developments, such as smoother on/off ramps via fintech integrations, make it easier for capital to flow between asset classes. Additionally, the rise of LLM-powered analysis tools gives retail a perceived edge in stock markets—a feeling absent due to crypto’s lack of clear valuation frameworks. As a result, traditional crypto indicators like M2 money supply are becoming less reliable. Investors should now view crypto through a multi-asset portfolio lens, acknowledging it as one option among many rather than the primary speculative arena.

marsbit03/02 01:07

Wintermute Reveals: Are Retail Investors No Longer Trading Crypto?

marsbit03/02 01:07

WLFI's Insider Deal Again? The $5 Billion Investment Bank License Controversy

The U.S. Office of the Comptroller of the Currency (OCC) faced scrutiny during a Senate hearing over World Liberty Financial (WLF), a crypto firm linked to the Trump family, which is seeking a national bank charter. WLF received a $500 million investment from Sheikh Tahnoon bin Zayed Al Nahyan, a UAE national security advisor and royal family member, raising concerns about potential conflicts of interest, foreign influence, and national security risks. Democratic senators, including Elizabeth Warren, questioned whether WLF disclosed the foreign investment and its implications, including possible AI chip exports to China. OCC officials declined to comment on specific applications but emphasized adherence to standard procedures. If approved, WLF could self-custody and issue its USD1 stablecoin. The firm denies any wrongdoing and claims the scrutiny is politically motivated.

marsbit03/01 13:55

WLFI's Insider Deal Again? The $5 Billion Investment Bank License Controversy

marsbit03/01 13:55

After OpenMind's Token Launch: A Quick Guide to Unreleased Token Projects in the Robotics Sector

Following the recent token launch by OpenMind, a leading project in the crypto robotics sector, which generated significant community discussion and airdrop rewards, the broader robotics narrative is gaining momentum. This was further amplified by the high-profile showcase of embodied intelligence companies during the 2026 Spring Festival Gala. Against this backdrop of increased capital and public attention, the article highlights several promising, yet-to-launch token projects in the robotics space for potential early interaction and airdrop opportunities. Key projects featured include: - **PrismaX**: An open coordination layer connecting remote operators, users, and robot companies. It completed a $11 million funding round and offers an interactive platform where users can earn points through daily logins, quizzes, and even paid access to control robots remotely. - **Konnex**: A decentralized platform enabling robots to act as independent economic agents, collaborating on tasks and settling payments with stablecoins. It recently secured $15 million and has launched a points program for user engagement. - **BitRobot Network**: A decentralized, incentive-driven platform focused on Embodied AI research. It raised $8 million and is currently accepting applications for early access to its network. - **Axis Robotics**: A project aiming to bridge diverse human intelligence with Robotics General Intelligence (RGI), moving from "AI that chats" to "AI that acts." It provides an interactive hub for users to complete tasks by operating robots. The article provides basic interaction guides for each project, suggesting that the robotics sector is a key area to watch for potential airdrops and growth in the first half of the year.

Odaily星球日报03/01 03:47

After OpenMind's Token Launch: A Quick Guide to Unreleased Token Projects in the Robotics Sector

Odaily星球日报03/01 03:47

Bitcoin Buying Just Ramped Up Into The Billions Again, Is It Time To Get Back In?

Recent on-chain data indicates a significant surge in Bitcoin accumulation, with over 188,000 BTC (worth $12.75 billion) moved into dormant wallets in the past three weeks. This suggests experienced investors are buying despite the price dropping below $64,000. Spot Bitcoin ETFs also saw $1.02 billion in inflows recently, signaling renewed institutional interest. Analyst Willy Woo notes selling pressure may be exhausting, potentially leading to a brief rebound to the mid-$70,000s, though he expects rejection due to poor liquidity. He warns the bearish trend could extend into Q4 2026, with possible downside targets at $45,000, or even $30,000-$16,000 in a severe macro downturn.

bitcoinist03/01 02:32

Bitcoin Buying Just Ramped Up Into The Billions Again, Is It Time To Get Back In?

bitcoinist03/01 02:32

Here’s why OpenAI’s $110B raise is a major headwind for crypto

The race for AI dominance is accelerating, particularly among U.S. tech firms, as illustrated by recent FUD surrounding Anthropic. OpenAI’s $110 billion capital raise reinforces U.S. investment in AI infrastructure, which may indirectly pressure liquidity in the crypto market. This comes at an unfavorable time for crypto, as Bitcoin’s 90-day Realized Profit/Loss Ratio has fallen below 1.0, indicating that realized losses exceed gains—a sign of deteriorating investor profitability and tighter liquidity. Historically, such conditions reduce risk appetite and limit capital inflows into crypto. Meanwhile, capital continues flowing into tech equities, giving them a structural liquidity advantage over digital assets, a resilience currently absent in crypto markets.

ambcrypto02/28 16:02

Here’s why OpenAI’s $110B raise is a major headwind for crypto

ambcrypto02/28 16:02

Solana Foundation President Lily Liu Says 'Don't Waste Time with Crypto'—Is the Crypto Industry Really Dead?

Lily Liu, President of the Solana Foundation, sparked controversy by echoing a statement from OpenClaw founder Peter Steinberger: "don't waste time with crypto." Steinberger’s remark was a direct response to ongoing harassment from crypto speculators who promoted a fraudulent token falsely tied to his project, causing significant financial losses for investors. His frustration is aimed at the predatory and scam-prone aspects of the industry rather than the technology itself. Liu’s repetition of the statement, however, was met with criticism and confusion, given her leadership role in a major blockchain foundation. Many interpreted it as a negative signal toward the crypto industry’s current state, though others suggested it might be ironic commentary on its speculative excesses. The incident reflects broader trends: talent and capital are shifting toward AI, which is seen as being in a value-creation phase with clearer opportunities. However, the crypto market has historically absorbed capital and attention when other tech sectors mature and returns diminish. The current downturn is part of a natural cycle, and the industry’s long-term viability will depend on what remains after speculative projects are filtered out.

marsbit02/28 12:32

Solana Foundation President Lily Liu Says 'Don't Waste Time with Crypto'—Is the Crypto Industry Really Dead?

marsbit02/28 12:32

Behind OpenAI's $110 Billion Financing: The Game Between Amazon and Microsoft

OpenAI has secured $110 billion in new funding at a $730 billion pre-money valuation, with major investments from Amazon ($50 billion), Nvidia ($30 billion), and SoftBank ($30 billion). Notably, CEO Sam Altman’s public acknowledgment included Microsoft—an existing investor and partner—immediately after Amazon, signaling strategic alignment shifts. A key insight lies in two technical distinctions: “Stateless API” and “Stateful Runtime Environment.” Stateless API, the current mainstream model, handles single-request tasks without retaining context, but faces commoditization and margin pressure. In contrast, Stateful Runtime Environment supports persistent, autonomous AI agents capable of complex multi-step workflows, representing the future of enterprise AI adoption. Microsoft’s existing agreement ensures Azure remains the exclusive cloud provider for OpenAI’s Stateless API, securing present-day revenue streams. Meanwhile, Amazon’s expanded $100 billion partnership with OpenAI focuses on co-developing Stateful Runtime Environments via AWS Bedrock, positioning AWS as the infrastructure backbone for next-generation AI agents. This dual-cloud strategy enhances OpenAI’s leverage, reducing dependency on Microsoft while pitting Amazon and Microsoft in competition for future AI dominance. OpenAI gains negotiating power by diversifying its infrastructure partnerships and aligning each cloud giant with distinct—yet complementary—AI futures.

Odaily星球日报02/28 08:37

Behind OpenAI's $110 Billion Financing: The Game Between Amazon and Microsoft

Odaily星球日报02/28 08:37

Bitcoin Drops Sharply in Short Term; Explosion Occurs in Downtown Tehran, Iran

Bitcoin prices experienced a rapid short-term decline following reports of an explosion in central Tehran, Iran. According to a report from Qatar’s Al Jazeera television, the incident occurred on February 28 local time, coinciding with air raid sirens being activated in multiple locations across Israel. Risk Warning and Disclaimer: The market carries risks, and investments should be made cautiously. This article does not constitute personal investment advice, nor does it take into account individual users' specific investment objectives, financial situations, or needs. Users should consider whether any opinions, views, or conclusions presented herein are appropriate for their particular circumstances. Investing based on this information is at one’s own risk.

华尔街日报02/28 06:23

Bitcoin Drops Sharply in Short Term; Explosion Occurs in Downtown Tehran, Iran

华尔街日报02/28 06:23

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

Paradigm, a major crypto-focused VC managing $12.7 billion in assets, is raising a new $1.5 billion fund to expand into AI, robotics, and frontier tech. This shift follows a contraction in its crypto-only strategy—its third fund was $850 million, down from $2.5 billion in 2021—reflecting a lack of sufficiently large and early-stage crypto opportunities. The 2022 FTX collapse, which cost Paradigm $278 million, prompted internal reevaluation. By 2023, the firm had quietly removing “crypto” and “Web3” from its website, signaling a broader investment focus. Co-founder Matt Huang later clarified that Paradigm remains excited about crypto but sees AI as too significant to ignore. Paradigm’s move isn’t a full pivot to AI; rather, it targets the intersection of AI and crypto. Investments like $50 million in AI infrastructure firm Nous Research and the development of Tempo—a stablecoin payment platform—highlight this strategy. The firm believes AI agents will require programmable money and on-chain execution, creating synergies between both fields. The new fund also serves a narrative purpose: offering LPs a compelling growth story amid crypto’s concentration of capital and AI’s dominance in venture funding (61% of global VC investments in 2025). Paradigm aims to leverage its crypto expertise to capture value at the convergence of AI and decentralized technologies.

marsbit02/28 04:16

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

marsbit02/28 04:16

$1.3 Billion in Debt: Bitdeer Has a Tough Battle to Fight

Bitdeer, one of the world's largest publicly listed Bitcoin mining firms, is undergoing a high-stakes strategic pivot from cryptocurrency mining to AI infrastructure, financed by over $1.3 billion in debt. The company recently sold its entire Bitcoin reserve—943.1 BTC—to boost liquidity for this transition. The core of Bitdeer’s new strategy involves developing large-scale data centers to supply computing power for AI and high-performance computing (HPC). It currently has a pipeline of 3,002 MW in power capacity globally—enough to support 10–30 hyperscale data centers like those of Google or Microsoft. Key projects include a 570 MW site in Ohio (facing a legal challenge from a local steel manufacturer) and a 175 MW site in Norway being converted to AI use. The company has raised capital through multiple convertible notes and equity offerings, with much of the debt scheduled to mature between 2029 and 2032. Annual interest expenses are estimated at over $65 million, currently supported largely by continued borrowing. While Bitcoin mining remains its primary revenue source, its profitability is declining due to rising network difficulty. Bitdeer’s AI business currently contributes less than 2% of total revenue, but management projects potential annual revenues of up to $2 billion if GPU capacity is fully utilized and long-term client contracts are secured. The company is also developing its own ASIC chips to improve margins. The success of this ambitious transformation depends on timely project execution, favorable legal outcomes, and the ability to attract major AI clients before debt obligations come due. The market remains skeptical—reflected in a falling share price—until tangible AI revenue materializes.

marsbit02/28 02:42

$1.3 Billion in Debt: Bitdeer Has a Tough Battle to Fight