# 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 Bitcoin Vector #44

This report, titled The Bitcoin Vector #44, contains an executive summary and additional content that is restricted to paid subscribers. Access to the full analysis requires a subscription starting at $175 per month. The notice indicates that existing subscribers can log in to unlock the material.

insights.glassnode02/25 11:07

21Shares brings new SUI Spot ETF to Nasdaq: ‘The moment is finally here!’

Despite a cautious market environment, 21Shares launched the Spot SUI ETF (TSUI) on Nasdaq, enabling traditional investors to gain exposure to Sui (SUI) without direct crypto management. The Sui network demonstrates strong utility, processing $6.5 billion in DEX volume over 30 days and over $100 billion in stablecoin transfers for six consecutive months. Executives highlighted Sui's rapid growth and institutional relevance. The crypto community reacted with excitement and price speculation, though SUI saw only a modest 1.74% gain to $0.8718. 21Shares faces competition from Canary Capital and Grayscale, which recently launched similar ETFs. This expansion into altcoin ETFs signals broader crypto market maturation beyond Bitcoin and Ethereum.

ambcrypto02/25 11:02

21Shares brings new SUI Spot ETF to Nasdaq: ‘The moment is finally here!’

ambcrypto02/25 11:02

Selling Blue-Chip Crypto for Ozak AI Is Being Viewed as a Move From Capital Preservation to Capital Expansion

The article discusses a growing trend among crypto investors shifting from blue-chip cryptocurrencies to Ozak AI ($OZ), viewing it as a move from capital preservation to capital expansion. Ozak AI is an AI-powered crypto project combining predictive analytics with a decentralized physical network (DePIN). Currently in Phase 7 of its presale, the token is priced at $0.014, with $6.14 million raised. A planned exchange listing targets a $1.00 price. The project emphasizes AI-driven infrastructure, cross-chain functionality, and strong token utility, supported by partnerships with firms like Hive Intel and Weblume. These collaborations enhance its predictive capabilities and real-time market integration, positioning Ozak AI as a high-growth opportunity in the AI and blockchain space.

TheNewsCrypto02/25 10:06

Selling Blue-Chip Crypto for Ozak AI Is Being Viewed as a Move From Capital Preservation to Capital Expansion

TheNewsCrypto02/25 10:06

Kraken, Coinbase expand into stock trading as equities outperform crypto

Kraken and Coinbase are expanding into stock trading to attract traditional finance investors as equities significantly outperform the crypto market. This move represents a strategic shift towards hybrid financial products. Kraken launched 24/7 perpetual futures contracts for tokenized equities like the S&P 500 and Nasdaq 100, offering up to 20x leverage and availability in over 110 countries. Conversely, Coinbase is focusing on spot equity trading through a partnership with Yahoo Finance, with plans to introduce tokenized U.S. equities later this spring. This expansion occurs amid a major crypto market contraction, with total capitalization falling to $2.24 trillion, down 47.5% since October 2025. In contrast, the S&P 500 has gained 17% over the same period. By integrating equities, both exchanges aim to capture capital rotation, diversify revenue, and boost user engagement.

ambcrypto02/25 09:48

Kraken, Coinbase expand into stock trading as equities outperform crypto

ambcrypto02/25 09:48

AI Era's 'Scarce Assets'? Goldman Sachs: HALO—Heavy Assets, Low Obsolescence

In the AI era, market focus is shifting from scalable, light-asset business models to valuing hard-to-replicate physical assets and infrastructure, a trend Goldman Sachs terms "HALO" (Heavy Assets, Low Obsolescence). This reflects a repricing of scarcity driven by higher real interest rates, geopolitical fragmentation, supply chain restructuring, and massive AI-driven capital expenditure. HALO assets—such as power grids, pipelines, utilities, and critical industrial capacity—have high replication barriers (cost, regulation, engineering complexity) and remain economically durable across technology cycles. Meanwhile, AI is undermining the profitability and terminal value of some light-asset sectors (e.g., software, IT services) by reducing information costs and increasing competition. Notably, major tech firms are now becoming large-scale capital spenders, with projected Capex of $1.5 trillion from 2023-2026—surpassing their cumulative historical investment. Since 2025, Goldman’s heavy-asset portfolio (GSSTCAPI) has outperformed its light-asset counterpart (GSSTCAPL) by 35%, driven by valuation rerating rather than broad de-rating of light assets. Macro factors support this shift: higher rates compress valuations of long-duration growth stocks, while manufacturing and capex cycles benefit heavy-asset firms. Earnings momentum is also stronger for heavy-asset companies, with higher expected CAGR (14% vs. 10%) and improving ROE. Despite recent gains, institutional positioning remains underweight value/heavy-asset stocks, suggesting further potential for outperformance.

marsbit02/25 08:50

AI Era's 'Scarce Assets'? Goldman Sachs: HALO—Heavy Assets, Low Obsolescence

marsbit02/25 08:50

Bitcoin Vs. Quantum: Saylor Says The Threat Is Over A Decade Off

Market jitters over the quantum computing threat to Bitcoin were met with a calm response from industry leaders like Michael Saylor. He argues that a credible quantum risk is over a decade away and that the tech world would have ample warning to respond. Saylor believes the crypto sector would upgrade its systems naturally upon seeing the same signals that alert banks and cloud providers. His company, MicroStrategy, remains heavily invested in Bitcoin, reinforcing his stance. However, not all agree; Vitalik Buterin and the Ethereum Foundation are pushing for more urgent adoption of quantum-resistant tools. The technical challenge involves transitioning to new algorithms—a slow process requiring industry-wide coordination. Investors are advised to watch for clear signals like public research breakthroughs or coordinated alerts from major institutions rather than headlines. Saylor concludes that Bitcoin’s software is designed to adapt to such emerging threats over time.

bitcoinist02/25 07:09

Bitcoin Vs. Quantum: Saylor Says The Threat Is Over A Decade Off

bitcoinist02/25 07:09

Bitcoin Sees “Most Aggressive” Institutional Selling Ever, Analyst Says

Bitcoin is experiencing its most aggressive institutional net selling in history, according to Capriole Investments founder Charles Edwards. Analysis of institutional activity, measured through spot ETFs and treasury companies, shows a sharp decline in their monthly rate-of-change (ROC) into negative territory, indicating significant capital outflows. The Net Institutional Buying metric has plummeted to a record low of -319%, meaning institutions are selling far more Bitcoin than miners are producing. Edwards attributes this shift to concerns over the Quantum Computing threat, which could compromise old BTC wallets. He estimates this risk has already discounted Bitcoin's value by 20%, a figure that could rise to 85% by 2030 if the network isn't upgraded. Bitcoin's price reflects this pressure, currently trading around $62,300, down 7% over the past week.

bitcoinist02/25 06:02

Bitcoin Sees “Most Aggressive” Institutional Selling Ever, Analyst Says

bitcoinist02/25 06:02

The Most Underrated Chapter in Dalio's 'Principles': On the Big Cycle, He Explained It Clearly Three Years Ago

The most underrated chapter in Ray Dalio's "Principles" explores the "Big Cycle" of investing, revealing a sobering historical pattern: 7 out of 10 major nations saw their wealth nearly wiped out at least once in the past century. Dalio argues that most investors fail to study these cycles, leading to a distorted perspective skewed by survivorship bias (e.g., focusing only on post-WWII US/UK success). The chapter details how financial wealth (stocks, bonds) expands relative to tangible wealth during cycles of debt and credit growth, eventually leading to crises where promises exceed deliverable value. This results in debt defaults, market crashes, currency devaluation, and even wealth confiscation. Historical data from 1900 shows extreme volatility: many countries experienced decades of negative real returns, market closures, and high taxes. Dalio emphasizes that investors’ biggest risks are not meeting return needs, portfolio destruction, and wealth confiscation—not just volatility. He warns that current conditions (near-zero real yields, high financial wealth vs. tangible wealth) mirror late-cycle stages where cash and bonds offer poor returns. The solution: diversify globally, understand cyclical drivers (growth, inflation, risk premiums), and avoid overexposure to any single environment or narrative.

marsbit02/25 04:59

The Most Underrated Chapter in Dalio's 'Principles': On the Big Cycle, He Explained It Clearly Three Years Ago

marsbit02/25 04:59

While Everyone Is Selling Software Stocks, HSBC Says You're Wrong

Amid a severe selloff in software stocks dubbed the "SaaSpocalypse" in early 2026, HSBC’s U.S. tech research head Stephen Bersey published a contrarian report titled "Software Will Eat AI." He argues that the market’s fear—that AI agents will replace traditional enterprise software—is a misjudgment. Instead, Bersey contends that AI will be absorbed into existing software platforms, becoming an embedded capability rather than a disruptor. Key points from the report include: - AI lacks the depth to replace complex enterprise systems due to training data limitations and inability to replicate decades of proprietary business logic. - "Vibe coding" and AI-native approaches overestimate the ability to rebuild reliable, large-scale enterprise software from scratch. - High switching costs and trust in incumbent software providers create durable barriers. Bersey believes software companies with deep data moats and AI integration capabilities—such as Oracle, Microsoft, Salesforce, and ServiceNow—are well-positioned to monetize AI through task-based agents operating within software-defined boundaries. He sees 2026 as the year AI monetization scales within software, driven by inference demand, not training. HSBC recommends buying select software stocks while downgrading others like IBM and Palo Alto Networks, emphasizing that not all will benefit equally. The core thesis: software is the vehicle through which AI delivers scalable, governed enterprise value—not its replacement.

marsbit02/25 02:51

While Everyone Is Selling Software Stocks, HSBC Says You're Wrong

marsbit02/25 02:51

Cardano Gains Institutional Momentum as Smart Contract Fund Exposure Surges

Institutional investors are increasing their exposure to smart contract platforms, with Cardano (ADA) becoming a central focus. Grayscale Investments has raised its ADA allocation in its Smart Contract Fund to 20.2%, making it the fund's third-largest holding behind Ethereum and Solana. This signals growing institutional confidence in Cardano's long-term ecosystem, despite ongoing market weakness and ADA's price trading near key support at $0.24. Additionally, Cardano has integrated with LayerZero, enabling cross-chain interoperability with over 80 blockchains. This aims to improve liquidity and DeFi access by allowing direct asset and data transfers between networks like Ethereum and Solana. Further roadmap upgrades focus on scalability, privacy sidechains, and stablecoin integrations to attract institutional use cases. While technical indicators remain cautious, the institutional accumulation and ecosystem developments suggest strengthened long-term positioning.

bitcoinist02/25 00:01

Cardano Gains Institutional Momentum as Smart Contract Fund Exposure Surges