# 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.

a16z Partner's Account: Boutique VC is Dead, Scaling Up is the Endgame for VC

In a counterpoint to traditional VC narratives, a16z partner Erik Torenberg argues that the "boutique" VC model is dying and that scaling is the ultimate endgame for venture capital. As software becomes the core of the U.S. economy and the AI era accelerates, startups now require far more capital and comprehensive support. The industry is shifting from a "judgment-driven" model to one where "winning deals" is paramount. Only scaled platforms like a16z—with extensive resources, networks, and operational support—can compete in a trillion-dollar landscape. Torenberg refutes the idea that the number of successful startups is fixed, pointing to the dramatic increase in companies reaching $100M+ in revenue and the rise of capital-intensive giants like OpenAI and Anduril. VC must scale to match the growing opportunity set. The best founders now seek partners who offer full-spectrum support—capital, talent access, GTM strategy, and global reach—not just checks. The future of VC is a "barbell": a few scaled firms and many specialized boutiques coexisting. Mid-sized firms are at risk. Scaled VC isn’t a corruption of the model but its evolution, mirroring the disruption seen in the industries VCs invest in.

marsbit02/21 04:11

a16z Partner's Account: Boutique VC is Dead, Scaling Up is the Endgame for VC

marsbit02/21 04:11

After Dragonfly Raises $650 Million in New Funding, Haseeb Says 'Crypto Is Not for Humans,' AI Agents Are the Ultimate Users

Dragonfly Capital partner Haseeb Qureshi argues that cryptocurrency was not designed for human use, but rather for AI agents. Despite being a crypto-native firm, Dragonfly still relies on legal contracts over smart contracts due to their human-friendly design and legal enforceability. Traditional financial systems, though flawed, are built for human fallibility, whereas crypto’s complexity, security risks, and lack of intuition make it poorly suited for people. Qureshi posits that AI agents are the ideal users of crypto: they don’t tire, can verify transactions instantly, audit contracts rigorously, and prefer code-based certainty over the ambiguities of legal systems. Crypto’s deterministic, self-sovereign, and always-on nature aligns perfectly with AI’s operational needs. He envisions a future where "autopilot" wallets managed by AI handle financial tasks, navigating protocols and negotiating agreements autonomously. This shift will transform how crypto services compete and interact. Early examples, such as AI agents on platforms like Moltbook and Conway Research’s autonomous crypto-earning agents, already demonstrate this trend. In conclusion, crypto’s perceived flaws are not failures but indications that humans were never the intended users. With AI agents as the primary interface, crypto may finally realize its potential.

marsbit02/21 01:10

After Dragonfly Raises $650 Million in New Funding, Haseeb Says 'Crypto Is Not for Humans,' AI Agents Are the Ultimate Users

marsbit02/21 01:10

Thinking Of Buying The Bitcoin Dip? Here’s What This Metric Says

Considering buying the Bitcoin dip? Key on-chain metrics suggest it may not be the ideal time yet. The Bitcoin Spent Output Profit Ratio (SOPR) Trend Signal is still on a downward trend, indicating that market participants are either taking smaller profits or experiencing losses. For a confirmed bottom signal, this metric needs to drop further and cross below a key threshold. Additionally, the Net Unrealized Profit/Loss (NUPL) has fallen to 0.18, showing latent profits are fading rapidly. A drop into negative territory would signal that losses dominate the market, typically marking a capitulation phase. Experts advise continued monitoring of these metrics, as a definitive buy signal has not yet emerged, and a trend reversal may take time.

bitcoinist02/21 00:02

Thinking Of Buying The Bitcoin Dip? Here’s What This Metric Says

bitcoinist02/21 00:02

Tron acquires 177K TRX: Why this ‘long-term’ treasury move matters

Tron has acquired 177,587 TRX tokens, boosting its treasury to over 682.6 million TRX, as part of a strategy to enhance long-term shareholder value and stabilize market trust. This move, combined with a nearly 2% rise in Total Value Locked (TVL) exceeding $4 billion, reinforces investor confidence amid market volatility. The network appears to be executing a classic "buy the fear" strategy, aiming to protect the key $0.27 price floor—a level that previously sparked a 15% rally in late 2025. If TRX breaks past the $0.30 resistance, it could signal a strong buying opportunity and set the stage for a potential breakout rally.

ambcrypto02/20 23:02

Tron acquires 177K TRX: Why this ‘long-term’ treasury move matters

ambcrypto02/20 23:02

Solana tops DApp revenue! Is efficient monetization driving institutional interest?

Despite a 30% price pullback over the past month, Solana continues to demonstrate strong institutional interest, evidenced by $2.39 million in net inflows to SOL ETFs over a six-day streak. This contrasts with outflows from Bitcoin and Ethereum ETFs. A key driver is Solana’s leading 24-hour DApp revenue of $3.43 million and a significant improvement in capital efficiency. The network’s app revenue capture ratio increased from 262% to 375% last quarter, meaning DApps now generate $3.75 for every $1 spent in fees. This efficiency, even amid market volatility, signals robust network usage and strong developer activity, reinforcing institutional confidence in Solana's long-term potential.

ambcrypto02/20 16:01

Solana tops DApp revenue! Is efficient monetization driving institutional interest?

ambcrypto02/20 16:01

Top-10 Coins vs. Ozak AI Capital Efficiency Breakdown Shows Smaller Entries Chasing Much Larger Percentage Returns

A breakdown of capital efficiency between the top 10 cryptocurrencies and Ozak AI (OZ) reveals that smaller investment entries are chasing significantly higher percentage returns. While established coins like BTC, ETH, and XRP are projected to offer a maximum ROI of 4x, the OZ token presale, priced at $0.014, is estimated to surge 71x (7,100%) to a target of $1. This potential could turn a $100 investment into $7,100. The project's capital efficiency is driven by its technical components, including a fusion of AI tools, decentralized infrastructure (DePIN for data security), and the x402 Protocol for autonomous agents. Strategic alliances with entities like Openledger further enhance the ecosystem. Ozak AI has already raised over $6.14 million in its presale.

TheNewsCrypto02/20 13:54

Top-10 Coins vs. Ozak AI Capital Efficiency Breakdown Shows Smaller Entries Chasing Much Larger Percentage Returns

TheNewsCrypto02/20 13:54

Bloomberg Intelligence Analyst Mike McGlone Has Revised BTC Price Prediction, but a Broader Concern Remains

Mike McGlone, a Bloomberg Intelligence analyst, has revised his Bitcoin (BTC) price prediction upward from a previous low of $10,000 to $28,000, citing historical price distribution. However, he maintains a cautious outlook, suggesting the buy-the-dip strategy may be over and noting that traditional assets like stocks, gold, and silver are attracting investors with lower volatility compared to cryptocurrencies. His forecasts have faced criticism from the crypto community, with some labeling them as alarmist and potentially misleading. Despite the revision, broader concerns about Bitcoin's volatility persist, with current prices around $67,471.96 and a high volatility rating. The article emphasizes that this is not financial advice and encourages independent research.

TheNewsCrypto02/20 13:21

Bloomberg Intelligence Analyst Mike McGlone Has Revised BTC Price Prediction, but a Broader Concern Remains

TheNewsCrypto02/20 13:21

U.S. Bitcoin ETF Holdings Contract With $1.6B Monthly Outflows

U.S. spot Bitcoin ETFs experienced significant net outflows of approximately $1.6 billion in January 2026, continuing a trend that began in late 2025. This resulted in a reduction of over 100,300 BTC in total ETF holdings, bringing the total to around 1.26 million BTC by late February—the largest drawdown of the current market cycle. The outflows were driven by falling Bitcoin prices, which dropped to near $67,000 after a late-2025 high above $126,000, causing widespread investor caution and risk aversion. The average entry price of $83,980 per BTC left many investors with unrealized losses. While these redemptions reflect broader market volatility and a rotation out of risk assets, analysts note that such periodic outflows are a normal part of market cycles and do not signify a long-term institutional withdrawal. Cumulative inflows since the ETFs' inception remain historically significant at nearly $53 billion.

TheNewsCrypto02/20 11:41

U.S. Bitcoin ETF Holdings Contract With $1.6B Monthly Outflows

TheNewsCrypto02/20 11:41

From 24 to 1 to 5: YC No Longer Invests in Crypto, But Crypto Hasn't Disappeared

The article analyzes Y Combinator's shifting investment strategy in crypto, moving from a peak of 24 crypto startups in a single batch (Winter 2022) to a low of just 1 (Summer 2024), with a recent modest rebound to 5 in Winter 2026. The key insight is that while the *number* of crypto investments has drastically fallen, the *nature* of these investments has fundamentally changed. YC is no longer funding traditional crypto-native sectors like L1/L2 protocols, DeFi, or NFTs. Instead, the five recent investments are infrastructure companies that use crypto as a backend tool to solve specific problems, with the end-user often unaware of the underlying blockchain technology. Examples include: * **Unifold:** A Stripe-like API for crypto deposits. * **SpotPay:** A cross-border neobank powered by stablecoins. * **Sequence Markets:** An execution engine for digital asset trading. * **Orthogonal:** A payment gateway for AI agents to pay for APIs, utilizing crypto for machine-to-machine micropayments. * **Forum:** A regulated "attention exchange" to trade on cultural trends, potentially involving tokenization. The author, a professional in both crypto and AI, concludes that Silicon Valley's mainstream is redefining crypto's value proposition: its greatest potential is not as a standalone industry but as invisible infrastructure for other sectors, particularly in stablecoin financial services and emerging fields like AI agent economies. The message for crypto builders is to focus on solving real-world problems where crypto is the best tool, rather than building for the crypto ecosystem itself.

marsbit02/20 11:26

From 24 to 1 to 5: YC No Longer Invests in Crypto, But Crypto Hasn't Disappeared

marsbit02/20 11:26

US Softening Tariff Stance, Will it Work for the Crypto Market?

The US has reduced tariffs on Indonesia from 32% to 19%, including exemptions for products like palm oil and rubber, signaling a potential softening of its tariff stance. Similar reductions have been made for other countries, including India. This policy shift may alleviate financial pressure on lower-income consumers affected by inflation, potentially allowing them to allocate more funds to the crypto market. The overall crypto market cap has increased by 1.48% to $2.33 trillion, though the article emphasizes this is not investment advice.

TheNewsCrypto02/20 11:06

US Softening Tariff Stance, Will it Work for the Crypto Market?