# 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.

Goldman Sachs Warns of US Stocks Selling Pressure, What’s For BTC Price?

Goldman Sachs has issued a warning about potential selling pressure in US stocks, estimating around $80 billion in sell-offs due to market stress and thin liquidity. This could extend to the crypto market, negatively impacting BTC price through portfolio deleveraging and reduced risk appetite. Currently, BTC is trading at approximately $68,559, down slightly. Meanwhile, gold prices have eased, down 0.2%, offering investors a chance to reconsider allocations. Despite recent declines, the outlook for gold remains optimistic amid economic uncertainty and potential future rate cuts.

TheNewsCrypto02/10 12:38

Goldman Sachs Warns of US Stocks Selling Pressure, What’s For BTC Price?

TheNewsCrypto02/10 12:38

The Darkness Before Dawn: Crypto in 2026 = The Internet in 2002

"DeFi Cheetah argues that the current despair in crypto, marked by high-profile departures like Kyle Samani's shift to AI, is deceptive. The industry is at a critical inflection point, witnessing a rise of "fintech wrappers"—products from traditional finance (like bank-issued stablecoins or tokenized assets) that merely leverage blockchain for efficient settlement while retaining the old, rent-seeking intermediary structures. These wrappers, comparable to "Western Union with private keys," fail to capture value on-chain and fragment liquidity, representing an IT upgrade rather than true crypto innovation. Drawing a parallel to the dot-com bust of 2002, the author contends that just as early internet companies were merely "newspaper wrappers," today's fintech wrappers are placing old finance onto new rails. The real revolution will be built by those who embrace crypto's native properties: a global state instead of siloed databases, atomic composability instead of API integrations, and permissionless liquidity instead of walled gardens. The consensus view that blockchains are merely asset ledgers is where alpha is not found. The current downturn is a filter. The true builders who remain will focus on constructing what cannot exist on private servers, leveraging trustless coordination, permissionless access, and composability to solve problems legacy systems cannot. The work of building the sovereign internet is just beginning."

marsbit02/10 11:42

The Darkness Before Dawn: Crypto in 2026 = The Internet in 2002

marsbit02/10 11:42

Currency and Stock Barometer丨 Strategy invested $90 million last week to purchase 1,142 Bitcoins; Bitmine increased its holdings by 40,613 ETH last week (February 10)

Crypto Market Weekly Roundup: Strategy Invests $90M in 1,142 BTC; Bitmine Adds 40,613 ETH (Feb 10) Despite a bearish start to 2026 for crypto, mining stocks showed strength in January, outperforming Bitcoin with a 23% sector cap increase to $60B, though still 15% below late-2025 highs. JPMorgan noted reduced network competition and pivot to AI/HPC data centers as key drivers. Morgan Stanley analysts highlighted Terawulf and Cipher Mining, projecting ~150% upside due to their AI power agreements. Strategy purchased 1,142 BTC ($90M), bringing its total to 714,644 BTC. Global public companies net bought $92.83M in BTC, though overall DATs (crypto treasury firms) face selling pressure, declining 62% since October highs. Bitmine increased its ETH holdings by 40,613, totaling 4.33M ETH. ETHZilla launched an aviation engine RWA token and expanded into real estate tokenization. FG Nexus announced a 1:5 reverse stock split. Solana treasury firm Forward Industries, holding 7M SOL, hinted at potential industry consolidation, while Upexi raised $7.4M to expand its SOL strategy. Jupiter Lend added DFDV’s staking token dfdvSOL as collateral, enhancing DeFi-TradFi liquidity integration.

marsbit02/10 11:16

Currency and Stock Barometer丨 Strategy invested $90 million last week to purchase 1,142 Bitcoins; Bitmine increased its holdings by 40,613 ETH last week (February 10)

marsbit02/10 11:16

US Debt Spiral Eyes $39T: Why Bitcoin Hyper ($HYPER) Is The Hedge to Watch

The US national debt is projected to hit $39 trillion, accelerating concerns about currency debasement and driving investors toward Bitcoin as a hedge. However, the market is shifting from simply holding Bitcoin to seeking utility through Bitcoin Layer 2 solutions that unlock its dormant $1.7 trillion economy. Bitcoin Hyper ($HYPER) emerges as a key player by integrating the Solana Virtual Machine (SVM) with Bitcoin’s blockchain, enabling sub-second transaction speeds, smart contracts, and DeFi applications without sacrificing Bitcoin’s security. The project has raised over $31 million in its presale, attracting significant whale activity, including a $500,000 single transaction. This reflects growing smart money interest in Bitcoin-based infrastructure that offers both inflation protection and yield potential.

bitcoinist02/10 10:26

US Debt Spiral Eyes $39T: Why Bitcoin Hyper ($HYPER) Is The Hedge to Watch

bitcoinist02/10 10:26

Bitcoin Hyper Could Conquer 2026 if Bitcoin Regains Lost Ground

Bitcoin Hyper ($HYPER) is positioned as a potential market leader in 2026 by addressing Bitcoin's scalability and programmability limitations. It combines Bitcoin's security with the high-speed Solana Virtual Machine (SVM) to create a Layer 2 solution, enabling fast, low-cost decentralized finance (DeFi) applications. The project has raised $31.3 million in its presale, with significant whale activity, including a single $500,000 purchase, indicating strong institutional interest. By solving Bitcoin's "programmability gap," Bitcoin Hyper aims to recapture capital that has migrated to ecosystems like Ethereum and Solana, potentially unlocking trillions in dormant Bitcoin liquidity for DeFi, NFTs, and gaming.

bitcoinist02/10 08:36

Bitcoin Hyper Could Conquer 2026 if Bitcoin Regains Lost Ground

bitcoinist02/10 08:36

The Market Has No New Stories, The Current AI Frenzy Reminds Me of NFTs

The author draws parallels between the current AI hype, driven by releases like OpenClaw and Claude Code, and the NFT mania of 2021. While acknowledging the genuine utility and transformative potential of AI, the article critiques how social media amplifies extreme narratives, creating a distorted perception of reality where hype often overshadows substance. This echo chamber confuses performance with consensus and consensus with truth, leading to overblown expectations. The piece highlights a similar overreaction in financial markets, where a narrative that "AI will kill software" triggered a massive, indiscriminate sell-off in software stocks, erasing billions in market value. Companies with strong fundamentals, like Salesforce and ServiceNow—which are successfully integrating and monetizing AI—were sold off alongside more vulnerable firms. The author argues that this panic, like the hype, is a premature attempt to price in a distant "endgame," ignoring the gradual, complex reality of technological adoption. The conclusion urges a more nuanced view that tolerates ambiguity rather than rushing to extreme conclusions.

marsbit02/10 08:07

The Market Has No New Stories, The Current AI Frenzy Reminds Me of NFTs

marsbit02/10 08:07

Morgan Stanley Initiates Bitcoin Miner Coverage, Rates Cipher and TeraWulf Overweight, Marathon Underweight

Morgan Stanley has initiated coverage on major Bitcoin miners, framing them as infrastructure businesses rather than pure cryptocurrency plays. The bank assigned Overweight ratings to Cipher Mining and TeraWulf, citing their potential to transition into stable utility-like companies through long-term power contracts and site leasing—particularly to AI tenants. Cipher is seen as well-positioned for a potential “REIT endgame,” while TeraWulf’s management experience in power and infrastructure supports its positive outlook. In contrast, Marathon Digital received an Underweight rating due to its heavy dependence on Bitcoin price volatility, mining difficulty, and energy costs, making it a higher-risk investment. Morgan Stanley emphasizes that the infrastructure model offers more predictable income and deserves higher valuation multiples.

TheNewsCrypto02/10 07:10

Morgan Stanley Initiates Bitcoin Miner Coverage, Rates Cipher and TeraWulf Overweight, Marathon Underweight

TheNewsCrypto02/10 07:10

Ark Invest Buys More Bullish as Stock Surges Over 16%

Cathie Wood's Ark Invest purchased an additional 57,164 shares of Bullish (estimated value $1.83 million) as the stock surged 16% amid a broader crypto equity rally. This follows a much larger acquisition of Bullish shares the previous Friday, while Ark simultaneously reduced its position in Coinbase. The moves reflect a strategy of selective capital rotation within the crypto sector rather than broad bets. The rally in crypto stocks occurred even as major digital assets like Bitcoin saw mixed price action, highlighting a growing trend where these equities are traded as a distinct asset class influenced by company-specific factors and broader equity sentiment.

TheNewsCrypto02/10 07:00

Ark Invest Buys More Bullish as Stock Surges Over 16%

TheNewsCrypto02/10 07:00

$70 Million for a Downtime: ai.com Crashes Immediately After Launch

A summary of the article titled "7,000 万美元买了个宕机：ai.com 上线即翻车". The article details the story behind the record-breaking $70 million purchase of the premium domain ai.com. The buyer was revealed to be Kris Marszalek, the co-founder and CEO of the cryptocurrency exchange Crypto.com, not an AI giant like OpenAI or xAI as previously speculated. This transaction, finalized in April 2025 and paid for in cryptocurrency, ended a years-long bidding war for the highly sought-after domain, which had previously been linked to both OpenAI and Elon Musk's xAI as a marketing tactic by its former owner. Following the purchase, Marszalek announced the launch of a new AI product on the domain, coinciding with the Super Bowl. The platform promised AI Agents that could perform tasks like stock trading and workflow automation. However, the highly anticipated launch was marred by technical issues, as the ai.com website experienced significant downtime and a "504" error within its first 48 hours of going live, leading to public criticism. The site was later restored, allowing users to register subdomains. The article concludes by contextualizing this extravagant purchase within a broader trend of crypto executives seeking mainstream legitimacy through high-profile investments. It cites other examples, including Aave's founder buying a multi-million-dollar mansion, Tether investing profits into various sectors, and Justin Sun acquiring hydroelectric power plants in Norway.

比推02/10 06:12

$70 Million for a Downtime: ai.com Crashes Immediately After Launch

比推02/10 06:12

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows

Binance is executing a major treasury migration, shifting its $1 billion Secure Asset Fund for Users (SAFU) from stablecoins to Bitcoin. On February 9, the exchange purchased an additional 4,225 BTC worth $299.6 million, bringing its total BTC holdings to 10,455 BTC valued at approximately $734 million. This represents 73.4% completion of its plan to convert the entire fund to Bitcoin within 30 days, a strategy designed to minimize market impact. Binance has committed to replenishing the fund if it falls below $800 million, providing strong downside support for BTC. This move signals a long-term vote of confidence in Bitcoin as the most reliable reserve asset, echoing a similar successful strategy in 2023. The purchases are occurring during a broader market dip, with BTC's high dominance indicating a flight to safety rather than a full market exit.

ambcrypto02/10 06:02

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows