# Сопутствующие статьи по теме Investment

Trump Says He Was Not Involved in $500M Abu Dhabi WLFI Deal

TheNewsCrypto02/03 09:06

Trump Denies UAE’s $500M in World Liberty as Bitcoin Hyper ($HYPER) Explodes

bitcoinist02/03 09:02

ING Eyes Bitcoin, Ethereum, Solana ETP Expansion

Dutch banking giant ING is exploring the launch of exchange-traded products (ETPs) tied to Bitcoin, Ethereum, and Solana, signaling growing institutional involvement in digital assets. The bank is responding to client demand for regulated, familiar investment vehicles that integrate with existing brokerage and custody infrastructure—rather than speculative motives. ETPs offer a regulated entry into crypto markets, allowing exposure without direct asset management. This move reflects a broader trend of traditional banks competing with crypto-native firms, leveraging regulatory expertise and customer trust. While regulatory and custody challenges remain, rising investor demand for diversification is driving adoption. ING’s cautious, compliance-focused approach may influence other European banks and further legitimize crypto in traditional finance.

TheNewsCrypto02/03 08:46

ING Now Allows Crypto Investments as SUBBD Token Soars

The cryptocurrency market is experiencing a divergence, with institutional players like ING adopting crypto services—adding legitimacy—while retail traders pursue high-risk assets. Tokens like SUBBD are surging, reflecting a strong risk-on appetite. SUBBD Token targets the $85 billion creator economy by offering a decentralized platform with AI tools, aiming to solve Web2 issues like high fees and limited control. It has raised $1.4M and offers a 20% APY staking reward to incentivize holding. This represents a shift toward utility-driven crypto projects.

bitcoinist02/03 08:33

AI-Related Stocks Surge, Cryptocurrencies Mirror the Optimistic Sentiment

AI-related stocks surged on Monday, contributing to record highs in major US stock indexes. Companies like SanDisk, AMD, and Micron Technology saw significant gains, with AI accounting for over a quarter of the S&P 500. Alphabet and Amazon also rose ahead of quarterly earnings reports. The optimism extended to AI cryptocurrencies, with the sector's market cap increasing 3.57% to $15.20 billion. Tokens like TAO, NEAR, and ICP posted notable gains. Tron DAO founder Justin Sun expressed bullish sentiment, stating "All in AI." Overall, US indexes performed well, with the Dow rising 1.05%. However, the crypto market faces headwinds from recent Bitcoin liquidations of approximately $2.5 billion, keeping BTC below $80,000.

TheNewsCrypto02/03 08:12

Time To Buy? Bitcoin Slips Below Cost Basis — Saylor Signals ‘More Orange’

Bitcoin's price decline briefly pushed major holders into losses, but key players like Michael Saylor's MicroStrategy signaled continued accumulation with his "More Orange" post. The company holds roughly 712,647 BTC. U.S. spot Bitcoin ETFs, managing $113 billion, now have an average buy price above current market levels, creating paper losses despite ongoing institutional buying. Exchange reserves have fallen to multi-year lows, suggesting long-term holding rather than panic selling. Network transaction fees remained low during the volatility, and despite a brief hashrate drop, corporate buying optimism persists. MicroStrategy recently completed its largest purchase since February 2025, adding 13,627 BTC worth $1.3 billion, indicating strong conviction at the corporate level.

bitcoinist02/03 07:33

62% Of Bitcoin ETF Inflows Underwater As Price Crashes To $76,000

On-chain data reveals that 62% of capital inflows into US Bitcoin spot ETFs are now underwater as Bitcoin's price recently crashed below $76,000. These ETFs, which began trading in early 2024, have experienced significant net outflows over the past two weeks, including two of the largest outflow events in their history. With Bitcoin trading below the average cost basis of these funds, the majority of investors who entered since late 2024 are facing losses. This marks the first major bear phase for ETF holders, as previous declines were relatively minor. Bitcoin has since rebounded slightly to around $77,800.

bitcoinist02/03 07:02

Is CRCL Expensive Now? Calculating Circle's Stock Price Using the DCF Valuation Model

**Title: Is CRCL Expensive Now? A DCF Valuation Analysis of Circle's Stock** **Summary:** This analysis uses a discounted cash flow (DCF) model to estimate the fair value of Circle (CRCL) stock, focusing on its USDC stablecoin business. Key assumptions include: USDC circulation of $70 billion by end-2025, growing at an average annual rate of 15% from 2026 to 2035; a 2.5% average benchmark interest rate; 38% gross margin; fixed operating costs of $500 million in 2025, increasing 10% annually; 24% effective tax rate; 10% discount rate; and a terminal PE multiple of 20. The fully diluted share count is 275 million. The model calculates EBITDA as interest income (USDC circulation × interest rate × margin) minus fixed costs. Free cash flow (FCF) is derived after taxes. The present value of explicit FCF (2026–2035) is $2.282 billion, and the terminal value (2035 FCF × 20) discounted to 2026 is $7.138 billion. The total enterprise value (EV) is $9.42 billion, implying a fair stock price of $34.25 per share as of January 2026. Sensitivity analysis shows that if USDC growth averages 20% annually, the fair value rises to ~$62 per share, suggesting potential margin of safety at current prices (around $62 in early February 2026). However, short-term volatility, forced sellers, and leverage risks are highlighted. The model is conservative, excluding other revenue streams (e.g., Circle’s emerging products like Arc chain) and emphasizing USDC’s growth and competitive sustainability as key variables. Historical USDC growth (2020–2025 CAGR ~76%) is noted but not assumed to continue. The conclusion underscores the need for evidence-based conviction to withstand market noise. *Note: This is a thought experiment, not investment advice.*

marsbit02/03 06:06

‘We’re through the down cycle’ – Cathie Wood questions Bitcoin’s 4-year cycle

ARK Invest CEO Cathie Wood suggests Bitcoin's traditional four-year cycle of sharp rises and steep declines may no longer apply, asserting that the recent downturn has been the mildest yet and is likely over. Despite Bitcoin falling 11% in a week to around $77,777—erasing spring 2025 gains—Wood views the $80,000–$90,000 range as strong support. She notes the current 30% drop is modest compared to historical 70–80% declines, signaling a maturing market. Technical indicators are mixed, with bearish momentum but oversold RSI levels that often precede rebounds. Wood remains bullish long-term, projecting Bitcoin’s value could reach $16 trillion by 2030 as it increasingly competes with gold.

ambcrypto02/03 06:01

Bankless Founder: By 2026, Tokens Will Finally Be Treated as 'Equity'

Bankless co-founder David Hoffman argues that most tokens are treated poorly compared to equity, leading to low market valuations. However, 2026 marks a shift with innovative token distribution models. MegaETH locks 53% of its MEGA tokens in a KPI-based program, where tokens unlock only if specific growth targets—like TVL, decentralization progress, and performance metrics—are met. This aligns dilution with actual ecosystem growth and distributes new tokens to long-term stakers, reducing sell pressure. Meanwhile, Cap protocol replaces traditional airdrops with a "stabledrop," distributing stablecoins (cUSD) instead of governance tokens to users. Those seeking CAP tokens must participate in a public sale, ensuring holders are committed investors. These models move away from indiscriminate token distribution toward targeted, conditional mechanisms that reward genuine participation and long-term alignment, potentially improving token value and holder quality.

marsbit02/03 05:01