# Сопутствующие статьи по теме Stablecoin

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Stablecoin", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

AI Industry Welcomes a Cash-Rich Tether

Tether, the company behind the stablecoin USDT, reported a staggering $13 billion profit in 2024, significantly outperforming major AI companies like OpenAI and Anthropic, both of which incurred substantial losses. With only 150 employees, Tether achieved a per capita output 60 times greater than OpenAI’s. Its business model is simple: for every USDT issued, Tether holds one US dollar, primarily investing these reserves in U.S. Treasury bonds. It earns the interest income without paying any to USDT holders. In 2024, interest alone contributed $7 billion to its profits. Now, Tether is aggressively investing in AI. It loaned over $600 million to Northern Data, Europe’s largest GPU cloud provider, acquiring what is effectively an AI training base. It also released QVAC Genesis, a massive open-source AI training dataset. Furthermore, Tether invested $200 million in Blackrock Neurotech, a pioneering brain-computer interface company. Additional investments in robotics could bring its total AI-related spending to nearly $2 billion. Tether’s move into AI may be driven by both anxiety over declining Treasury yields and ambition to establish itself as a tech leader. Ironically, it promotes "decentralized AI" despite being a highly centralized company itself. While OpenAI and Anthropic struggle with profitability and continuous fundraising, Tether leverages its highly profitable stablecoin business to fund its AI ambitions risk-free, making a paradoxical case that the best business model in AI might be not to do AI at all.

marsbit01/05 09:12

AI Industry Welcomes a Cash-Rich Tether

marsbit01/05 09:12

The Block Research Predicts: IPOs Will Outperform Token Launches, Forecasting That Prediction Markets Will Launch Their Own Chains

The Block Research's annual prediction report for 2026 presents a mix of bullish and cautious forecasts from its analysts. Key predictions include Bitcoin potentially reaching $140,000, stablecoin market cap surpassing $500 billion, and notable token launches from Polymarket and Base—both expected to enter the top 10 by fully diluted valuation. Several analysts emphasize the growing dominance of Bitcoin, with its market share remaining above 50%. A significant theme is the shift from token launches to IPOs among crypto companies, with firms like Kraken, BitGo, and Consensys expected to go public. Prediction markets, particularly Polymarket and Kalshi, are projected to see substantial growth, with at least one likely to launch its own blockchain. Stablecoins are anticipated to see accelerated adoption in both emerging and developed markets, with USDC becoming a key bridging asset. Other highlights include the rise of mobile-first crypto apps on Base, increased institutional adoption of stablecoins for payments, and the continued growth of decentralized perpetual exchanges—especially for stocks and commodities. However, not all sectors are optimistic; NFTs and memecoins are expected to decline, and many digital asset trusts (DATs) may face selling pressure due to persistent discounts to net asset value. The market is predicted to be selective, favoring projects with real users and sustainable models over speculative assets.

Odaily星球日报01/05 05:59

The Block Research Predicts: IPOs Will Outperform Token Launches, Forecasting That Prediction Markets Will Launch Their Own Chains

Odaily星球日报01/05 05:59

New Capital Incentive Pathways Under the New System: The True Picture of Crypto Investment and Financing in 2025

"New Capital Incentive Paths Under New Regulations: The True Picture of Crypto Investment and Financing in 2025" In 2025, the cryptocurrency market achieved substantial regulatory breakthroughs, moving away from its wild growth phase and aligning more closely with mainstream finance. The global crypto market cap reached $3.2 trillion, while stablecoin transaction volumes surpassed $50 trillion, exceeding those of traditional payment giants like Visa and PayPal. This growth was underpinned by two key legislative developments: the enactment of stablecoin legislation, which provided clear legal frameworks for issuers and reserves, and the advancement of a crypto market structure bill, which established a classified regulatory approach. Despite these improvements, the secondary market remained volatile, with Bitcoin experiencing sharp price swings and altcoins performing weakly. In contrast, the primary market displayed a "cautiously active" stance, characterized by a significant shift in investment patterns. A review of the past four years shows a notable decoupling between funding rounds and amounts. In 2024, the number of financing events increased, but the total amount raised remained restrained. By 2025, this trend reversed: the number of deals declined significantly, but the total capital raised increased, with quarterly financing ranging between $3.7 billion and $5.1 billion. This indicates that investors are concentrating their bets on fewer, high-potential projects. Total investment in 2025 reached $17.89 billion across 569 deals. Capital was primarily directed toward CeFi, infrastructure, DeFi, AI, and RWA. Prediction markets emerged as a standout sector, attracting substantial funding due to high investor confidence. In contrast, previously popular areas like DePIN and GameFi saw reduced interest. Notably, prediction market platforms Polymarket and Kalshi led funding, raising approximately $2.5 billion and $1.5 billion, respectively. Layer-1 blockchains also continued to attract investment, with new projects like Tempo and Mond joining established players like Ripple. In summary, the primary market in 2025 is not cooling down but is undergoing a rational restructuring. Capital is becoming more concentrated, focusing on projects with clear regulatory compliance, scalability, and proven potential, signaling a maturation of the crypto investment landscape.

Odaily星球日报01/05 04:40

New Capital Incentive Pathways Under the New System: The True Picture of Crypto Investment and Financing in 2025

Odaily星球日报01/05 04:40

Solana 2025 Report Card: Annual Revenue of $1.5 Billion, Surpassing the Combined Total of 'Hyperliquid + Ethereum'

Solana's 2025 Performance: A Record-Breaking Year with $1.5B in Revenue In 2025, Solana emerged as the top-performing blockchain network, generating a total revenue of $1.5 billion, surpassing the combined revenue of Hyperliquid and Ethereum. According to Nansen, its on-chain fee income alone reached $603 million, exceeding that of Tron and Ethereum and securing its position as the leader in public blockchain earnings. Key metrics underscored Solana's dominance: it recorded over 10.5 billion active addresses and approximately 23.01 billion transactions, both figures leading all major blockchains. Its on-chain spot trading volume hit $1.6 trillion, surpassing all centralized exchanges except Binance, indicating a significant shift of crypto activity to on-chain platforms. Solana's revenue structure is composed of four main components: base fees (burned for deflation), priority fees (paid to validators), MEV-related income, and minor sources like storage fees. This efficient model supports high transaction volumes while maintaining a median fee below $0.01. The report highlights that public chains, Perp DEXs (like Hyperliquid with $908M revenue), and launchpads (like Pump.fun with $549M revenue) remain the most profitable crypto sectors, second only to stablecoins. Solana's growth is attributed to its scalability, low costs, and vibrant ecosystem, including meme coin trends and DeFi innovations.

Odaily星球日报01/04 08:21

Solana 2025 Report Card: Annual Revenue of $1.5 Billion, Surpassing the Combined Total of 'Hyperliquid + Ethereum'

Odaily星球日报01/04 08:21

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