# Сопутствующие статьи по теме Stablecoins

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

2025 Global Crypto Regulatory Map: The Dawn of the Co-optation Era, The Year Crypto and TradFi Converged

2025 marks a pivotal turning point for the global crypto industry, transitioning from a period of unregulated growth into an era of institutional integration. The U.S. led a significant regulatory shift with the passage of the GENIUS Act, establishing a federal framework for stablecoins and recognizing crypto as a distinct asset class. Under new SEC leadership, the aggressive enforcement approach was replaced with compliance-friendly policies, including innovation exemptions for DeFi and DAOs. Meanwhile, the EU fully implemented MiCA, raising compliance standards and consolidating oversight across member states, though at the cost of pushing out smaller players. Hong Kong enacted its Stablecoin Ordinance, positioning itself as a hub for institutional crypto and real-world asset (RWA) tokenization, while Japan proposed major tax reductions to attract crypto investment. The overarching theme is “incorporation”—regulators are systematically integrating crypto into traditional financial systems. Stablecoins are at the forefront of this change, facing new compliance requirements and market reshuffling. While regulation brings legitimacy and institutional capital, it also challenges crypto’s decentralized ethos. The industry must now navigate this new landscape, balancing compliance with innovation.

marsbit12/29 10:07

2025 Global Crypto Regulatory Map: The Dawn of the Co-optation Era, The Year Crypto and TradFi Converged

marsbit12/29 10:07

Panga Capital: Three Crypto Narratives — Clarifying Semantics to Uncover Opportunities

Crypto should be viewed not as a single industry but as a new asset class and foundational technology—similar to electricity or the internet—that will reshape existing industries and create entirely new ones. It enables the transfer of value at near-zero marginal cost, much like the internet did for information. The term "Crypto" often conflates three distinct concepts: 1. **CryptoMoney**: The "hard money / store of value" narrative, exemplified by Bitcoin, which still has significant growth potential relative to gold's market cap. 2. **CryptoTech**: Infrastructure like Layer-1 blockchains. While innovation continues, many developers find existing tech "good enough," making extreme returns here less likely. 3. **CryptoApplications**: User-facing B2C/B2B apps and new business models that leverage crypto for superior or cheaper solutions. This category includes emerging use cases like stablecoins, prediction markets, and AI-agent economies operating on-chain. The convergence of AI and Crypto is particularly promising, enabling agent-to-human economies where value creation and consumption occur on-chain. Regulatory clarity outside the U.S. may further accelerate development. Although all three areas use the term "Crypto," the greatest wealth creation and 1000x opportunities are expected in CryptoApplications. The industry is poised to reinvent entire sectors, moving beyond the internet’s restructuring of information to restructuring value itself.

marsbit12/29 09:59

Panga Capital: Three Crypto Narratives — Clarifying Semantics to Uncover Opportunities

marsbit12/29 09:59

Written at the End of 2025: Code, Power, and Stablecoins

"Stablecoins have firmly established themselves as the foundational infrastructure for the next decade of financial services, with the market surpassing $300 billion in 2025. This growth is driven by a fundamental shift in trust: relying on transparent, verifiable code and math rather than opaque promises from centralized intermediaries, as starkly illustrated by the Synapse bankruptcy. Self-custody models change risk dynamics, eliminating intermediary risk (though not issuer risk) and reducing the necessity for traditional insurance like FDIC. Stablecoins offer inherent global reach, with the main bottleneck being local fiat on/off-ramps rather than rebuilding entire banking stacks per country. The emergence of payment-specific blockchains like Tempo and Arc faces the challenge of building trust from scratch, competing with the established security of networks like Solana and Ethereum. The real potential of 'agentic finance' lies in automating mundane financial tasks through smart contracts with enforced permission boundaries, providing security that traditional systems cannot. However, the rapid growth attracts teams with inadequate security practices, a critical misstep for financial infrastructure. Furthermore, as real business activity moves on-chain, solving for privacy through selective disclosure—not full anonymity—becomes crucial to prevent competitive intelligence leaks. The true opportunity lies not just in rebuilding existing fintech more efficiently but in leveraging programmable money and internet-native capital markets to reimagine financial services entirely."

marsbit12/29 01:35

Written at the End of 2025: Code, Power, and Stablecoins

marsbit12/29 01:35

Ethereum whales add $850mln in 2 days as ETH stalls – Here’s why!

While Ethereum's price has remained relatively flat, trading around $2,940 and struggling below key resistance levels, large holders (whales) have significantly increased their holdings. According to Santiment data, these whales added nearly 300,000 ETH (worth approximately $850 million) over a few days, bringing their total holdings from about 100.48 million to 100.8 million ETH. This accumulation occurred during a low-volatility phase, suggesting confidence in Ethereum's long-term prospects rather than short-term price movements. Meanwhile, Ethereum's underlying on-chain economy continues to expand robustly. The Total Value Locked (TVL) stands at $330.7 billion, with a fully diluted market cap of around $353.2 billion, resulting in a valuation multiple of about 1.1x. This indicates that ETH's price is closely aligned with the growing ecosystem of DeFi, stablecoins, and real-world assets (RWAs) built on the network, which reinforces demand for ETH and limits downside pressure. Despite the steady economic growth, technical indicators show hesitation among traders. The RSI reflects weak bullish momentum, and the MACD suggests fading upside pressure. For a significant price move to occur, a resurgence in trading volume and market acceleration is likely needed. Ultimately, whale accumulation during consolidation phases, combined with a strong on-chain economy, points to potential preparation for a larger market move ahead.

ambcrypto12/28 17:01

Ethereum whales add $850mln in 2 days as ETH stalls – Here’s why!

ambcrypto12/28 17:01

‘It’s time for crypto to be important’ – Why Galaxy CEO is betting on 2026

In a special holiday podcast, Galaxy Digital CEO Mike Novogratz reflected on 2025 as a disappointing year for Bitcoin, which failed to reach the $100,000 mark despite earlier all-time highs. He attributed this to a psychological ceiling around that level and a lack of year-end rally. However, Novogratz emphasized that regulatory progress and institutional infrastructure have laid a strong foundation for future growth. Looking ahead to 2026, he expects Bitcoin to trade between $80,000 and $100,000 until new liquidity enters the market. He predicts greater adoption of tokenization, with major companies like Apple and Tesla potentially issuing tokenized shares on blockchains such as Solana, enabling global accessibility via smartphones. Novogratz views Bitcoin as the only true "money" in crypto and believes other projects must prove their utility or risk fading. He highlights the significant potential of institutional adoption, noting that even a small allocation from wealth advisors could dramatically boost prices. Ultimately, 2026 must be the year crypto moves beyond hype and demonstrates real-world value through everyday use cases, mature infrastructure, and Bitcoin’s role as sound money. Tokenization, he argues, will democratize access to high-growth investments and reshape global finance.

ambcrypto12/28 07:02

‘It’s time for crypto to be important’ – Why Galaxy CEO is betting on 2026

ambcrypto12/28 07:02

2026, Survive: A Manual for Crypto Enthusiasts on Bear Market Survival and Counterattack

Surviving 2026: A Crypto Bear Market Survival and Counterattack Guide As the crypto market remains stagnant around $85,000-$90,000, this guide offers strategies for navigating the prolonged bear market. Key recommendations include: 1. **Diversify into Stocks (Stocks + Crypto Strategy):** With liquidity flowing into the rising U.S. stock market and AI bubble, investors are advised to engage in "stock-token co-cultivation." Utilize traditional brokerages or tokenized stock platforms (e.g., MSX.com, xStocks) to apply crypto trading experience (e.g., news trading) to equities, especially crypto-concept stocks, for arbitrage opportunities. 2. **Invest in Commodities:** Given ongoing global geopolitical tensions, traditional safe-haven assets like gold, silver, and strategic metals (copper, lithium) are expected to continue rising. Investors can gain exposure through tokenized assets or direct investment. 3. **Adopt Defensive Yield Strategies:** For capital preservation, a three-pronged approach is recommended: * **Staking:** Earn yields on mainstream coins (ETH, SOL) via exchanges or vetted DeFi protocols, being cautious of platform risks. * **Lending:** Use established lending protocols like Aave (Ethereum) and Kamino (Solana) for stable returns. * **Fixed Investment & CEX Promotions:** Regularly invest (DCA) into major cryptocurrencies and actively participate in high-yield deposit/earn campaigns on centralized exchanges (e.g., Binance, OKX), which offer substantial subsidies during market lulls. 4. **Explore Prediction Markets:** Prediction markets (e.g., Polymarket, Kalshi) are poised for significant growth, potentially reaching $100B in monthly volume, driven by events like the World Cup and U.S. mid-term elections. Strategies include "buying early" on high-probability outcomes or following successful bettors, while avoiding risky "sweeping the tail" bets. The guide concludes by highlighting the growing convergence of AI and crypto, specifically the x402 protocol on Solana, which is advancing AI-powered payments and stablecoins. The core message is to build resilient, diversified income streams to survive the bear market and be prepared for the next bull run.

marsbit12/28 04:25

2026, Survive: A Manual for Crypto Enthusiasts on Bear Market Survival and Counterattack

marsbit12/28 04:25

2026, Survive: A Manual for Crypto Enthusiasts on Bear Market Survival and Counterattack

"Surviving 2026: A Bear Market Survival and Counterattack Guide for Crypto Participants" This article provides strategic advice for navigating the prolonged crypto bear market of late 2025, characterized by stagnation between $85k-$90k for Bitcoin and declining retail activity. The author, a seasoned participant, outlines a multi-faceted approach. Key strategies include: * **Crypto-Stock Dual Strategy:** With liquidity drawn to rising AI-inflated stock markets, engaging with both asset classes is now essential. Investors should leverage their crypto-honed news trading skills in traditional markets via brokers or tokenized stock platforms (e.g., MSX.com, xStocks). * **Commodities as a Hedge:** Amidst tense global macro-political tensions, precious metals (gold, silver) and strategic resources (copper, lithium) are predicted to continue rising, serving as reliable hard assets. These can be accessed via tokenized assets. * **Defensive Yield Strategies:** For capital preservation, a combination of staking (on exchanges or within ETH/SOL ecosystems), lending on robust DeFi protocols (e.g., Aave, Kamino), and participating in high-yield CEX deposit/earn programs is recommended to build "anti-fragile" income streams. * **Betting on Prediction Markets:** With major events like the World Cup and US mid-term elections, prediction markets (e.g., Polymarket's upcoming token launch) are poised for significant growth. Strategies involve "buying early" on probable outcomes or following successful bettors, while avoiding risky "sweeping the tail" bets. The conclusion highlights the growing convergence of AI and crypto, specifically pointing to Solana's prioritization of the x402 protocol for AI-powered payments as a key trend for 2026. The overarching message is to diversify strategies, preserve capital, and stay agile to survive the downturn and capitalize on the next bull market.

Odaily星球日报12/28 04:24

2026, Survive: A Manual for Crypto Enthusiasts on Bear Market Survival and Counterattack

Odaily星球日报12/28 04:24

Just 1–2% – Here’s how retirement funds can change crypto forever

Retirement funds, traditionally risk-averse, are beginning to explore crypto despite its volatility and regulatory uncertainties. While pensions prioritize stability and fiduciary duty, crypto’s double-digit swings and uneven regulations have been major barriers. However, institutional involvement—led by firms like BlackRock—is starting to change the landscape. The introduction of Bitcoin and Ethereum ETFs has attracted significant capital, bringing stricter oversight, custody standards, and risk management practices. Even a small 1–2% allocation from pension funds could further mature the market, reduce extreme volatility, and encourage broader regulatory clarity, making crypto more systemically integrated and less speculative over time.

ambcrypto12/27 20:02

Just 1–2% – Here’s how retirement funds can change crypto forever

ambcrypto12/27 20:02

Institutional Dawn and Cycle's End: Deciphering the Core Narratives and Divergences of Eight Top Crypto Institutions for 2026

The 2026 crypto market is shifting from a retail-driven, halving-centric cycle to an institutional paradigm, according to reports from eight major firms. The traditional four-year cycle is breaking down due to institutional demand via ETFs, reducing Bitcoin's volatility and strengthening its role as a macro hedge. High-confidence narratives include stablecoins surpassing $1T in market cap and challenging traditional payment rails like ACH, and the emergence of AI-agent economies with micro-payments and "Know Your Agent" (KYA) frameworks. Prediction markets are also expected to grow significantly, potentially aided by regulatory changes. Key divergences exist: opinions are split on the sustainability of corporate Bitcoin treasuries (DATs), with some predicting a shakeout. The quantum computing threat is debated, and a major consolidation is expected among Layer 2 solutions, with many becoming "zombie chains." Non-consensus predictions include a resurgence of privacy coins, the return of regulated ICOs, and crypto stocks outperforming traditional tech giants. The 2026 investor must focus on blue-chip assets with real yield, understand new tech infrastructure, and distinguish lasting trends from short-term noise.

marsbit12/27 16:22

Institutional Dawn and Cycle's End: Deciphering the Core Narratives and Divergences of Eight Top Crypto Institutions for 2026

marsbit12/27 16:22

Institutional Dawn and the End of Cycles: Deciphering the Core Narratives and Divergences of Eight Top Crypto Institutions for 2026

The 2026 crypto market is shifting from a retail-driven, halving-based cycle to an institutional era, according to eight major crypto institutions. The traditional four-year cycle is breaking as Bitcoin ETFs shift demand from miners to institutional allocation. Bitcoin's volatility is predicted to drop below Nvidia's, signaling its maturation as a hedge against inflation. Key consensus narratives include: - Stablecoins surpassing $1T in market cap, potentially overtaking traditional payment networks like ACH. - AI agents driving micro-payments via protocols like Google’s AP2 and Coinbase’s x402, with "KYA" (Know Your Agent) replacing KYC. - Prediction markets growing to $100B+ in volume, fueled by regulatory advantages. Major divergences exist: - Digital Asset Treasuries (DATs) face a potential "great cleansing" with many failing, though some dismiss their impact. - Quantum computing is seen as an urgent threat by some but a non-issue by others. - Most Layer 2 chains may become "zombie chains" as liquidity consolidates to leaders. Non-consensus predictions include a privacy token resurgence, regulated ICOs returning, and crypto stocks outperforming tech giants. Investors must focus on blue-chip assets, real yields, and discerning long-term trends from short-term noise.

深潮12/27 09:53

Institutional Dawn and the End of Cycles: Deciphering the Core Narratives and Divergences of Eight Top Crypto Institutions for 2026

深潮12/27 09:53

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