# Сопутствующие статьи по теме Strategy

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

Strive Buys Strategy Stock, Bitcoin Treasury Firms Begin Interlocking Dolls

On March 11, Strive, a Bitcoin treasury company, announced it had purchased $50 million worth of preferred shares (STRC) issued by MicroStrategy (now Strategy)—another major corporate Bitcoin holder. This represents over one-third of Strive’s treasury. Both companies use raised capital to buy Bitcoin, and both issue high-yield preferred shares (SATA from Strive, STRC from Strategy) to fund these purchases. Strive’s Chief Risk Officer justified the move by claiming STRC offers better risk-adjusted returns than U.S. Treasuries. However, this creates a circular dependency: Strategy uses proceeds from STRC to buy Bitcoin, and Strive relies on Strategy’s Bitcoin performance to earn yield on its STRC investment—which it may use to buy more Bitcoin or pay dividends on its own SATA shares. Strive, founded in 2022, has rapidly accumulated 13,311 BTC (worth ~$930 million), making it a top-ten corporate Bitcoin holder. Its stock (ASST) has fallen 97% from its peak, trading far below its Bitcoin-backed NAV. Despite this, Strive continues to aggressively accumulate Bitcoin and raise dividends on SATA shares. This reflects a broader trend: over 200 companies now emulate MicroStrategy’s “Bitcoin treasury” strategy. As these firms begin investing in each other’s debt-like instruments, the ecosystem becomes increasingly interconnected—and vulnerable—to Bitcoin's price volatility.

marsbit03/12 05:20

Strive Buys Strategy Stock, Bitcoin Treasury Firms Begin Interlocking Dolls

marsbit03/12 05:20

Brad Garlinghouse Says 2026 Will Be A Defining Year For Ripple With XRP At The Center Of It

Ripple CEO Brad Garlinghouse has declared 2026 a "defining year" for the company, with XRP positioned at the center of its strategy. He emphasized that Ripple is strategically positioned in key markets with capabilities in payments, custody, and liquidity. Garlinghouse noted that adoption does not happen overnight but grows steadily through partnerships and incremental progress, comparing it to flipping "a thousand little switches" that collectively create exponential impact. He expressed strong optimism for the future, suggesting XRP investors could be in a "very happy place" within five years. The company is also integrating AI into its operations and has recently backed an AI startup. Additionally, experts speculate Ripple may soon obtain a Federal Reserve master account, which would significantly boost its stablecoin, RLUSD.

bitcoinist03/11 12:15

Brad Garlinghouse Says 2026 Will Be A Defining Year For Ripple With XRP At The Center Of It

bitcoinist03/11 12:15

Meta Acquires "Lobster Community": What Grand Strategy Is Zuckerberg Planning?

Meta has acquired "Moltbook," an AI agent community that recently gained notoriety after a viral hoax suggested AI agents were conspiring to create a secret language. Despite the controversy, Meta’s strategic interest lies in Moltbook’s underlying infrastructure—a persistent directory and social platform enabling AI agents to register, discover, and collaborate autonomously. Meta CTO Andrew Bosworth indicated that the platform’s value is not in human-like chatter but in its role as a foundational protocol for agent interoperability. This acquisition aligns with Meta’s broader ambition to advance multi-agent systems, where specialized AIs cooperate to perform complex tasks—from social planning to dynamic advertising and e-commerce—without constant human intervention. The move signals a shift in AI investment focus from singular models to infrastructure: discovery mechanisms, security standards, and value-exchange protocols for agent ecosystems. Similar to how app stores and cloud services underpinned mobile internet growth, agent interoperability platforms could become the next high-value layer in AI. However, challenges around security, ethics, and economic fairness remain significant hurdles. Meta’s acquisition highlights the transformative potential of agent collaboration—and the risks ahead.

marsbit03/11 11:52

Meta Acquires "Lobster Community": What Grand Strategy Is Zuckerberg Planning?

marsbit03/11 11:52

How to Deal with Trump? Here's the 'Deal-Maker's Playbook'

The Kobeissi Letter outlines a consistent 10-step "conflict playbook" used by former President Trump in geopolitical and trade disputes, from Iran to tariffs. It begins with verbal pressure and strategic posturing, often followed by "Friday night surprise" actions to allow market digestion. Markets initially bet on quick deals, but Trump’s "forever war" rhetoric reverses optimism, forcing repricing. A conditional de-escalation signal (like Trump’s recent Iran comments) emerges when structural market stress (oil >$90, stocks down 5%) or political costs mount. Eventually, deals are struck, triggering violent market reversals due to defensive positioning. Three scenarios are projected for the next 2-4 weeks, all pointing to an eventual agreement—Trump’s conflicts consistently end with deals, not prolonged war.

marsbit03/11 02:09

How to Deal with Trump? Here's the 'Deal-Maker's Playbook'

marsbit03/11 02:09

Assessing Bitmine’s 5,300 Ethereum transfer amid ETF outflows

Bitmine Immersion Technologies, led by Tom Lee, transferred 5,300 ETH (worth $10.75 million) to a Coinbase Prime address on March 10, a notable move given the company’s aggressive accumulation strategy. While this may suggest a temporary adjustment, the transfer could also relate to operational needs like OTC trading or liquidity management rather than a strategic shift. The action coincides with a 9.64% drop in Bitmine’s stock and ETF outflows, yet corporate Ethereum holdings have grown significantly since mid-2025, exceeding 6 million ETH. Bitmine stakes roughly two-thirds of its 4.5 million ETH holdings, generating substantial annual revenue, reflecting long-term confidence in Ethereum as income-generating infrastructure.

ambcrypto03/10 23:03

Assessing Bitmine’s 5,300 Ethereum transfer amid ETF outflows

ambcrypto03/10 23:03

Strategy Buys Another 17,994 BTC In $1.28 Billion Bitcoin Purchase

Strategy, a major Bitcoin treasury company, has purchased an additional 17,994 BTC for $1.28 billion, marking its 102nd acquisition. This brings its total holdings to 738,731 BTC, representing nearly 3.7% of the circulating supply. Despite an unrealized loss of about 9% with a cost basis of $75,862 per BTC, the company remains the largest public holder of Bitcoin. The purchase was funded through sales of its stock offerings. Meanwhile, Bitmine, the largest Ethereum treasury, continues its own accumulation strategy, recently buying 60,976 ETH. Bitcoin's price has recently dropped below $66,000 but has since to around $68,600.

bitcoinist03/10 14:31

Strategy Buys Another 17,994 BTC In $1.28 Billion Bitcoin Purchase

bitcoinist03/10 14:31

CEO Responds to Crisis with Jokes, AI Entrepreneurs Steal Crypto's Marketing Playbook

CEO Roy Lee of AI startup Cluely turned a potential PR crisis into a viral marketing opportunity after being accused of inflating revenue figures. Instead of issuing a formal apology, Lee posted a satirical video response where he appeared professionally dressed from the waist up but revealed he wasn’t wearing pants, blending humor and self-mockery. Cluely, which began as a tool for cheating in coding interviews and led to Lee’s expulsion from Columbia University, has consistently used controversy for growth. Its early slogan was “Cheat on Everything.” The company later pivoted to an AI note-taking assistant but maintained its provocative branding. Lee admitted to casually citing a $7M annual recurring revenue in a TechCrunch interview but claimed it was unintentional. When the reporter disputed his account, he responded with the viral video, shifting focus from the accusation to entertainment. Investor a16z, which led Cluely’s $15M Series A, sees such attention-grabbing tactics as essential in AI, where virality can be a moat. The strategy mirrors crypto marketing, where controversy and memes often drive engagement more than traditional growth metrics. In today’s attention economy, controlling the narrative often outweighs correcting the facts.

Odaily星球日报03/10 10:41

CEO Responds to Crisis with Jokes, AI Entrepreneurs Steal Crypto's Marketing Playbook

Odaily星球日报03/10 10:41

Predict Fun Acquires Probable: The Expansion Game of BNB Prediction Market

Predict Fun, a prediction market platform on BNB Chain, has officially acquired its former competitor Probable, marking a strategic consolidation within the BNB Chain prediction ecosystem. The merger combines Predict Fun’s capital-efficient model—featuring yield-generating mechanisms via integration with Venus Protocol—with Probable’s strong community-driven presence and expertise in the Chinese market. The acquisition aims to address key challenges in prediction markets, including capital inefficiency and lack of localization. Probable had demonstrated success in engaging Chinese users through culturally relevant events, though it also revealed limitations such as lower commercial value and reduced market diversity compared to global platforms like Polymarket. User migration from Probable to Predict Fun is underway, with incentives including double fee refunds and a tiered points conversion system. However, some users have raised concerns over points dilution due to differences in emission rates between the two platforms. Industry observers view the merger positively, noting that it consolidates liquidity, reduces internal competition, and strengthens BNB Chain’s position in the global prediction market landscape. The integrated platform is expected to focus on localized operations, expanded market categories, and improved liquidity. For users, strategies such as trading in high-liquidity markets, leveraging yield-bearing mechanisms, and exploring cross-platform arbitrage may offer lower-cost participation opportunities. The merger signifies the end of the “horse race” phase within BNB Chain’s prediction market and the beginning of a more unified growth strategy.

比推03/10 07:23

Predict Fun Acquires Probable: The Expansion Game of BNB Prediction Market

比推03/10 07:23

Capital B buys 2 Bitcoin for €0.1 mln – Holdings expand to 2,836 BTC

Capital B, a European firm, has expanded its Bitcoin treasury holdings by purchasing 2 BTC, bringing its total to 2,836 BTC at an average price of €93,061. The acquisition was funded through an At-the-Market (ATM) offering, issuing 200,000 new shares at €0.60 each. Despite issuing shares at a discount, the company reported a positive year-to-date BTC yield of 0.21%, effectively adding 5.9 BTC (€0.35 million) in value for shareholders in Q1. This strategy aims to increase Bitcoin value per share rather than simply holding BTC. The move comes as broader market conditions challenge Bitcoin treasury companies, with 77% currently holding BTC at a loss—a stress level not seen since May 2022. Investors are now prioritizing balance sheet resilience over accumulation, focusing on which companies can withstand prolonged volatility without selling.

ambcrypto03/09 19:02

Capital B buys 2 Bitcoin for €0.1 mln – Holdings expand to 2,836 BTC

ambcrypto03/09 19:02

MVC Market View Express (3.9-3.15)

Recent tensions in the Middle East have heightened market sensitivity to geopolitical risks, particularly concerning Iran. The assessment is that the U.S. is unlikely to deploy ground troops, while Iran may use external pressure to legitimize internal political restructuring. A 20% rise in oil prices could trigger a U.S. policy response, keeping the situation broadly manageable. Geopolitical premiums will continue to influence market sentiment until oil falls below $100 per barrel. Long-term trends, especially in commodities and precious metals, remain upward, with new capital being deployed opportunistically on dips. Three key themes are emphasized: 1. Commodities and Resources: Geopolitical risks and the restructuring of the credit system support elevated gold prices. Exposure to gold mining equities is being increased. Copper is viewed as a medium- to long-term allocation, benefiting from future liquidity expansion. 2. Digital Assets: Bitcoin has recently outperformed equities but lacks a clear trend reversal signal. A cautious stance is maintained, prioritizing drawdown control while awaiting confirmation of a turning point in U.S. dollar liquidity. 3. AI and Technology: Current valuations of AI leaders appear full, with limited short-term upside consensus. Future performance will heavily depend on changes in global liquidity conditions. Overall, the strategy remains centered on the themes of “traditional credit system restructuring” and “East-facing allocation,” with a focus on RMB-denominated resource assets to balance certainty and upside potential.

marsbit03/09 11:14