# 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.

Here’s How Much Saylor’s Strategy Makes Every Time Bitcoin Goes Up By $1,000

Michael Saylor's company, MicroStrategy (now Strategy), continues its aggressive Bitcoin accumulation, holding 720,737 BTC. A recent analysis highlights that for every $1,000 increase in Bitcoin's price, the company's holdings gain approximately $720 million in value. Conversely, the same amount is lost for every $1,000 drop. Despite a recent purchase of 3,015 BTC at $67,700, the company's average purchase price is $75,985 per BTC. With Bitcoin trading below $74,000, the company's total investment of $54.77 billion is currently at a 4% loss, valued at around $52.49 billion. The company's stock has also declined 14.77% year-to-date.

bitcoinist03/05 17:02

Here’s How Much Saylor’s Strategy Makes Every Time Bitcoin Goes Up By $1,000

bitcoinist03/05 17:02

Bitcoin’s future depends on people, not governments, experts say

Experts at Bitcoin Investor Week emphasized that Bitcoin's long-term success depends on public adoption rather than government support. Strategy (formerly MicroStrategy) CEO Phong Le outlined the company's three-phase approach to Bitcoin investment, evolving from direct purchases to issuing equity instruments like perpetual preferreds, aimed at attracting traditional finance. Both Le and KindlyMD CEO David Bailey expressed strong long-term optimism, with Le stating they have no plans to sell Bitcoin unless it stagnates at $8,000 for five years. Bailey argued Bitcoin's progress is inevitable with growing ownership, though he predicted significant consolidation, with half of Bitcoin Digital Asset Treasuries (DATs) potentially disappearing in 18 months. Bitcoin's price broke key resistance, rising 7% to target $78,800.

ambcrypto03/04 18:02

Bitcoin’s future depends on people, not governments, experts say

ambcrypto03/04 18:02

DDC Enterprise Limited Announces Unaudited Preliminary Financial Results for 2025: Revenue Reaches Record High, Bitcoin Holdings Increase to 2,183 BTC

DDC Enterprise Limited (NYSE American: DDC) announced unaudited preliminary financial results for the full year ended December 31, 2025. The company expects record revenue between $39 million and $41 million, driven by strong performance in its core consumer food business and improved operational efficiency. Organic growth, excluding the strategic contraction of U.S. operations, increased 11% to 17% year-over-year. Gross profit margin is projected between 28% and 30%. Adjusted EBITDA turned positive, a major improvement from a $3.5 million loss in 2024. Core Consumer Food Business Adjusted EBITDA, which excludes costs and non-cash mark-to-market impacts related to Bitcoin, is estimated between $5.5 million and $6 million. The company also expanded its Bitcoin treasury strategy, increasing its holdings to 2,183 BTC as of the latest update. CEO Norma Chu highlighted the dual strategy of a disciplined food platform combined with strategic Bitcoin reserves to create long-term shareholder value.

marsbit03/04 13:39

DDC Enterprise Limited Announces Unaudited Preliminary Financial Results for 2025: Revenue Reaches Record High, Bitcoin Holdings Increase to 2,183 BTC

marsbit03/04 13:39

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

YZi Labs Portfolio Data Insight: 229 Investments, 95 Listed on Binance In March 2026, YZi Labs investment partner Dana Hou departed after four years, witnessing the crypto VC industry's cycle from frenzy to contraction. RootData recorded 229 YZi Labs investments, involving 218 unique projects. Among them, 154 have issued tokens: - 150 are listed on at least one exchange - 95 are listed on Binance - 22 have a market cap below $500K - 20 have ceased operations Approximately 45% of the listed projects (69) are considered relatively healthy, including successes like Ethena ($920M market cap), Aster ($1.73B), Sui ($3.54B), and Aptos ($790M). These primarily focus on DeFi infrastructure and L1/L2 solutions. Half of the tradable projects (76) have a market cap below 50% of their fully diluted valuation (FDV), with 26 projects below 20%. Notable pivots include STEPN (to lifestyle platform), MyShell (AI Agent infrastructure), and Open Campus (education solutions ecosystem). YZi Labs maintained investment pace during bear markets, with 49 deals in 2022 versus 44 in the 2021 bull market. However, lead investment rates dropped from 36% in bull markets to 16-27% in bear markets, indicating a more cautious approach. DeFi has become YZi Labs' preferred sector, while game investments declined significantly. A notable characteristic is the non-disclosure of investment amounts in 45.6% of deals (104), particularly during bear markets and strategic rounds. The firm is strategically expanding into AI and stablecoins, aiming to rebuild its portfolio and upgrade its research capabilities for cross-cycle performance.

marsbit03/04 13:09

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

marsbit03/04 13:09

Jack Ma Just Concluded an AI Mobilization Meeting, and the 'Soul Figure' of Qwen Left

A major leadership shakeup has hit Alibaba's AI division following a high-level strategic meeting. Ma Yun, along with core executives from Alibaba and Ant Group, convened on March 3rd to signal a full commitment to AI. However, the very next day, Lin Junyang, the 32-year-old P10 technical lead and key architect behind Alibaba’s open-source Qwen large language models, abruptly announced his resignation on social media platform X. Reports suggest the departure was not voluntary. The trigger appears to be an internal restructuring plan for the Qwen team. The plan, from the Tongyi Lab, aimed to break up Lin’s vertically integrated, full-stack team into separate, horizontally divided modules reporting directly to the lab, which would significantly reduce his management scope. This clashed fundamentally with Lin's belief that deep collaboration within a full-process team is essential for LLM innovation. The incident highlights a growing tension within Alibaba between the open-source technical ideals championed by Lin and the company's increasing focus on commercial returns from AI. Despite Qwen's global open-source success—topping Hugging Face downloads with over 1 billion—internal skepticism about its revenue potential and pressure from competitors were mounting. Lin's resignation has sent shockwaves through the global AI community, prompting an outpouring of support. Several key Qwen team members have also resigned. His departure marks a pivotal moment for Alibaba AI, signaling a shift from building open-source technological influence to prioritizing commercial落地 (commercialization). The immediate challenges for Alibaba include potential further brain drain, disrupted development rhythms, and maintaining trust within the open-source ecosystem, all while facing intense competition.

marsbit03/04 11:10

Jack Ma Just Concluded an AI Mobilization Meeting, and the 'Soul Figure' of Qwen Left

marsbit03/04 11:10

Ethereum: Sharplink’s losses cross $1B as ETH falls below $2K

Sharplink has incurred over $1 billion in unrealized losses as ETH's price falls below $2,000. Despite earning $28.1 million in staking rewards from its nearly 100% staked treasury, the company's average ETH purchase price of $3,588 remains a challenge. In contrast, Bitmine holds almost four times more ETH and stakes 68% of its holdings, generating significant annual revenue. The broader market shows caution, with Ethereum ETFs experiencing outflows and crypto-related stocks declining. Notably, Sharplink sold a portion of its ETH in a 2025 OTC deal, indicating potential strategic adjustments amid ongoing price pressure.

ambcrypto03/04 11:01

Ethereum: Sharplink’s losses cross $1B as ETH falls below $2K

ambcrypto03/04 11:01

Tom Lee’s Bitmine bets on Ethereum again with fresh 50K ETH buy – Details

Bitmine Immersion Technologies has significantly increased its Ethereum holdings, purchasing an additional 50,928 ETH, bringing its total to 4.47 million ETH—approximately 3.71% of the circulating supply. This aligns with the company's long-term "Alchemy of 5%" strategy, with 68% of its ETH staked, generating an estimated $172 million in annual revenue. Despite Ethereum's negative MVRV ratio indicating short-term holder losses and market fear, sentiment is showing signs of recovery. Separately, F2Pool founder Chun Wang has been moving substantial funds, potentially accumulating ETH and using it as collateral for yield. BMNR stock also saw a 7.48% increase amid these developments.

ambcrypto03/04 06:01

Tom Lee’s Bitmine bets on Ethereum again with fresh 50K ETH buy – Details

ambcrypto03/04 06:01

Long-Term Bitcoin Investor Shares Why It’s Important To Be Patient & Strategic At This Time

A long-term Bitcoin investor emphasizes the importance of patience and strategic thinking amid current market challenges. Analyst Caleb Franzen highlights that Bitcoin's decisive breakdown below the 2-day 200 moving average cloud around $97,000 in November 2025 marked a critical bearish turning point, a pattern consistent with previous major bear markets. Historically, such breakdowns lead to prolonged downtrends, with the 200-week moving average zone (around $55,000–$65,000) acting as a magnet. Further downside targets could range between $37,000 and $44,000, aligning with the long-term holder realized price near $41,700. While preparing for a multi-quarter decline is prudent, Franzen cautions against rigid expectations. History doesn’t guarantee repetition, and investors should remain flexible. A bullish reversal would require Bitcoin reclaiming the 2-day 200 MA cloud and the 55-week moving average near $99,000. The key is to balance historical probabilities with adaptability to avoid emotional decisions and capitalize on potential opportunities.

bitcoinist03/04 00:23

Long-Term Bitcoin Investor Shares Why It’s Important To Be Patient & Strategic At This Time

bitcoinist03/04 00:23

MARA quietly ends pure HODL era as Bitcoin becomes liquidity tool

Marathon Digital Holdings (MARA) has shifted its Bitcoin strategy from a long-term holding approach to actively using it as a liquidity tool. According to its 2025 annual report, the company began selling portions of its mined Bitcoin in the second half of the year to fund operations, capital expenditures, and strategic initiatives. While not pursuing aggressive liquidation, MARA now treats Bitcoin as a financial instrument to enhance flexibility, including using it as collateral. As the second-largest public corporate Bitcoin holder with 52,850 BTC worth approximately $3.5 billion, this policy change reflects a maturation in treasury management amid the company’s expansion into AI and high-performance computing, which require significant investment.

ambcrypto03/03 15:28

MARA quietly ends pure HODL era as Bitcoin becomes liquidity tool

ambcrypto03/03 15:28

Currency and Stock Barometer丨Strategy Invested $204 Million to Purchase 3,015 Bitcoins Last Week; US-Listed Company GD Culture Board Approved Sale of 7,500 Bitcoins Last Week (March 3)

Crypto Market Weekly Roundup: Strategy Invests $204M in Bitcoin, GD Culture to Sell Holdings Last week saw significant activity among crypto treasury companies amid ongoing market volatility. Strategy (formerly MicroStrategy) led Bitcoin acquisitions, purchasing 3,015 BTC for $204.1 million—a 412.8% increase from the previous week—bringing its total holdings to 720,737 BTC. In contrast, NASDAQ-listed GD Culture approved the sale of its entire 7,500 BTC reserve to fund a stock repurchase plan, reflecting the financial pressure some firms face. Meanwhile, Ethereum treasury company FG Nexus sold 7,550 ETH (worth $14.06 million), accumulating an unrealized loss of approximately $82.8 million. ETHZilla rebranded to Forum Markets and pivoted to RWA tokenization, while Bitmine added 50,928 ETH ($98.53 million) to its holdings. Other notable updates include American Bitcoin reporting over 6,000 BTC in reserves and $185.2 million in annual revenue, and Solana treasury firm DeFi Development making a strategic investment in stablecoin protocol Apyx. Global public companies (excluding miners) now hold 981,150 BTC, accounting for 4.9% of the circulating supply. Market analysts suggest a potential consolidation trend among crypto treasury companies in 2026, especially for those trading below net asset value.

marsbit03/03 10:37

Currency and Stock Barometer丨Strategy Invested $204 Million to Purchase 3,015 Bitcoins Last Week; US-Listed Company GD Culture Board Approved Sale of 7,500 Bitcoins Last Week (March 3)

marsbit03/03 10:37

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