# 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.

CZR Exchange Positions $CZR as the Backbone of a Full-Scale Crypto Financial Ecosystem

CZR Exchange has unveiled its long-term strategy to position its native token, $CZR, as the core of a comprehensive crypto financial system. Moving beyond its function as a trading platform, the company is building an integrated digital finance ecosystem where the token serves multiple utilities. $CZR is designed to enhance user participation through trading incentives, fee optimization, real-world payments, identity-based rewards, loyalty programs, and future governance features. The platform’s modular architecture supports the scalable and secure rollout of new utilities, with upcoming developments focused on advanced financial tools, ecosystem-wide incentives, and global partnerships. According to Founder Charlie Rothkopf, the vision is to create an economy where users actively participate and grow with the platform. Headquartered in the Cayman Islands, CZR Exchange operates as a global digital asset trading platform emphasizing compliance, cross-border trading, instant settlement, and institutional-grade security.

TheNewsCrypto02/06 05:37

CZR Exchange Positions $CZR as the Backbone of a Full-Scale Crypto Financial Ecosystem

TheNewsCrypto02/06 05:37

$40B erased in 4 months: Is Strategy’s Bitcoin bet backfiring?

Michael Saylor's company, MicroStrategy, is facing significant pressure as its substantial Bitcoin bet has led to over $3.5 billion in unrealized losses, with nearly $40 billion erased from its crypto portfolio in just four months. This downturn is directly tied to Bitcoin's recent crash, where its price fell 19% in a week, also causing MicroStrategy's stock to decline. The company remains the largest corporate holder of Bitcoin with 713,502 BTC. Other firms that adopted a similar strategy, such as MARA Holdings, Metaplanet, and Riot Platforms, are also experiencing sharp stock declines. Widespread negative market sentiment, indicated by the Crypto Fear and Greed Index hitting "extreme fear," has prompted criticism from notable figures like Michael Burry and Peter Schiff, who question the long-term viability of this high-risk strategy. The situation is now an industry-wide stress test for crypto-linked corporations.

ambcrypto02/05 22:07

$40B erased in 4 months: Is Strategy’s Bitcoin bet backfiring?

ambcrypto02/05 22:07

Public Retirement Funds Hit by Sharp Decline Amid Bitcoin Slump

Eleven major U.S. public pension funds are reporting substantial unrealized losses totaling $337 million from their investments in microcap Strategy shares, a Bitcoin-linked equity. Their combined holdings, now worth $240 million, have fallen from $577 million due to a 67% stock decline over six months. Funds from New York, Florida, Wisconsin, and several other states saw values drop approximately 60%. Strategy’s leveraged Bitcoin exposure amplified losses during the crypto market slump, demonstrating how indirect Bitcoin investments through equities can inject high volatility into retirement portfolios. This may lead to a reassessment of such high-risk proxies in pension fund management.

TheNewsCrypto02/05 13:52

Public Retirement Funds Hit by Sharp Decline Amid Bitcoin Slump

TheNewsCrypto02/05 13:52

Tom Lee Says BitMine’s Ethereum Losses Are ‘A Feature, Not A Bug’

Tom Lee, chairman of BitMine, has responded to criticism regarding the company's significant unrealized losses, stating they are "a feature, not a bug." Following a major market downturn where Ethereum's price dropped nearly 25%, BitMine, the largest corporate holder of ETH, saw its holdings of 4.285 million ETH fall into substantial loss. Lee argued that these losses are expected during market downturns and are part of the firm's design to track and outperform Ethereum's price over a full market cycle. He compared the strategy to index ETFs, which also experience periods of unrealized losses. Amid the decline, BitMine has staked approximately 67% of its ETH holdings to generate passive income. Ethereum's price recently rebounded to $2,250 after a sharp drop.

bitcoinist02/05 05:07

Tom Lee Says BitMine’s Ethereum Losses Are ‘A Feature, Not A Bug’

bitcoinist02/05 05:07

Is Michael Saylor Behind Bitcoin Price Decline? Critics Blame Slowing Strategy Purchases As Saylor Refuses To Back Down

Michael Saylor, CEO of MicroStrategy, has reiterated his refusal to sell Bitcoin despite the company's massive holdings falling below their average purchase price of approximately $76,037. This has drawn criticism from market commentators who argue the firm's ability to support Bitcoin's price is waning. Critics like Peter Schiff claim MicroStrategy's aggressive, debt-fueled buying was a key driver of Bitcoin's previous surge and that its reduced purchasing power is now contributing to the decline. Saylor remains defiant, posting his "Rules of Bitcoin: 1. Buy Bitcoin. 2. Don’t Sell the Bitcoin." He has previously stated that corporate investment is essential for Bitcoin to scale into a multi-trillion-dollar asset class and has predicted the cryptocurrency could reach $1 million if his company acquires a larger share of the network.

ccn.com02/04 13:43

Is Michael Saylor Behind Bitcoin Price Decline? Critics Blame Slowing Strategy Purchases As Saylor Refuses To Back Down

ccn.com02/04 13:43

GameStop Exits and Runs Away, Saylor Is Still Buying

Ryan Cohen, CEO of GameStop, announced the company is divesting its entire Bitcoin holdings of approximately 4,710 BTC (worth around $450 million), transferring them to Coinbase Prime, signaling an intent to sell. This move comes less than a year after GameStop initially invested $513 million in Bitcoin, which represented only about 10.4% of its cash reserves at the time—characterized more as a speculative trial rather than a core strategic commitment. In contrast, Michael Saylor and MicroStrategy continue to aggressively accumulate Bitcoin, even during market downturns, demonstrating a deeply held conviction in the asset. While MicroStrategy’s approach has been all-in, leveraging debt to buy more Bitcoin during dips, GameStop’s exit reflects a lack of long-term belief in Bitcoin as a treasury asset. The divergence highlights a broader trend: the initial “corporate Bitcoin treasury” strategy—where companies buy Bitcoin to potentially boost stock performance—is losing steam as the market corrects. Analysts suggest the space may consolidate, evolve into more sophisticated financial strategies, or see Bitcoin downgraded to a high-risk alternative asset rather than a revolutionary balance sheet choice. GameStop is now pivoting toward becoming a diversified investment holding company, with ambitions to grow into a $100 billion+ enterprise, possibly through acquisitions. The episode underscores a divide between short-term speculators and long-term believers like Saylor, who continues to buy despite volatility. The market will ultimately judge which strategy prevails.

比推02/04 13:15

GameStop Exits and Runs Away, Saylor Is Still Buying

比推02/04 13:15

GameStop Exits, Saylor Still Buying

GameStop, led by CEO Ryan Cohen, has reportedly moved its entire Bitcoin holdings of approximately 4,710 BTC (worth around $450 million) to Coinbase Prime, signaling an intent to sell. This decision comes less than a year after the company initially invested $513 million in Bitcoin, averaging a cost of about $108,917 per coin. Cohen publicly stated that he now sees a more attractive strategy than Bitcoin, focusing on transforming GameStop into an investment holding platform akin to Berkshire Hathaway. This move contrasts sharply with the approach of Michael Saylor and MicroStrategy, who have continued to aggressively accumulate Bitcoin despite market downturns. While GameStop’s investment represented only about 10.4% of its cash reserves, MicroStrategy has heavily leveraged its balance sheet to buy Bitcoin, reflecting a deeper conviction in the asset. The divergence highlights a broader trend: corporate Bitcoin treasury strategies, which thrived during bull markets, are now under pressure as prices fall. Some companies may exit entirely, while others, like MicroStrategy, double down. The market is likely to see consolidation, evolution in financial strategies around Bitcoin, and a potential downgrade in Bitcoin’s narrative from a revolutionary asset to a high-volatility alternative. GameStop’s exit may become a footnote in the larger story of corporate Bitcoin adoption, underscoring the difference between short-term speculation and long-term belief.

marsbit02/04 07:42

marsbit02/04 07:42

Strategy’s $76K Cost Basis Emerges As A Key Market Stress Line

The key to understanding Bitcoin's current market phase lies in analyzing structural factors rather than short-term price direction. A CryptoQuant report highlights that MicroStrategy's average Bitcoin acquisition price of approximately $76,000 has emerged as a critical structural level for the broader market. This level is significant due to the sheer volume of Bitcoin accumulated at this price point, financed through capital markets via equity issuance and convertible debt. This links Bitcoin's market structure to broader liquidity conditions. The sustainability of this structural demand depends on favorable funding conditions. If Bitcoin's price weakens toward this zone amid tightening liquidity, MicroStrategy's ability to sustain accumulation could be reduced, removing a key source of demand. On-chain data supports a cautious outlook: the Realized Cap has struggled to expand, indicating rotation among existing holders rather than new inflows. The Spent Output Profit Ratio (SOPR) frequently remains below 1, showing short-term holders are realizing losses. Despite this, accumulation continues, with MicroStrategy holding 713,502 BTC at an average cost of $76,052. The market is likely to remain in broad consolidation until spot volume, ETF inflows, and Realized Cap reaccelerate. The $76,000 level is not a guaranteed floor, but a crucial structural test for the market.

bitcoinist02/04 04:09

Strategy’s $76K Cost Basis Emerges As A Key Market Stress Line

bitcoinist02/04 04:09

Billionaire Entrepreneur Says Bitcoin Price Crash Is A Gift, Here’s Why

A sudden Bitcoin price crash in late January 2026 wiped billions from the crypto market, causing panic and over $2.4 billion in liquidations. The price fell from around $83,000 to $77,000—a drop of more than 5%—before stabilizing near $78,500. Billionaire entrepreneur Barry Silbert, founder of Digital Currency Group, called the crash a "gift from the gods," arguing that such sharp corrections help reset the market by flushing out excessive leverage and weak hands. This reduces speculative pressure and strengthens long-term market health. Michael Saylor, whose firm’s Bitcoin holdings briefly fell below cost, reinforced a long-term mindset rather than reacting to short-term volatility. Both view such volatility as part of Bitcoin’s maturation, not a sign of failure, and believe sustainable growth requires periodic resets.

bitcoinist02/03 22:41

Billionaire Entrepreneur Says Bitcoin Price Crash Is A Gift, Here’s Why

bitcoinist02/03 22:41

xMoney Appoints Raoul Pal as Strategic Advisor to Support the Next Phase of Global Payments

xMoney, a provider of compliant payment infrastructure bridging traditional and digital finance, has appointed globally respected investor and macro economist Raoul Pal as a Strategic Advisor. Pal, founder of Real Vision and Global Macro Investor (GMI), brings decades of financial market expertise from roles at Goldman Sachs and GLG Partners. His appointment supports xMoney’s mission to build scalable, regulated payment rails amid the global shift toward digital assets and stablecoins. xMoney emphasizes a regional-first strategy, building within Europe’s strict regulatory environment to ensure compliance from the outset. Pal believes the future of crypto lies in seamless, invisible payments, and will advise on long-term strategy and market evolution. CEO Gregorious Siourounis stated that this approach provides a structural advantage as digital assets enter mainstream finance. The company aims to enable seamless cross-border transactions across currencies and technologies.

TheNewsCrypto02/03 15:18

xMoney Appoints Raoul Pal as Strategic Advisor to Support the Next Phase of Global Payments