# 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.

Former "NFT Chain" Spends $250 Million to Compete with Stripe and Circle

Polygon Labs has acquired Coinme and Sequence for over $250 million, positioning itself as a "stablecoin rail" competitor to Stripe and Circle. Coinme, a licensed money transmitter in 48 U.S. states, provides a compliant fiat on-ramp via a vast cash-to-crypto network. Sequence offers smart wallet infrastructure that abstracts blockchain complexities for end-users. Together, these acquisitions enable Polygon to offer a full-stack solution for stablecoin payments, combining regulatory access, user-friendly technology, and physical cash integration. This strategy aims to capture value in the growing stablecoin payment market, competing with closed ecosystems like Circle’s Arc and service-oriented platforms like Stripe’s Tempo, while avoiding the token economic pitfalls seen in projects like Tether’s Plasma.

比推01/20 19:05

Former "NFT Chain" Spends $250 Million to Compete with Stripe and Circle

比推01/20 19:05

Bitcoin Axed By Top Wall Street Strategist On Quantum Fears

Jefferies strategist Chris Wood has removed Bitcoin from his long-term model portfolio, citing quantum computing as a threat to Bitcoin's store-of-value proposition for long-term investors like pension funds. While not predicting an immediate price crash, Wood expressed concern that quantum computers could compromise Bitcoin’s cryptographic security within years rather than decades, making private keys vulnerable. He reallocated the 10% Bitcoin exposure to gold and gold miners. VanEck’s Matthew Sigel acknowledged the move but emphasized the difference between Bitcoin's decentralized, hard-to-upgrade nature and traditional reversible banking systems. He views quantum risk as a solvable challenge rather than a fatal flaw and maintains spot Bitcoin exposure while making small hedges. The article notes Bitcoin's significant outperformance versus gold since 2020 despite the recent strategic shift.

bitcoinist01/20 16:02

Bitcoin Axed By Top Wall Street Strategist On Quantum Fears

bitcoinist01/20 16:02

a16z: PR as BD, How to Break Through the 'Noise' in the Crypto Industry?

In the article "a16z: PR as BD – How to Break Through the Noise in Crypto," the author argues that "communications" is a broad term encompassing strategies for engaging various stakeholders, including employees, media, and investors. It involves owned content, social media, community building, speaking opportunities, and media relations (PR). No single tactic is superior; the optimal strategy depends on answering three core questions: What are your business goals? Who is your target audience? What is the best way to reach them? A consistent core narrative is paramount. The piece particularly defends the enduring value of media relations (PR), which, despite its controversial reputation in tech, remains a crucial tool. Media coverage provides third-party validation, expands reach to new audiences (potential employees, clients, influencers), and drives traffic back to owned channels. It is compared to business development (BD), where building genuine relationships with journalists is key. To break through the noise, founders are advised to: 1) Be their own best spokesperson, 2) Build relationships with media like doing BD, 3) View media as neither friend nor foe but as entities seeking good stories, and 4) Contextualize their story within larger industry or global narratives. The article concludes that the best defense against potential negative press is a good offense: proactively building communication channels and media relationships before a crisis strikes.

marsbit01/20 14:56

a16z: PR as BD, How to Break Through the 'Noise' in the Crypto Industry?

marsbit01/20 14:56

Dialogue with Hashkey Capital Partner Xiao Xiao: The Story and Key Insights Behind Raising $250 Million in 3 Months

HashKey Capital, a leading Asian crypto VC, successfully raised $250 million for its fourth fund, HashKey Fintech Multi-Strategy Fund IV, in just three months. The fund attracted institutional investors, family offices, and high-net-worth individuals, with a total target of $500 million. Unlike previous funds, this multi-strategy fund will focus on liquid assets, including public market investments, OTC purchases of tokenized assets, and selective private market deals. It offers greater flexibility and mid-term redemption options to meet LP demands for liquidity and exit opportunities. The fund will invest in global infrastructure, scalability solutions, and large-scale application scenarios. Xiao Xiao emphasized that mass adoption requires real usage motivation, sustainable business models, and network effects. Despite a market slowdown, HashKey remains active, seeking high-quality projects during cooler market periods. The firm avoids overvalued deals and prioritizes teams with strong execution, clear vision, and proper fund management. Xiao also discussed the evolving role of Chinese founders, noting their strength in execution and operational expertise, while highlighting the trend toward hybrid global teams. He expects greater transparency in the industry and a convergence of equity and token-based financing models. The crypto primary market is increasingly blending traditional and crypto-native exit strategies, with capital concentrating around top-tier projects and blurred lines between primary and secondary investments.

marsbit01/20 10:54

Dialogue with Hashkey Capital Partner Xiao Xiao: The Story and Key Insights Behind Raising $250 Million in 3 Months

marsbit01/20 10:54

Stop Grinding Mindlessly, the Best Airdrops Are Often 'Unexpected Encounters'

The article argues that the most valuable crypto airdrops are often "unexpected" and not the result of grinding tedious, predefined tasks. Instead, the best strategy is to build a genuine on-chain footprint by actively using protocols you believe in. Past examples like TIA, DYM, and Monad rewarded active users on various chains and in top protocols, not just those who farmed points. Publicized criteria for points programs are often exploited by Sybil attackers, diluting rewards and leading to burnout and disappointment when expectations aren't met. In contrast, retroactive airdrops with hidden criteria have less competition, as incentive-chasers avoid uncertain rewards. The core logic is that projects value real, high-value on-chain activity over low-value, repetitive Sybil behavior. By focusing on authentic engagement rather than farming, users can build a strong on-chain reputation, avoid being filtered out as a Sybil, and be pleasantly surprised by future airdrops.

marsbit01/20 04:11

Stop Grinding Mindlessly, the Best Airdrops Are Often 'Unexpected Encounters'

marsbit01/20 04:11

‘Bigger Orange’ – Michael Saylor signals Strategy’s next mega Bitcoin buy

Michael Saylor, Executive Chairman of MicroStrategy (now Strategy), has signaled the company's intent to continue its aggressive Bitcoin acquisition strategy after recently completing a $1.25 billion BTC purchase. The firm began 2026 with two major buys: $115.97 million worth of Bitcoin on January 4th, followed by a $1.26 billion purchase on January 12th, bringing its total holdings to approximately 687,410 BTC. This represents about 3% of the total Bitcoin supply. The buying spree marks a strategic shift from Q4 2025, when the company paused acquisitions due to the threat of an MSCI reclassification that could have triggered institutional outflows. With that threat now delayed, investor confidence has returned, evidenced by a rise in MSTR stock and a significant share acquisition by Vanguard Group. Saylor's social media tease indicates the firm's accumulation phase is entering a more aggressive chapter.

ambcrypto01/20 03:01

‘Bigger Orange’ – Michael Saylor signals Strategy’s next mega Bitcoin buy

ambcrypto01/20 03:01

In the AI Era, Data is the New Oil: How Can We Ordinary People Go from Exploration to Selling Gasoline?

The article reinterprets the popular metaphor "data is the new oil" for the AI era, arguing that it is not just relevant for tech giants but also actionable for ordinary individuals. It breaks down the process into a practical framework mirroring the oil industry: exploration (finding data), refining (processing data), and selling (monetizing outputs). For exploration, individuals should tap into two types of "oil fields": personal private data (e.g., work notes, emails, decision logs) and public data sources (e.g., articles, podcasts, social media), while avoiding low-quality AI-generated content. The refining stage involves using AI tools (like ChatGPT or Gemini) not as ends in themselves but as part of a broader "refinery"—a personal system of methodologies, prompts, and workflows. The final and most challenging step is monetization: AI outputs are often non-standard (e.g., custom scripts, reports, or advice) and require identifying a target audience—whether for personal use, businesses, or consumers. The article also emphasizes the need for "environmental cleanup" to avoid digital clutter, outdated tools, and unnecessary subscriptions. Ultimately, it urges readers to focus on building their own data reserves, refining processes, and defining their "gas station" (distribution channel) rather than being passive consumers of AI hype.

marsbit01/19 11:08

In the AI Era, Data is the New Oil: How Can We Ordinary People Go from Exploration to Selling Gasoline?

marsbit01/19 11:08

The Ultimate 2026 Project Interaction Checklist (Includes 182 Projects with Strategies)

"2026 Airdrop Interaction Guide: Ultimate List of 182 Projects with Strategies" This comprehensive guide provides a curated list of 182 crypto projects for potential airdrop hunters in 2026, categorized across 8 major sectors. It outlines core interaction rules: prioritize sustained activity over short bursts (3-5 actions over 2-6 weeks), use separate wallets for security (main, farming, and high-risk), and complete social verification when required. Key sector-specific interaction templates are provided: - **L1/L2 Chains:** 30-100 transactions over 6-12 weeks, bridge assets, use 3-7 dApps. - **DeFi:** Deposit, swap, provide liquidity (7-30 days), borrow/lend weekly. - **Perp DEXs:** Deposit, execute 20-80 trades, grow volume, maintain a balance. - **SocialFi:** Complete profile, verify, be active daily, invite friends. - **DePIN:** Run nodes/apps consistently, complete tasks. Projects are rated on four metrics (H: Heat, E: Expected Airdrop, F: Priority, S: Potential Airdrop Size, all /10). Top-rated projects include: - **L1/L2:** MegaETH (H9 E8 F8 S8), Aztec (H8 E8 F8 S8) - **DeFi:** Symbiotic (H8 E7 F7 S7), Bungee (H8 E7 F7 S7) - **Wallets:** Metamask (H9 E6 F7 S6) - **Social:** Farcaster (H8 E7 F7 S6) - **Others:** Opensea (H9 E8 F7 S7) A practical execution strategy is offered: For limited capital but more time, focus on a rotating "Top 30" weekly (10 chains, 10 DeFi/Perps, 5 SocialFi, 5 high-potential picks). For those with capital but limited time, concentrate only on the highest-rated (S/A-tier) projects. The guide emphasizes consistent, dispersed activity over time rather than concentrated, one-off interactions.

Odaily星球日报01/19 09:06

The Ultimate 2026 Project Interaction Checklist (Includes 182 Projects with Strategies)

Odaily星球日报01/19 09:06

Lazy Man's Guide to Earning While You Sleep 2.0: Holding 10 BNB in 2025, Outperforming 99% of Tokens with Alpha and Ecosystem 'Basic Income'

Title: Lazy Earnings Guide 2.0: Holding 10 BNB in 2025 Outperforms 99% of Tokens with Alpha and Ecosystem Benefits In 2025, holding BNB and participating in Binance's ecosystem activities remained a highly effective strategy. According to Binance's annual report, each BNB yielded $71.5 in passive income from core activities: $43.32 from Hodler Airdrop, $18.37 from Launchpool, and $9.81 from Megadrop. With 10 BNB (initial cost ~$7,000), this passive income totaled $715. Combined with BNB's price appreciation (from $700 to an average of $1,000), the conservative "lazy" approach generated ~$3,715, a 53% return. However, the real gains came from Binance Alpha, which offered 288 airdrop events with a theoretical max gain of $16,300. After adjusting for high thresholds, missed opportunities, and transaction costs, a diligent user with 10 BNB could net ~$11,350 from Alpha after ~$1,250 in trading fees. Adding passive income and appreciation, the total reached ~$15,065 (215% return). A compound strategy, reinvesting Alpha earnings into BNB, boosted the final value to ~$23,634 (237% return). Compared to the broader market—where only 10% of 443 major tokens had positive returns and less than 1% gained over 200%—BNB strategies offered superior risk-adjusted returns. Binance Alpha distributed $782M to 17M users, reinforcing Binance's dominance. Ultimately, being a "lazy" participant in Binance's ecosystem proved more profitable than actively trading most tokens in 2025's volatile market. (Note: This is not financial advice.)

marsbit01/19 08:48

Lazy Man's Guide to Earning While You Sleep 2.0: Holding 10 BNB in 2025, Outperforming 99% of Tokens with Alpha and Ecosystem 'Basic Income'

marsbit01/19 08:48

2025 Crypto Buyback Revelation: When a $138 Million Buy Order Can't Save an 80% Plunge

"2025 Crypto Buyback Report: A $1.38B Buyback Fails to Prevent an 80% Crash" The year 2025 witnessed an "industrial revolution" in crypto fiscal discipline, with on-chain protocols spending over $1.4 billion on token buybacks. This strategy, driven by mature DeFi business models and favorable US regulatory shifts, aimed to reshape tokenomics. However, the outcomes were starkly polarized. Hyperliquid emerged as the dominant success story, allocating over $640 million (nearly 46% of the total market) to buybacks, which fueled a 4x price surge. Its key was a high "Net Flow Efficiency Ratio" (NFER > 3.0), where buyback volume drastically exceeded token unlock sell pressure, creating net deflation. In contrast, major failures demonstrated that buyback size alone is meaningless against structural inflation. Despite a massive $138 million buyback, Pump.fun's token price crashed 80% as the mechanism served as exit liquidity for concentrated whales without lock-ups. Jupiter spent $70 million but faced an overwhelming $1.2 billion in annual unlocks (NFER of 0.06), making its efforts futile. The analysis introduces NFER as the critical metric: Buybacks only positively impact price when the annualized buyback volume surpasses the value of annual unlocks and emissions (NFER > 1.0). Otherwise, they are ineffective or even counterproductive. By early 2026, a strategic pivot occurred. Projects like Helium and Jupiter halted buybacks, recognizing that capital was better spent on user acquisition, subsidies, and building network effects—akin to "growth stocks." Mature protocols with established cash flows, like Optimism, began adopting buybacks to transition from speculation to value. The conclusion is clear: Financial engineering cannot overcome structural inflation. The new paradigm rewards protocols that use cash flow to build real economic moats and achieve genuine net deflation. Investors must now scrutinize NFER, holder structure, and the source of buyback funds.

marsbit01/19 08:37

2025 Crypto Buyback Revelation: When a $138 Million Buy Order Can't Save an 80% Plunge