# 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.

Why Is America Embracing Crypto? The Answer May Lie in Its $37 Trillion Debt

The article explores the claim by a senior Russian advisor that the U.S. is planning to use cryptocurrencies and stablecoins to devalue its $37 trillion national debt by shifting it into a "crypto cloud," effectively forcing the burden onto the global economy. This strategy, while seemingly extreme, aligns with historical U.S. practices of debt dilution through inflation and monetary expansion. Stablecoins, backed by U.S. Treasury assets, could allow the U.S. to export inflation globally by distributing dollar-denominated debt to international holders. When the dollar inflates, the loss in purchasing power is shared by all stablecoin users, not just U.S. citizens. This system offers the control of a central bank digital currency (CBDC) without the political baggage. However, trust remains a critical issue: stablecoin reserves cannot be fully independently verified, and the U.S. could unilaterally change rules, as it did when decoupling the dollar from gold in 1971. While a direct government-led Bitcoin acquisition strategy (as suggested by figures like Michael Saylor) is unlikely, the U.S. may instead leverage private sector entities to accumulate crypto assets discreetly, later integrating them into national strategy. The article concludes that some form of crypto-assisted debt dilution is plausible, if not inevitable, given the scale of U.S. debt and its historical approach to monetary policy.

Odaily星球日报12/24 10:39

Why Is America Embracing Crypto? The Answer May Lie in Its $37 Trillion Debt

Odaily星球日报12/24 10:39

Huobi HTX Contract Head Fully Deciphers: What Huobi Contracts Did Right in 2025 and Where They Are Headed

Huobi HTX Derivatives Head Decodes 2025 Success and Future Roadmap In 2025, Huobi HTX's derivatives business achieved 2-3x user growth, driven by robust risk management and continuous product upgrades. Key initiatives included the launch of Copy Trading 4.0—a system-level redesign emphasizing user-friendliness, transparency, and safety. The update integrated copy trading with the main contract interface, introduced smart copy modes, and enhanced risk controls with isolated funds and synchronized leverage settings. The growth was attributed to long-term user trust built on Huobi HTX’s 12-year foundation in security and risk control, which withstood multiple market volatilities without major incidents. Liquidity for major and semi-major coins doubled, though improvements are planned for long-tail assets. The Unified Margin system, launched in May, boosted API trading speed by 4x and attracted high-frequency traders. Financial products like Savings (Yu Bao) improved capital efficiency, with plans to increase yields by 2-3x in 2026. AI-driven trading tools and strategy integrations are also prioritized. Looking ahead, Huobi HTX will focus on refining products, optimizing liquidity, enhancing capital efficiency, and deepening risk management. A key shift will involve empowering users with more active risk control tools, promoting transparent and manageable trading decisions. The goal is to enable sustainable participation in high-volatility crypto markets through safer, smarter, and more rational trading frameworks.

深潮12/24 07:57

Huobi HTX Contract Head Fully Deciphers: What Huobi Contracts Did Right in 2025 and Where They Are Headed

深潮12/24 07:57

MicroStrategy's Bitcoin Flywheel: How Long Can It Last?

MicroStrategy, now rebranded as Strategy Inc., has transformed from a business intelligence software provider into a global Bitcoin-focused holding company, with approximately 670,000 BTC—about 3.2% of the total supply—as of mid-December 2025. Its core strategy relies on a "Bitcoin flywheel" effect: leveraging the premium of its stock (MSTR) over its Bitcoin holdings to fund further Bitcoin acquisitions through equity and debt issuances. The company employs three primary funding methods: an At-The-Market (ATM) equity program to capitalize on stock premiums, perpetual preferred shares attracting tax-advantaged investors, and an ambitious "42/42 Plan" aiming to raise $84 billion by 2027 to buy more Bitcoin. Despite rumors of Bitcoin sales, recent large transfers were confirmed as security-related wallet rotations, not liquidations. However, significant risks threaten this model. MSCI index may reclassify MicroStrategy as an "investment vehicle" rather than an operating company, potentially triggering massive institutional sell-offs. If MSTR’s premium over NAV disappears, the funding mechanism would stall. Additionally, the company carries substantial debt and preferred dividend obligations, though it maintains a $1.44 billion USD reserve as a buffer. While its software business continues modest growth, it operates at a cash flow loss. MicroStrategy’s future hinges on maintaining investor confidence, navigating regulatory classifications, and sustaining financial innovation amid volatility.

比推12/23 15:08

MicroStrategy's Bitcoin Flywheel: How Long Can It Last?

比推12/23 15:08

MSTR: Buy the Dip or Wait? 3 Key Questions About Strategy You Must Understand

MicroStrategy (MSTR), a bellwether for the cryptocurrency market, faces a critical juncture as its stock price remains under pressure. The company recently raised $748 million through a stock sale, boosting its cash reserves to $2.19 billion, and paused further Bitcoin purchases. It currently holds 671,268 BTC, worth approximately $60.4 billion, with an average cost of $74,972 per coin, resulting in over $10.1 billion in unrealized gains and a year-to-date return of 24.9%. A key driver behind MSTR’s recent decline is a proposal by MSCI to exclude companies with over 50% of their assets in digital currencies from its indices, arguing they resemble investment funds rather than operating businesses. If enacted, this could trigger up to $15 billion in crypto-related sell-offs, with MSTR accounting for nearly 75% of the affected market cap. Analysts warn that passive funds might dump $2.8 billion in MSTR shares, and other major indexes could follow suit. MSCI’s final decision is expected by January 15, 2025. Despite the uncertainty, major investors continue accumulating MSTR. Point72 Asset Management, led by billionaire Steve Cohen, recently purchased 390,666 shares (worth ~$65 million), and South Korea’s National Pension Service (NPS) increased its position to $93 million. The company’s strong cash position also helps it manage $824 million in annual interest and dividend payments, providing a buffer through potential market downturns. With Citigroup maintaining a “buy” rating despite lowering its price target, investor sentiment remains divided. The outcome of the MSCI decision on January 15 is likely to be a decisive factor for those considering whether to buy MSTR at current levels.

Odaily星球日报12/23 14:09

MSTR: Buy the Dip or Wait? 3 Key Questions About Strategy You Must Understand

Odaily星球日报12/23 14:09

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