# Сопутствующие статьи по теме Treasury

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

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

After Nvidia's Earnings, Why Is the Market Still "Yawning"?

Nvidia's earnings report, often dubbed the "Super Bowl" of earnings season, met expectations, yet its stock became stuck around the key $200 level in after-hours trading. Surprisingly, the market's reaction was muted, with the VIX 1-day volatility measure rising less than anticipated before falling sharply. This calm suggests a potential major shift in market structure—from extreme individual stock movements toward a broader, more macro theme: "Dispersion Unwind." Prior to earnings, heavy options activity, particularly out-of-the-money calls at strikes like $200 and $195, had set up aggressive bets. However, as the stock failed to break above these levels, the options market shifted from being a potential catalyst to a drag, with gamma squeeze dynamics likely working in reverse and accelerating the stock's stagnation. This overall market "boredom" post-Nvidia indicates that the previous high-dispersion regime—where a few AI winners like Nvidia and AMD saw extreme volatility while many other stocks lagged—may be ending. Key indicators like the 3-month dispersion vs. correlation spread (DSPX-COR3M) suggest a reversion to the mean is likely, meaning individual stock volatility will converge toward index volatility, and correlations between stocks will rise. This would make alpha-generating long/short strategies more difficult and could prompt a broader sector rotation. Adding to the technical backdrop is the settlement of approximately $1370 billion in US Treasury securities over several trading days, which could inject liquidity strains and increase short-term market noise. Looking ahead, the market awaits new catalysts: clearer macro policy (especially from the Fed), broader validation of AI earnings beyond Nvidia, and the potential self-fulfilling momentum of dispersion convergence. For investors, this may be a time to reduce exposure to crowded, option-heavy single names and consider sectors that could gain from a convergence trade or macro rebound, while potentially using low VIX levels to add portfolio protection.

marsbit02/26 13:22

After Nvidia's Earnings, Why Is the Market Still "Yawning"?

marsbit02/26 13:22

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