# 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 $90 million last week to purchase 1,142 Bitcoins; Bitmine increased its holdings by 40,613 ETH last week (February 10)

Crypto Market Weekly Roundup: Strategy Invests $90M in 1,142 BTC; Bitmine Adds 40,613 ETH (Feb 10) Despite a bearish start to 2026 for crypto, mining stocks showed strength in January, outperforming Bitcoin with a 23% sector cap increase to $60B, though still 15% below late-2025 highs. JPMorgan noted reduced network competition and pivot to AI/HPC data centers as key drivers. Morgan Stanley analysts highlighted Terawulf and Cipher Mining, projecting ~150% upside due to their AI power agreements. Strategy purchased 1,142 BTC ($90M), bringing its total to 714,644 BTC. Global public companies net bought $92.83M in BTC, though overall DATs (crypto treasury firms) face selling pressure, declining 62% since October highs. Bitmine increased its ETH holdings by 40,613, totaling 4.33M ETH. ETHZilla launched an aviation engine RWA token and expanded into real estate tokenization. FG Nexus announced a 1:5 reverse stock split. Solana treasury firm Forward Industries, holding 7M SOL, hinted at potential industry consolidation, while Upexi raised $7.4M to expand its SOL strategy. Jupiter Lend added DFDV’s staking token dfdvSOL as collateral, enhancing DeFi-TradFi liquidity integration.

marsbit02/10 11:16

Currency and Stock Barometer丨 Strategy invested $90 million last week to purchase 1,142 Bitcoins; Bitmine increased its holdings by 40,613 ETH last week (February 10)

marsbit02/10 11:16

Bitcoin far from a bottom? Analysts flag 50% drop amid China’s treasury moves

Risk management and FUD dominate as the crypto market loses over $1 trillion in a month, with cautious sentiment limiting dip-buying. China's reduction of U.S. Treasury holdings to an 18-year low of $682 billion pressures the dollar, historically a bullish signal for Bitcoin. However, the 2025 cycle diverged: Bitcoin fell 6.3% despite a weaker dollar, while gold surged 65%. The BTC/XAU ratio broke key support at 15.50, a level associated with market tops, suggesting Bitcoin's $70k may be a peak rather than a bottom. Analysts warn of a potential 50% drop, citing macro risks and failed safe-haven appeal.

ambcrypto02/10 11:07

Bitcoin far from a bottom? Analysts flag 50% drop amid China’s treasury moves

ambcrypto02/10 11:07

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows

Binance is executing a major treasury migration, shifting its $1 billion Secure Asset Fund for Users (SAFU) from stablecoins to Bitcoin. On February 9, the exchange purchased an additional 4,225 BTC worth $299.6 million, bringing its total BTC holdings to 10,455 BTC valued at approximately $734 million. This represents 73.4% completion of its plan to convert the entire fund to Bitcoin within 30 days, a strategy designed to minimize market impact. Binance has committed to replenishing the fund if it falls below $800 million, providing strong downside support for BTC. This move signals a long-term vote of confidence in Bitcoin as the most reliable reserve asset, echoing a similar successful strategy in 2023. The purchases are occurring during a broader market dip, with BTC's high dominance indicating a flight to safety rather than a full market exit.

ambcrypto02/10 06:02

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows

ambcrypto02/10 06:02

BitMine builds massive Ethereum treasury as ETH price struggles to recover

Amid Ethereum's ongoing price struggles, BitMine Immersion Technologies has aggressively accumulated ETH, now holding approximately 4.33 million ETH—about 3.6% of the total supply—making it the largest publicly disclosed corporate holder. Over the past 30 days alone, the company added over 180,000 ETH, valuing its position at over $9 billion at current prices near $2,100. Despite ETH being down more than 60% from its 2025 highs, BitMine has continued buying, with about two-thirds of its holdings staked, generating yield. This significant concentration of supply introduces a new dynamic to Ethereum's market structure, though it has not yet translated into broader price recovery.

ambcrypto02/09 22:31

BitMine builds massive Ethereum treasury as ETH price struggles to recover

ambcrypto02/09 22:31

China is Withdrawing From US Treasury, Will it Impact the Crypto Market?

China is directing its banks to limit holdings of US Treasury securities, a move aimed at diversifying risk and reducing exposure to market volatility. As the third-largest holder of US debt, China’s pullback could tighten global liquidity and increase volatility for risk assets, including cryptocurrencies. This comes at a time when the market is already sensitive to key economic data and geopolitical tensions. While Bitcoin and Ethereum currently trade near $69,548 and $2,039 respectively, reduced liquidity may push investors toward safer assets like gold. The long-term impact on crypto remains uncertain, depending on the scale of China’s sell-off and broader international developments.

TheNewsCrypto02/09 12:45

China is Withdrawing From US Treasury, Will it Impact the Crypto Market?

TheNewsCrypto02/09 12:45

Cobo 2025 Stablecoin Review and Outlook: From Crypto Narrative to Real Adoption

Cobo's 2025 Stablecoin Review and Outlook: From Crypto Narrative to Real Adoption Looking back from 2026, 2025 marked a pivotal "declaration of independence" for stablecoins, defined not by price volatility but by their quiet transformation into a fundamental global settlement medium operating natively on the internet. True adoption occurred not in retail payments but in high-frequency, efficiency-critical backend processes: corporate treasury management, cross-border settlements, and internal fund transfers. This real-world usage is driven not by crypto-enthusiasts but by risk-averse CFOs and financial teams prioritizing auditability, control, and traceability over decentralization. The report argues that real adoption is measured by stablecoins entering sustainable economic loops like payroll, B2B settlements, and recurring payments, not by market cap or transaction volume. A key finding is the stark geographic divergence in use cases: an efficiency tool in developed markets versus a survival mechanism against hyperinflation in emerging economies. Competitively, dollar-based stablecoins (like USDT and USDC) have become a digital extension of dollar hegemony, forcing non-US stablecoins into niche roles. The future battleground is shifting from issuance to compliant access points and connection rights. Key 2026 trends include: - **Financial Fragmentation:** The stablecoin market will split into compliant "clearing islands" and offshore "grey islands." - **Rise of the Machine Economy:** AI Agents (non-human accounts) will necessitate a shift from KYC to KYA (Know Your Agent). - **The Invisible Infrastructure:** The most successful stablecoins will be those that are transparent and unseen, embedded within applications. - **Apps as Banks:** Applications will evolve to perform bank-like functions (holding deposits, facilitating payments) without a bank license, competing on capital efficiency and turnover. - **Seamless Daily Use:** Integration with major payment networks (Visa/Mastercard) will enable direct spending of stablecoins without manual off-ramping, making them a true digital dollar for daily expenses. - **Advanced Compliance:** On-chain AML data will merge with off-chain identity, leading to standardized, professionalized compliance infrastructure offered as a service. The core conclusion is that stablecoin's greatest success lies in its invisibility, becoming the indispensable TCP/IP of finance—powering everything from behind the scenes.

marsbit02/09 10:56

Cobo 2025 Stablecoin Review and Outlook: From Crypto Narrative to Real Adoption

marsbit02/09 10:56

Strategy shrugs off Q4 loss: ‘Bitcoin must hit $8K to force a sale’

Strategy CEO Phong Le dismissed concerns over the firm's $17.4 billion Q4 2025 GAAP loss, stating it does not reflect a true cash loss. He emphasized that the company would only face issues if Bitcoin fell to $8,000 and remained there for an extended period. Le also highlighted a $2.52 billion cash reserve to support operations and dividend payments, countering criticism about leverage and fraud allegations from Bitcoin skeptic Peter Schiff. Despite Bitcoin's decline from $126K to $87K in Q4, treasury firms—including Strategy, which holds 713.5K of the total 813K BTC among peers—did not sell during the downturn. A recent rebound in BTC price led to a 26% surge in MSTR stock, illustrating its amplified exposure to Bitcoin.

ambcrypto02/07 11:02

Strategy shrugs off Q4 loss: ‘Bitcoin must hit $8K to force a sale’

ambcrypto02/07 11:02

US Treasury Sec To Wall Street: If You Hate Crypto Rules, El Salvador Is Waiting

U.S. Treasury Secretary Scott Bessent warned crypto firms resistant to clear regulations to “move to El Salvador” during a Senate Banking Committee hearing. His comments highlighted a deepening divide between regulators and parts of the crypto industry, particularly as lawmakers debated the Digital Asset Market Clarity Act. Bessent criticized what he called a “nihilist” segment of crypto that opposes regulatory compromise. The hearing grew heated, with senators raising concerns about stablecoins threatening bank deposits, while crypto advocates warned that strict rules could hinder innovation. Bessent’s remark underscores a choice: operate under U.S. regulations or seek looser oversight elsewhere. Although El Salvador adopted Bitcoin as legal tender, it has since made its use voluntary and maintains a regulated approach, contradicting the idea of a “no rules” environment. Market participants are closely watching the debate, as regulatory clarity could reduce volatility and shape the future of crypto services in the U.S.

bitcoinist02/07 00:01

US Treasury Sec To Wall Street: If You Hate Crypto Rules, El Salvador Is Waiting

bitcoinist02/07 00:01

From Holding to Controlling: When Bitcoin Starts 'Buying Listed Companies'

From Holding to Controlling: When Bitcoin Starts "Buying Listed Companies" In a landmark event, Bitcoin has entered the capital structure of a publicly traded company as a form of capital contribution for the first time. On February 4, Nasdaq-listed insurance brokerage Tianruixiang Holdings announced that an undisclosed investor would contribute 15,000 Bitcoin in exchange for equity in the company. Valued at approximately $1.125 billion (based on Bitcoin's price of $75,000 at the time), this transaction marks a historic shift. This is not about buying a Bitcoin ETF, holding BTC, or issuing debt to purchase Bitcoin. It represents a direct exchange of Bitcoin for equity in a listed company. Over the past two years, a profound change has been underway: Bitcoin is systematically entering the balance sheets of public companies. Companies like MicroStrategy (now Strategy) have fundamentally altered traditional corporate logic. They no longer operate solely based on their core business but function as financial vehicles, continuously issuing stock and convertible bonds to raise capital for purchasing Bitcoin. This has given rise to a new type of entity: the **Bitcoin Treasury Company**. Other examples include Japan's Metaplanet, and U.S.-based firms like Twenty One Capital and Bitcoin Standard Treasury. A significant阵营 (camp) of publicly traded companies now holds substantial Bitcoin, including: * Strategy (formerly MicroStrategy): over 710,000 BTC * Major miners like MARA, Riot, and Hut 8 * Exchanges like Coinbase and Bullish * Bitcoin treasury companies * Tech and payment firms like Tesla and Block Their commonality is that they have integrated Bitcoin as a fundamental part of their capital structure. The Tianruixiang deal represents an evolution of this trend. Upon completion, the company would hold more Bitcoin than Coinbase, making it a top-tier Bitcoin treasury. Crucially, this isn't a case of "using fiat to buy Bitcoin," but rather resembles using Bitcoin to effectively "acquire a Nasdaq-listed shell company." This structure transforms the transaction from a simple investment into a form of **reverse merger by crypto assets into traditional capital markets**. Bitcoin is no longer merely held; it is being used to **restructure ownership itself**. A clear path is emerging: from MicroStrategy's massive holdings to miners, exchanges, and treasury companies, and now to direct equity-for-Bitcoin swaps, **Bitcoin is reconstructing the "public company network."** When this system becomes large enough, Bitcoin will evolve beyond a "crypto asset" into a financial infrastructure embedded within the global capital system. *Content is for informational purposes only and not investment advice. Markets are risky; investments should be made cautiously.*

marsbit02/06 10:57

Japan’s Metaplanet Commits to Further Bitcoin Purchases as BTC Slides to $60,000

Metaplanet, a Japanese Bitcoin-focused company, has reaffirmed its commitment to continue purchasing Bitcoin despite its recent price decline to around $60,000. The company's CEO confirmed the ongoing buy strategy will persist, even as the price drop contributed to an 8% fall in Metaplanet's stock and unrealized losses on its balance sheet. This is part of a long-term treasury expansion strategy, with plans to acquire hundreds of millions of dollars worth of Bitcoin by year-end. This corporate accumulation trend contrasts with current bearish market sentiment. Data from Polymarket indicates approximately 75% of traders predict Bitcoin's price will fall below $55,000, following a significant decline from previous highs. Despite this negative outlook, Metaplanet remains dedicated to increasing its Bitcoin holdings, positioning itself against the prevailing market pressure.

TheNewsCrypto02/06 10:33

Japan’s Metaplanet Commits to Further Bitcoin Purchases as BTC Slides to $60,000