# 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.

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

GameStop Exits, Saylor Still Buying

marsbit02/04 07:42

RWA Weekly Report|Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)

RWA Weekly Report: Asset Holders Surge 26%; White House Meets with Crypto Firms and Banks on Stablecoin Rewards (Jan 28 - Feb 3) The total on-chain value of Distributed Real-World Assets (RWA) reached $23.96 billion, a weekly increase of 3.14%. The broader Represented Asset Value saw a significant adjustment, dropping 43.86% to $199.44 billion, likely due to a change in statistical methodology. A key highlight was the 26.52% surge in total asset holders, adding over 174,000 new participants. The stablecoin market also grew, with its total market cap rising 4.64% to $310.15 billion. Structurally, U.S. Treasuries remained the largest component at $9.6 billion, though it saw a slight decrease. Commodities were the strongest-growing asset class, up 9.09% to $4.8 billion. Private credit expanded by 8% to $2.7 billion. A major development was a closed-door meeting at the White House, convening crypto industry representatives (including Coinbase) and banking organizations to discuss the contentious issue of stablecoin rewards. The core disagreement lies in whether third-party platforms should be allowed to offer yields to stablecoin holders, a practice banks oppose for fear of draining deposits. Other significant events included: - The SEC and CFTC launching "Project Crypto" to create a unified regulatory framework. - Hong Kong’s monetary authority receiving 36 stablecoin license applications, with the first batch to be issued in March. - The UK launching an inquiry into stablecoin growth and its proposed regulatory regime. - Binance announcing it will convert the entire $1 billion in its SAFU insurance fund from stablecoins to Bitcoin. - Tether reporting 2025 net profits exceeding $10 billion. Key projects like Ondo Finance (ONDO) and MSX (STONKS) continued to expand, with Ondo’s USDY tokenized treasury product launching on the Sei network and its Total Value Locked (TVL) surpassing $2.5 billion.

Odaily星球日报02/03 13:31

RWA Weekly Report|Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)

Odaily星球日报02/03 13:31

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