# Investment İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Investment" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

The End of the Gold Rush? Global Demand for Precious Metals Is Changing

Global demand for precious metals is shifting. Gold started 2026 strongly, surpassing $5,500 per ounce, but experienced a sharp correction to below $4,000 by mid-year. It now behaves more like a risk asset, sensitive to interest rate changes, rather than a traditional safe haven. However, Chinese central bank purchases continue to provide fundamental support, with its gold reserves reaching record highs and approaching 10% of its total forex reserves. Analysts from J.P. Morgan forecast a year-end recovery to the $4,350-$4,650 range. Silver followed a more volatile path, soaring to $120 per ounce early in the year before halving in value, though current prices remain 70% above last year's levels. The industrial sector, particularly solar panel manufacturers (accounting for a fifth of global demand), is responding to high prices and supply deficits by increasing recycling and reducing metal usage per unit. Analysts note the supply deficit is easing due to increased mining investment, with WisdomTree projecting a gradual rise to $70 per ounce by Q2 2027, supported by expected gains in gold. In conclusion, the precious metals market demands in-depth analysis, as prices are driven by a complex mix of industrial demand and central bank policies. Investors are advised to rely on verified analysis, diversify risks, and make decisions based on objective market facts.

cryptonews.ru1 saat önce

The End of the Gold Rush? Global Demand for Precious Metals Is Changing

cryptonews.ru1 saat önce

Gumi and SBI Launch a 3 Billion Yen Cryptocurrency Fund, and Japan Opens Doors for Spot ETFs

Japanese gaming and blockchain firm gumi Inc. has partnered with financial group SBI to launch the SBI Crypto Fund I, starting August 1, 2026. The fund aims to raise 3 billion yen (approx. $18.3 million) and will invest in Bitcoin and major altcoins, using strategies like staking and hedging. SBI Financial Services holds a 51% stake, with gumi's gC Labs owning 49%. This move aligns with Japan's regulatory shift, where new laws will reclassify digital currencies as financial instruments (effective 2027), paving the way for future spot Bitcoin ETFs and stricter penalties for unregistered crypto activities. Tax rates on crypto gains are also set to drop from 55% to 20% in 2028. In related developments, SBI VC Trade, a crypto exchange under SBI Holdings, reported its registered accounts recently surpassed 2 million, doubling from 2025. Growth is driven by corporate adoption of Bitcoin and XRP to hedge against yen weakness, and the introduction of yen and dollar-pegged stablecoins. Despite a smaller market than the US or South Korea, Japan's crypto sector is gaining momentum.

cryptonews.ru2 saat önce

Gumi and SBI Launch a 3 Billion Yen Cryptocurrency Fund, and Japan Opens Doors for Spot ETFs

cryptonews.ru2 saat önce

Santander Bank Announces It Holds a $4.3 Million Position in U.S. Spot Bitcoin ETFs

Spanish banking giant Banco Santander disclosed in regulatory filings that it holds approximately $4.3 million in US spot Bitcoin ETFs. While this amount is small relative to the bank's over $1 trillion in assets under management, it signifies a growing trend of traditional financial institutions increasing Bitcoin exposure through regulated channels. Santander, scoring around 35% on a 2026 Bitcoin Adoption Index for banks, is categorized at a "medium level" of integration, similar to Société Générale but behind more crypto-focused firms. The bank's interest in cryptocurrencies is not new; CEO Ana Botín has discussed Bitcoin-related products since 2021. Santander has been developing crypto custody and digital asset services across Europe for years, with its digital arm, Openbank, beginning to offer crypto trading in Germany in September 2025, with plans to expand to Spain. This investment comes as institutional crypto adoption accelerates in Europe. Santander is actively involved in crypto custody initiatives across the continent and appears to be positioning itself to strengthen its role in the sector, especially as regulations like MiCA become clearer. The industry is watching whether the bank's medium integration level reflects caution or structural limitations, as banks with higher adoption may gain an edge in attracting crypto-interested wealthy clients.

cryptonews.ru5 saat önce

Santander Bank Announces It Holds a $4.3 Million Position in U.S. Spot Bitcoin ETFs

cryptonews.ru5 saat önce

Russian Cryptocurrency Market Valued at Tens of Billions of Rubles

The Russian cryptocurrency market is entering a clearer regulatory phase, with major banks preparing infrastructure for legal digital asset trading. New regulations are set to begin in September, with full implementation expected by 2027. VTB Bank aims to be among the first licensed operators, developing a comprehensive system for buying, selling, storing, and accounting for crypto assets. The market's daily turnover is already estimated at tens of billions of rubles, presenting a significant opportunity for banks to capture market share and commission income through user-friendly, secure services. Key future infrastructure elements will include blockchain, digital accounting, data protection, automation, and potentially AI. For private investors, crypto represents a volatile asset class where earnings can come from trading, investing, mining, or staking, but success depends on risk management, platform security, and understanding regulatory shifts. Bitcoin is seen as a market benchmark, while Ethereum's value is tied to its smart contract ecosystem. Market valuations remain sensitive to regulation, macroeconomic trends, and technological developments.

cryptonews.ru5 saat önce

Russian Cryptocurrency Market Valued at Tens of Billions of Rubles

cryptonews.ru5 saat önce

Samsung unit explores stablecoin infrastructure with Upbit’s operator

Samsung SDS, the IT arm of Samsung Group, is exploring stablecoin infrastructure, digital asset systems, and AI-based payment models in partnership with Dunamu, the operator of the Upbit crypto exchange. CEO Lee Jun-hee announced the discussions during a Q2 earnings call, highlighting Samsung SDS's experience from a tokenized securities project. The move follows Samsung Electronics' plan to add stablecoin support to Samsung Wallet. This cooperation deepens Samsung's strategic ties to the digital finance sector, following a May 2026 investment where Samsung affiliates acquired a combined 4% stake in Dunamu. The initiative aims to combine Samsung's IT and cloud capabilities with Dunamu's blockchain expertise. Samsung SDS's digital asset push coincides with strong growth in its AI and cloud business, which saw Q2 revenue rise 5.9% year-on-year to 3.72 trillion won ($2.6 billion), fueled by a 75% surge in external cloud revenue. The company plans to significantly expand its AI infrastructure capacity by 2031.

cointelegraph7 saat önce

Samsung unit explores stablecoin infrastructure with Upbit’s operator

cointelegraph7 saat önce

Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT

Hedge fund Situational Awareness, founded by ex-OpenAI researcher Leopold Aschenbrenner, is seeking new capital after heavy losses from an AI stock sell-off in July. The fund, which reportedly managed around $20 billion in assets, saw gains of 439% through June, but leveraged bets led to significant losses when AI stocks fell. Aschenbrenner argued the sell-off created new investment opportunities. The fund holds major positions in Bitcoin miners pivoting to AI, with a March SEC filing showing about $1.11 billion across stocks like IREN, Core Scientific, Riot Platforms, and CleanSpark. The fund was launched alongside Aschenbrenner's essays predicting artificial general intelligence surpassing college graduates by 2030.

cointelegraph7 saat önce

Hedge fund with $1.1B in Bitcoin miner stocks seeks capital after AI sell-off: FT

cointelegraph7 saat önce

Fortitude Invests $45 Million in Zcash Mining Infrastructure to Strengthen Vertical Integration

Fortitude, a cryptocurrency mining company owned by Digital Currency Group, is investing $45 million to vertically integrate its Zcash mining operations. The plan includes $31.5 million in new mining hardware purchases and $13.9 million in two acquisitions for power contracts, land, buildings, and equipment in Nebraska. These moves aim to transform Fortitude from a company partially reliant on third-party infrastructure into one with its own controlled power and data center capacity, targeting over 60 megawatts by 2026. This infrastructure push accompanies a strategic shift from Bitcoin to Zcash. In Q1 2026, Zcash accounted for 61% of Fortitude's mining revenue, up from 11% a year prior, while Bitcoin's share fell from 79% to 36%. Despite mining fewer ZEC coins due to increased network difficulty and the 2024 halving, a surge in ZEC's price to an average of $272 drove Zcash revenue to $11.8 million in Q1. Fortitude reported a Q1 net loss of $4.6 million, improved from a $6.8 million loss a year earlier. The company is financing its expansion through cash, operational cash flow, and a $26 million loan from DCG. This investment and strategic pivot occur ahead of Fortitude's planned merger with Nasdaq-listed HeartSciences Inc., which will take the company public.

cryptonews.ru7 saat önce

Fortitude Invests $45 Million in Zcash Mining Infrastructure to Strengthen Vertical Integration

cryptonews.ru7 saat önce

SemiAnalysis on the Epic Plunge: It's Not Over Yet

SemiAnalysis Weekly discusses the recent sharp correction in the semiconductor market after a historic first half. Analysts Doug O'Loughlin and Dylan note that despite healthy fundamentals, markets like South Korea's KOSPI have plunged 40%, wiping out leveraged retail investors. A core debate focuses on AI demand versus supply constraints. Dylan cites SemiAnalysis's internal use of AI coding agents, leading to a 100x increase in AI spending, as evidence of powerful demand. Doug agrees demand is strong but questions its exact magnitude, calling it a "trillion-dollar question." His primary concern is physical and financial bottlenecks: a shortage of 100,000 electricians in the US, massive $450B in corporate debt issuance by hyperscalers (funded by a shrinking pension pool), and labor/scale limits in regions like Taiwan, where TSMC constitutes 20% of GDP. The conversation covers market dynamics, including the typical semiconductor cycle where over-ordering leads to crashes, China's growing memory capacity, and the potential for older chips like the H100 to lose value as models scale. Politically, AI is seen as a likely scapegoat in upcoming elections, though not a top-tier voter priority. The analysts conclude that while the long-term potential is significant, the scaling path is narrowing. The challenge is matching exponential compute demands with real-world constraints on capital, labor, and permits, risking scenarios where massive investment outpaces near-term revenue generation.

marsbit9 saat önce

SemiAnalysis on the Epic Plunge: It's Not Over Yet

marsbit9 saat önce

Russian man loses over 2.3 million rubles due to cryptocurrency scammers

In May, a 45-year-old man from Ugolnye Kopi met a woman on a dating app. She suggested he invest in cryptocurrency, promising stable returns. Initially refusing, he later changed his mind. In early summer, she connected him with someone posing as an investment specialist. This person explained a method of profiting from digital assets: buy during a price rise and sell at the peak. The victim was convinced to install a fake crypto exchange app on his phone. To gain his trust, the scammers first let him invest small sums—from 1,000 to 10,000 rubles—and showed fake profits. When he invested 50,000 rubles, the promised profit never came. A fraudster then contacted him, claiming the transfer was mistakenly blocked and that law enforcement might get involved. Following this, the scheme's organizers urged the man to "resolve the situation" by sending more money. He made ten transfers to various bank accounts, the last being 500,000 rubles. He eventually realized it was a scam, ceased contact, deleted the app, and reported it to the police. A criminal case has been initiated. Previously, a resident of Kyzyl in the Republic of Tyva lost 5.5 million rubles in a similar crypto investment scam, most of which came from selling his own apartment.

cryptonews.ru10 saat önce

Russian man loses over 2.3 million rubles due to cryptocurrency scammers

cryptonews.ru10 saat önce

Morgan Stanley Launches Two More Crypto ETFs, Shatters Market with 0.14% Fee Rate

Morgan Stanley launched two new crypto ETFs, the Morgan Stanley Ethereum Trust (MSSE) and the Morgan Stanley Solana Trust (MSOL), which debuted with a combined trading volume of $38 million. MSSE saw net inflows of $5.15 million, while MSOL saw high trading volume but no net new shares. Both products offer staking rewards. Morgan Stanley is competing aggressively on price, charging a total management and staking fee of just 0.14%, significantly undercutting major competitors like Bitwise, Grayscale, and BlackRock in both the Ethereum and Solana ETF sectors. While these new funds face the challenge of catching up to the substantial assets and liquidity of established first-mover ETFs, analysts note Morgan Stanley's distinct advantage lies in its vast wealth management network, which includes thousands of financial advisors and trillions in client assets, potentially allowing it to tap into a much broader mainstream investor base.

marsbit11 saat önce

Morgan Stanley Launches Two More Crypto ETFs, Shatters Market with 0.14% Fee Rate

marsbit11 saat önce

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