# Investing的所有文章

在 HTX 新聞中心流覽與「Investing」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Now the Greatest Regret Is to My Family: Crypto Experts Took a Stumble in the Stock Market

Summary: This article examines the significant losses recently suffered by cryptocurrency traders and influencers who ventured into the stock market, specifically by heavily investing in AI-related and semiconductor storage stocks. The narrative centers on the dramatic reversal in the Korean and US equity markets in late July, with stocks like SK Hynix and related leveraged ETFs experiencing historic plunges, erasing massive gains. The analysis highlights several key factors behind the "flip." Traders, accustomed to crypto's high volatility and frustrated by a stagnant market, chased the apparent momentum in AI-themed equities. Many made fatal mistakes: applying high-leverage strategies common in crypto (e.g., 2x ETFs, on-chain perpetual contracts) to stocks, and failing to understand the distinct rules of different stock markets (like Korean pre-market trading). This led to widespread liquidations, especially when a thin Korean pre-market trade triggered a cascading flash crash on a decentralized exchange. Post-crash reflections from prominent figures reveal deep regret and self-criticism. They acknowledge misjudging their expertise, overestimating their edge against sophisticated institutional players, and the dangers of leverage. The article concludes that while such setbacks are part of trading, surviving long-term requires recognizing one's limitations and the inherent risks of cross-market strategies.

marsbit20 小時前

Now the Greatest Regret Is to My Family: Crypto Experts Took a Stumble in the Stock Market

marsbit20 小時前

Observation of Data on the Top Six Cryptocurrency Protocols: Revenue Continues to Grow, So Why Aren't Token Prices Rising?

Despite generating impressive revenue, many top cryptocurrency protocols struggle to translate this success into token price appreciation. This analysis of six major protocols (Aave, Aerodrome, Hyperliquid, Pump, Sky, Uniswap) examines the disconnect, focusing on revenue generation, distribution, and tokenomics. While these protocols collectively earned over $726 million in the first half of 2026, token performance largely lagged due to factors like imbalanced token emissions, unclear value capture mechanisms, and equity-token separations that disadvantage holders. Key findings reveal that not all revenue is equal for token holders. Protocols differ significantly in how they allocate income. Hyperliquid, for instance, directs 100% of its revenue to holders via buybacks and burns, correlating with strong token performance. Others, like Aerodrome, Sky, and Uniswap, showed negative net token flows when accounting for high token emissions used for incentives, offsetting holder benefits. The article highlights two primary value capture methods: buybacks/burns and direct fee distribution (e.g., ve-tokenomics models). The analysis concludes that high revenue alone doesn't guarantee token growth. Investors must scrutinize a protocol's sustainable revenue sources, how that value is shared with token holders, and the associated token release schedules and supply pressures. The future points towards greater alignment between protocol success and tokenholder rewards, but only for projects that seriously address all three pillars: revenue, distribution, and emissions.

marsbit昨天 08:11

Observation of Data on the Top Six Cryptocurrency Protocols: Revenue Continues to Grow, So Why Aren't Token Prices Rising?

marsbit昨天 08:11

The Disappearing Buy Button

"The Vanished 'Buy' Button" In June 2026, major Chinese online brokers Futu and Tiger were barred from allowing mainland Chinese users to purchase or deposit funds for US stocks, following a multi-department regulatory crackdown. This move, part of China's long-standing capital controls, aims to stem the outflow of domestic capital to support the development of local technology sectors, particularly in AI, where China perceives itself to be lagging. The restriction highlights a growing divergence between national economic strategy and individual investor needs. With slowing wage growth and a deflating property market, Chinese retail investors saw US tech stocks—which dominate global indices and capture a quarter of global economic growth—as a crucial avenue for wealth preservation. Domestically, the A-share market has only recently seen its technology sector surpass the long-dominant financial sector in index weight, reflecting a state-directed shift toward "new quality productive forces." The crackdown mirrors past actions against cryptocurrencies and tech deals, prioritizing financial stability and onshore control. It also aims to funnel liquidity and listings to Hong Kong and mainland exchanges to retain economic sovereignty. This regulatory gap creates an opportunity for decentralized finance. The emerging narrative shifts from "banking the unbanked" to "brokering the unbrokered"—using crypto and tokenized real-world assets (RWAs), like stocks, to provide global access to productive assets for those excluded by traditional finance, from Chinese散户 to users in other restricted markets. Simultaneously, the AI era is reshaping global capital flows. US tech giants act as "macro hedge funds," issuing cheap foreign-currency debt to fund expansion, leveraging their superior credit. However, non-US AI supply chain players (e.g., in semiconductors) are also rising. The competition for asset ownership and low-cost financing rights is intensifying, making access to capital a new societal divide as AI devalues routine intellectual labor. Finance remains in the "business of hope," but its gates are being redrawn.

marsbit前天 10:01

marsbit前天 10:01

Study: 90% of Influencers' Financial Advice on Social Media is Ineffective

New research from Queen Mary University of London confirms widespread suspicions: nearly 90% of financial advice from social media influencers is ineffective or low-quality, often lacking proper sources, disclaimers, or genuine expertise. The study analyzed nearly 2,500 influencers on Instagram, TikTok, and YouTube and surveyed over 4,200 UK adults. It found that while two in five UK adults use social media for financial advice, only about one in ten consult a licensed professional. Complementing this, a Chainalysis report on 2024 crypto tokens revealed that 74,037 newly launched tokens displayed patterns of "pump-and-dump" schemes, with 94% of these cases involving the wallet that created the liquidity pool also conducting the asset dump. The median suspicious scheme lasted less than a day. In a coordinated April 2026 operation, the UK's Financial Conduct Authority (FCA) and 17 global regulators targeted this issue directly, flagging 120 influencer accounts for removal. These accounts were responsible for 1,267 illegal financial promotions that reached at least 2.3 million UK accounts, with 66% of the ads linked to entities already on the FCA's warning list.

cryptonews.ru前天 15:16

Study: 90% of Influencers' Financial Advice on Social Media is Ineffective

cryptonews.ru前天 15:16

As Part of Strategy, U.S. Dollar Reserve Increased by $525 Million, Resulting in Dividend Coverage Ratio Rising to 2.1 Years

MicroStrategy's US dollar reserve increased by $525 million, boosting its dividend and interest coverage ratio to 2.1 years. The company's holdings of 843,775 BTC, acquired for an average of $75,476 per coin, remained unchanged during the reported week, with the reserve's market value at $54.36 billion representing an unrealized loss. The firm also repurchased $25 million worth of its Series C preferred stock. To build the reserve, MicroStrategy sold 5.43 million shares of its common stock, generating $544.5 million in net proceeds. The company highlighted that the bolstered reserve extends the period for dividend payments without needing to sell Bitcoin, and the unchanged BTC position signals a commitment to its strategy despite price volatility.

cryptonews.ru07/27 13:28

As Part of Strategy, U.S. Dollar Reserve Increased by $525 Million, Resulting in Dividend Coverage Ratio Rising to 2.1 Years

cryptonews.ru07/27 13:28

I Built a Bitcoin Buying System: $64,000, The Lower the Score, The More I Buy

Australian trader Jake Pahor shares his personal Bitcoin investment system. After losing money on altcoins in the last cycle, he now holds 100% Bitcoin, viewing it as the benchmark for the crypto asset class. His strategy centers on a dynamic dollar-cost averaging plan driven by the CSH Risk Score (a proprietary metric). He buys only when the score is between 10 and 30, purchasing more when the score is lower. Exit rules are also predefined. Currently, the CSH score is 25.6, indicating an "early cycle" phase, so his regular buying continues while larger purchases await a drop below 20. He emphasizes that a robust system, written calmly in advance, is crucial for withstanding market emotions. He also monitors key metrics like Bitcoin dominance and the TOTAL3/BTC ratio, noting that altcoin season hasn't begun yet based on historical patterns. The article's core message is that the right answer to "Should I buy now?" is not a specific recommendation but a personalized system that fits one's life and risk tolerance.

marsbit07/27 11:59

I Built a Bitcoin Buying System: $64,000, The Lower the Score, The More I Buy

marsbit07/27 11:59

Polkadot Price Prediction for 2026-2032: Can DOT Soon Reclaim the $20 Mark?

Summary: Polkadot (DOT) price forecast for 2026-2032. Current technical analysis shows DOT consolidating around $0.8268 with a bearish market sentiment. The forecast predicts a potential high of $2.01 and an average of $1.53 in 2026. Prices are expected to rise gradually, reaching a high of $18.44 by 2032. While the article questions if DOT can reclaim $20 soon, it notes that hitting $100 is unlikely in the near term. The forecast is based on analysis of network development, adoption, and overall crypto market trends. Key updates include recent Polkadot referendums (No 1909 & 1910) aimed at revising staking economics to enhance network security and reduce costs. Investors are advised to conduct their own research due to market volatility.

cryptonews.ru07/27 10:45

Polkadot Price Prediction for 2026-2032: Can DOT Soon Reclaim the $20 Mark?

cryptonews.ru07/27 10:45

Odaily Editorial Department Tea Party (July 8)

Odaily Editorial Team Casual Chat (July 8) This is an informal column from Odaily's editorial team, sharing immediate thoughts on industry news, data, and hot topics from various angles. It presents investment ideas and opportunity hypotheses still under verification—which may not be direct wealth codes but questions in themselves—alongside observations from industry interactions and materials that genuinely enhance the team's understanding. The content is based on real investment and observation experiences, carries no advertising, and does not constitute investment advice. Its purpose is to broaden perspectives and supplement information sources, not to create consensus. Team Member Shares: * **Wenser (@wenser2010):** Noted a deeper correction (nearly 30%) in US and Korean stocks, including memory stocks, but remains bullish on DRAM due to perceived supply shortages. In prediction markets, personal small bets outperformed blind copying; favors France to win the World Cup. Views crypto-related stocks like STRK as bearish for now, while seeing Circle and Coinbase as potential rebound plays. Observes recent strength in software stocks like Microsoft but is unsure if it's a sustained recovery. * **Bcxiongdi (@bcxiongdi):** Discusses the recent "recovery training" in meme coin markets on Solana and BSC, characterized by small-scale PVP opportunities, admitting to having sold many assets too early. Suggests also watching the Robinhood chain. Found World Cup prediction markets challenging, advising to consider buying during matches rather than only before. * **Azuma (@azuma_eth):** Focuses on the US stock market, particularly the significant semiconductor correction. Believes demand fundamentals remain and considers buying the dip in DRAM stocks. Notes a potential rotation signal as hedge funds have recently concentrated buying in tech stocks. Plans to continue adding to RKLB (Rocket Lab) stock, seeing limited downside and high upside potential at current levels after its founder's share sale window closed.

Odaily星球日报07/08 10:09

Odaily Editorial Department Tea Party (July 8)

Odaily星球日报07/08 10:09

When Big Tech Donates Stocks to the 'Trump Accounts', Which Assets Will Benefit?

"The 'Trump Accounts' program has officially launched, establishing tax-advantaged savings and investment accounts for children under 18 in the US. The accounts receive initial government funding and private donations, with Dell founder Michael Dell contributing $6.25 billion. Former President Trump publicly endorsed Dell at the launch event, boosting its stock price. The US Treasury now allows approved stock donations to these accounts, prompting a donation of SpaceX shares from its president. Account funds are primarily invested in ETFs tracking the S&P 500 index, creating a potential long-term capital inflow into US markets. Key operational partners include BNY Mellon as financial agent and Robinhood as the designated broker and app developer, positioning them to gain millions of potential lifelong financial customers. Early corporate donors, like Dell, are receiving significant presidential endorsement. The program aims to become a long-term wealth-building vehicle for American youth, similar to retirement accounts, with its ultimate impact dependent on future scale and participation."

Odaily星球日报07/07 04:19

When Big Tech Donates Stocks to the 'Trump Accounts', Which Assets Will Benefit?

Odaily星球日报07/07 04:19

When a League of Legends World Champion Uses 'Pro Gamer Moves' in Stock Trading...

From League of Legends world champion to stock market success: the story of 'imp' Former League of Legends world champion, 'imp' (Gu Seung-bin), is reportedly achieving financial success in the stock market after retiring from esports. Known for his stellar ADC performance with Samsung White, winning the S4 World Championship in 2014, imp's post-retirement life has been marked by personal struggles, including a costly divorce that reportedly left him with significant debt and depression. However, the narrative has shifted. Fellow former pro player Doinb recently claimed imp has achieved financial freedom through savvy investments in Korean and US stocks, particularly in semiconductor companies like NVIDIA and SK Hynix. While imp has not publicly confirmed this, he previously hinted at his market activities during livestreams, suggesting he invested in NVIDIA before the AI boom and that his assets grew tenfold over a seven-month period. This potential financial turnaround mirrors a dramatic comeback for the player once nicknamed the 'Rat King,' suggesting he may have found a new arena in which to excel.

Odaily星球日报07/07 03:09

When a League of Legends World Champion Uses 'Pro Gamer Moves' in Stock Trading...