Результатов: 3002

Heidi Crebo-Rediker: US reliance on China for strategic minerals poses national security risks, China’s state support creates competitive advantages, and innovative technologies could reshape rare earth production | Odd Lots

The US faces significant vulnerabilities due to its reliance on China for strategic minerals. China's dominance in the rare earths market is a result of strategic planning and state support. US efforts to compete with China in critical minerals are hampered by scale and cost challenges. дальше »

2026-2-20 19:20


Steve Ehrlich: Digital asset treasuries are trading at deep discounts, M NAVs reveal market valuation challenges, and Ethereum’s staking makes it a superior asset | Unchained

Digital asset treasuries are companies holding crypto on their balance sheets, often trading at discounts. M NAV is a metric for valuing companies relative to their crypto holdings. The decline in crypto prices has significantly impacted M NAVs, raising questions about equilibrium. дальше »

2026-2-20 17:15


Jeffrey Quesnelle: Centralization in AI is stifling innovation, how decentralization can democratize access, and the critical role of smart contracts in AI training | Raoul Pal

Centralization in the AI industry is driven by the concentration of capital in large companies. Decentralization technologies can address both funding and operational challenges in AI. Crypto rails enable permissionless access to computing resources, enhancing decentralization. дальше »

2026-2-20 23:55


Фото:

Bitcoin eyes $7.7T sidelined dollars as Wall Street runs out of cash to “buy the dip”

I came across some analysis this morning that cut through the usual stream of charts and market takes with a stark claim: there is “almost no cash on the sidelines. ” If true, it challenges one of the most persistent assumptions in both crypto and traditional markets, that a wall of idle capital is waiting to […] The post Bitcoin eyes $7. дальше »

2026-2-17 16:05


Richard Clarida: Fed and Treasury collaboration is crucial for economic stability, the chair’s power lies in persuasion, and inflation management faces unique challenges | Odd Lots

Collaboration between the Federal Reserve and the Treasury is crucial for effective economic policy. The Fed has a responsibility to ensure liquidity in the treasury market. Criticism of the Fed's inflation management should consider the challenges of the financial crisis. дальше »

2026-2-15 18:05


Corn: DeFi faces critical customer support challenges, Yearn’s foresight on UST highlights governance risks, and the market is set for recovery in late 2023 | On The Brink with Castle Island

Yearn Finance highlights the urgent need for better risk management as DeFi faces growing challenges. The post Corn: DeFi faces critical customer support challenges, Yearn’s foresight on UST highlights governance risks, and the market is set for recovery in late 2023 | On The Brink with Castle Island appeared first on Crypto Briefing. дальше »

2026-2-4 01:40


Wyatt: Crypto lending markets are sustainable despite recent declines, the critical role of Total Value Locked (TVL), and the risks of leveraged systems | On The Brink with Castle Island

Recent declines in DeFi lending highlight both challenges and new opportunities in the evolving crypto landscape. The post Wyatt: Crypto lending markets are sustainable despite recent declines, the critical role of Total Value Locked (TVL), and the risks of leveraged systems | On The Brink with Castle Island appeared first on Crypto Briefing. дальше »

2026-2-4 01:31


Steve Sosnick: Bitcoin’s volatility hinders its role as a safe haven, gold outperforms during downturns, and digital asset treasury companies may be overvalued | Unchained

Bitcoin's rising volatility challenges its role as a safe haven compared to traditional assets like gold. The post Steve Sosnick: Bitcoin’s volatility hinders its role as a safe haven, gold outperforms during downturns, and digital asset treasury companies may be overvalued | Unchained appeared first on Crypto Briefing. дальше »

2026-2-4 01:10


Zac Prince: Bitcoin trading has shifted to ETFs and options, regulatory changes will reshape crypto by 2025, and yield generation faces significant challenges | The Wolf Of All Streets

Regulatory changes could reshape the crypto landscape and boost institutional investment by 2025. The post Zac Prince: Bitcoin trading has shifted to ETFs and options, regulatory changes will reshape crypto by 2025, and yield generation faces significant challenges | The Wolf Of All Streets appeared first on Crypto Briefing. дальше »

2026-2-4 00:29


Mike Belshe: Regulatory changes will triple the digital asset market, why going public is essential for crypto firms, and the challenges of crypto accounting | Empire

New regulations could unleash a wave of investment in the digital asset market. The post Mike Belshe: Regulatory changes will triple the digital asset market, why going public is essential for crypto firms, and the challenges of crypto accounting | Empire appeared first on Crypto Briefing. дальше »

2026-2-4 00:25


Marc Boiron: Institutions struggle with stablecoin adoption, the rise of specialized appchains for payments, and Polygon’s shift to a revenue-generating model | Unchained

Institutions face challenges in offering stablecoins as a service, highlighting a gap in adoption. Proper on-ramps and off-ramps are essential for institutions to effectively use stablecoins. Specialization in blockchain can significantly enhance user experience for targeted use cases. дальше »

2026-1-22 21:23