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SK Hynix Stock: AI Memory Boom Fuels Record Profit Jump
TLDR
Q4 operating profit hit 19.2 trillion won, more than doubling from last year and beating estimates
Revenue climbed 66% year-over-year to 32.8 trillion won in the December quarter
Full-year 2025 profit topped 47.2 trillion won, more than twice the 2024 figure
Company secured exclusive HBM3E supply deal with Microsoft for Maia 200 AI chips
Stock jumped 6% after results, has tripled since September 2025
SK Hynix delivered knockout results for the fourth quarter. Operating profit reached 19.2 trillion won, crushing analyst forecasts of 16.7 trillion won.
SK hynix Inc. (000660.KS)
Revenue hit 32.8 trillion won, topping expectations of 32.1 trillion won. Both figures represent massive year-over-year gains of 137% for profit and 66% for revenue.
SK HYNIX Q4 EARNINGS HIGHLIGHTS
Sales: 32.83T won (Est. 31.3T won)
Operating Profit: 19.17T won (Est. 16.69T won)
Net Income: 15.22T won (Est. 13.31T won)
FY26 capex: expects “considerable increase”
HBM revenue more than doubled Y/Y
HBM4 mass output in… pic.twitter.com/45kIfBox7B
— Wall St Engine (@wallstengine) January 28, 2026
The memory chipmaker’s shares surged more than 6% in after-hours trading. Since early September, the stock has tripled in value as investors bet on AI chip demand.
Full-Year Performance Breaks Records
Annual results proved even stronger. SK Hynix posted 97.1 trillion won in revenue for 2025, up nearly 50% from the prior year.
Operating profit reached 47.2 trillion won. That’s more than double what the company earned in 2024.
The company attributed this performance to exploding demand for high-bandwidth memory. HBM revenue more than doubled during the year.
These specialized chips power AI servers for tech giants like Nvidia. SK Hynix leads the market in HBM3E production, the most advanced version available today.
Supply Crunch Boosts Margins
An industry-wide supply shortage helped drive results. Demand for HBM chips vastly exceeds what manufacturers can produce.
The shortage extends to regular DRAM and NAND memory too. SK Hynix shifted factory capacity toward premium AI chips, tightening supplies of conventional memory.
This dynamic gives the company strong pricing power. Citigroup analysts predict DRAM prices will jump 120% this year. NAND could rise 90%.
“Hyperscalers and AI customers are looking at what they are willing to pay for memory through a very different lens,” said Richard Clode of Janus Henderson.
Microsoft Deal Strengthens Position
SK Hynix scored a major partnership with Microsoft. South Korean media reports the company became the sole supplier of HBM3E chips for Microsoft’s Maia 200 AI processor.
This win strengthens its lead over rival Samsung Electronics. Both Korean firms are racing to supply next-generation HBM4 chips to major customers.
The company announced a 12.24 trillion won treasury share cancellation to boost shareholder value. Total dividends for fiscal 2025 reached 2.1 trillion won, including 1 trillion won in special payouts.
SK Hynix said it’s exploring a potential US stock listing but hasn’t made a final decision. Executives will discuss results on an earnings call Thursday.
SemiAnalysis analysts called SK Hynix “one of the biggest AI winners in Asia.” The firm’s HBM leadership and memory competitiveness position it for continued growth.
Regular DRAM will also drive earnings this year. Expanding margins and structural supply shortages support demand for commodity memory chips beyond AI applications.
Samsung Electronics reports full quarterly results Thursday, setting up a direct comparison between the two Korean memory giants competing for market dominance.
The post SK Hynix Stock: AI Memory Boom Fuels Record Profit Jump appeared first on Blockonomi.
Q4 operating profit hit 19.2 trillion won, more than doubling from last year and beating estimates
Revenue climbed 66% year-over-year to 32.8 trillion won in the December quarter
Full-year 2025 profit topped 47.2 trillion won, more than twice the 2024 figure
Company secured exclusive HBM3E supply deal with Microsoft for Maia 200 AI chips
Stock jumped 6% after results, has tripled since September 2025
SK Hynix delivered knockout results for the fourth quarter. Operating profit reached 19.2 trillion won, crushing analyst forecasts of 16.7 trillion won.
SK hynix Inc. (000660.KS)
Revenue hit 32.8 trillion won, topping expectations of 32.1 trillion won. Both figures represent massive year-over-year gains of 137% for profit and 66% for revenue.
SK HYNIX Q4 EARNINGS HIGHLIGHTS
Sales: 32.83T won (Est. 31.3T won)
Operating Profit: 19.17T won (Est. 16.69T won)
Net Income: 15.22T won (Est. 13.31T won)
FY26 capex: expects “considerable increase”
HBM revenue more than doubled Y/Y
HBM4 mass output in… pic.twitter.com/45kIfBox7B
— Wall St Engine (@wallstengine) January 28, 2026
The memory chipmaker’s shares surged more than 6% in after-hours trading. Since early September, the stock has tripled in value as investors bet on AI chip demand.
Full-Year Performance Breaks Records
Annual results proved even stronger. SK Hynix posted 97.1 trillion won in revenue for 2025, up nearly 50% from the prior year.
Operating profit reached 47.2 trillion won. That’s more than double what the company earned in 2024.
The company attributed this performance to exploding demand for high-bandwidth memory. HBM revenue more than doubled during the year.
These specialized chips power AI servers for tech giants like Nvidia. SK Hynix leads the market in HBM3E production, the most advanced version available today.
Supply Crunch Boosts Margins
An industry-wide supply shortage helped drive results. Demand for HBM chips vastly exceeds what manufacturers can produce.
The shortage extends to regular DRAM and NAND memory too. SK Hynix shifted factory capacity toward premium AI chips, tightening supplies of conventional memory.
This dynamic gives the company strong pricing power. Citigroup analysts predict DRAM prices will jump 120% this year. NAND could rise 90%.
“Hyperscalers and AI customers are looking at what they are willing to pay for memory through a very different lens,” said Richard Clode of Janus Henderson.
Microsoft Deal Strengthens Position
SK Hynix scored a major partnership with Microsoft. South Korean media reports the company became the sole supplier of HBM3E chips for Microsoft’s Maia 200 AI processor.
This win strengthens its lead over rival Samsung Electronics. Both Korean firms are racing to supply next-generation HBM4 chips to major customers.
The company announced a 12.24 trillion won treasury share cancellation to boost shareholder value. Total dividends for fiscal 2025 reached 2.1 trillion won, including 1 trillion won in special payouts.
SK Hynix said it’s exploring a potential US stock listing but hasn’t made a final decision. Executives will discuss results on an earnings call Thursday.
SemiAnalysis analysts called SK Hynix “one of the biggest AI winners in Asia.” The firm’s HBM leadership and memory competitiveness position it for continued growth.
Regular DRAM will also drive earnings this year. Expanding margins and structural supply shortages support demand for commodity memory chips beyond AI applications.
Samsung Electronics reports full quarterly results Thursday, setting up a direct comparison between the two Korean memory giants competing for market dominance.
The post SK Hynix Stock: AI Memory Boom Fuels Record Profit Jump appeared first on Blockonomi.
Why Crypto Buybacks Fail: CryptoRank Analysis Exposes Token Repurchase Program Flaws
TLDR:
Projects with active buybacks experience similar declines as those without them during bearish markets
Hyperliquid’s daily unlocks of 216,000 HYPE tokens significantly overwhelm its 80,600 token buyback capacity
Buyback effectiveness depends entirely on favorable market conditions, reversing during crypto downturns
Token unlock schedules create structural selling pressure that even large buyback programs cannot overcome
Token buyback mechanisms have emerged as a popular strategy among cryptocurrency projects seeking to create value for holders.
However, a recent analysis from CryptoRank.io challenges the effectiveness of this approach, particularly during unfavorable market conditions.
The research examines why buybacks often fail to deliver sustainable value despite their theoretical appeal and widespread adoption across the industry.
Market Conditions Determine Buyback Success
The fundamental weakness of buyback programs lies in their dependency on favorable market environments. CryptoRank.io points out that protocols with active buybacks and low price-to-earnings ratios experience declines similar to those of projects without buybacks during market downturns.
The analysis poses a critical question: “Why, when bad market conditions appear, do projects with buybacks and a low P/E ratio fall just as much as those without buybacks?”
Data from the past three months shows significant price drops across most protocols with the highest daily buyback volumes, with only two exceptions maintaining stability.
The ORE token exemplifies this trend, having declined almost 90 percent since its token generation event despite announcing buybacks on October 22, 2025.
CryptoRank.io observes that almost all tokens are sliding due to bad market conditions and crypto’s dependence on macro and geopolitical factors.
The analysis highlights a concerning pattern whereby buyback announcements have become commonplace, even among projects generating minimal daily fees.
The research notes that market participants started hearing mechanism announcements from nearly every second project, including those with just $100 in daily fees.
Many tokens experience short-term gains following these announcements, yet the article warns that “the thing that should bring value turns into another possibility to make retail buy and then dump on their heads.”
Traditional market factors continue to dominate price action regardless of buyback programs. The bearish cycle reverses the intended flywheel effect entirely, as the analysis explains: “people leaving the market > less protocol usage > less fees > less buybacks > less buying pressure on token.”
Token Unlocks Overwhelm Buyback Programs
The Hyperliquid case study demonstrates how token unlock schedules can neutralize buyback efforts. According to CryptoRank token unlock data, approximately 216,000 HYPE tokens have entered circulation daily since November 29, 2025, with this schedule continuing for three years.
Meanwhile, the project’s buybacks currently purchase around 80,600 HYPE tokens daily, worth approximately $1.7 million.
This imbalance creates a structural problem where daily unlocks of $4.73 million significantly exceed buyback capacity.
The analysis explains that “if more than 37% of that daily unlock becomes real sell pressure, buybacks lose on flow even before you count other sellers.”
CryptoRank.io describes the situation bluntly, stating that buybacks “are just burning funds” under these circumstances.
The research emphasizes that vesting schedules lasting three years mean buybacks will have almost no effect except for reducing a small amount of emissions compared to unlocks.
This creates solid selling pressure that buybacks can only reduce slightly, even for projects deploying the largest amounts of funds to purchase their tokens.
The conclusion states clearly that “buybacks can rarely be named a value adding mechanic, as they work mainly when the market is overall good.”
Revenue declines compound these challenges, as Hyperliquid’s average daily fees have decreased approximately 30 percent since late October.
However, the analysis acknowledges that “Hyperliquid remains a strong project with solid PMF and growing even in this type of market.” The final question posed challenges the entire premise:
“If buybacks cannot help even in this situation, can they help at all?”
The post Why Crypto Buybacks Fail: CryptoRank Analysis Exposes Token Repurchase Program Flaws appeared first on Blockonomi.
Projects with active buybacks experience similar declines as those without them during bearish markets
Hyperliquid’s daily unlocks of 216,000 HYPE tokens significantly overwhelm its 80,600 token buyback capacity
Buyback effectiveness depends entirely on favorable market conditions, reversing during crypto downturns
Token unlock schedules create structural selling pressure that even large buyback programs cannot overcome
Token buyback mechanisms have emerged as a popular strategy among cryptocurrency projects seeking to create value for holders.
However, a recent analysis from CryptoRank.io challenges the effectiveness of this approach, particularly during unfavorable market conditions.
The research examines why buybacks often fail to deliver sustainable value despite their theoretical appeal and widespread adoption across the industry.
Market Conditions Determine Buyback Success
The fundamental weakness of buyback programs lies in their dependency on favorable market environments. CryptoRank.io points out that protocols with active buybacks and low price-to-earnings ratios experience declines similar to those of projects without buybacks during market downturns.
The analysis poses a critical question: “Why, when bad market conditions appear, do projects with buybacks and a low P/E ratio fall just as much as those without buybacks?”
Data from the past three months shows significant price drops across most protocols with the highest daily buyback volumes, with only two exceptions maintaining stability.
The ORE token exemplifies this trend, having declined almost 90 percent since its token generation event despite announcing buybacks on October 22, 2025.
CryptoRank.io observes that almost all tokens are sliding due to bad market conditions and crypto’s dependence on macro and geopolitical factors.
The analysis highlights a concerning pattern whereby buyback announcements have become commonplace, even among projects generating minimal daily fees.
The research notes that market participants started hearing mechanism announcements from nearly every second project, including those with just $100 in daily fees.
Many tokens experience short-term gains following these announcements, yet the article warns that “the thing that should bring value turns into another possibility to make retail buy and then dump on their heads.”
Traditional market factors continue to dominate price action regardless of buyback programs. The bearish cycle reverses the intended flywheel effect entirely, as the analysis explains: “people leaving the market > less protocol usage > less fees > less buybacks > less buying pressure on token.”
Token Unlocks Overwhelm Buyback Programs
The Hyperliquid case study demonstrates how token unlock schedules can neutralize buyback efforts. According to CryptoRank token unlock data, approximately 216,000 HYPE tokens have entered circulation daily since November 29, 2025, with this schedule continuing for three years.
Meanwhile, the project’s buybacks currently purchase around 80,600 HYPE tokens daily, worth approximately $1.7 million.
This imbalance creates a structural problem where daily unlocks of $4.73 million significantly exceed buyback capacity.
The analysis explains that “if more than 37% of that daily unlock becomes real sell pressure, buybacks lose on flow even before you count other sellers.”
CryptoRank.io describes the situation bluntly, stating that buybacks “are just burning funds” under these circumstances.
The research emphasizes that vesting schedules lasting three years mean buybacks will have almost no effect except for reducing a small amount of emissions compared to unlocks.
This creates solid selling pressure that buybacks can only reduce slightly, even for projects deploying the largest amounts of funds to purchase their tokens.
The conclusion states clearly that “buybacks can rarely be named a value adding mechanic, as they work mainly when the market is overall good.”
Revenue declines compound these challenges, as Hyperliquid’s average daily fees have decreased approximately 30 percent since late October.
However, the analysis acknowledges that “Hyperliquid remains a strong project with solid PMF and growing even in this type of market.” The final question posed challenges the entire premise:
“If buybacks cannot help even in this situation, can they help at all?”
The post Why Crypto Buybacks Fail: CryptoRank Analysis Exposes Token Repurchase Program Flaws appeared first on Blockonomi.
Akcje ASML: Rekordowe zamówienia pchają akcje na nowe szczyty w erze AI
TLDR
Zamówienia ASML w IV kwartale osiągnęły 13,2 miliarda euro, prawie podwajając prognozę analityków wynoszącą 6,85 miliarda euro
Prognoza przychodów na 2026 rok wzrosła do 34-39 miliardów euro, co wskazuje na co najmniej 20% wzrost w 2024 roku
Zamówienia na maszyny EUV wyniosły 7,4 miliarda euro, co stanowi więcej niż połowę kwartalnych rezerwacji
Firma planuje zwolnienia 1 700 pracowników, jednocześnie uruchamiając wykup akcji o wartości 12 miliardów euro do 2028 roku
Oczekuje się, że sprzedaż w Chinach spadnie z 36% do 20% całkowitych przychodów w 2026 roku
ASML Holding zaskoczył oczekiwania, osiągając zamówienia w IV kwartale, które prawie podwoiły prognozy analityków. Gigant sprzętu do produkcji chipów zgłosił rezerwacje na poziomie 13,2 miliarda euro w porównaniu do szacunków wynoszących 6,85 miliarda euro.
Zamówienia ASML w IV kwartale osiągnęły 13,2 miliarda euro, prawie podwajając prognozę analityków wynoszącą 6,85 miliarda euro
Prognoza przychodów na 2026 rok wzrosła do 34-39 miliardów euro, co wskazuje na co najmniej 20% wzrost w 2024 roku
Zamówienia na maszyny EUV wyniosły 7,4 miliarda euro, co stanowi więcej niż połowę kwartalnych rezerwacji
Firma planuje zwolnienia 1 700 pracowników, jednocześnie uruchamiając wykup akcji o wartości 12 miliardów euro do 2028 roku
Oczekuje się, że sprzedaż w Chinach spadnie z 36% do 20% całkowitych przychodów w 2026 roku
ASML Holding zaskoczył oczekiwania, osiągając zamówienia w IV kwartale, które prawie podwoiły prognozy analityków. Gigant sprzętu do produkcji chipów zgłosił rezerwacje na poziomie 13,2 miliarda euro w porównaniu do szacunków wynoszących 6,85 miliarda euro.
Claude Creator Anthropic zdobywa 20 miliardów dolarów w ogromnej rundzie inwestycyjnej AI
TLDR
Anthropic zabezpiecza 20 miliardów dolarów finansowania przy wycenie 350 miliardów dolarów, dwa razy większej niż pierwotna kwota docelowa
GIC i Coatue prowadzą rundę z Sequoia Capital i innymi głównymi inwestorami biorącymi udział
Firma AI prognozuje przychody w 2026 roku na poziomie 18 miliardów dolarów, w górę od wcześniejszych szacunków, z 55 miliardami dolarów oczekiwanymi w 2027 roku
Anthropic opóźnił swój cel osiągnięcia dodatniego przepływu gotówki do 2028 roku z powodu rosnących kosztów operacyjnych i szkoleniowych
Firma współpracuje z Wilson Sonsini nad przygotowaniami do IPO na potencjalną listę w 2026 roku
Anthropic zabezpiecza 20 miliardów dolarów finansowania przy wycenie 350 miliardów dolarów, dwa razy większej niż pierwotna kwota docelowa
GIC i Coatue prowadzą rundę z Sequoia Capital i innymi głównymi inwestorami biorącymi udział
Firma AI prognozuje przychody w 2026 roku na poziomie 18 miliardów dolarów, w górę od wcześniejszych szacunków, z 55 miliardami dolarów oczekiwanymi w 2027 roku
Anthropic opóźnił swój cel osiągnięcia dodatniego przepływu gotówki do 2028 roku z powodu rosnących kosztów operacyjnych i szkoleniowych
Firma współpracuje z Wilson Sonsini nad przygotowaniami do IPO na potencjalną listę w 2026 roku
SpaceX może pobić rekordy IPO z ogromnymi 50 miliardami dolarów w czerwcu 2026
TLDR
SpaceX Elona Muska przygotowuje się do pierwszej oferty publicznej w czerwcu 2026 roku
Firma kosmiczna może być wyceniana na 1,5 biliona dolarów z planami pozyskania 50 miliardów dolarów
To przekroczyłoby rekord Saudi Aramco z 2019 roku jako największa oferta publiczna w historii
CFO Bret Johnsen spotykał się z inwestorami od grudnia w sprawie listingu
Poprzednie stanowisko Muska przeciwko wejściu na giełdę zmieniło się z powodu wzrostu firmy
Firma zajmująca się eksploracją kosmosu Elona Muska, SpaceX, posuwa się naprzód z planami pierwszej oferty publicznej w czerwcu 2026 roku. Listing może wycenić firmę na około 1,5 biliona dolarów.
SpaceX Elona Muska przygotowuje się do pierwszej oferty publicznej w czerwcu 2026 roku
Firma kosmiczna może być wyceniana na 1,5 biliona dolarów z planami pozyskania 50 miliardów dolarów
To przekroczyłoby rekord Saudi Aramco z 2019 roku jako największa oferta publiczna w historii
CFO Bret Johnsen spotykał się z inwestorami od grudnia w sprawie listingu
Poprzednie stanowisko Muska przeciwko wejściu na giełdę zmieniło się z powodu wzrostu firmy
Firma zajmująca się eksploracją kosmosu Elona Muska, SpaceX, posuwa się naprzód z planami pierwszej oferty publicznej w czerwcu 2026 roku. Listing może wycenić firmę na około 1,5 biliona dolarów.
Zamknięcie rządu USA 75% prawdopodobne: Co to oznacza dla rynków Bitcoin
TLDR
Dane Polymarket pokazują 75% prawdopodobieństwo częściowego zamknięcia rządu USA zaczynającego się 31 stycznia w związku z debatą o finansowaniu DHS
Demokraci w Senacie blokują projekt ustawy wydatkowej na kwotę 1,2 biliona dolarów po śmierci pielęgniarki z Minneapolis, Alexa Prettiego, z rąk agentów federalnych
Sześć z dwunastu projektów ustaw budżetowych już przeszło, co sprawia, że to zamknięcie jest mniejsze niż 43-dniowe zamknięcie w październiku 2025 roku
Bitcoin handluje po 89 177 dolarów, spadając o 29% od szczytu w październiku, gdy rynki oceniają potencjalny wpływ na płynność
Historyczne wzorce sugerują 60% szans na ostatnią chwilę porozumienie kongresowe przed terminem w piątek
Dane Polymarket pokazują 75% prawdopodobieństwo częściowego zamknięcia rządu USA zaczynającego się 31 stycznia w związku z debatą o finansowaniu DHS
Demokraci w Senacie blokują projekt ustawy wydatkowej na kwotę 1,2 biliona dolarów po śmierci pielęgniarki z Minneapolis, Alexa Prettiego, z rąk agentów federalnych
Sześć z dwunastu projektów ustaw budżetowych już przeszło, co sprawia, że to zamknięcie jest mniejsze niż 43-dniowe zamknięcie w październiku 2025 roku
Bitcoin handluje po 89 177 dolarów, spadając o 29% od szczytu w październiku, gdy rynki oceniają potencjalny wpływ na płynność
Historyczne wzorce sugerują 60% szans na ostatnią chwilę porozumienie kongresowe przed terminem w piątek
Steak ‘n Shake Expands Bitcoin Treasury to $15 Million as Restaurant Sales Surge
TLDR
Steak ‘n Shake’s Bitcoin treasury now totals $15 million after adding $5 million worth of cryptocurrency
Same-store sales jumped 18% in 2026 following Bitcoin payment integration launched in May 2025
Company directs all Bitcoin customer payments into its Strategic Bitcoin Reserve fund
Hourly workers will receive $0.21 Bitcoin per hour starting March 1 with two-year vesting requirement
Holdings of roughly 167.7 BTC place Steak ‘n Shake among top 100 corporate Bitcoin holders globally
American fast-food chain Steak ‘n Shake has expanded its Bitcoin treasury by $5 million, pushing total cryptocurrency holdings to $15 million. The company disclosed the purchase on January 27 via social media.
Steak n Shake's Burger-to-Bitcoin transformation continues.
Today we increased our Bitcoin exposure by $5,000,000 in notional value.
All Bitcoin sales go into our Strategic Bitcoin Reserve.
Our self-sustaining system — improving food quality that grows same-store sales that…
— Steak 'n Shake (@SteaknShake) January 27, 2026
The restaurant operator now holds approximately 167.7 Bitcoin based on current market prices. This marks the second major acquisition this month after a $10 million Bitcoin purchase on January 18.
Steak ‘n Shake began accepting Bitcoin payments systemwide in May 2025. Every Bitcoin transaction at its locations flows directly into the company’s Strategic Bitcoin Reserve.
The chain recorded 18% same-store sales growth in 2026. Management credits Bitcoin integration as a key factor behind the increase. Sales also climbed by double digits throughout 2025.
Sales Performance Outpaces Fast-Food Competitors
The sales gains apply to both company-owned stores and franchise locations. Steak ‘n Shake stated it is outperforming competitors thanks to customer loyalty and Bitcoin support.
Details about the reserve’s composition remain limited. The company has not broken down how much comes from customer payments versus direct purchases. Market price gains may also contribute to the treasury’s current value.
Corporate Bitcoin holdings across all public companies now exceed 1.13 million coins. This represents roughly $101.33 billion according to BitcoinTreasuries.Net tracking data. Steak ‘n Shake ranks within the top 100 companies by Bitcoin holdings.
Financial experts suggest cryptocurrency reserves provide businesses with extended financial runway. The digital asset functions as a strategic backstop during market fluctuations.
Cryptocurrency Compensation Program Starts Next Month
Steak ‘n Shake will launch a Bitcoin bonus program for hourly employees at company-run locations. Workers earn $0.21 in Bitcoin for every hour on the job beginning March 1.
Employees must stay with the company for two years to keep their Bitcoin earnings. Anyone leaving before the vesting period ends forfeits accumulated bonuses.
The compensation plan represents an uncommon approach in the restaurant industry. Few fast-food chains have implemented cryptocurrency-based employee benefits.
Bitcoin trades around $89,354 per coin currently. The price has stayed below $100,000 since November 13, 2025. Some market analysts had projected values closer to $250,000 by now.
Michael Saylor’s Strategy leads all corporate Bitcoin holders with more than 712,000 coins. Recent purchases brought the company’s holdings above $62 billion in value.
Steak ‘n Shake describes its approach as a self-sustaining cycle. Better food quality drives higher sales, which generate more Bitcoin revenue for the Strategic Bitcoin Reserve.
The company continues expanding its “Burger-to-Bitcoin transformation” across its restaurant network. Management views cryptocurrency integration as a long-term competitive advantage in the fast-food sector.
The post Steak ‘n Shake Expands Bitcoin Treasury to $15 Million as Restaurant Sales Surge appeared first on Blockonomi.
Steak ‘n Shake’s Bitcoin treasury now totals $15 million after adding $5 million worth of cryptocurrency
Same-store sales jumped 18% in 2026 following Bitcoin payment integration launched in May 2025
Company directs all Bitcoin customer payments into its Strategic Bitcoin Reserve fund
Hourly workers will receive $0.21 Bitcoin per hour starting March 1 with two-year vesting requirement
Holdings of roughly 167.7 BTC place Steak ‘n Shake among top 100 corporate Bitcoin holders globally
American fast-food chain Steak ‘n Shake has expanded its Bitcoin treasury by $5 million, pushing total cryptocurrency holdings to $15 million. The company disclosed the purchase on January 27 via social media.
Steak n Shake's Burger-to-Bitcoin transformation continues.
Today we increased our Bitcoin exposure by $5,000,000 in notional value.
All Bitcoin sales go into our Strategic Bitcoin Reserve.
Our self-sustaining system — improving food quality that grows same-store sales that…
— Steak 'n Shake (@SteaknShake) January 27, 2026
The restaurant operator now holds approximately 167.7 Bitcoin based on current market prices. This marks the second major acquisition this month after a $10 million Bitcoin purchase on January 18.
Steak ‘n Shake began accepting Bitcoin payments systemwide in May 2025. Every Bitcoin transaction at its locations flows directly into the company’s Strategic Bitcoin Reserve.
The chain recorded 18% same-store sales growth in 2026. Management credits Bitcoin integration as a key factor behind the increase. Sales also climbed by double digits throughout 2025.
Sales Performance Outpaces Fast-Food Competitors
The sales gains apply to both company-owned stores and franchise locations. Steak ‘n Shake stated it is outperforming competitors thanks to customer loyalty and Bitcoin support.
Details about the reserve’s composition remain limited. The company has not broken down how much comes from customer payments versus direct purchases. Market price gains may also contribute to the treasury’s current value.
Corporate Bitcoin holdings across all public companies now exceed 1.13 million coins. This represents roughly $101.33 billion according to BitcoinTreasuries.Net tracking data. Steak ‘n Shake ranks within the top 100 companies by Bitcoin holdings.
Financial experts suggest cryptocurrency reserves provide businesses with extended financial runway. The digital asset functions as a strategic backstop during market fluctuations.
Cryptocurrency Compensation Program Starts Next Month
Steak ‘n Shake will launch a Bitcoin bonus program for hourly employees at company-run locations. Workers earn $0.21 in Bitcoin for every hour on the job beginning March 1.
Employees must stay with the company for two years to keep their Bitcoin earnings. Anyone leaving before the vesting period ends forfeits accumulated bonuses.
The compensation plan represents an uncommon approach in the restaurant industry. Few fast-food chains have implemented cryptocurrency-based employee benefits.
Bitcoin trades around $89,354 per coin currently. The price has stayed below $100,000 since November 13, 2025. Some market analysts had projected values closer to $250,000 by now.
Michael Saylor’s Strategy leads all corporate Bitcoin holders with more than 712,000 coins. Recent purchases brought the company’s holdings above $62 billion in value.
Steak ‘n Shake describes its approach as a self-sustaining cycle. Better food quality drives higher sales, which generate more Bitcoin revenue for the Strategic Bitcoin Reserve.
The company continues expanding its “Burger-to-Bitcoin transformation” across its restaurant network. Management views cryptocurrency integration as a long-term competitive advantage in the fast-food sector.
The post Steak ‘n Shake Expands Bitcoin Treasury to $15 Million as Restaurant Sales Surge appeared first on Blockonomi.
SoftBank Discusses $30 Billion Additional Investment in OpenAI
TLDR
SoftBank is negotiating to add $30 billion to its OpenAI investment portfolio
OpenAI’s upcoming funding round targets $100 billion in total capital
The round could establish OpenAI’s valuation at $830 billion
SoftBank completed a $41 billion OpenAI investment in December for 11% ownership
Rising AI model costs are driving OpenAI’s need for additional funding
SoftBank Group is pursuing an investment of up to $30 billion in OpenAI. The deal would expand the Japanese company’s existing position in the artificial intelligence firm.
WSJ: SoftBank is in talks to invest up to $30B more into OpenAI as part of a broader raise of up to $100B. The round could value OpenAI as high as $830B if fully funded. pic.twitter.com/RCilto0rA0
— Wall St Engine (@wallstengine) January 28, 2026
The investment talks are part of OpenAI’s plans to raise $100 billion. Sources familiar with the negotiations confirmed the discussions are ongoing.
SoftBank shares jumped 8% in Tokyo following reports of the potential deal. The stock reached 4,408.0 yen during morning trading sessions.
The company already owns 11% of OpenAI after investing $41 billion in December. CEO Masayoshi Son has committed SoftBank to an aggressive AI investment strategy.
OpenAI Valuation Targets $830 Billion
The funding round under consideration would value OpenAI at approximately $830 billion. This would place the ChatGPT developer among the world’s highest-valued private companies.
OpenAI is experiencing growing expenses related to AI model development. Training and operating advanced language models requires substantial computational resources.
Competition from Google and other tech giants is increasing pressure on OpenAI. The company needs capital to maintain its position in the AI market.
Son previously had to gather funds quickly for the December investment. This effort reduced other dealmaking activity at SoftBank’s Vision Fund.
Multiple Funding Sources Under Consideration
OpenAI is exploring various investment options beyond SoftBank. The company is in discussions with Middle Eastern sovereign wealth funds.
Venture capital firms are also being approached for participation in the funding round. OpenAI aims to diversify its investor base through this process.
The company is evaluating a potential public offering as another funding mechanism. An IPO would provide access to public market capital.
Both SoftBank and OpenAI have invested in the Stargate project. This $500 billion initiative focuses on building AI data centers across the United States.
Stargate facilities will support AI model training and inference operations. The project is designed to help maintain U.S. leadership in AI technology.
The data centers align with government objectives for competing with China in AI. Access to these resources would benefit OpenAI’s future development plans.
Investment negotiations remain fluid with terms subject to change. The final structure and size of SoftBank’s commitment have not been finalized.
Son’s investment approach reflects his view that AI represents a transformative opportunity. He has repositioned SoftBank’s strategy around artificial intelligence companies.
The scale of the proposed investment underscores the capital intensity of AI development. Companies competing in this space require billions in funding to sustain operations.
OpenAI’s fundraising efforts will determine its ability to expand research capabilities. The company must balance growth ambitions with operational cost management.
SoftBank’s continued investment demonstrates confidence in OpenAI’s business trajectory. The partnership between the two companies continues to deepen.
The post SoftBank Discusses $30 Billion Additional Investment in OpenAI appeared first on Blockonomi.
SoftBank is negotiating to add $30 billion to its OpenAI investment portfolio
OpenAI’s upcoming funding round targets $100 billion in total capital
The round could establish OpenAI’s valuation at $830 billion
SoftBank completed a $41 billion OpenAI investment in December for 11% ownership
Rising AI model costs are driving OpenAI’s need for additional funding
SoftBank Group is pursuing an investment of up to $30 billion in OpenAI. The deal would expand the Japanese company’s existing position in the artificial intelligence firm.
WSJ: SoftBank is in talks to invest up to $30B more into OpenAI as part of a broader raise of up to $100B. The round could value OpenAI as high as $830B if fully funded. pic.twitter.com/RCilto0rA0
— Wall St Engine (@wallstengine) January 28, 2026
The investment talks are part of OpenAI’s plans to raise $100 billion. Sources familiar with the negotiations confirmed the discussions are ongoing.
SoftBank shares jumped 8% in Tokyo following reports of the potential deal. The stock reached 4,408.0 yen during morning trading sessions.
The company already owns 11% of OpenAI after investing $41 billion in December. CEO Masayoshi Son has committed SoftBank to an aggressive AI investment strategy.
OpenAI Valuation Targets $830 Billion
The funding round under consideration would value OpenAI at approximately $830 billion. This would place the ChatGPT developer among the world’s highest-valued private companies.
OpenAI is experiencing growing expenses related to AI model development. Training and operating advanced language models requires substantial computational resources.
Competition from Google and other tech giants is increasing pressure on OpenAI. The company needs capital to maintain its position in the AI market.
Son previously had to gather funds quickly for the December investment. This effort reduced other dealmaking activity at SoftBank’s Vision Fund.
Multiple Funding Sources Under Consideration
OpenAI is exploring various investment options beyond SoftBank. The company is in discussions with Middle Eastern sovereign wealth funds.
Venture capital firms are also being approached for participation in the funding round. OpenAI aims to diversify its investor base through this process.
The company is evaluating a potential public offering as another funding mechanism. An IPO would provide access to public market capital.
Both SoftBank and OpenAI have invested in the Stargate project. This $500 billion initiative focuses on building AI data centers across the United States.
Stargate facilities will support AI model training and inference operations. The project is designed to help maintain U.S. leadership in AI technology.
The data centers align with government objectives for competing with China in AI. Access to these resources would benefit OpenAI’s future development plans.
Investment negotiations remain fluid with terms subject to change. The final structure and size of SoftBank’s commitment have not been finalized.
Son’s investment approach reflects his view that AI represents a transformative opportunity. He has repositioned SoftBank’s strategy around artificial intelligence companies.
The scale of the proposed investment underscores the capital intensity of AI development. Companies competing in this space require billions in funding to sustain operations.
OpenAI’s fundraising efforts will determine its ability to expand research capabilities. The company must balance growth ambitions with operational cost management.
SoftBank’s continued investment demonstrates confidence in OpenAI’s business trajectory. The partnership between the two companies continues to deepen.
The post SoftBank Discusses $30 Billion Additional Investment in OpenAI appeared first on Blockonomi.
Turtle Partners with Chainlink to Standardize Institutional On-Chain Liquidity Infrastructure
TLDR:
Turtle makes Chainlink CCIP and Data Feeds mandatory requirements for all platform users seeking liquidity.
The platform connects over 410,000 wallets and hundreds of institutional liquidity providers across blockchains.
Turtle becomes a preferred liquidity partner within the Chainlink ecosystem through this strategic alliance.
Both platforms aim to replicate traditional capital market structures while maintaining global accessibility.
Turtle has formalized a strategic partnership with Chainlink to advance institutional participation in blockchain-based capital markets.
The collaboration integrates Chainlink’s oracle infrastructure into Turtle’s liquidity platform. Through this alliance, Turtle designates Chainlink CCIP and Data Feeds as mandatory components for users.
The partnership aims to establish standardized protocols for on-chain asset distribution. Turtle will serve as a preferred liquidity partner within the Chainlink ecosystem moving forward.
Chainlink Infrastructure Powers Cross-Chain Liquidity Distribution
The partnership establishes Chainlink’s technology as the foundation for Turtle’s operational framework. Turtle now requires all platform participants to utilize Chainlink CCIP for cross-chain transactions.
Data feeds provide pricing information across the network’s supported assets. This requirement applies to the platform’s network of institutional liquidity providers and retail participants.
According to the announcement, Turtle made this decision “due to Chainlink’s proven security” in the oracle space.
The platform has positioned Chainlink CCIP and Data Feeds as requirements “to ensure safe, risk-minimized liquidity provisioning” across its network. This mandate extends to all users accessing Turtle’s infrastructure for capital deployment.
Turtle connects over 410,000 wallets across multiple blockchain ecosystems through its infrastructure. The platform facilitates liquidity provisioning for hundreds of institutional participants.
By mandating Chainlink’s oracle solutions, Turtle strengthens its risk assessment capabilities. The integration enables real-time asset pricing verification during market curation processes.
Cross-chain rebalancing operations now rely on CCIP’s interoperability protocols. When curating new markets, Turtle leverages Data Feeds to determine accurate pricing opportunities.
Each transaction routed through the platform benefits from tamper-proof price data. The security architecture minimizes execution risks associated with cross-chain operations.
Platform Targets Institutional Adoption Through Verified Dealflow
Turtle operates as an investment-banking layer within decentralized finance ecosystems. The platform allows participants to engage in the origination and structuring of financial instruments.
Users can participate in due diligence and the distribution of tokenized assets. The company states it is “standardizing how protocols raise liquidity, build their secondary market of integrations, and establish utility” for digital assets.
The collaboration with Chainlink extends to joint initiatives supporting institutional onboarding. Turtle will work directly with the Chainlink ecosystem to support “financial institutions, protocols, and funds entering tokenized assets, yield products, and cross-chain opportunities.” This cooperation creates pathways for traditional finance entities exploring blockchain-based capital markets.
Institutional participants receive verified on-chain opportunities through the platform. Yield transparency becomes standardized across different asset classes.
Risk metrics follow uniform standards enabled by Chainlink’s data infrastructure. The partnership creates reliable pathways for entities seeking exposure to digital asset markets.
Both organizations share objectives around programmable financial infrastructure development. The collaboration advances efforts to make “on-chain liquidity markets as structured, compliant, and data-driven as traditional capital markets, while remaining open and globally accessible.”
This vision combines institutional-grade standards with decentralized accessibility principles.
The post Turtle Partners with Chainlink to Standardize Institutional On-Chain Liquidity Infrastructure appeared first on Blockonomi.
Turtle makes Chainlink CCIP and Data Feeds mandatory requirements for all platform users seeking liquidity.
The platform connects over 410,000 wallets and hundreds of institutional liquidity providers across blockchains.
Turtle becomes a preferred liquidity partner within the Chainlink ecosystem through this strategic alliance.
Both platforms aim to replicate traditional capital market structures while maintaining global accessibility.
Turtle has formalized a strategic partnership with Chainlink to advance institutional participation in blockchain-based capital markets.
The collaboration integrates Chainlink’s oracle infrastructure into Turtle’s liquidity platform. Through this alliance, Turtle designates Chainlink CCIP and Data Feeds as mandatory components for users.
The partnership aims to establish standardized protocols for on-chain asset distribution. Turtle will serve as a preferred liquidity partner within the Chainlink ecosystem moving forward.
Chainlink Infrastructure Powers Cross-Chain Liquidity Distribution
The partnership establishes Chainlink’s technology as the foundation for Turtle’s operational framework. Turtle now requires all platform participants to utilize Chainlink CCIP for cross-chain transactions.
Data feeds provide pricing information across the network’s supported assets. This requirement applies to the platform’s network of institutional liquidity providers and retail participants.
According to the announcement, Turtle made this decision “due to Chainlink’s proven security” in the oracle space.
The platform has positioned Chainlink CCIP and Data Feeds as requirements “to ensure safe, risk-minimized liquidity provisioning” across its network. This mandate extends to all users accessing Turtle’s infrastructure for capital deployment.
Turtle connects over 410,000 wallets across multiple blockchain ecosystems through its infrastructure. The platform facilitates liquidity provisioning for hundreds of institutional participants.
By mandating Chainlink’s oracle solutions, Turtle strengthens its risk assessment capabilities. The integration enables real-time asset pricing verification during market curation processes.
Cross-chain rebalancing operations now rely on CCIP’s interoperability protocols. When curating new markets, Turtle leverages Data Feeds to determine accurate pricing opportunities.
Each transaction routed through the platform benefits from tamper-proof price data. The security architecture minimizes execution risks associated with cross-chain operations.
Platform Targets Institutional Adoption Through Verified Dealflow
Turtle operates as an investment-banking layer within decentralized finance ecosystems. The platform allows participants to engage in the origination and structuring of financial instruments.
Users can participate in due diligence and the distribution of tokenized assets. The company states it is “standardizing how protocols raise liquidity, build their secondary market of integrations, and establish utility” for digital assets.
The collaboration with Chainlink extends to joint initiatives supporting institutional onboarding. Turtle will work directly with the Chainlink ecosystem to support “financial institutions, protocols, and funds entering tokenized assets, yield products, and cross-chain opportunities.” This cooperation creates pathways for traditional finance entities exploring blockchain-based capital markets.
Institutional participants receive verified on-chain opportunities through the platform. Yield transparency becomes standardized across different asset classes.
Risk metrics follow uniform standards enabled by Chainlink’s data infrastructure. The partnership creates reliable pathways for entities seeking exposure to digital asset markets.
Both organizations share objectives around programmable financial infrastructure development. The collaboration advances efforts to make “on-chain liquidity markets as structured, compliant, and data-driven as traditional capital markets, while remaining open and globally accessible.”
This vision combines institutional-grade standards with decentralized accessibility principles.
The post Turtle Partners with Chainlink to Standardize Institutional On-Chain Liquidity Infrastructure appeared first on Blockonomi.
Chiny zatwierdzają zakupy chipów Nvidia H200 przez firmy technologiczne
TLDR
Chiny zatwierdzają zakup ponad 400 000 chipów Nvidia H200 przez ByteDance, Alibabę i Tencent.
Zatwierdzenie wiąże się z warunkami, które mogą spowolnić zakupy, w tym ograniczeniami i wymaganiami dla krajowych chipów.
Chip H200 przewyższa poprzedni model Nvidii, H20, sześciokrotnie pod względem wydajności.
Chińskie władze dążą do zrównoważenia potrzeb technologii AI z wspieraniem krajowego przemysłu półprzewodników.
Chip H200 stał się punktem napięcia między USA a Chinami, przy czym Pekin wcześniej wahał się przed zezwoleniem na import.
Chiny zatwierdzają zakup ponad 400 000 chipów Nvidia H200 przez ByteDance, Alibabę i Tencent.
Zatwierdzenie wiąże się z warunkami, które mogą spowolnić zakupy, w tym ograniczeniami i wymaganiami dla krajowych chipów.
Chip H200 przewyższa poprzedni model Nvidii, H20, sześciokrotnie pod względem wydajności.
Chińskie władze dążą do zrównoważenia potrzeb technologii AI z wspieraniem krajowego przemysłu półprzewodników.
Chip H200 stał się punktem napięcia między USA a Chinami, przy czym Pekin wcześniej wahał się przed zezwoleniem na import.
Crypto Market Today: Bitcoin Price Rises, But Fear Dominates Ahead of FOMC
TLDR
Bitcoin and Ethereum show modest gains, while Binance Coin and Solana rise alongside XRP.
The Fear and Greed Index at 37 signals caution in the crypto market ahead of the FOMC meeting.
Bitcoin remains dominant, with the Altcoin Season Index at 28, reflecting limited altcoin performance.
The crypto market cap stands at $3.02 trillion, with a market volume of $114.48 billion.
Historically, Bitcoin has been volatile after FOMC decisions, with seven of eight 2025 meetings leading to price declines.
The crypto market today shows mixed movements in top cryptocurrencies ahead of the US Federal Reserve’s upcoming policy decision. Bitcoin is priced at $88,972.15, up 0.96%, while Ethereum is at $2,990.40, up 2.38%. Binance Coin (BNB) is trading at $902.94, up 2.23%, and Solana is trading at $126.71, up 2.07%. XRP also shows a 0.93% rise, priced at $1.9107.
Fear Dominates Crypto Market Today
Despite these gains among many digital assets, investor sentiment remains relatively cautious. The Fear and Greed Index is at 37, indicating fear in the market. This reflects market uncertainty as traders and investors await the Federal Open Market Committee (FOMC) meeting’s outcome.
The Altcoin Season Index is at 28, signaling Bitcoin’s dominance in the market, while altcoins continue to trail behind. The crypto market cap sits at $3.02 trillion. Market volume is at $114.48 billion, but these figures reflect slight fluctuations as the market prepares for possible changes in liquidity and interest rates following the FOMC meeting.
FOMC Meeting and Its Expected Impact on Crypto Market
The Federal Reserve’s upcoming two-day meeting, set to conclude on January 28, is a key event to watch for the financial markets, including the crypto market. The Federal Open Market Committee (FOMC) is widely expected to leave interest rates unchanged. Despite some political pressure, analysts anticipate that the Fed will maintain its current rate range.
As we reported earlier, Bitcoin’s historical reaction to FOMC meetings has been highly volatile, often leading to price declines after rate decisions. In 2025, out of eight FOMC meetings, seven resulted in a drop in Bitcoin’s price, with only one seeing a brief upside.
This pattern suggests that Bitcoin often struggles in the wake of FOMC decisions, even when market expectations are high. Despite low expectations for a rate cut, Bitcoin’s historical performance suggests the cryptocurrency may face a change following the meeting, mirroring past pullbacks after FOMC announcements.
The post Crypto Market Today: Bitcoin Price Rises, But Fear Dominates Ahead of FOMC appeared first on Blockonomi.
Bitcoin and Ethereum show modest gains, while Binance Coin and Solana rise alongside XRP.
The Fear and Greed Index at 37 signals caution in the crypto market ahead of the FOMC meeting.
Bitcoin remains dominant, with the Altcoin Season Index at 28, reflecting limited altcoin performance.
The crypto market cap stands at $3.02 trillion, with a market volume of $114.48 billion.
Historically, Bitcoin has been volatile after FOMC decisions, with seven of eight 2025 meetings leading to price declines.
The crypto market today shows mixed movements in top cryptocurrencies ahead of the US Federal Reserve’s upcoming policy decision. Bitcoin is priced at $88,972.15, up 0.96%, while Ethereum is at $2,990.40, up 2.38%. Binance Coin (BNB) is trading at $902.94, up 2.23%, and Solana is trading at $126.71, up 2.07%. XRP also shows a 0.93% rise, priced at $1.9107.
Fear Dominates Crypto Market Today
Despite these gains among many digital assets, investor sentiment remains relatively cautious. The Fear and Greed Index is at 37, indicating fear in the market. This reflects market uncertainty as traders and investors await the Federal Open Market Committee (FOMC) meeting’s outcome.
The Altcoin Season Index is at 28, signaling Bitcoin’s dominance in the market, while altcoins continue to trail behind. The crypto market cap sits at $3.02 trillion. Market volume is at $114.48 billion, but these figures reflect slight fluctuations as the market prepares for possible changes in liquidity and interest rates following the FOMC meeting.
FOMC Meeting and Its Expected Impact on Crypto Market
The Federal Reserve’s upcoming two-day meeting, set to conclude on January 28, is a key event to watch for the financial markets, including the crypto market. The Federal Open Market Committee (FOMC) is widely expected to leave interest rates unchanged. Despite some political pressure, analysts anticipate that the Fed will maintain its current rate range.
As we reported earlier, Bitcoin’s historical reaction to FOMC meetings has been highly volatile, often leading to price declines after rate decisions. In 2025, out of eight FOMC meetings, seven resulted in a drop in Bitcoin’s price, with only one seeing a brief upside.
This pattern suggests that Bitcoin often struggles in the wake of FOMC decisions, even when market expectations are high. Despite low expectations for a rate cut, Bitcoin’s historical performance suggests the cryptocurrency may face a change following the meeting, mirroring past pullbacks after FOMC announcements.
The post Crypto Market Today: Bitcoin Price Rises, But Fear Dominates Ahead of FOMC appeared first on Blockonomi.
Badanie PayPal i NCA pokazuje rosnącą akceptację płatności kryptowalutami przez sprzedawców
TLDR
Prawie 40% sprzedawców w USA obecnie akceptuje kryptowaluty przy kasie, a 84% wierzy, że stanie się to powszechne.
88% sprzedawców zgłasza zapytania klientów dotyczące płatności kryptowalutami, z 69% dostrzegających miesięczne zainteresowanie.
79% sprzedawców uważa, że akceptacja kryptowalut może przyciągnąć nowych klientów, zwiększając wzrost biznesu.
50% dużych przedsiębiorstw akceptuje kryptowaluty, w porównaniu do 34% małych firm. Przyjęcie kryptowalut różni się w zależności od branży.
90% sprzedawców zaakceptowałoby kryptowaluty, gdyby proces przypominał tradycyjne płatności kartą, podkreślając obawy dotyczące prostoty.
Prawie 40% sprzedawców w USA obecnie akceptuje kryptowaluty przy kasie, a 84% wierzy, że stanie się to powszechne.
88% sprzedawców zgłasza zapytania klientów dotyczące płatności kryptowalutami, z 69% dostrzegających miesięczne zainteresowanie.
79% sprzedawców uważa, że akceptacja kryptowalut może przyciągnąć nowych klientów, zwiększając wzrost biznesu.
50% dużych przedsiębiorstw akceptuje kryptowaluty, w porównaniu do 34% małych firm. Przyjęcie kryptowalut różni się w zależności od branży.
90% sprzedawców zaakceptowałoby kryptowaluty, gdyby proces przypominał tradycyjne płatności kartą, podkreślając obawy dotyczące prostoty.
Chainlink Labs dołącza do sojuszu stabilnych monet KRW ‘GAKS’ prowadzonego przez WEMADE, aby przyspieszyć rozwój koreańskich aktywów cyfrowych.
TLDR:
Chainlink Labs dołącza do sojuszu GAKS obok Chainalysis, CertiK i SentBe w celu rozwoju stabilnej monety KRW.
Platforma Oracle obsługuje główne instytucje, w tym Swift, UBS, Euroclear i Mastercard na całym świecie.
Sojusz GAKS obejmuje teraz bezpieczeństwo, zgodność, fintech i infrastrukturę danych dla koreańskich aktywów cyfrowych.
Partnerstwo strategiczne ma na celu ustalenie globalnych standardów dla stabilnych monet opartych na KRW na rynkach APAC.
Chainlink Labs oficjalnie dołączył do Global Alliance for KRW Stablecoin (GAKS), co oznacza strategiczną ekspansję inicjatywy prowadzonej przez WEMADE.
Chainlink Labs dołącza do sojuszu GAKS obok Chainalysis, CertiK i SentBe w celu rozwoju stabilnej monety KRW.
Platforma Oracle obsługuje główne instytucje, w tym Swift, UBS, Euroclear i Mastercard na całym świecie.
Sojusz GAKS obejmuje teraz bezpieczeństwo, zgodność, fintech i infrastrukturę danych dla koreańskich aktywów cyfrowych.
Partnerstwo strategiczne ma na celu ustalenie globalnych standardów dla stabilnych monet opartych na KRW na rynkach APAC.
Chainlink Labs oficjalnie dołączył do Global Alliance for KRW Stablecoin (GAKS), co oznacza strategiczną ekspansję inicjatywy prowadzonej przez WEMADE.
Reakcja Bitcoina wokół spotkań FOMC: Historia korekt i spadków cen
TLDR
Bitcoin wykazał zmienność wokół spotkań FOMC, z siedmioma na osiem spotkań, po których nastąpiły spadki cen.
Bitcoin spadł o 27% po spotkaniu FOMC 29 stycznia 2025 roku i o 9% po spotkaniu 10 grudnia.
Oczekiwania na obniżkę stóp w styczniu 2026 roku są niezwykle niskie, wynosząc zaledwie 2,8%.
Reakcja Bitcoina na spotkania FOMC była generalnie niedźwiedzia, mimo nadziei, że niższe stopy zwiększą atrakcyjność aktywów ryzykownych.
Bitcoin jest notowany po 89 066 USD z wzrostem o 0,7% w ciągu ostatnich 24 godzin, waha się między 88,2K USD a 89,5K USD.
Bitcoin wykazał zmienność wokół spotkań FOMC, z siedmioma na osiem spotkań, po których nastąpiły spadki cen.
Bitcoin spadł o 27% po spotkaniu FOMC 29 stycznia 2025 roku i o 9% po spotkaniu 10 grudnia.
Oczekiwania na obniżkę stóp w styczniu 2026 roku są niezwykle niskie, wynosząc zaledwie 2,8%.
Reakcja Bitcoina na spotkania FOMC była generalnie niedźwiedzia, mimo nadziei, że niższe stopy zwiększą atrakcyjność aktywów ryzykownych.
Bitcoin jest notowany po 89 066 USD z wzrostem o 0,7% w ciągu ostatnich 24 godzin, waha się między 88,2K USD a 89,5K USD.
Polymarket Partneruje z Major League Soccer w wieloletniej umowie na rynku prognoz
TLDR:
Polymarket zdobywa wyłączne prawa do partnerstwa na rynku prognoz w ramach MLS, Meczu Gwiazd i wydarzeń Pucharu MLS
Partnerstwo obejmuje niezależne systemy monitorowania, aby chronić integralność rywalizacji meczów MLS i Pucharu Ligi
MLS staje się jednym z pierwszych globalnych lig piłkarskich, które integrują wnioski z rynku prognoz w oficjalnym doświadczeniu fanów
Umowa ma na celu zwiększenie zaangażowania w czasie rzeczywistym podczas meczów na żywo oraz na drugim ekranie, poprzez dane zbiorowe o sentymencie
Soccer United Marketing potwierdziło przełomową umowę wieloletnią z Polymarket, ustanawiając platformę rynku prognoz jako oficjalnego partnera Major League Soccer i Pucharu Ligi.
Polymarket zdobywa wyłączne prawa do partnerstwa na rynku prognoz w ramach MLS, Meczu Gwiazd i wydarzeń Pucharu MLS
Partnerstwo obejmuje niezależne systemy monitorowania, aby chronić integralność rywalizacji meczów MLS i Pucharu Ligi
MLS staje się jednym z pierwszych globalnych lig piłkarskich, które integrują wnioski z rynku prognoz w oficjalnym doświadczeniu fanów
Umowa ma na celu zwiększenie zaangażowania w czasie rzeczywistym podczas meczów na żywo oraz na drugim ekranie, poprzez dane zbiorowe o sentymencie
Soccer United Marketing potwierdziło przełomową umowę wieloletnią z Polymarket, ustanawiając platformę rynku prognoz jako oficjalnego partnera Major League Soccer i Pucharu Ligi.
Kryptowaluty zmieniają fokus, gdy stablecoiny i aplikacje dominują przepływ rynku
TLDR:
Akcje kryptowalutowe przewyższają altcoiny, gdy kapitał instytucjonalny faworyzuje ETF-y i akcje giełdowe.
Wolumeny stablecoinów przewyższają PayPal i Visa, osiągając 304 miliardy dolarów całkowitej podaży.
Usługi na poziomie aplikacji przejmują wartość, gdy infrastruktura staje się towarowa, a opłaty trafiają do aplikacji.
Portfele z samodzielnym zarządzaniem zastępują biura maklerskie, przechowując kryptowaluty, akcje, waluty i towary.
Rynki kryptowalutowe przechodzą strukturalną zmianę, gdy zachowanie inwestorów się zmienia, a płynność wraca. Przez lata kryptowaluty były domyślnym celem dla kapitału spekulacyjnego, ale inne technologie teraz konkurują agresywnie.
Akcje kryptowalutowe przewyższają altcoiny, gdy kapitał instytucjonalny faworyzuje ETF-y i akcje giełdowe.
Wolumeny stablecoinów przewyższają PayPal i Visa, osiągając 304 miliardy dolarów całkowitej podaży.
Usługi na poziomie aplikacji przejmują wartość, gdy infrastruktura staje się towarowa, a opłaty trafiają do aplikacji.
Portfele z samodzielnym zarządzaniem zastępują biura maklerskie, przechowując kryptowaluty, akcje, waluty i towary.
Rynki kryptowalutowe przechodzą strukturalną zmianę, gdy zachowanie inwestorów się zmienia, a płynność wraca. Przez lata kryptowaluty były domyślnym celem dla kapitału spekulacyjnego, ale inne technologie teraz konkurują agresywnie.
Eksplozja cen Bitcoina zbliża się, gdy roszczenia papierowe przewyższają rzeczywistą podaż
TLDR:
Rezerwy giełdowe pozostają w tyle za roszczeniami klientów o 30%, tworząc strukturalną krótką pozycję na Bitcoinie w różnych miejscach.
Squeeze rozliczeniowy może zmusić do zakupu niezależnego od ceny, gdy platformy wyścigają się, aby pokryć niedobory wypłat.
Cienkie książki zamówień wzmacniają małe luki w rezerwach w ruchy cenowe o 50% podczas wymuszonych scenariuszy rozliczeniowych.
Wielokrotności papierowego Bitcoina szybko się załamują, gdy koordynacja zmienia się z trybu zaufania na tryb weryfikacji.
Rosnąca rozbieżność między instrumentami pochodnymi Bitcoina a rzeczywistymi monetami tworzy warunki do gwałtownego wzrostu cen. Różnica między roszczeniami papierowymi a fizyczną podażą osiągnęła krytyczne poziomy na giełdach i platformach ETF.
Rezerwy giełdowe pozostają w tyle za roszczeniami klientów o 30%, tworząc strukturalną krótką pozycję na Bitcoinie w różnych miejscach.
Squeeze rozliczeniowy może zmusić do zakupu niezależnego od ceny, gdy platformy wyścigają się, aby pokryć niedobory wypłat.
Cienkie książki zamówień wzmacniają małe luki w rezerwach w ruchy cenowe o 50% podczas wymuszonych scenariuszy rozliczeniowych.
Wielokrotności papierowego Bitcoina szybko się załamują, gdy koordynacja zmienia się z trybu zaufania na tryb weryfikacji.
Rosnąca rozbieżność między instrumentami pochodnymi Bitcoina a rzeczywistymi monetami tworzy warunki do gwałtownego wzrostu cen. Różnica między roszczeniami papierowymi a fizyczną podażą osiągnęła krytyczne poziomy na giełdach i platformach ETF.
Meiwu Technology składa wniosek o sprzedaż 38 milionów akcji w miarę narastania ryzyk regulacyjnych w Chinach
TLDR:
Meiwu Technology składa wniosek 424B4 do SEC w celu zarejestrowania 38 milionów akcji zwykłych do publicznej oferty na NASDAQ.
Firma ujawnia obszerne ryzyka związane z chińskim nadzorem regulacyjnym wpływającym na zagraniczne notowania i operacje.
Dokument ostrzega, że interwencja rządu może spowodować znaczący spadek wartości akcji lub ich całkowitą utratę.
Niepewność regulacyjna otacza zgodność z wymaganiami CSRC i CAC dla emitentów offshore z siedzibą w Chinach.
Meiwu Technology Company Limited złożyła wniosek 424B4 do amerykańskiej Komisji Papierów Wartościowych i Giełd w celu zarejestrowania 38 milionów akcji zwykłych do sprzedaży.
Meiwu Technology składa wniosek 424B4 do SEC w celu zarejestrowania 38 milionów akcji zwykłych do publicznej oferty na NASDAQ.
Firma ujawnia obszerne ryzyka związane z chińskim nadzorem regulacyjnym wpływającym na zagraniczne notowania i operacje.
Dokument ostrzega, że interwencja rządu może spowodować znaczący spadek wartości akcji lub ich całkowitą utratę.
Niepewność regulacyjna otacza zgodność z wymaganiami CSRC i CAC dla emitentów offshore z siedzibą w Chinach.
Meiwu Technology Company Limited złożyła wniosek 424B4 do amerykańskiej Komisji Papierów Wartościowych i Giełd w celu zarejestrowania 38 milionów akcji zwykłych do sprzedaży.
American Bitcoin Zwiększa Rezerwy Bitcoinów do Prawie 5,900 Monet
TLDR
American Bitcoin, wspierany przez rodzinę Trump, zwiększył swoje rezerwy bitcoinów do 5,843 BTC.
Firma zajmuje 18. miejsce w rankingu największych korporacyjnych posiadaczy bitcoinów na świecie.
American Bitcoin osiągnął rentowność bitcoinów na poziomie 116% od swojego debiutu na Nasdaq do stycznia 2026 roku.
Rezerwy bitcoinów firmy wzrosły o ponad 1,800 BTC od raportu zysków za Q3 2025.
Akcje American Bitcoin wzrosły o 2% w handlu przedrynkowym pomimo spadku o 11% od początku roku.
American Bitcoin, firma zajmująca się wydobywaniem kryptowalut wspierana przez rodzinę Trump, zwiększyła swoje posiadania bitcoinów do około 5,843 BTC. Ten wzrost ugruntował pozycję firmy jako jednego z największych korporacyjnych posiadaczy kryptowalut na całym świecie. Firma, która weszła na giełdę w 2025 roku, nadal zwiększa swoje rezerwy bitcoinów w obliczu zmiennego rynku.
American Bitcoin, wspierany przez rodzinę Trump, zwiększył swoje rezerwy bitcoinów do 5,843 BTC.
Firma zajmuje 18. miejsce w rankingu największych korporacyjnych posiadaczy bitcoinów na świecie.
American Bitcoin osiągnął rentowność bitcoinów na poziomie 116% od swojego debiutu na Nasdaq do stycznia 2026 roku.
Rezerwy bitcoinów firmy wzrosły o ponad 1,800 BTC od raportu zysków za Q3 2025.
Akcje American Bitcoin wzrosły o 2% w handlu przedrynkowym pomimo spadku o 11% od początku roku.
American Bitcoin, firma zajmująca się wydobywaniem kryptowalut wspierana przez rodzinę Trump, zwiększyła swoje posiadania bitcoinów do około 5,843 BTC. Ten wzrost ugruntował pozycję firmy jako jednego z największych korporacyjnych posiadaczy kryptowalut na całym świecie. Firma, która weszła na giełdę w 2025 roku, nadal zwiększa swoje rezerwy bitcoinów w obliczu zmiennego rynku.
Stablecoiny: Rośniece zagrożenie dla banków w USA, gdy 500 miliardów dolarów opuszcza rynek
TLDR
Standard Chartered przewiduje, że 500 miliardów dolarów w depozytach bankowych przejdzie na stablecoiny do 2028 roku.
Przesunięcie depozytów stwarza rosnące ryzyko dla zysków tradycyjnych banków i marż netto odsetkowych.
Banki regionalne są bardziej narażone na potencjalny odpływ depozytów spowodowany przyjęciem stablecoinów.
Ustawodawcy debatują nad Ustawą o Klarowności Rynków Aktywów Cyfrowych, która może regulować stablecoiny i ich zdolność do oferowania zysku.
Emitenci stablecoinów mogą zmniejszyć odpływ depozytów, jeśli będą trzymać znaczną część rezerw w depozytach bankowych.
Standard Chartered przewiduje, że 500 miliardów dolarów w depozytach bankowych przejdzie na stablecoiny do 2028 roku.
Przesunięcie depozytów stwarza rosnące ryzyko dla zysków tradycyjnych banków i marż netto odsetkowych.
Banki regionalne są bardziej narażone na potencjalny odpływ depozytów spowodowany przyjęciem stablecoinów.
Ustawodawcy debatują nad Ustawą o Klarowności Rynków Aktywów Cyfrowych, która może regulować stablecoiny i ich zdolność do oferowania zysku.
Emitenci stablecoinów mogą zmniejszyć odpływ depozytów, jeśli będą trzymać znaczną część rezerw w depozytach bankowych.
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