theo

Основатель венчурной компании Theory Ventures Томаш Тунгуз заявил, что самым быстрорастущим рынком в мире является не ИИ, а крипторынок, сформированный на основе реальных активов (RWA) через блокчейн. Он отметил, что RWA позволяет торговать акциями, а также такими сырьевыми товарами, как нефть и медь, на блокчейне, и берет на себя почти всю открытую ценовую находку во время закрытия товарных бирж.Тунгуз отметил, что RWA с помощью бессрочных контрактов на акции предоставляет предварительное ценообразование для Anthropic, OpenAI, SpaceX и Cerebras, а также открывает международные каналы доступа. Он привел данные, согласно которым предварительная бессрочная цена Cerebras отличалась от цены открытия на Nasdaq менее чем на 1,3%, а бессрочные открытые позиции SpaceX составляют около 215 миллионов долларов, а общий объем торгов до Список составляет около 2,2 миллиарда долларов. Отчет Pantera Capital за сентябрь 2026 года показывает, что объем торгов бессрочными контрактами на акции на Hyperliquid и Lighter в июне составил 67,8 миллиарда долларов, что в 16 раз больше объема токенизированных акций.Он также отметил, что стейблкоины стали десятым по величине покупателем американских государственных облигаций, превышая Китай, Норвегию и Швейцарию, и используются для расчетов по вышеупомянутым токенизированным активам. Такие учреждения, как JPMorgan, HSBC, BlackRock, Citigroup, Goldman Sachs, Franklin Templeton, Robinhood и Stripe, продвигают RWA.

Согласно отчету CoinDesk, платформа на основе блокчейна Theo объявила о запуске токенизированного серебряного продукта thSLVR, поддерживаемого активной арендой на сумму более 40 миллионов долларов, расширяя свой бизнес по финансированию товаров от золота до серебра. Этот токен передает доходы от арендной платы, выплачиваемой институциональными заемщиками, держателям, сохраняя при этом их экспозицию к цене серебра.Theo заявила, что серебро, поддерживающее thSLVR, будет арендовано зрелым институциональным контрагентам на стандартных рыночных условиях, а кредитная экспозиция будет гарантирована материнской компанией. Продукт был запущен в тестовом режиме, изначально ориентирован на институциональных и белых инвесторов, а затем планируется расширение доступа. В этом году серебро сильно колебалось, в январе оно достигло исторического максимума в 121,79 долларов за унцию, после чего в течение трех дней упало на 41%, а в июле упало до 54,74 долларов, в последнее время колеблясь в районе 60 долларов.Theo была основана бывшими трейдерами Optiver и IMC и ранее предлагала токенизированные продукты с доходом от золота и государственных облигаций США, аренда серебра также расширит базовые активы ее стабильной монеты с доходом thUSD. По данным RWA.xyz, рынок токенизированных товаров составляет около 4,9 миллиарда долларов и охватывает 130 продуктов. Лондонская арендная ставка на серебро на срок 1 месяц кратковременно поднялась до около 39% в октябре 2025 года, в то время как историческая норма составляет менее 1%; рынок ожидает, что в 2026 году серебро снова столкнется с дефицитом поставок, который составит около 46,3 миллиона унций.

According to BusinessInsider, billionaire investor and hedge fund founder of Third Point, Dan Loeb, stated in a podcast that current market concerns about the "bubble theory" of artificial intelligence (AI) are greatly exaggerated, and the development stage of the AI industry is completely different from that of the internet bubble period.Loeb pointed out that technology giants, including Alphabet, Microsoft, Amazon, and Meta, have collectively exceeded $700 billion in capital expenditures this year, which may reach $1 trillion next year, with the vast majority allocated for AI infrastructure development. He stated that to believe these capital expenditures will not yield returns is equivalent to thinking that companies are "burning money for no reason," but currently, these companies have strong profitability and ample cash flow, allowing them to support investments with their own balance sheets.Loeb emphasized that this is different from the situation during the internet bubble when "valuations detached from fundamentals," and does not constitute a traditional valuation bubble. He also mentioned that AI companies like Anthropic are experiencing rapid revenue growth and accelerated product applications, indicating that the industry is still in the early stages of expansion.Reports indicate that Anthropic's latest financing valuation is nearing $965 billion, with annualized revenue jumping from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, there are still some investors in the market, including Michael Burry, who express concerns about the overheated valuations of AI, believing that massive investments may struggle to yield corresponding returns. Loeb, on the other hand, stated, "We haven't even scratched the surface of AI development," and believes that we are still in the early stages of long-term growth.

The tokenization platform Theo announced it has raised $100 million to launch the gold-backed stablecoin thUSD. thUSD is pegged to the US dollar, and its reserves consist of the gold token thGOLD, which Theo launched in January this year. thGOLD is backed by a secured lending agreement between Theo and gold retailers (such as Singapore's Mustafa Gold) and can also generate returns.In terms of revenue sources, thUSD will simultaneously obtain two types of returns: one from the underlying assets of thGOLD; the other from the spread profits obtained by shorting gold futures contracts. Theo's Chief Investment Officer Iggy Ioppe stated that under favorable market conditions, this mechanism is expected to achieve an annualized return of about 10%.

Michael Saylor posted on the X platform stating that a brief discussion on digital credit includes:Acquiring a large amount of appreciated capital (BTC);Issuing credit (STRC) against that capital, over-collateralized by equity;Monetizing part of the appreciated gains through direct or derivative means (MSTR) to fund dividends.Credit investors exchange volatility, risk, duration, and performance with equity investors. Credit (STRC) gains cash flow and stability. Equity (MSTR) experiences amplified value performance and volatility.

Bitwise Chief Investment Officer Hougan dismissed various conspiracy theories circulating in the market, including attributing the decline to Binance, Wintermute, offshore macro hedge funds, paper Bitcoin, and the recent claims about Jane Street. He pointed out that the reasons for investor sell-offs include the four-year cycle pattern, concerns about quantum computing, and the shift of funds towards AI startups.He believes that most of the sell-off is nearing its end, and the market is in the process of bottoming out, with Bitcoin set to reach new all-time highs in the future. Hougan described the current situation as a "classic cryptocurrency winter" and believes that it will be followed by a "classic cryptocurrency spring."

According to The Block, Theo has launched an innovative gold token thGOLD, which combines physical gold collateral with a yield mechanism, distinguishing it from traditional token products that only track gold prices.This product is based on a gold lending fund involving Singapore's Mustafa Gold, with partners including Standard Chartered-backed Libeara and FundBridge Capital. thGOLD will be available on multiple DeFi platforms such as Uniswap, Morpho, and Pendle, marking the first time that physical gold assets have achieved on-chain yield and collateral functionality.

Fidelity's Global Macro Director Jurrien Timmer stated that Bitcoin's current trend is more akin to the S-curve of the internet rather than a power law curve. Many Bitcoin supporters claim that the four-year cycle has ended and a new structural uptrend is about to begin. I am skeptical about this, not because I doubt the diminishing impact of the halving cycle (which I agree with), but because I question the assertion that bear markets will no longer occur.Currently, Bitcoin's bottom line is $65,000 (the previous high), while the power law trend line indicates a bottom line of $45,000. Although there is still some distance to the target price, if Bitcoin enters a consolidation phase within the next year, the power law trend line may come closer to $65,000 and could become Bitcoin's line of life and death. However, this may (or may not) be something that happens in the future (or within the next year).

Delphi Digital posted on platform X that Solana is preparing for a major upgrade called Alpenglow. This upgrade is a complete overhaul of the consensus mechanism, aiming to achieve sub-second finality by replacing Tower BFT and Proof of History (PoH).Alpenglow introduces two new protocol components: Votor and Rotor. Votor replaces the incremental voting rounds of Tower BFT with a lightweight voting aggregation model. Validators can aggregate votes off-chain before submitting the final confirmation, allowing blocks to achieve finality within 1 to 2 confirmation rounds. This improvement reduces the theoretical finality delay to 100 to 150 milliseconds, shortening it by about 100 times from the original 12.8 seconds.Votor achieves finality through two parallel paths: when a proposed block receives over 80% of the total staked weight in the first round, it triggers fast confirmation and takes effect immediately; if the support rate is between 60% and 80% in the first round, it triggers slow confirmation, requiring a second round of voting to exceed 60% for final confirmation.Rotor reconfigures Solana's block propagation layer. The original Turbine propagation network relied on multi-hop relays with variable delays, while Rotor introduces a staked-weight relay path that prioritizes bandwidth efficiency. Validators with high stakes and reliable bandwidth will become core relay points. Simulation data shows that under typical bandwidth conditions, block propagation can be completed in as fast as 18 milliseconds. This upgrade is expected to be rolled out gradually, with an initial launch timeframe anticipated between early to mid-2026.

With the launch of the mainnet and the THQ token, Theoriq announces the introduction of the THQ staking incentive mechanism. Users can stake THQ through the Mellow Protocol and receive a daily automatic allocation of 22,000 THQ rewards.Staking THQ will also unlock up to 3x yield boosts on AlphaVault (ETH) TVL and simultaneously increase Theoriq Leaderboard points, creating a positive reward cycle.At the same time, users can choose to deposit into AlphaVault or provide liquidity for the USDC/THQ liquidity pool to enjoy a 0.8% share of the transaction fees.

According to official news, Coinbase has launched spot trading for Theoriq (THQ) and Beam (BEAM) in the early morning.

According to official news, Binance Alpha is the first platform to list Theoriq (THQ), with Alpha trading starting on December 16, 2025, at 22:00 (UTC+8). Users holding at least 220 Binance Alpha points can claim the token airdrop. Claim 400 THQ tokens airdrop on the Alpha event page.This event adopts a "decreasing points deduction" model. In the first minute of the event, claiming the airdrop will consume 30 Binance Alpha points. If the event has not ended, the points required for claiming will decrease by 1 point every minute, with a minimum of 10 points.For example, if the event starts at 22:00, claiming between 22:00-22:01 will require 30 Binance Alpha points, and claiming between 22:01-22:02 will require 29 points, and so on, until the points drop to the minimum requirement of 10 points for claiming the airdrop.This new model will gradually lower the Alpha points threshold as more events take place, creating a fairer and more inclusive participation experience.Please note that users must confirm their claim on the Alpha event page within 24 hours, or it will be considered a forfeiture of the airdrop.

According to official news, MEXC will launch Theoriq (THQ) on December 17, 2025, at 04:00 (UTC+8), and open the THQ/USDT trading market. On the same day at 05:00 (UTC+8), the swap function will be launched, allowing for seamless and instant exchanges with other assets.

Binance Alpha will launch Theoriq (THQ) on December 16. Eligible users can go to the Alpha event page to claim the airdrop using Binance Alpha points after the Alpha trading opens. Further details will be announced separately.

According to official news, Plume (PLUME) and Jupiter (JUPITER) will launch spot trading on December 9, 2025. The platform is expected to open the PLUME-USD and JUPITER-USD trading pairs at 9:00 AM Pacific Time on the 9th (01:00 AM Beijing Time on December 10) or later, depending on liquidity conditions, in regions that support trading. Theoriq (THQ) will also be added to the roadmap.

Despite the recent sharp decline in Bitcoin prices, Wall Street bank JPMorgan still maintains its prediction that the theoretical price of Bitcoin will approach $170,000 within the next six to twelve months.JPMorgan analysts point out that strategy is a key driver for Bitcoin, and the company has a $1.4 billion reserve fund to cushion the risks of selling Bitcoin, noting that the MSCI index decision on January 15 is an asymmetric catalyst.