strategy

Wyobraź sobie, że wpadasz w sytuację
Pożyczyć bardzo dużą kwotę pieniędzy z porządnym wekslem, a potem pewnego dnia musieć spłacić. Jeśli w tym momencie praca idzie dobrze, interes się kręci, to nie ma problemu. Ale jeśli stracisz źródło dochodu, presja na ramionach będzie ogromna.
Strategy (firma posiadająca największe na świecie "Bitcoin") znajduje się w podobnej sytuacji, z długiem wynoszącym 8 miliardów USD - presja spłaty długu zacznie rosnąć od 2028 roku - Liczba, której boi się każda firma

The Arizona State Retirement System (ASRS), a $60 billion fund, has acquired 72,607 shares of Strategy (MSTR), valued at $10 million. This investment gives ASRS indirect exposure to Bitcoin, as Strategy is a major corporate holder of the cryptocurrency, with 712,647 BTC ($60.3 billion) as of January 26, 2026.

This move aligns with a growing trend of state pension funds investing in Strategy to gain exposure to Bitcoin. Other states, including California, Florida, and Wisconsin, also hold significant stakes in MSTR .
#InvestSmart #strategy #MarketSentimentToday

Na koniec stycznia 2026 roku, Strategy (dawniej MicroStrategy) kontynuuje swoją strategię skarbcową w zakresie Bitcoin: poprzez emisję akcji ATM, obligacji zamiennych i akcji preferencyjnych (takich jak SERIA STRC/Stretch) finansuje dalsze zakupy BTC. Najnowsze dane (ogłoszenia firmowe + źródła takie jak bitcointreasuries.net):
- Całkowite posiadanie przekroczyło 700 000 BTC (około 3,5%+ obiegu), średni koszt wynosi około 75 000–76 000 USD/sztuka.
- W ostatnim czasie tygodniowe zwiększenie skali zakupów często wynosi kilka miliardów dolarów (jak w jednym tygodniu stycznia $2.13B na zakup 22k+ sztuk), od 2025 roku $BTC stopa zwrotu wynosi około 11%+.
- Wartość rynkowa jest zbliżona do wartości posiadania BTC lub lekko z nią powyżej, cena akcji $MSTR wykazuje dużą korelację z BTC.

In the rush of crypto, many projects build isolated applications a trading app here, a wallet there that struggle to create lasting value. Dusk Network is executing a fundamentally different strategy: it is not building an island, but an entire self-sustaining continent of financial services. This ecosystem-centric approach is a deliberate long-term play to create network effects that are nearly impossible to replicate.

An island has one attraction. A continent has cities, farms, transportation, and laws—all interdependent. Dusk’s "continent" is mapped out with core, interconnected territories:

· The Capital City (STOX): The regulated trading hub where value is discovered and assets are listed.
· The Industrial Zone (DuskEVM): Where developers build the factories of Compliant DeFi—lending, borrowing, and asset management protocols.
· The Residential District (Dusk Vault): Where users securely live with and control their digital assets.
· The Legal & Governance Framework (DLT-TSS/MiCA): The constitution and rule of law that provides safety and legitimacy for all inhabitants.

The genius is in the connectivity. A bond issued natively on Dusk can be traded on STOX, used as collateral in a DuskEVM lending protocol, and held securely in a user’s Vault—all without leaving the sovereign, compliant environment. Every new application built on DuskEVM makes STOX more valuable by providing yield opportunities for traded assets. Every new asset listed on STOX creates more utility for DuskEVM. This creates a virtuous cycle of composability that locks in value and attracts more builders and institutions.

This continent-building is a slow, deliberate process. It requires patience from the community and investors. However, once critical mass is achieved in one territory—like a landmark bond issuance or a flagship DeFi protocol—it drives growth across the entire landmass. The value of the $DUSK token becomes a reflection of the GDP of this entire emerging digital finance continent.

Bottom Line: While others are selling timeshares on hype islands, Dusk is surveying land, laying infrastructure, and drafting a legal code. It is betting that in the long run, participants will flock to a complete, functioning, and law-abiding society over a flashy but barren outcrop. The ecosystem is the product, and its gradual, coordinated growth is its most powerful moat.

#Dusk #Ecosystem #NetworkEffects #CompliFi #Strategy $DUSK @Dusk_Foundation