{"id":70418,"date":"2026-04-10T09:13:13","date_gmt":"2026-04-10T02:13:13","guid":{"rendered":"https:\/\/hbbgroup.net\/these-3-crypto-stocks-could-actually-beat-bitcoin-etfs-says-td-cowen\/"},"modified":"2026-04-10T10:03:51","modified_gmt":"2026-04-10T03:03:51","slug":"these-3-crypto-stocks-could-actually-beat-bitcoin-etfs-says-td-cowen","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/these-3-crypto-stocks-could-actually-beat-bitcoin-etfs-says-td-cowen\/","title":{"rendered":"Ba c\u1ed5 phi\u1ebfu crypto n\u00e0y c\u00f3 th\u1ec3 th\u1ef1c s\u1ef1 v\u01b0\u1ee3t m\u1eb7t c\u00e1c ETF Bitcoin, theo TD Cowen"},"content":{"rendered":"<div data-module-name=\"article-header\" data-module-version=\"1.0.0\" data-module-instance=\"default\">\n<h2>Ba c\u1ed5 phi\u1ebfu crypto n\u00e0y c\u00f3 th\u1ec3 th\u1ef1c s\u1ef1 v\u01b0\u1ee3t m\u1eb7t c\u00e1c ETF Bitcoin, theo TD Cowen.<\/h2>\n<h2>Nh\u00e0 ph\u00e2n t\u00edch Lance Vitanza cho r\u1eb1ng c\u00e1c c\u00f4ng ty d\u1ea1ng \u201cdigital asset treasury\u201d nh\u01b0 Nakamoto, SharpLink v\u00e0 Strive c\u00f3 th\u1ec3 outperform c\u00e1c ETF crypto truy\u1ec1n th\u1ed1ng b\u1eb1ng c\u00e1ch t\u00edch l\u0169y coin m\u1ed9t c\u00e1ch t\u00edch c\u1ef1c v\u00e0 t\u1eadn d\u1ee5ng l\u1ee3i su\u1ea5t staking.<\/h2>\n<div>\n<p><a href=\"http:\/\/www.coindesk.com\/nl\/translation-statement\">Vertaald door AI<\/a><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.google.com\/preferences\/source?q=coindesk.com\" target=\"_blank\" rel=\"noopener\">Make preferred on <\/a><\/p>\n<\/div>\n<div data-module-name=\"article-body\" data-module-version=\"1.0.0\" data-module-instance=\"default\">\n<p>Sau khi gi\u1ea3m h\u01a1n 90%, c\u00e1c c\u00f4ng ty \u201cdigital asset treasury\u201d nh\u01b0 Nakamoto (NAKA), Sharplink Gaming (SBET) v\u00e0 Strive (ASST) \u0111ang \u0111\u01b0\u1ee3c Lance Vitanza c\u1ee7a TD Cowen \u0111\u00e1nh gi\u00e1 l\u00e0 c\u00f3 c\u01a1 h\u1ed9i h\u1ea5p d\u1eabn.<\/p>\n<p>\u00d4ng cho r\u1eb1ng c\u00e1c c\u00f4ng ty n\u00e0y c\u00f3 th\u1ec3 v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi c\u00e1c ETF crypto spot n\u1ebfu gi\u00e1 crypto ph\u1ee5c h\u1ed3i v\u00e0 h\u1ecd ti\u1ebfp t\u1ee5c gia t\u0103ng l\u01b0\u1ee3ng token n\u1eafm gi\u1eef tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu.<\/p>\n<p><strong>Nakamoto Holdings<\/strong><\/p>\n<p>Vitanza b\u1eaft \u0111\u1ea7u theo d\u00f5i Nakamoto (NAKA) v\u1edbi khuy\u1ebfn ngh\u1ecb Buy v\u00e0 gi\u00e1 m\u1ee5c ti\u00eau 1,00 USD, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng g\u1ea7n 5 l\u1ea7n so v\u1edbi gi\u00e1 \u0111\u00f3ng c\u1eeda hi\u1ec7n t\u1ea1i l\u00e0 0,21 USD. M\u1ee5c ti\u00eau n\u00e0y d\u1ef1a tr\u00ean \u01b0\u1edbc t\u00ednh l\u1ee3i nhu\u1eadn t\u1eeb Bitcoin \u0111\u1ea1t 394 tri\u1ec7u USD cho n\u0103m t\u00e0i ch\u00ednh 2027, \u00e1p d\u1ee5ng h\u1ec7 s\u1ed1 \u0111\u1ecbnh gi\u00e1 2x v\u00e0 gi\u1ea3 \u0111\u1ecbnh gi\u00e1 Bitcoin kho\u1ea3ng 140.000 USD v\u00e0o cu\u1ed1i n\u0103m 2026.<\/p>\n<p>\u00d4ng cho r\u1eb1ng Nakamoto n\u1ed5i b\u1eadt trong nh\u00f3m c\u00e1c c\u00f4ng ty treasury Bitcoin ni\u00eam y\u1ebft khi k\u1ebft h\u1ee3p gi\u1eefa vi\u1ec7c t\u00edch l\u0169y Bitcoin tr\u1ef1c ti\u1ebfp v\u00e0 n\u1eafm gi\u1eef c\u1ed5 ph\u1ea7n thi\u1ec3u s\u1ed1 t\u1ea1i c\u00e1c c\u00f4ng ty treasury \u1edf n\u01b0\u1edbc ngo\u00e0i nh\u01b0 Metaplanet v\u00e0 Treasury BV. Ngo\u00e0i ra, c\u00f4ng ty c\u00f2n c\u00f3 c\u00e1c m\u1ea3ng kinh doanh v\u1ec1 media, advocacy Bitcoin v\u00e0 qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n s\u1ed1, t\u1ea1o ra \u201cti\u1ec1m n\u0103ng c\u1ed9ng h\u01b0\u1edfng ri\u00eang bi\u1ec7t\u201d.<\/p>\n<p><strong>SharpLink Gaming (SBET)<\/strong><\/p>\n<p>Vitanza c\u0169ng \u0111\u01b0a ra khuy\u1ebfn ngh\u1ecb Buy cho SharpLink (SBET) v\u1edbi gi\u00e1 m\u1ee5c ti\u00eau 16 USD, d\u1ef1a tr\u00ean l\u1ee3i nhu\u1eadn \u01b0\u1edbc t\u00ednh 93 tri\u1ec7u USD cho n\u0103m t\u00e0i ch\u00ednh 2026, h\u1ec7 s\u1ed1 2x v\u00e0 gi\u00e1 Ethereum kho\u1ea3ng 3.650 USD v\u00e0o th\u00e1ng 12\/2026. C\u1ed5 phi\u1ebfu SBET \u0111\u00f3ng c\u1eeda \u1edf m\u1ee9c 6,42 USD v\u00e0o th\u1ee9 N\u0103m.<\/p>\n<p>\u00d4ng m\u00f4 t\u1ea3 SharpLink\u2014do c\u1ef1u l\u00e3nh \u0111\u1ea1o t\u00e0i s\u1ea3n s\u1ed1 c\u1ee7a BlackRock, Joseph Chalom, v\u00e0 \u0111\u1ed3ng s\u00e1ng l\u1eadp Ethereum Joseph Lubin d\u1eabn d\u1eaft\u2014l\u00e0 m\u1ed9t c\u00f4ng ty treasury Ethereum v\u1edbi m\u1ee5c ti\u00eau t\u0103ng l\u01b0\u1ee3ng ETH tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu th\u00f4ng qua ho\u1ea1t \u0111\u1ed9ng treasury v\u00e0 staking. Vitanza cho r\u1eb1ng c\u00f4ng ty c\u00f3 th\u1ec3 mang l\u1ea1i l\u1ee3i su\u1ea5t staking t\u1ed1t h\u01a1n so v\u1edbi c\u00e1c ETP Ethereum spot, do nh\u00e0 \u0111\u1ea7u t\u01b0 qu\u1ef9 ph\u1ea3i ch\u1ecbu ph\u00ed v\u00e0 nhi\u1ec1u s\u1ea3n ph\u1ea9m kh\u00f4ng th\u1ec3 stake ph\u1ea7n l\u1edbn t\u00e0i s\u1ea3n.<\/p>\n<p>\u00d4ng c\u0169ng nh\u1eadn \u0111\u1ecbnh r\u1eb1ng ngay c\u1ea3 khi gi\u00e1 ETH suy y\u1ebfu, thu nh\u1eadp t\u1eeb staking v\u1eabn c\u00f3 th\u1ec3 \u0111\u1ee7 \u0111\u1ec3 b\u00f9 \u0111\u1eafp chi ph\u00ed v\u1eadn h\u00e0nh, gi\u00fap c\u00f4ng ty duy tr\u00ec l\u1ee3i su\u1ea5t ETH d\u01b0\u01a1ng trong khi ch\u1edd th\u1ecb tr\u01b0\u1eddng v\u1ed1n h\u1ed3i ph\u1ee5c.<\/p>\n<p><strong>Strive<\/strong><\/p>\n<p>Vitanza b\u1eaft \u0111\u1ea7u theo d\u00f5i Strive (ASST) v\u1edbi khuy\u1ebfn ngh\u1ecb Buy v\u00e0 gi\u00e1 m\u1ee5c ti\u00eau 26 USD, g\u1ea7n g\u1ea5p 3 l\u1ea7n m\u1ee9c \u0111\u00f3ng c\u1eeda hi\u1ec7n t\u1ea1i l\u00e0 9,64 USD. M\u1ee5c ti\u00eau n\u00e0y d\u1ef1a tr\u00ean l\u1ee3i nhu\u1eadn Bitcoin \u01b0\u1edbc t\u00ednh 142 tri\u1ec7u USD cho n\u0103m t\u00e0i ch\u00ednh 2026, h\u1ec7 s\u1ed1 2x v\u00e0 gi\u1ea3 \u0111\u1ecbnh gi\u00e1 Bitcoin kho\u1ea3ng 140.000 USD v\u00e0o cu\u1ed1i n\u0103m 2026.<\/p>\n<p>\u00d4ng cho bi\u1ebft Strive l\u00e0 c\u00f4ng ty treasury Bitcoin ni\u00eam y\u1ebft \u0111\u1ea7u ti\u00ean th\u1ef1c hi\u1ec7n mua l\u1ea1i m\u1ed9t c\u00f4ng ty kh\u00e1c, d\u1eabn ch\u1ee9ng th\u01b0\u01a1ng v\u1ee5 mua Semler Scientific v\u00e0o th\u00e1ng 1\/2026. Vitanza g\u1ecdi \u0111\u00e2y l\u00e0 m\u1ed9t \u201cc\u1ed9t m\u1ed1c quan tr\u1ecdng\u201d v\u00e0 cho r\u1eb1ng \u0111i\u1ec1u n\u00e0y c\u1ee7ng c\u1ed1 kh\u1ea3 n\u0103ng Strive tr\u1edf th\u00e0nh \u0111\u01a1n v\u1ecb h\u1ee3p nh\u1ea5t (consolidator) n\u1ebfu nhi\u1ec1u c\u00f4ng ty treasury ti\u1ebfp t\u1ee5c giao d\u1ecbch d\u01b0\u1edbi gi\u00e1 tr\u1ecb Bitcoin n\u1eafm gi\u1eef.<\/p>\n<p>\u00d4ng c\u0169ng nh\u1ea5n m\u1ea1nh h\u1ec7 sinh th\u00e1i c\u1ee7a Strive bao g\u1ed3m qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n, marketing m\u1ea1ng x\u00e3 h\u1ed9i v\u00e0 gi\u00e1o d\u1ee5c Bitcoin. Theo TD Cowen, c\u00e1c m\u1ea3ng n\u00e0y c\u00f3 th\u1ec3 h\u1ed7 tr\u1ee3 ho\u1ea1t \u0111\u1ed9ng treasury v\u00e0 gi\u00fap c\u00f4ng ty v\u01b0\u1ee3t tr\u1ed9i so v\u1edbi c\u00e1c qu\u1ef9 Bitcoin spot trong \u0111i\u1ec1u ki\u1ec7n th\u1ecb tr\u01b0\u1eddng thu\u1eadn l\u1ee3i.<\/p>\n<p><strong>Tuy\u00ean b\u1ed1 v\u1ec1 AI:<\/strong><br \/>\nM\u1ed9t ph\u1ea7n n\u1ed9i dung b\u00e0i vi\u1ebft \u0111\u01b0\u1ee3c t\u1ea1o v\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a c\u00f4ng c\u1ee5 AI v\u00e0 \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ed9i ng\u0169 bi\u00ean t\u1eadp r\u00e0 so\u00e1t \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o t\u00ednh ch\u00ednh x\u00e1c v\u00e0 tu\u00e2n th\u1ee7 ti\u00eau chu\u1ea9n. \u0110\u1ec3 bi\u1ebft th\u00eam chi ti\u1ebft, vui l\u00f2ng tham kh\u1ea3o Ch\u00ednh s\u00e1ch AI c\u1ee7a CoinDesk.<\/p>\n<\/div>\n<div data-module-name=\"promotional-article\" data-module-version=\"1.0.0\" data-module-instance=\"default\">\n<figure><img fetchpriority=\"high\" decoding=\"async\" src=\"http:\/\/www.coindesk.com\/_next\/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2Fs3y3vcno%2Fproduction%2F99ca9383b31a691939d862e5a8b73b6acb35de8b-1920x1080.png%3Fauto%3Dformat&amp;w=3840&amp;q=75\" alt=\"Encryption Supremacy - Zcash and Privacy in the Age of Scale\" width=\"1920\" height=\"1080\" data-nimg=\"1\" \/><\/figure>\n<p>H\u1ea7u h\u1ebft c\u00e1c m\u00f4 h\u00ecnh b\u1ea3o m\u1eadt trong crypto \u0111ang suy y\u1ebfu khi d\u1eef li\u1ec7u blockchain ng\u00e0y c\u00e0ng t\u0103ng, trong khi c\u00e1c m\u00f4 h\u00ecnh d\u1ef1a tr\u00ean m\u00e3 h\u00f3a nh\u01b0 Zcash l\u1ea1i tr\u1edf n\u00ean m\u1ea1nh h\u01a1n. CoinDesk Research \u0111\u00e3 ph\u00e2n t\u00edch 5 ph\u01b0\u01a1ng ph\u00e1p b\u1ea3o m\u1eadt v\u00e0 ch\u1ec9 ra kho\u1ea3ng c\u00e1ch ng\u00e0y c\u00e0ng l\u1edbn gi\u1eefa ch\u00fang.<\/p>\n<p><strong>T\u1ea1i sao \u0111i\u1ec1u n\u00e0y quan tr\u1ecdng:<\/strong><\/p>\n<p>Khi vi\u1ec7c \u00e1p d\u1ee5ng blockchain m\u1edf r\u1ed9ng, l\u01b0\u1ee3ng metadata m\u00e0 c\u00e1c m\u00f4 h\u00ecnh machine learning c\u00f3 th\u1ec3 khai th\u00e1c c\u0169ng t\u0103ng theo. Do \u0111\u00f3, c\u00e1c ph\u01b0\u01a1ng ph\u00e1p b\u1ea3o m\u1eadt d\u1ef1a tr\u00ean che gi\u1ea5u (obfuscation) \u0111ang b\u1ecb suy y\u1ebfu v\u1ec1 m\u1eb7t c\u1ea5u tr\u00fac. B\u00e1o c\u00e1o n\u00e0y cung c\u1ea5p m\u1ed9t so s\u00e1nh to\u00e0n di\u1ec7n gi\u1eefa 5 ki\u1ebfn tr\u00fac b\u1ea3o m\u1eadt crypto ch\u00ednh, \u0111\u1ed3ng th\u1eddi \u0111\u01b0a ra framework \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 m\u00f4 h\u00ecnh n\u00e0o v\u1eabn c\u00f2n b\u1ec1n v\u1eefng khi n\u0103ng l\u1ef1c AI ng\u00e0y c\u00e0ng ph\u00e1t tri\u1ec3n.<\/p>\n<p><a href=\"http:\/\/www.coindesk.com\/research\/encryption-supremacy-zcash-and-privacy-in-the-age-of-scale\">View Full Report<\/a><\/p>\n<\/div>\n<div data-module-name=\"read-next\" data-module-version=\"1.0.0\" data-module-instance=\"default\">\n<p><em>(\u0110\u1ecdc chi ti\u1ebft t\u1ea1i \u0111\u00e2y)<\/em><\/p>\n<div>\n<figure><img decoding=\"async\" src=\"http:\/\/www.coindesk.com\/_next\/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2Fs3y3vcno%2Fproduction%2Fb1d6ea7b7aec491803836b0fa81e4742ba3b8285-1280x854.jpg%3Fauto%3Dformat&amp;w=3840&amp;q=75\" alt=\"Cardano is set to undergo a hard fork Wednesday. (Pexels\/Pixabay)\" width=\"1920\" height=\"1080\" data-nimg=\"1\" \/><\/figure>\n<p>Mythos c\u00f3 th\u1ec3 nhanh ch\u00f3ng ph\u00e1t hi\u1ec7n l\u1ed7 h\u1ed5ng ph\u1ea7n m\u1ec1m v\u00e0 t\u1ea1o ra c\u00e1c exploit tinh vi, l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i v\u1ec1 r\u1ee7i ro mang t\u00ednh h\u1ec7 th\u1ed1ng \u0111\u1ed1i v\u1edbi h\u1ec7 th\u1ed1ng ng\u00e2n h\u00e0ng.<\/p>\n<p><strong>Nh\u1eefng \u0111i\u1ec1u b\u1ea1n c\u1ea7n bi\u1ebft:<\/strong><\/p>\n<ul>\n<li>C\u00e1c c\u01a1 quan qu\u1ea3n l\u00fd M\u1ef9 v\u00e0 l\u00e3nh \u0111\u1ea1o c\u00e1c ng\u00e2n h\u00e0ng l\u1edbn Ph\u1ed1 Wall \u0111\u00e3 t\u1ed5 ch\u1ee9c m\u1ed9t cu\u1ed9c h\u1ecdp kh\u1ea9n \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 r\u1ee7i ro an ninh m\u1ea1ng t\u1eeb m\u00f4 h\u00ecnh AI Mythos c\u1ee7a Anthropic.<\/li>\n<li>Mythos c\u00f3 kh\u1ea3 n\u0103ng nhanh ch\u00f3ng ph\u00e1t hi\u1ec7n l\u1ed7 h\u1ed5ng ph\u1ea7n m\u1ec1m v\u00e0 x\u00e2y d\u1ef1ng c\u00e1c exploit ph\u1ee9c t\u1ea1p, l\u00e0m gia t\u0103ng lo ng\u1ea1i v\u1ec1 r\u1ee7i ro h\u1ec7 th\u1ed1ng trong l\u0129nh v\u1ef1c ng\u00e2n h\u00e0ng.<\/li>\n<li>Kh\u1ea3 n\u0103ng ph\u00e1t hi\u1ec7n v\u00e0 khai th\u00e1c c\u00e1c l\u1ed7 h\u1ed5ng zero-day c\u1ee7a n\u00f3 \u0111\u00e3 khi\u1ebfn gi\u1edbi ch\u1ee9c lo ng\u1ea1i&#8230;<\/li>\n<\/ul>\n<p><a href=\"http:\/\/www.coindesk.com\/markets\/2026\/04\/10\/mythos-ai-threat-sees-bessent-powell-call-urgent-meeting-with-bank-ceos\">Lees volledig verhaal<\/a><\/p>\n<p><em>(\u0110\u1ecdc chi ti\u1ebft t\u1ea1i \u0111\u00e2y)<\/em><\/p>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Ba c\u1ed5 phi\u1ebfu crypto n\u00e0y c\u00f3 th\u1ec3 th\u1ef1c s\u1ef1 v\u01b0\u1ee3t m\u1eb7t c\u00e1c ETF Bitcoin, theo TD Cowen. Nh\u00e0 ph\u00e2n t\u00edch [&hellip;]<\/p>","protected":false},"author":5,"featured_media":70419,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[220],"tags":[],"class_list":["post-70418","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tien-dien-tu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/70418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=70418"}],"version-history":[{"count":1,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/70418\/revisions"}],"predecessor-version":[{"id":70584,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/70418\/revisions\/70584"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/70419"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=70418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=70418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=70418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}