# Demand Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Demand", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Volume of Euro Stablecoins Increases by $156 Million Since Start of Year, While Dollar Supply Remains Unchanged

The supply of euro-denominated stablecoins has grown by $156 million (22.6%) since the start of the year, reaching $848.1 million, according to data from Token Terminal. Over the same period, the supply of dollar-denominated stablecoins saw only a minimal increase of about $159 million, from $298.54 billion to $298.699 billion. Despite this similar net inflow in absolute terms, the dollar market remains vastly larger, holding a 99.5% market share compared to the euro's 0.3%. The euro stablecoin market is highly concentrated, with two assets—$EURC (62.6%) and $EURCV (19.6%)—controlling 82% of the supply. Notably, $EURCV is issued by Société Générale's digital assets subsidiary, SG-Forge, a licensed European banking entity, a structure not seen in the dominant dollar market. Ethereum captured nearly all of the euro stablecoin growth, increasing its market share to 69.4%, while Solana holds 14.7%. In contrast, the overall dollar stablecoin market has remained essentially flat since January, suggesting the euro's growth represents a shift in currency share rather than category expansion. Analysts note the growth is currently driven more by issuer supply under new EU regulations (MiCA) than by strong user demand, as practical use cases for euro stablecoins in DeFi and as collateral remain limited.

cryptonews.ru20h ago

Volume of Euro Stablecoins Increases by $156 Million Since Start of Year, While Dollar Supply Remains Unchanged

cryptonews.ru20h ago

Privacy-Focused Altcoin Surges Past $900, Grayscale Explains the Reason for the Rise! Here are the Details

The privacy-focused cryptocurrency Zcash (ZEC) has risen above $900 and continues its upward trend. Grayscale Investments attributes the token's price increase to its limited supply, capped at 21 million coins similar to Bitcoin, and growing demand for digital financial privacy. They note that as the digital economy develops, so does the demand for private transactions, which Zcash's technology can provide under certain conditions. At the time of writing, ZEC was trading at $947.13, marking a 16.82% gain in 24 hours. Market observers believe the limited supply acts as a significant upward price factor alongside rising demand for privacy technologies. The future momentum of ZEC is seen as dependent on sustained demand and the overall risk sentiment in the broader cryptocurrency market.

cryptonews.ru09/04 07:51

Privacy-Focused Altcoin Surges Past $900, Grayscale Explains the Reason for the Rise! Here are the Details

cryptonews.ru09/04 07:51

Reversal or Trap? Experts Declare Bitcoin Indicator Exits Bearish Zone Despite Falling Demand

Bitcoin's Cycle Momentum indicator has exited bearish territory after eight months, signaling a potential market trend reversal, according to CryptoQuant. Analysts caution, however, that the indicator must continue rising to levels of 20-30 in the coming weeks to confirm this signal, noting the market structure remains ambiguous. Short-term holders (STH) realized significant profits in August, averaging 15%—higher than during the previous all-time high. This creates substantial selling pressure. Analysts suggest that if demand absorbs this pressure and Bitcoin holds current price levels, STH may reduce profit-taking and hold longer in anticipation of further gains. Conversely, the visible demand metric has recently turned negative again, indicating a notable drop in Bitcoin demand over recent days. The market now faces simultaneous pressure from STH selling and weakening demand. Without a recovery in demand soon, Bitcoin risks entering a new phase of decline.

cryptonews.ru09/02 11:15

Reversal or Trap? Experts Declare Bitcoin Indicator Exits Bearish Zone Despite Falling Demand

cryptonews.ru09/02 11:15

Bitcoin faces true demand test above $83K as liquidity thickens: Glassnode

According to Glassnode, Bitcoin faces a significant test of genuine demand above $83,000 as key overhead resistance thickens between $81,000 and $86,000. This zone contains a substantial supply of coins held by long-term holders who bought during the drawdown and are now at breakeven, posing a major selling risk. Additional resistance comes from new ask liquidity on exchanges and critical technical levels, including the dealer gamma flip point and a liquidation shelf. Furthermore, multiple major trend lines—the 50-week and 100-week exponential moving averages and the 365-day volume-weighted average price—are converging around the current price area, reinforcing its importance. Analysts suggest that for a sustained bullish trend to be confirmed, Bitcoin must convincingly overcome this resistance band and hold above the 50-week EMA.

cointelegraph08/27 10:46

Bitcoin faces true demand test above $83K as liquidity thickens: Glassnode

cointelegraph08/27 10:46

NVIDIA Earnings Preview: The Market No Longer Expects a Positive Surprise

NVIDIA's upcoming earnings report has seen market expectations shift from anticipating big positive surprises to seeking clarity on capital allocation and future growth sustainability. While analysts forecast Q2 revenue near doubling year-over-year to $92.18 billion, option markets are pricing in a relatively muted post-earnings stock move of around 5.4%—the lowest implied volatility in two years. This reflects a growing sense that the phase of massive AI-driven earnings beats and stock surges may be ending. This year, NVIDIA's stock has slightly underperformed the S&P 500 and significantly lagged the semiconductor index. Analysts now emphasize the need for more than just beating estimates. Key investor focuses include details on how NVIDIA will deploy its capital, maintain its exceptional gross margins amid rising costs, and use its substantial free cash flow for investments and share buybacks. The forward P/E ratio of about 21x suggests the market is already pricing in a growth deceleration. NVIDIA's recent strategic moves—like facilitating massive AI financing, guaranteeing loans for data center projects (including a major one for OpenAI), and investing in power infrastructure—have positioned it beyond a mere chipmaker. However, this raises questions about potential "circular financing," where revenue might be artificially supported by lending to customers. The health of its AI clients, like OpenAI which reported slowing revenue growth, is now crucial. The report arrives amid a challenging backdrop: political pushback against AI data centers, rising borrowing costs, and massive debt-funded spending by cloud giants. Investors are keenly watching for signals on the transition to the new Blackwell and upcoming Vera Rubin architectures and, ultimately, whether the explosive demand for AI is losing momentum.

marsbit08/26 02:31

NVIDIA Earnings Preview: The Market No Longer Expects a Positive Surprise

marsbit08/26 02:31

Bitcoin and Ether ETFs Attract $453 Million, Extending Inflow Streak to 6 Days

Bitcoin and Ethereum ETFs attracted $453 million, extending their inflow streak to six consecutive days. BlackRock's IBIT led with $208.93 million, while Fidelity's FBTC added $104.57 million. Total assets for Bitcoin ETFs neared $100 billion, with no funds seeing outflows. Ethereum ETFs also continued their positive run, with BlackRock's ETHA securing $90.92 million of the $115.57 million total. The trend broadened beyond the top assets, as Solana ETFs attracted $33.49 million, XRP-focused funds drew $13.82 million, and Hyperliquid (HYPE) ETFs added $5.74 million. Monday's flows confirmed strong institutional demand and expanding investor interest across the crypto ETF market.

cryptonews.ru08/25 21:01

Bitcoin and Ether ETFs Attract $453 Million, Extending Inflow Streak to 6 Days

cryptonews.ru08/25 21:01

Demand Test: Bitcoin Whales Earn Record $1.2 Billion, Ethereum Holders Return to Profitability

In just three days after Bitcoin's price recovery, new Bitcoin whales have realized over $1.2 billion in profit, marking the largest profit-taking event for this cohort on record according to CryptoQuant. The peak occurred on August 20 with roughly $614 million, setting a daily record. Analysts note this selling pressure began after Bitcoin rose above the realized price of short-term whales, which was around $68,900. With Bitcoin trading near $77,700 on August 23, these whales were sitting on an average profit of about 12.8%. The market recovery allowed investors who were previously at breakeven or at a loss to lock in gains. CryptoQuant described the situation as a key test for Bitcoin demand; sustained prices above whale cost-basis with normalized profit-taking could signal strong new demand, while continued selling pressure could turn the rally into a mere break-even exit. Simultaneously, large Ethereum holders have also returned to an unrealized profit zone following its rally, as noted by CryptoQuant analyst Darkfost. Current profit levels, however, remain relatively low and are not seen as creating significant selling pressure. The Unrealized Profit/Loss Ratio for different whale cohorts stands at 0.075 (for 1k-10k ETH holders), 0.16 (10k-100k ETH), and 0.38 (over 100k ETH). This marks a significant improvement from June, when these whales were in substantial unrealized loss, with Ethereum having risen over 65% since then. The increased profitability is viewed as a positive sentiment signal for the Ethereum market.

cryptonews.ru08/25 12:28

Demand Test: Bitcoin Whales Earn Record $1.2 Billion, Ethereum Holders Return to Profitability

cryptonews.ru08/25 12:28

Grain Prices Haven't Taken Off Yet, So Why Have Fertilizer Prices Risen First?

Fertilizer prices are rising ahead of a potential global food price surge, driven primarily by supply-side constraints rather than current agricultural demand. While a strong El Niño is forecast for late 2026, its impact is expected to be initially limited to specific crops like palm oil and rubber, not leading to immediate, broad-based grain shortages. The fertilizer market is currently propelled by its own dynamics: **Urea** faces domestic oversupply in China, with its price reliant on the potential to export to higher-priced international markets. **Phosphate fertilizers** are experiencing a rare "supply-led" cycle due to global sulfur shortages, shipping disruptions, and production cuts overseas, placing Chinese producers with integrated resources and export channels in a key position. **Potash** supply is tightening due to planned maintenance and production cuts at major global producers, underpinning its long-term resource scarcity narrative. Looking ahead to 2027, a prolonged El Niño could shift the market into a second phase of "demand-supply resonance." If extreme weather significantly impacts crop yields and global grain inventories, rising food prices and farmer income would boost fertilizer application demand. This potential demand surge, layered onto the existing supply constraints, could amplify the price cycle. The overarching theme is that **food security is redefining the strategic value of fertilizers**, particularly for resource-constrained phosphate and potash. Policy priorities balancing domestic supply guarantees with export opportunities, coupled with resource ownership and global supply chain access, are becoming critical determinants of profitability beyond short-term weather cycles.

marsbit08/25 05:33

Grain Prices Haven't Taken Off Yet, So Why Have Fertilizer Prices Risen First?

marsbit08/25 05:33

"Transparency" Act Will Not Save U.S. Treasury Market, Analyst Warns

An analyst warns that the proposed "Digital Asset Market Clarity Act" will not save the U.S. Treasury bond market. While some proponents believe the legislation would enable stablecoins to boost demand for U.S. debt, investment manager Lawrence Lepard argues this is a misconception. He notes the total market cap of stablecoins (primarily backed by Treasuries held by firms like Circle and Tether) is around $255 billion and has stabilized, which is insufficient against the trillions in debt the Treasury must refinance annually. He estimates stablecoins would cover only about 3% of the needed funding. Most analysts agree clear regulations would increase stablecoin demand, but Lepard contends expecting it to significantly offset declining foreign investor demand—down from 57% post-financial crisis to 32% in 2025—is unrealistic. However, figures like Coinbase's Fariar Shizarad stress that dollar-pegged stablecoins could convert global digital dollar demand into Treasury demand, which is needed across the yield curve.

cryptonews.ru08/24 07:40

"Transparency" Act Will Not Save U.S. Treasury Market, Analyst Warns

cryptonews.ru08/24 07:40

After Bitcoin's Sharp Surge to $79,300, Growth Potential Not Exhausted

The price of Bitcoin surged over 22% since Monday, reaching a local peak of $79,319 before correcting to around $77,000. This rally added over $450 billion to the total cryptocurrency market capitalization on August 21, with a $480 billion increase over five days to a peak of $2.66 trillion. The uptrend was fueled by a short squeeze, where rising prices forced short sellers to cover their positions, amplifying buying pressure. Critically, demand for Bitcoin has turned positive for the first time since its all-time high in October 2025, both in spot and perpetual futures markets, according to CryptoQuant's CEO. Analysts note that Bitcoin's breakout above the key resistance level of $75,733, indicated by its URPD metric, suggests further growth potential. The next significant liquidity and resistance zone is identified between $83,307 and $84,569. Sustained demand could push Bitcoin another 8.67% to 10.31% higher toward this range.

cryptonews.ru08/21 19:19

After Bitcoin's Sharp Surge to $79,300, Growth Potential Not Exhausted

cryptonews.ru08/21 19:19

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