7*24

Hot topic

Market

Activities

On June 17, CNBC reported that renowned investor Jim Cramer stated that the driving force behind the continuous rise in SpaceX's stock price is not its current profitability, but rather the market's b

Investors Buy Not Profit, But Elon Musk in SpaceX

2026 World Cup Posting Challenge on HTX Square

Bitcoin Decouples From Global M2 Liquidity As Money Supply Hits Record High Global M2 liquidity reportedly crossed $135 trillion in June 2026. Bitcoin is trading far below its prior peak, creating a v

Bitcoin Decouples From Global M2 Liquidity As Money Supply Hits Record High
Global M2 liquidity reportedly crossed $135 trillion in June 2026.
Bitcoin is trading far below its prior peak, creating a visible divergence from liquidity expansion models.
Some analysts see a delayed catch-up rally, while others argue the relationship has structurally changed.
Past correlation between money supply and BTC price is not a guarantee of future performance.
Bitcoin is again testing one of crypto macro’s favorite assumptions: that rising global liquidity eventually pulls BTC higher. According to the June 16 writing handoff, global M2 liquidity has crossed a record $135 trillion, while Bitcoin remains far below its October 2025 peak and trades near the mid-$60,000 area.

That divergence is attracting attention because Bitcoin has often moved with global liquidity across prior cycles. When money supply expands, risk appetite and asset prices tend to improve. But this time, the relationship appears less direct.

The Catch-Up Rally Argument
The bullish interpretation is simple. Bitcoin is lagging, not breaking. Under that view, liquidity is still a powerful force, but it takes time to move from central banks and banking systems into risk assets. If the old relationship holds, BTC may eventually catch up as capital rotates from cash, bonds, and large-cap equities into higher-beta assets.

That argument has worked in parts of previous cycles. Bitcoin often looks disconnected until liquidity reaches the parts of the market willing to take more risk. Traders who follow global M2 models therefore see the current gap as a potential setup rather than a warning.

HTX  Creation Challenge — Post and Win 1,500U 💥

Bitcoin Decouples From Global M2 Liquidity As Mone

KERNEL breaks higher as momentum builds 🚨 Entry: 0.052 🔥 Target: 0.0555 🚀 Stop Loss: 0.0434 🛑 The tape is showing a clean short-term impulse, with traders focusing on pullback entries near the current

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX Challenge1$ Margin TradeBitcoin miners' AI pivot faces $50 billion reality check, says VanEck Summary Bitcoin miners pivoti

World Cup Predictions: 100,000 USDT Daily

BTC Prophet: 20-Day 380 Million HTX Challenge

Bitcoin miners' AI pivot faces $50 billion reality check, says VanEck


Summary

Bitcoin miners pivoting to AI infrastructure face a roughly $50 billion near-term funding gap and as much as $221 billion in long-term capital needs, according to a new VanEck report.

VanEck says investors are shifting focus from splashy AI contract announcements to whether miners can actually finance, build and operate data centers, with only about a quarter of leased AI and HPC capacity currently delivered.

The firm expects valuations to hinge on energized power and tenant quality, favoring miners with investment-grade hyperscaler clients and warning that companies missing construction milestones could face lasting valuation hits.

Bitcoin miners that have spent the past two years reinventing themselves as AI infrastructure providers may be entering a more difficult phase of their transformation: proving they can actually deliver.

In a new report, VanEck argued that the market is beginning to move beyond the excitement surrounding AI-related contract announcements and toward a more fundamental question of whether miners can build and finance the massive data center projects needed to serve AI customers.

The asset manager estimates that the sector faces a combined near-term funding gap of roughly $50 billion, with long-term capital needs of about $221 billion if current development plans proceed.

"Execution, not signing, becomes the next premium," said VanEck investment analyst Griffin MacMaster and head of digital asset research, Matthew Sigel, noting that the industry has so far delivered only about 25% of the AI and high-performance computing (HPC) capacity it has leased to customers. Companies that miss construction milestones risk "structural de-ratings" from investors.

The report comes amid a dramatic shift in the bitcoin mining industry. Following the collapse in mini

Bitcoin miners' AI pivot faces $50 billion reality

HTXCommunity4thAnniversary

Bittensor (TAO) Slips 7% Daily, Yet a Price Explosion May Come Next 🚀 **Bittensor (TAO) Experiences a 7% Decline:** Despite a general rise in leading altcoins, TAO has dropped to around $268, raising 

Kingboard Holdings Ltd. (HK:0148), one of China's leading circuit board and laminate manufacturers, announced on Wednesday that its subsidiary, Kingboard Laminates Holdings Ltd. (HK:1888), has entered

Kingboard Holdings Shares Surge After HK$11.77 Billion Block Trade to Expand PCB and AI Supply Chain

TradFi Trading Strategies Sharing Challenge

On June 17, according to SentimenTrader statistics, crude oil prices have dropped a cumulative 10.31% over the past five trading days, while the long-term U.S. Treasury bond ETF TLT has risen by 1.30%

Oil Prices Plunge Over 10% in Five Days; Historical Data Suggests Strong Subsequent Performance for 

$OG Building a Base Below Major Resistance Trade Setup (Long Bias) Entry: 0.299 – 0.302 SL: 0.294 TP1: 0.310 TP2: 0.320 TP3: 0.328 OG is consolidating near support after a pullback and showing signs o

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX ChallengeHTXCommunity4thAnniversary🪙 $DOT — Polkadot Polkadot remains one of the most important interoperability-focused bl

🪙 $DOT — Polkadot

Polkadot remains one of the most important interoperability-focused blockchain projects in the cryptocurrency market. The network was designed to connect multiple blockchains, allowing them to communicate and share information efficiently. Recent market activity shows DOT trading in a consolidation range while investors monitor ecosystem development and adoption.

The parachain ecosystem continues supporting innovation across decentralized finance, gaming, and blockchain infrastructure projects. Developers remain attracted to Polkadot's cross-chain capabilities and flexible architecture. Long-term supporters believe interoperability will become increasingly important as blockchain adoption expands globally.

While short-term price action remains dependent on broader crypto market conditions, DOT continues maintaining a loyal community and strong developer activity. Investors remain focused on future ecosystem upgrades and network growth.

Overall sentiment remains neutral with positive long-term expectations due to Polkadot's unique blockchain connectivity vision.

📊 Price Prediction

Short-term: $4 – $7

Mid-term: $8 – $12

Bull cycle: $18+

🪙 

🪙 $DOT — Polkadot Polkadot remains one of the mo

Last week in Bitcoin: - US–Iran Hormuz deal triggers Bitcoin's best day in two weeks. - Bitcoin ETF inflows return: $85.8M net on June 15. - Bitcoin mining difficulty drops 10% in second-largest negat

1$ Margin Trade

DYDX showing low-cap short liquidation spike Fast reaction move on thin liquidity $DYDX {future}(DYDXUSDT) 🟢 LIQUIDITY ZONE HIT 🟢 Short liquidation spotted 🧨 $1.1417K cleared at $0.1227 Upside liquidity swept — watch reaction 👀 🎯 TP Targets: TP1: ~$0.1245 TP2: ~$0.1260 TP3: ~$0.1285 #DYDX

DYDX showing low-cap short liquidation spike Fast reaction move on thin liquidity $DYDX {future}(DYDXUSDT) 🟢 LIQUIDITY ZONE HIT 🟢 Short liquidation spotted 🧨 $1.1417K cleared at $0.1227 Upside liquidity swept — watch reaction 👀 🎯 TP Targets: TP1: ~$0.1245 TP2: ~$0.1260 TP3: ~$0.1285 #DYDX

Internet-Famous Institution Battles White-Haired Stock God: What Does the Report That Crashed CPO Stocks Actually Recommend?

The Most Powerful Fable 5 Transcends Mythical Moments, but AI Has Learned to Fight Itself

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

Maelstrom’s Bitcoin Grants Hit 20 Months — 5 Developers, 4 Active, Here’s What They’ve Accomplished

TON Revives the Gram Brand, a Name That Disappeared Six Years Ago Returns

The Largest IPO in History Ignites Heated Debate: Is SpaceX Worth $1.77 Trillion?

Top Crypto Coins With Real Use Cases To Watch in June 2026: NEAR, HYPE, Humanity Protocol, and BlockDAG Compared

Sequoia Dialogue with Jensen Huang: Computing Model Undergoes a 60-Year Transformation; You Won't Be Replaced by AI, But You Will Be Dimensionality-Reduced by 'Those Who Master AI'

The Recursive AI Anthropic Warned About: Tian Yuandong's New Company Has Just Taken the "First Step"

"Agents' Last Exam", Claude Fable 5 Actually Loses to GPT 5.5

Tutti i commenti0RecentePopolare

Temi di tendenza