# Investors Related Articles

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

Fixed Supply + Institutional Frenzy, After Bitcoin's 50% Plunge, Will It Replicate Gold's 'Explosive' Run from 20 Years Ago?

"Fixed Supply & Institutional Craze: Bitcoin's Potential to Mirror Gold's 'Explosive' Price Rally of Two Decades Ago After a 50% Crash?" Despite a challenging period in 2026 where Bitcoin fell over 50% from its late 2025 peak above $126,000, analysts see potential for a turnaround, drawing parallels to gold's performance after the launch of its ETFs. Bloomberg Intelligence senior ETF analyst Eric Balchunas suggests Bitcoin ETFs could follow a "roadmap" similar to gold ETFs over the past 22 years. Since their 2004 debut, gold ETFs have seen dramatic surges, painful drawdowns, and recoveries, ultimately driving gold's market capitalization near $28 trillion. Both assets are non-yielding stores of value driven purely by investor sentiment. Spot Bitcoin ETFs, launched in early 2024, rapidly became among the fastest-growing ETFs ever, marking Bitcoin's move into mainstream finance. However, this also introduced significant volatility, with concerns about potential large-scale ETF outflows interrupting rebounds. For instance, BlackRock's IBIT, a leading Bitcoin ETF, has sold nearly 100,000 Bitcoin recently to meet redemptions, though it still holds over 733,000. The core parallel lies in fixed supply meeting surging, albeit fickle, institutional demand. Balchunas notes that both gold and Bitcoin experienced explosive price moves when demand concentrated, but such demand often comes in waves. Industry observers believe Bitcoin's "digital gold" narrative, bolstered by halving cycles and growing institutional adoption through ETFs, supports long-term bullish prospects. While the path will be volatile, if Bitcoin captures even a fraction of gold's role as a store of value, its upside potential remains substantial.

marsbit07/21 10:26

Fixed Supply + Institutional Frenzy, After Bitcoin's 50% Plunge, Will It Replicate Gold's 'Explosive' Run from 20 Years Ago?

marsbit07/21 10:26

Bitcoin spot demand weakens as new capital hesitates despite ETF inflows

Bitcoin remains unable to decisively break above the $65k-$67k local supply zone despite a recent positive turnaround in spot Bitcoin ETF inflows since mid-July. Analyst data shows a significant drop-off in 30-day Bitcoin spot demand, deteriorating from -80k BTC to -170k BTC. While short-covering in derivatives and reduced sell pressure from short-term holders have provided stability, key indicators suggest this is stabilization, not a bullish reversal. The Bitcoin New Investors metric, while increased, remains near yearly lows at 8.1, indicating insufficient new capital strength. Furthermore, the short-term holder spent output profit ratio (STH SOPR) remains below 1.0, meaning these holders are on average realizing losses, a sign bearish sentiment persists. The overall conclusion is that the market lacks the momentum from new capital and positive short-term holder sentiment required for a sustained bullish trend reversal.

ambcrypto07/20 19:02

Bitcoin spot demand weakens as new capital hesitates despite ETF inflows

ambcrypto07/20 19:02

Investors Walked 20,000 Steps in Shanghai

Investors logged over 20,000 steps at the Shanghai event as the 2026 World Artificial Intelligence Conference (WAIC) witnessed unprecedented crowds, a record exhibition space exceeding 100,000 square meters, and over 300 global product debuts. The intense FOMO (fear of missing out) among AI investors was palpable, with tickets being scalped at high prices. The conference highlighted a decisive shift from comparing technical parameters to demonstrating real-world applications and commercial deployment. The vast exhibition, spanning four venues, featured specialized zones for industry applications (H1), foundational computing power (H2), robotics (H3), and startups (H4). The robotics hall (H3) was the most popular, packed with over 200 companies showcasing embodied AI and prototypes, including humanoid robots capable of performing industrial tasks. Investors were omnipresent and exceptionally busy, shuttling between meetings, panels, and networking events organized by leading VC firms. The startup zone hosted over 160 young companies, with many investors hoping to spot the next unicorn. This frenzy mirrors the explosive investment in China's AI sector. In H1 2026 alone, the embodied intelligence segment raised over 90 billion yuan, a fivefold year-on-year increase. The broader AI sector attracted over 300 billion yuan in funding, accounting for half of the total venture capital invested in the period. A wave of companies have reached "unicorn" status with valuations exceeding $10 billion, and at least 20 embodied AI firms are now planning IPOs. Market leaders like Zhipu AI and DeepSeek have reached valuations in the hundreds of billions, with industry insiders predicting the imminent emergence of trillion-yuan AI giants in China. Investors are actively scouting the conference to map out and fund the next decade of technological evolution.

marsbit07/19 07:27

Investors Walked 20,000 Steps in Shanghai

marsbit07/19 07:27

Ethereum Rebound Stalls As Policy Uncertainty Cools ETF Excitement

Ethereum's recent price rebound has stalled, as initial excitement over potential spot ETF approval clashes with ongoing regulatory uncertainty and a cooling overall risk appetite in crypto markets. While ETH's narrative as a gateway for broader institutional access remains strong, traders are now demanding tangible evidence of real demand and strong fund flows, rather than acting on optimism alone. The article highlights that Ethereum's case is more complex than Bitcoin's, encompassing roles as a smart-contract platform, DeFi base, and staking network. This complexity presents both more adoption routes and more regulatory questions. The current price weakness reflects this multifaceted position. Although spot ETFs could significantly reduce friction for institutional investors, the market has likely front-run the initial optimism, leading to a stall as tougher questions about flow strength and issuer dominance arise. Furthermore, unresolved U.S. policy debates around staking, DeFi, and digital asset regulations continue to create a headwind, potentially causing investors to delay allocations despite a positive long-term thesis. This uncertainty can dampen price action and derivatives trading. Despite the weak price chart, Ethereum's fundamental base in stablecoins, DeFi, tokenization, and Layer-2 networks remains robust. The key for a turnaround will be whether ETH can hold technical support levels and show concrete signs of sustained spot demand and ETF-related inflows in the coming sessions. The market is testing Ethereum's resilience, waiting for belief to translate into actionable demand at current prices.

bitcoinist07/18 01:41

Ethereum Rebound Stalls As Policy Uncertainty Cools ETF Excitement

bitcoinist07/18 01:41

CRCL rebounds as investors weigh OUSD competition and Coinbase talks

Circle's (CRCL) stock price is recovering near the $65 level, having gained nearly 4% in the current session. This rebound comes as investors evaluate several key factors. These include regulatory progress for its USDC stablecoin, increasing competitive pressures, and challenges to its distribution model. Despite the recent gain, 2026 has been difficult for the company, with the stock down approximately 21% from its earlier peaks above $130 earlier in the year.

ambcrypto07/16 15:14

CRCL rebounds as investors weigh OUSD competition and Coinbase talks

ambcrypto07/16 15:14

Bitcoin holders ‘will regret not selling above $60K,’ Peter Schiff warns

Peter Schiff, a well-known Bitcoin critic, warns that Bitcoin holders will regret not selling above $60,000, predicting potential heavy losses. He states he would not buy BTC even at a 3x price drop to $20K, calling it "way too much to pay for nothing." The article notes Bitcoin's recent 11% bounce in July to near $65K, driven by softer CPI data, but analysts express caution. They point to fragile macro conditions, including U.S.-Iran tensions, a lack of Bitcoin-specific demand (with ETF outflows and negative Coinbase premium), and stalled regulatory progress like the CLARITY Act. Analysts from Bitfinex and QCP Capital describe the rally as "borrowed strength" without solid institutional support. QCP's base case projects a range-bound BTC between $60K and $75K, with key resistance at $65K-$67K and the 200-day MA ($73.4K). A break below support could see a dip to $55K-$58K. The overall view is cautious, citing misalignment of macro, regulatory, and ETF demand factors for sustained bullish momentum.

ambcrypto07/16 08:47

Bitcoin holders ‘will regret not selling above $60K,’ Peter Schiff warns

ambcrypto07/16 08:47

Ondo joins DTCC tokenization initiative, but price breakout remains unconfirmed

Ondo Finance announced the launch of the first tokenized stock representations backed by DTC tokenized entitlements, joining major institutions like BlackRock and Goldman Sachs in a significant DTCC initiative. This news boosted the price of its ONDO token by 5.6%, with a 51.7% increase in trading volume. However, technical analysis suggests a cautious outlook. The altcoin remains in a long-term bearish structure and is consolidating within a descending triangle pattern, with resistance near $0.336. Key indicators like the CMF and OBV do not yet show consistent buying pressure. Traders are advised to wait for a confirmed bullish breakout above key resistance levels at $0.372 and $0.394 before considering long positions, as the current setup carries risk despite the positive news.

ambcrypto07/16 03:02

Ondo joins DTCC tokenization initiative, but price breakout remains unconfirmed

ambcrypto07/16 03:02

Pump.fun Unlocks $86.49 Million in PUMP Tokens as Three-Year Vesting Begins

Pump.fun has initiated the first unlock of its PUMP tokens following the expiration of a one-year lock-up period for team and investor allocations. According to analysis by EmberCN, a total of 57.279 billion PUMP tokens, valued at approximately $86.49 million, were distributed to 121 separate wallets. This event marks the beginning of a scheduled three-year vesting period. The distribution process is designed to gradually release tokens over several years, a method intended to prevent a sudden, large increase in circulating supply. The one-year lock-up that preceded this unlock prevented any team or investor tokens from entering the market until now. Market participants are monitoring this and future unlock events as they proceed according to the project's established token distribution timeline.

TheNewsCrypto07/15 07:32

Pump.fun Unlocks $86.49 Million in PUMP Tokens as Three-Year Vesting Begins

TheNewsCrypto07/15 07:32

SEC Retail Fraud Group Puts Digital Asset Promotions Under A Sharper Consumer Lens

The SEC has formed a new Retail Fraud Working Group, signaling heightened scrutiny of digital asset promotions and scams targeting retail investors. This move underscores that the agency's crypto enforcement extends beyond major exchange cases to include clearer-cut fraud involving misleading claims, hidden risks, and microcap schemes. While the group's actions are unlikely to reshape ETF flows or DeFi architecture, they are expected to influence how crypto projects market themselves and how platforms handle consumer-facing offers. For the market, this development serves as a reminder to distinguish confirmed regulatory steps from speculation, focusing on follow-through actions rather than treating isolated headlines as definitive market signals.

bitcoinist07/08 21:35

SEC Retail Fraud Group Puts Digital Asset Promotions Under A Sharper Consumer Lens

bitcoinist07/08 21:35

HKEX Welcomes Its Largest IPO of the Day

Today (July 8th), Momenta successfully listed on the Hong Kong Stock Exchange, becoming the "first Physical AI stock." The company, founded in 2016 by Tsinghua University alumnus Cao Xudong, focuses on autonomous driving as an entry point into Physical AI research. Momenta's IPO price was HK$295.6 per share. With a market cap exceeding HK$70 billion post-listing, it was the largest among the five companies debuting that day. The offering raised approximately HK$6.8 billion and attracted a "star-studded" lineup of 14 cornerstone investors, including top-tier international funds, leading strategic industrial investors like Mercedes-Benz and BYD, and major Chinese financial institutions. The company has pioneered a "flywheel" strategy, integrating mass-produced advanced driver-assistance systems (ADAS) with its full-self-driving (L4) development. Data from over 1 million vehicles equipped with its systems fuels its AI models, enabling continuous improvement. This massive real-world data scale is a core competitive advantage. In April, Momenta launched its self-developed R7 World Model for mass production, a foundational model designed to understand and predict physical world dynamics. The company positions itself not just as an automotive tech supplier, but as a platform-level Physical AI company. Its technology platform has the potential to expand beyond autonomous vehicles into areas like logistics and embodied AI. Financially, Momenta's revenue grew from RMB 743 million in 2023 to RMB 2.413 billion in 2025, with licensing income surging 42-fold during this period. While still reporting adjusted losses, it is nearing breakeven. The company boasts partnerships with 24 global automakers, including 9 of the world's top 10, and holds a 65% market share in China's third-party urban NOA segment. The listing marks a significant moment for Physical AI in global capital markets, reflecting strong investor confidence in Momenta's unique technology path and commercial execution.

marsbit07/08 03:10

HKEX Welcomes Its Largest IPO of the Day

marsbit07/08 03:10

活动图片