# Stablecoins Related Articles

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

Matrixport Research: Bitcoin Falls into Bear Market Territory, Could a Weakening Dollar Become the Next Support?

After a recent correction, Bitcoin's price structure has weakened further, trading below the 21-week moving average—a technical signal of a bear market. Historically, Bitcoin tends to face downward pressure during U.S. mid-term election years and within its typical four-year cycle. However, with a weaker U.S. dollar and ongoing reflation narrative, risk assets may still find support. The October 10 flash crash marked a turning point, widening cross-asset pricing gaps and reducing short-term liquidity. Realized losses were largely concentrated among speculative retail investors, particularly on platforms like Hyperliquid, rather than institutional players. Macro conditions show dollar weakness, which has historically supported Bitcoin, and Trump's tolerance for a weaker dollar may sustain reflation trades. Yet, risk appetite is cooling: stablecoin supply growth has slowed, and retail interest remains low. Quantum computing concerns continue to weigh on Bitcoin's safe-haven narrative. While the dollar's 14-year uptrend has broken—a potential long-term support for Bitcoin—the current price structure remains weak, with rebounds often sold. The outlook is cautiously constructive but awaits stronger technical and capital flow signals before turning bullish.

marsbit02/01 11:18

Matrixport Research: Bitcoin Falls into Bear Market Territory, Could a Weakening Dollar Become the Next Support?

marsbit02/01 11:18

Stablecoins Are Becoming a Bank Run Risk — and Banks Know It

Stablecoins, initially designed as digital dollar equivalents, are now seen as a potential risk for bank runs, prompting regulatory and market responses. In Washington, policymakers are debating legislation that could restrict features like rewards to prevent stablecoins from becoming deposit alternatives, which banks fear could drain hundreds of billions from their funding base. Meanwhile, stablecoins are increasingly used as payment infrastructure, with major firms like Visa and Stripe integrating them into settlement systems. The core conflict revolves around whether stablecoins should remain payment tools or evolve into deposit-like products, balancing innovation against financial stability concerns. Global jurisdictions like the EU and Hong Kong are already implementing regulatory frameworks, increasing pressure on the U.S. to act.

ccn.com02/01 10:06

Stablecoins Are Becoming a Bank Run Risk — and Banks Know It

ccn.com02/01 10:06

Weekly Editor's Picks (0124-0130)

Weekly Editor's Picks (0124-0130) by Odaily Planet Daily features in-depth articles from the past week. Key topics include: - **Investing & Startups**: Analysis suggests the silver rally, driven by capital flight, monetary devaluation, and industrial demand, may continue. Silver is seen as having a "Bitcoin moment," transitioning from "poor man's gold" to an industrial necessity. Concerns about a potential COMEX silver delivery failure by March 2026 are highlighted. The tokenization logic of gold (e.g., XAUt) and on-chain silver trading on platforms like Hyperliquid are also discussed. - **Policy & Stablecoins**: The real competition in stablecoin issuance lies in compliance, liquidity, redemption efficiency, and bundled services, not just the technical ability to create a token. - **Ethereum & Scaling**: In an interview, Vitalik Buterin expressed concern about the gap between Ethereum's technical capabilities and its original purpose of building decentralized applications (DeSoc, smarter DAOs). He noted that SocialFi faces structural issues where financial incentives can overwhelm social ones. - **CeFi & DeFi**: A report on on-chain stock perpetual contracts details their mechanisms to handle unique market structures and their role in merging traditional finance with crypto. The Trump family's crypto ventures, which added $1.4 billion to their wealth, are also examined. - **Web3 & AI**: A contrarian view bets against AI's success, arguing that excess production could threaten established power structures, making hard assets a better investment. - **Weekly Recap**: Key events include Bitcoin's drop to ~$81,200, Trump's potential Fed chair nomination, and the US establishing clearer crypto regulations. Gold approached $5,600 and silver hit a record high of $117/oz.

marsbit01/31 04:20

Bank Of England Shares Stablecoin, Tokenization Plan For UK’s Digital Financial Future

The Bank of England (BoE) has announced plans to prioritize stablecoins, tokenization, and the Digital Securities Sandbox (DSS) in 2026 to shape the UK’s digital financial future. Executive director Sasha Mills stated that these innovations could modernize payments, improve efficiency, and benefit the real economy. The BoE, alongside the Financial Conduct Authority (FCA), aims to finalize regulations for systemic stablecoins by year-end, ensuring they meet standards equivalent to traditional money. The bank also proposed controversial ownership caps for stablecoins. Additionally, the BoE will provide policy clarity on tokenized collateral under existing regulations and develop a framework for assessing stablecoins within the DSS to support financial stability and international alignment.

bitcoinist01/30 15:03

Bank Of England Shares Stablecoin, Tokenization Plan For UK’s Digital Financial Future

bitcoinist01/30 15:03

Capital Rotation Intensifies As Bitcoin Lags Gold and US Equities

Capital rotation is intensifying as Bitcoin underperforms gold and U.S. equities, highlighting a growing divergence in global markets. While gold hits new highs and equities attract consistent inflows, Bitcoin shows signs of fatigue with weakening demand and reduced institutional participation. Key indicators, including a deeply negative Coinbase Premium Index, signal strong U.S. institutional selling and a phase of distribution rather than recovery. Additionally, stablecoin market capitalization has declined significantly, indicating capital is exiting the crypto ecosystem entirely. This reduction in liquidity limits Bitcoin’s upside potential, with near-term bias leaning bearish. Critical support levels to watch include $81,000, $70,000, and the 200-week moving average near $58,000. A sustained recovery would require prolonged consolidation and renewed capital inflows.

bitcoinist01/30 13:32

Capital Rotation Intensifies As Bitcoin Lags Gold and US Equities

bitcoinist01/30 13:32

BitMart Insights: January Crypto Market Review and Hotspot Analysis

BitMart Insights: January Crypto Market Review and Key Analysis In January, the Federal Reserve maintained interest rates, signaling cautious policy amid persistent inflation and resilient employment. U.S. stocks rose, driven by AI and earnings, but faced political and external risks. The crypto market saw mixed activity: total trading volume and market cap fluctuated, indicating ongoing uncertainty. New token launches were dominated by VC-backed projects like Brevis and Sentient, while meme coins lacked sustained momentum. BTC and ETH spot funds recorded net inflows of $2.23 billion and $500 million, respectively, reflecting renewed institutional interest. Stablecoin circulation dipped slightly, but emerging options like USD1 and USDE grew. Technically, BTC and ETH broke key support levels, suggesting short-term weakness, with critical supports at $84,000 and $2,623. SOL found support near $117 but remained under pressure. Key developments included World Liberty Trust’s application for a U.S. trust bank license to issue USD1 stable币, and progress on the CLARITY Act, which faces partisan challenges. X’s crackdown on InfoFi projects led to sector declines, highlighting shifts in platform incentives. The launch of ERC-8004 and integration with x402 protocols set the foundation for decentralized AI agent economies. Looking ahead, regulatory clarity, AI ecosystem growth, and USD1’s expansion will be critical areas in February.

marsbit01/30 11:58

BitMart Insights: January Crypto Market Review and Hotspot Analysis

marsbit01/30 11:58

What happened in crypto today? Trump shock, $1.7B liquidations & more…

President Trump's plan to nominate Kevin Warsh as the next Fed chair triggered significant market volatility, causing a nearly 10% drop in gold and dragging down the crypto market. Over $1.7 billion in positions were liquidated in 24 hours, affecting more than 270,000 traders, with leveraged long positions accounting for $1.6 billion in losses. Bitcoin briefly fell to $81,000, threatening its $80,000 support level, while Ethereum lost $2,800 and Solana dropped 10%. The overall crypto market cap declined by $200 billion, falling from $3.0 trillion to $2.8 trillion. Additionally, over $2 billion exited the stablecoin sector this week, reducing market liquidity. Institutional caution was evident as put options hedged against potential further declines, with some traders betting on Bitcoin falling to $78,000 or $75,000.

ambcrypto01/30 10:47

What happened in crypto today? Trump shock, $1.7B liquidations & more…

ambcrypto01/30 10:47

Russia’s Lower House Outlines Crypto Rules Debut In June, Activation By July 1, 2027

Russia is preparing to implement a comprehensive regulatory framework for cryptocurrencies, with legislation expected to be finalized by the end of June 2024. The new rules, set to take effect on July 1, 2027, will introduce penalties for illegal activities in the crypto market comparable to those for unlawful banking operations. The Central Bank classifies cryptocurrencies and stablecoins as currency values that can be traded but maintains a ban on their use as payment within Russia. Retail investors will be restricted to purchasing only the most liquid cryptocurrencies, such as Bitcoin and Ethereum, after passing a suitability test. All other digital assets will be reserved for qualified investors, who must also undergo mandatory risk assessment testing. Anonymous cryptocurrencies like Monero will be prohibited. The law will establish rules for issuance, mining, and circulation of digital assets, along with administrative and criminal penalties for violations.

bitcoinist01/30 08:02

Russia’s Lower House Outlines Crypto Rules Debut In June, Activation By July 1, 2027

bitcoinist01/30 08:02

Coinbase vs. Wall Street: Who Decides the Next Step of the U.S. Financial System?

Amidst the intensifying conflict between the crypto industry and traditional banking, Coinbase CEO Brian Armstrong is leading a high-stakes battle against Wall Street giants over the proposed Clarity Act. The core dispute centers around whether crypto platforms should be allowed to offer yield on stablecoin holdings—often around 3.5% annually—which banks argue functions similarly to interest-bearing deposits and threatens their deposit base. Armstrong contends that banks should either raise their own rates or enter the stablecoin market themselves, advocating for free-market competition. The clash escalated at Davos, where Armstrong faced direct confrontations with banking leaders like JPMorgan’s Jamie Dimon and Bank of America’s Brian Moynihan, who argued crypto firms offering bank-like services should face equivalent regulation. The legislative process has seen delays and intense lobbying, with banks warning of potential deposit outflows while Coinbase mobilizes significant political influence through super PACs and strategic advocacy. As the White House mediates discussions, the outcome of the Clarity Act could redefine the future of financial services, determining whether crypto platforms can operate as bank alternatives or be subjected to stricter banking regulations. Armstrong’s support is now seen as critical to any viable compromise.

marsbit01/30 07:23

Coinbase vs. Wall Street: Who Decides the Next Step of the U.S. Financial System?

marsbit01/30 07:23

Bitcoin Liquidity Remains Intact Despite Precious Metals Rally: Stablecoins Wait On The Sidelines

Despite Bitcoin struggling to regain the $88,000 level amid a rally in precious metals, on-chain analysis from CryptoQuant suggests capital is not exiting crypto for traditional safe havens like gold. Instead, liquidity is pausing, as indicated by the Stablecoin Supply Ratio (SSR), which currently sits at 12.57—down from recent highs—signaling significant latent buying power waiting on the sidelines. This implies investor caution rather than outright risk aversion. Bitcoin’s current weakness reflects hesitation, not abandonment, with key support around $86,000–$87,000. The market remains in consolidation, awaiting a catalyst for renewed bullish momentum.

bitcoinist01/30 07:02

Bitcoin Liquidity Remains Intact Despite Precious Metals Rally: Stablecoins Wait On The Sidelines