# Supply Related Articles

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

After ZEC Surged into Top Ten, All Old Grudges Resurfaced

Following ZEC's price surge of over 150% to above $1,200, propelling it into the top 10 cryptocurrencies by market cap, several longstanding criticisms of the Zcash project have resurfaced. Critics point to four main issues: 1) A controversial 20% block reward allocation, initially a "Founder's Reward" and later a "Development Fund," which continues to divert new coins from miners. 2) Its "opt-in" privacy model, where shielded transactions are not the default, creating a gap between its privacy potential and typical usage. 3) Governance instability, highlighted by the 2026 collective departure of the core Electric Coin Company development team due to clashes with the governing Bootstrap board. 4) A critical security vulnerability discovered in May 2026 within the Orchard shielded pool's zk-SNARK circuit, which, while patched, raised unprovable doubts about potential past exploitation and the integrity of ZEC's 21 million supply cap. The price rally has intensified a fundamental debate between bulls and bears. Bulls cite positive regulatory developments, such as the SEC closing its investigation, and significant market potential relative to Bitcoin. Bears, including prominent figures who have publicly shorted ZEC, argue the rise is purely narrative-driven and that the project's foundational flaws make it unworthy of its current valuation. The article concludes that ZEC's recent re-pricing has not resolved its historical controversies, and the true test will be whether its price can be sustained once current market pressures subside, determining if the influx of capital is betting on a genuine future for privacy assets or merely a reheated old story.

marsbitYesterday 04:01

After ZEC Surged into Top Ten, All Old Grudges Resurfaced

marsbitYesterday 04:01

Report on XRP by One of the Most Authoritative Companies: 'The Most Misunderstood Altcoin'

21Shares, a prominent crypto asset management firm, published a report describing XRP as potentially one of the most misunderstood cryptocurrencies. It challenges the widespread perception that Ripple controls the XRP Ledger (XRPL), highlighting that XRPL is an open, decentralized blockchain network. The report notes that XRP was launched in 2012 with the core purpose of enabling fast, low-cost, and reliable value transfer, settling transactions in 3-5 seconds for an average fee of $0.0002. All 100 billion XRP were created at launch, with no new supply possible. The total supply is deflationary, as a small amount of XRP is burned with each transaction—over 14 million have been destroyed to date. 21Shares clarifies the distinction between XRP, XRPL, and Ripple. Ripple is a private tech company developing payment infrastructure on XRPL but reportedly controls only 1 of 35 validators in the default Unique Node List. The ecosystem includes various independent validators and developers. Initially, 80 billion XRP were allocated to Ripple to foster ecosystem growth. In 2017, Ripple placed 55 billion into escrow, with approximately 34 billion remaining, released according to a public schedule. The primary use case for XRP is as a bridge asset for cross-border payments, utilized by companies like SBI Holdings and Tranglo. However, XRPL's ecosystem has expanded to include a native decentralized exchange, token issuance, stablecoins (like Ripple's RLUSD at ~$1.6B), and tokenized real-world assets (totaling ~$4B). While assets on XRPL don't have to trade directly in XRP, every network transaction requires a fee paid and burned in XRP. The report concludes by contrasting XRP with Bitcoin: Bitcoin is a digital store of value, while XRP aims to integrate into the existing financial system's money transfer infrastructure, a crucial distinction for investor understanding.

cryptonews.ru09/09 10:41

Report on XRP by One of the Most Authoritative Companies: 'The Most Misunderstood Altcoin'

cryptonews.ru09/09 10:41

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.ru09/09 08:57

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

cryptonews.ru09/09 08:57

Attention: This Week 14 Altcoins Will Receive a Significant Number of New Tokens! Here's the List by Day and Hour

This week, significant token unlocks are scheduled for 14 altcoins, which could impact their market dynamics. The unlocks occur daily from September 8 to September 13, 2026 (UTC+3). Notable unlocks include: - **Stable (Stable)**: $24.90M (3.41% of market cap) on September 8. - **NAME**: A substantial $55.67M unlock, representing 74.54% of its market cap, on September 9. - **Aptos (APT)**: $7.03M (1.32% of market cap) on September 12. - **Pump.fun (PUMP)**: $34.68M (2.27% of market cap) on September 12. - **Unitas Labs (UP)**: $11.78M (18.62% of market cap) on September 13. Other projects with unlocks exceeding 5% of their market capitalization are DappOS (DOS), Holoworld AI (HOLO), and Nereus Token (NRS), the latter having an unlock worth 31.04% of its market value. This information comes amid a volatile week for crypto, with Bitcoin trading around $79,716. The article states this is not investment advice.

cryptonews.ru09/06 20:06

Attention: This Week 14 Altcoins Will Receive a Significant Number of New Tokens! Here's the List by Day and Hour

cryptonews.ru09/06 20:06

Incredible token burning activity has begun on one of the altcoins! Over $1 million worth of tokens burned daily

Daily burn of Uniswap's $UNI tokens surpassed $1 million for the first time, driven by a significant surge in trading activity on the Robinhood Chain. On September 4, a total of 184,000 $UNI tokens were permanently removed from circulation, valued at $1.15 million, marking the second-largest single-day burn in the token's history. Data indicates that the majority of the burned $UNI, approximately 150,000 tokens, originated from the Robinhood Chain network, making it the primary source for that day's burn activity. This was fueled by a sharp increase in trading volume on Robinhood Chain's decentralized exchange (DEX), which saw its daily volume exceed $3 billion for the first time, with Uniswap accounting for 98% of the total. Robinhood Chain has recently gained attention for its high activity, particularly within the memecoin market.

cryptonews.ru09/05 14:01

Incredible token burning activity has begun on one of the altcoins! Over $1 million worth of tokens burned daily

cryptonews.ru09/05 14:01

An Important Signal of Change in Bitcoin: Renowned Analyst Willy Woo Shares a New Scenario, Pointing to Prospects for the Next 6-8 Years!

After a recent pullback to $77,000, prominent blockchain analyst Willy Woo suggests Bitcoin's traditional four-year market cycle, driven by halving events, may be changing. Woo argues that as the annual new supply of Bitcoin relative to its total supply shrinks (potentially from ~0.8% to ~0.4%), the price impact of post-halving supply shocks will diminish. Consequently, future Bitcoin cycles could shift from the four-year halving schedule to longer 6-8 year cycles, aligning more with short-term debt cycles seen in traditional finance. The analyst's core thesis is that with waning supply-side influence, Bitcoin's price may become increasingly sensitive to macroeconomic factors like liquidity conditions, interest rates, and credit cycles, playing a larger role in future market movements than the halving mechanism itself.

cryptonews.ru09/03 13:21

An Important Signal of Change in Bitcoin: Renowned Analyst Willy Woo Shares a New Scenario, Pointing to Prospects for the Next 6-8 Years!

cryptonews.ru09/03 13:21

Why Bitcoin's Rally Halted: Glassnode's Analysis of the Liquidity Trap

Bitcoin's rally, sparked by a major short squeeze on August 19, stalled at the $83,000–$86,000 resistance zone before pulling back to $76,000. This halt occurred alongside a renewed rise in U.S. Treasury yields, as reported by Glassnode. The market cleared significant short leverage during the squeeze, but the upward momentum encountered heavy selling pressure above $80,000. Price is now caught between key levels: substantial long liquidation clusters below ($60k–$63k) and untouched short liquidation clusters above ($83k–$86k). Furthermore, the supply in profit has increased since May, creating a larger pool of potential sellers near previous highs. Despite continued capital inflows into U.S. spot Bitcoin ETFs, secondary trading volume remains subdued. The macro backdrop tightened rapidly as 10-year Treasury yields rebounded to 4.8%, reasserting downward pressure. Options market activity shows short-term excitement cooling post-squeeze, though structural demand for longer-term options persists. A significant quarter-end options expiration worth ~$14 billion is due on September 25. Notably, the Fed's policy decision on September 16, just days before this expiration, could sharply shift bond yield trajectories. The convergence of these two volatility catalysts within one week presents a rare challenge for market positioning.

cryptonews.ru09/03 06:11

Why Bitcoin's Rally Halted: Glassnode's Analysis of the Liquidity Trap

cryptonews.ru09/03 06:11

Altcoins Worth $1.535 Billion to Be Unlocked on the Cryptocurrency Market Next Month! Here Are These Altcoins

Next month, more than $1.535 billion worth of cryptocurrency tokens are scheduled to be unlocked, according to data from Tokenomist. This significant supply event could create selling pressure on certain crypto assets as new tokens enter circulation. Key one-time unlocks exceeding $10 million include HYPE, XPL, ENA, ZRO, H, CARDS, and ARB. These large releases can rapidly introduce previously non-circulating tokens to the market. Additionally, linear unlocks (gradual releases) with monthly values over $10 million involve tokens like RAIN, SOL, CC, TRUMP, ZEC, ASTER, WLD, MORPHO, PUMP, TAO, AVAX, and NEAR. While unlocking increases a project's circulating supply and may exert downward price pressure if investors sell, it does not guarantee automatic selling. Unlocked assets may be held or used for other purposes by project teams and investors. The actual price impact will depend on how many tokens are sold. Market participants will monitor trading volumes, token prices, and supply dynamics following these unlocks. The substantial total value suggests a potentially dynamic period for token supply, with particular attention on large one-time unlocks for their more immediate supply impact. *This is not investment advice.

cryptonews.ru09/02 11:06

Altcoins Worth $1.535 Billion to Be Unlocked on the Cryptocurrency Market Next Month! Here Are These Altcoins

cryptonews.ru09/02 11:06

Meme from a Macro-Cycle Perspective: Similarities and Differences with Previous Rounds

From a macro-cycle perspective on meme coins, this article analyzes their evolving role across three crypto bull markets (2016-2018, 2020-2022, 2023-2025). It observes that meme presence and influence have grown significantly, becoming a central narrative in the most recent cycle. The author posits a binary classification for crypto assets: 'business/production' assets (valued for fundamentals like PMF, revenue) and 'meme' assets (valued primarily for social consensus and narrative strength). The core thesis is that the prominence of memes in any cycle is inversely related to the supply and quality of compelling business-model narratives; when the latter is weak, speculative capital flows into meme assets. The current cycle is seen as similar to the last, with a continued scarcity of strong business narratives (e.g., RWA). However, new challenges exist: a highly industrialized, near-infinite supply of new meme coins and a more fragile, short-term oriented investor base from previous cycles, making consistent outperformance harder. A new 'stock meme' narrative on Robinhood (e.g., AI/Artificial Inu paired with NVDA stock) is examined but deemed fragile due to reliance on temporary arbitrage inefficiencies. Finally, the article outlines the profile of a successful meme speculator: high energy, narrative sensitivity, constant on-chain engagement, part of a tight-knit information circle, and a systematic, adaptable framework. It contrasts this with a value investor's temperament, concluding that success in either field requires playing to one's innate strengths and avoiding incompatible strategies.

marsbit09/02 08:26

Meme from a Macro-Cycle Perspective: Similarities and Differences with Previous Rounds

marsbit09/02 08:26

Saying Goodbye to "Shitcoins": The Crypto Industry Embarks on a Wave of Tokenomics Reform

**Summary:** The crypto industry is undergoing a significant shift away from "airdrop tokens" with weak fundamentals, as projects reform their tokenomics to establish direct links between protocol revenue and token value. Key trends include reducing inflation, implementing buyback-and-burn mechanisms, optimizing vesting schedules, and redesigning staking rewards to be backed by real income rather than token issuance. A PANews analysis highlights 15 major projects—including Solana, NEAR, Aptos, Ethena, and SushiSwap—leading this charge. Their reforms converge on four main strategies: public chains are capping supply and ending inflationary subsidies; application-layer protocols are channeling platform fees or off-chain revenue into buybacks; projects are restructuring token unlocks to mitigate sell pressure; and staking systems are being overhauled to derive rewards from actual protocol earnings. This year, crypto project buybacks have surged to nearly $640 million, heavily driven by top protocols like Hyperliquid and pump.fun. However, the article cautions that buybacks alone are not a guarantee of price appreciation, as seen with tokens like Chainlink and Jupiter, which fell despite repurchase programs. True value creation depends on sustainable organic growth and revenue, not just supply reduction. The core challenge remains: whether token price increases stem from genuine economic expansion or merely from artificial scarcity.

marsbit09/02 08:11

Saying Goodbye to "Shitcoins": The Crypto Industry Embarks on a Wave of Tokenomics Reform