# 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.

Bitcoin’s 2025 recap – 3.3% more retail buys while whales stepped back

Bitcoin's 2025 holder dynamics revealed a notable shift: retail investors increased their holdings by 3.3% since July, while large wallets (holding 10–10,000 BTC) only grew by 0.36%. Retail buyers consistently purchased dips, whereas whales reduced exposure after price peaks. Despite Bitcoin flowing out of exchanges—indicating long-term holding—prices remained range-bound, suggesting a disconnect between supply and price. Stablecoin supply grew significantly in the second half of the year, indicating capital remained within crypto but on standby. Trading activity increasingly favored derivatives over spot markets, amplifying price volatility through leverage and forced liquidations, particularly during downside moves. The market demonstrated maturation, with patience and positioning outweighing narratives and headlines. While supply conditions tightened, price action remained subdued, reflecting a more stable but complex market structure heading into 2026.

ambcrypto12/31 09:05

Bitcoin’s 2025 recap – 3.3% more retail buys while whales stepped back

ambcrypto12/31 09:05

Zcash leads Q4 privacy rally – Analyst foresees ZEC at $1,000

Zcash (ZEC) led a significant rally in the privacy coin sector during Q4 2025, with gains exceeding 600%, while other privacy-focused cryptocurrencies like Dash and Monero also saw substantial increases. According to Grayscale, privacy coins dominated both market performance and social engagement, driven by strong narrative momentum and increased network usage. Despite high volatility—ZEC surged over 1000% in October before retracing—it remained a top performer. A pseudonymous analyst, Anonymist, projected that ZEC could reach $1,000 due to a potential supply squeeze, noting that a significant portion of its circulating supply is shielded and illiquid. However, market sentiment remains mixed, with a notable portion of traders shorting ZEC. Accumulation in spot markets may support further recovery.

ambcrypto12/31 06:03

Zcash leads Q4 privacy rally – Analyst foresees ZEC at $1,000

ambcrypto12/31 06:03

End Of Bitcoin Distribution? Key Data Reveals A Shift In LTH Behavior

Bitcoin is trading below $90,000 amid deteriorating market sentiment, with analysts warning of a potential bear market. However, on-chain data suggests a shift in long-term holder (LTH) behavior. While social media narratives claim LTHs are distributing Bitcoin at record levels, analysis shows that recent large transfers—including 800,000 BTC moved from Coinbase—skewed the data. After adjusting for this anomaly, LTH supply appears to be stabilizing or even recovering, with a reduction in selling pressure. This shift, combined with short-term holders holding positions, indicates easing sell-side pressure. Bitcoin is currently consolidating around $88K, just above the 200-day moving average—a key support level. A break below could expose the $75K–$80K range, but the current data challenges the dominant bearish narrative and may signal a move toward market balance.

bitcoinist12/31 05:05

End Of Bitcoin Distribution? Key Data Reveals A Shift In LTH Behavior

bitcoinist12/31 05:05

Ethereum Nearing A Turning Point? Supply-Demand Structure Suggest A Shift Is Coming In 2026

Ethereum is struggling to reclaim the $3,000 level amid persistent selling pressure and weak market sentiment. According to a CryptoQuant report, ETH is in a late-stage bearish phase, transitioning toward range-bound trading with slower, more methodical distribution rather than panic selling. Despite price weakness, on-chain data shows improvement: ETH is leaving exchanges at the fastest pace this cycle, likely due to increased staking and long-term holding. The validator queue now has more ETH waiting to enter staking than to exit, indicating tightening medium-to-long-term supply. While ETF flows remain negative, network activity is resilient, with record smart contract deployments and growing real-world asset value on-chain. The data suggests ongoing price pressure but gradual structural improvement, with a potential shift expected by 2026.

bitcoinist12/31 03:04

Ethereum Nearing A Turning Point? Supply-Demand Structure Suggest A Shift Is Coming In 2026

bitcoinist12/31 03:04

Ethereum sees 745K ETH locked for staking – Will ETH react this time?

Ethereum is showing signs of recovery with significant shifts in supply and demand dynamics. Staking inflows turned positive for the first time in six months, with over 745,000 ETH queued for staking compared to only 360,000 awaiting exit. Exchange balances are declining at the fastest rate this cycle, indicating reduced selling pressure. On-chain activity remains strong, with smart contract deployments hitting record highs and Real World Asset (RWA) value on Ethereum reaching nearly $19 billion. Institutional interest is growing. BlackRock’s Spot Ethereum ETF (ETHA) has seen substantial accumulation, with holders heavily leaning long—486 long positions versus just 1 short. Despite cautious market sentiment, firms like Trend Research have increased their exposure, purchasing 46,000 ETH in a single day. From a technical perspective, Ethereum’s price is consolidating below the mid-Bollinger Band with neutral momentum indicators. However, the $2,800–$2,900 zone has held as short-term support, absorbing downward pressure. Broader market trends will likely determine the next significant price move.

ambcrypto12/31 02:07

Ethereum sees 745K ETH locked for staking – Will ETH react this time?

ambcrypto12/31 02:07

Bitcoin Veteran Investors Hold Firm As Sell-Side Activity Declines – An End To Distribution?

Bitcoin briefly reclaimed the $90,000 level before retreating, but a key shift is occurring among long-term holders (LTHs). Contrary to popular belief, a report from analyst Darkfost indicates that selling pressure from LTHs (wallets holding BTC for over 6 months) has significantly declined. After months of distribution, the LTH Supply Change metric has moved into positive territory, with over 10,700 BTC transitioning to long-term holdings. This suggests veteran investors are holding firm, a change that has historically preceded bullish recoveries. However, a recent price surge to $87,300 is attributed to a $2 billion spike in derivatives open interest, which is often unsustainable. The market now watches to see if this reduction in sell-side pressure can form a solid base for a longer-term bullish trend.

bitcoinist12/30 21:04

Bitcoin Veteran Investors Hold Firm As Sell-Side Activity Declines – An End To Distribution?

bitcoinist12/30 21:04

How XRP’s Utility Will Drive Price Appreciation In The New Year

Crypto pundit SMQKE argues that XRP's utility within Ripple's payment system will drive future price appreciation, citing institutional adoption and transaction efficiency. He claims that as Ripple processes transactions, a small amount of XRP is permanently removed from circulation, potentially causing a supply shock and price increase. However, another expert, Lewis Jackson, disputes this, stating that XRP is recycled in cross-border transactions and that institutions don’t need to hold large amounts, meaning utility may not boost prices. Meanwhile, analyst Ali Martinez warns that XRP could drop to $0.80 due to declining network activity and selling pressure from large holders. XRP is currently trading near $1.85, down over 2% in 24 hours.

bitcoinist12/30 19:57

How XRP’s Utility Will Drive Price Appreciation In The New Year

bitcoinist12/30 19:57

Why XRP’s rich list matters more than price right now

XRP's price has dropped nearly 50%, but the key story lies in its supply and ownership structure. Over 6 million wallets hold only small amounts (≤500 XRP), while a significant portion of the supply is locked in escrow or held by a few large wallets. This means the truly liquid, tradable supply is shrinking, as evidenced by declining exchange balances despite heavy selling pressure. The cost to accumulate XRP has also risen sharply, pricing out many retail buyers. Consequently, even a modest return of demand could lead to disproportionately sharp price increases due to the constrained available supply.

ambcrypto12/30 04:03

Why XRP’s rich list matters more than price right now

ambcrypto12/30 04:03

XRP ETFs Set To Trigger A Supply Squeeze? Here’s How Much Coins Are Left On Exchanges

XRP ETFs are driving a significant structural shift as institutional absorption rapidly reduces the liquid supply of XRP on exchanges. Approximately 750 million XRP have been withdrawn in recent weeks, leaving only an estimated 1.5 billion in exchange reserves. This sustained outflow, supported by regulatory clarity from the Clarity Act, indicates conviction-driven institutional accumulation rather than speculative trading. If this trend continues, exchange balances could reach critically low levels by early 2026, potentially triggering a supply shock. In such a scenario, price discovery would increasingly depend on liquidity mechanics and institutional flows rather than market sentiment, marking a structural inflection point for XRP.

bitcoinist12/30 01:02

XRP ETFs Set To Trigger A Supply Squeeze? Here’s How Much Coins Are Left On Exchanges

bitcoinist12/30 01:02

Ethereum Staking Demand Rises as Entry Queue Overtakes Exit Queue

Ethereum staking demand has recently surged, with the entry queue for new validators exceeding the exit queue for the first time in about six months. Approximately 739,824 ETH is awaiting activation, compared to only 349,867 ETH waiting to exit, resulting in a nearly two-week wait to join versus a quicker exit process. This shift indicates growing confidence in Ethereum’s proof-of-stake mechanism, as more holders choose to stake rather than cash out. The trend reversal is partly driven by institutional players, such as BitMine, which staked over 342,560 ETH (worth around $1 billion) in just two days. These large-scale stakers are prioritizing long-term yields and network participation over immediate liquidity. The upcoming Pectra upgrade is expected to further streamline staking and improve scalability. Historically, such spikes in staking demand have correlated with improved market sentiment and reduced selling pressure. With more ETH in circulation being locked, supply constraints may decrease volatility and support price stability. The current staking momentum suggests growing holder confidence in Ethereum’s long-term prospects.

TheNewsCrypto12/29 15:34

Ethereum Staking Demand Rises as Entry Queue Overtakes Exit Queue