# 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 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

TheNewsCrypto12/29 15:34

Hyperliquid Unstaking Alert: 1.2M Tokens Move Before Jan 6 Sparks Tension

Hyperliquid unstaked 1.2 million HYPE tokens on December 28, ahead of the first scheduled team token distribution on January 6, 2026. This is part of a 24-month vesting plan covering nearly 24% of the total token supply. Although the move was expected and follows a publicly disclosed schedule, its timing during a fragile market and declining token prices has raised concerns about sustained sell pressure. The monthly unlock is valued at approximately $30–33 million at current prices. While the protocol has implemented countermeasures like buybacks and a recent burn of 37 million tokens to offset dilution, traders remain cautious. HYPE is down about 60% from its September 2025 high, and increased competition from rival perpetual DEXs has added to market unease. The upcoming distribution highlights the ongoing tension in DeFi between predictable token emissions and price stability.

ccn.com12/29 08:55

Hyperliquid Unstaking Alert: 1.2M Tokens Move Before Jan 6 Sparks Tension

ccn.com12/29 08:55

Silver Soars: 25% Surge in 10 Days, Should You Chase or Run Now?

Silver prices surged 25% in 10 days, driven by China's announcement of export licenses for silver starting January 1, creating a significant physical supply squeeze. Key bearish risks include potential tax-related selling in early January, a stronger US dollar, and CME margin hikes—though the latter is less impactful than in 2011 due to already-high margin requirements. The copper substitution narrative is overhyped; transitioning solar production would take at least 4 years, and silver demand remains inelastic until prices reach ~$134/oz. Bullish factors dominate: severe backwardation in London, massive physical premiums in Shanghai ($$91/oz vs. COMEX $$77/oz), and China's export restrictions tightening global supply. Solar/AI demand is structurally accelerating, with silver use in photovoltaics expected to rise. Speculative positioning isn't crowded, and ETFs are accumulating. Volatility has repriced, anticipating further upside. Short-term pullbacks are likely, but the long-term structural bull case remains intact.

marsbit12/29 07:35

Silver Soars: 25% Surge in 10 Days, Should You Chase or Run Now?

marsbit12/29 07:35

Bitcoin's Post-Halving Supply Change Is Permanently Locked by Mathematical Rules

The fourth Bitcoin halving occurred on April 20, 2024, at block height 840,000, reducing the block reward from 6.25 BTC to 3.125 BTC. This event, programmed into Bitcoin’s protocol and triggered automatically every 210,000 blocks, reinforces its deterministic and transparent monetary policy. Post-halving, daily Bitcoin issuance dropped by approximately 50%, from about 900 BTC to 450 BTC, with annualized issuance falling to around 164,250 BTC. This reduced Bitcoin’s annual supply inflation rate to roughly 0.83%, lower than gold's estimated 1–2% growth and contrasting sharply with central bank-controlled fiat systems. By the end of 2024, approximately 19.7 million BTC were in circulation, leaving fewer than 1.3 million left to be mined. Over 93.8% of the total supply has already been issued. The halving also shifted miner economics, significantly increasing the proportion of transaction fees in their total revenue. This aligns with Bitcoin’s long-term design, where security gradually transitions from block subsidies to fee-based incentives. Unlike traditional monetary systems, Bitcoin’s supply schedule is fixed, irreversible, and independent of market conditions. The next halving, expected around 2028, will further reduce the block reward to 1.5625 BTC. With the latest halving complete, Bitcoin’s low issuance rate is no longer a short-term event but a permanent baseline feature—verifiable, predictable, and enforced by code and consensus.

marsbit12/28 14:49

Bitcoin's Post-Halving Supply Change Is Permanently Locked by Mathematical Rules

marsbit12/28 14:49

Avantis – Assessing key drivers of AVNT’s 62% weekly rally

Avantis (AVNT) surged over 22% in 24 hours, extending its weekly rally to 62%, breaking a month-long bearish trend. The price broke above the 50 SMA and key resistance, with RSI divergence supporting bullish momentum. It faces resistance near $0.40, a previous accumulation zone; a break above could target $0.60. Network activity surged, with trades hitting 3.77 million weekly and cumulative volume around $56 billion. Holders increased by over 26k in a month, reaching 109.8k, while circulating supply remained flat, supporting price gains. Despite bullish technicals and network strength, broader market weakness may challenge sustained appreciation.

ambcrypto12/28 05:03

Avantis – Assessing key drivers of AVNT’s 62% weekly rally

ambcrypto12/28 05:03

Chainlink’s breakout odds – What next after large wallets absorb supply?

Large Chainlink withdrawals from Binance, including a new wallet removing over 329k LINK, signal a shift toward long-term holding and reduced exchange supply. The Chainlink Reserve also grew by nearly 90k LINK, further tightening available supply and easing selling pressure. Despite this, the price has not surged, indicating deliberate accumulation rather than speculative buying. LINK is trading within a key zone between $11.75 support and $14.65 resistance, with a clean break above potentially leading toward $16.66. Persistent buy-side demand and positive spot taker CVD indicate sustained absorption of sell orders. Liquidation data shows shorts significantly outweighing longs, confirming reduced downside pressure and seller exhaustion. In summary, reduced exchange supply, steady accumulation, and controlled leverage create a supportive environment for LINK, with limited downside risk as long as it holds above $11.75. A breakout above resistance appears increasingly likely.

ambcrypto12/26 23:10

Chainlink’s breakout odds – What next after large wallets absorb supply?