# 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.

Why the Memory Chip Shortage Is Reshaping Portfolios Across Semiconductors in 2026

The global memory chip shortage, driven by AI infrastructure demand, is reshaping markets in 2026. NAND and DRAM contract prices have surged up to 90% as production capacity shifts from consumer chips to high-bandwidth memory for AI. This has impacted consumer electronics, with even Apple raising prices. DRAM is central to the shortage, essential for all AI hardware, and its price action has made it a tradable commodity. Micron holds a key position as its high-bandwidth memory for AI accelerators is sold out into 2027, driving record revenue and making its stock a direct trade on the scarcity premium. SanDisk benefits similarly from the NAND shortage, with long-term supply agreements locking in elevated pricing. The core dynamic is a multi-year mismatch between surging AI demand and slow memory supply expansion, with supply agreements extending to 2027. For traders, the key question is the duration of elevated pricing. Platforms like WEEX now offer access to these assets via USDT-settled products, providing consolidated access to this cross-market narrative.

TheNewsCrypto08/09 11:31

Why the Memory Chip Shortage Is Reshaping Portfolios Across Semiconductors in 2026

TheNewsCrypto08/09 11:31

SharpLink Opposes Ethereum's Plan to Reduce Staking Yields to Zero

SharpLink CEO Joseph Shalom opposes an Ethereum proposal (EIP-8361) that could phase out new ETH issuance rewards for validators. He warns this would reduce Ethereum's staking yield to near zero, weakening its institutional appeal against assets like Bitcoin and increasing capital costs across DeFi. Currently, transaction fees constitute only about 15% of validator rewards, making them heavily reliant on issuance. Shalom argues the native yield is a key economic advantage, supporting over $35 billion in liquid staking products. EIP-8361 proposes a transition over ~18 months, gradually burning issuance rewards as staked ETH increases, reaching 100% burn at ~60.25 million ETH staked. Authors argue current issuance incentivizes excessive staking with limited security benefits. The proposal remains a draft, with debate ongoing. At publication, ETH traded around $1,916 with no direct price impact from the criticism.

cryptonews.ru08/08 15:24

SharpLink Opposes Ethereum's Plan to Reduce Staking Yields to Zero

cryptonews.ru08/08 15:24

PEPE Memecoin Supply on Exchanges Drops Sharply in a Day

Over the past 24 hours, nearly 4.54 trillion PEPE tokens have been withdrawn from cryptocurrency exchanges, marking the largest daily outflow since November 14, 2024, according to Santiment. This significant removal from trading platforms reduces readily available sell pressure, potentially mitigating the risk of a sudden mass sell-off. Analysts at Santiment suggest this outflow is likely not tied to a major project-specific catalyst but reflects a scenario where a "relatively calm meme coin" is moving into potentially more stable hands. While PEPE's price has moved mostly sideways over two months, it has risen 7% in the past month amid a broader market recovery. Santiment notes that with fewer coins on exchanges and no aggressive buying by traders, bullish holders might argue the supply is shifting to more reliable hands ahead of renewed investor interest in meme coins. PEPE remains one of the largest Ethereum-based meme coins by holder count, stored in 571,613 wallets, second only to Shiba Inu. Some analysts forecast future growth driven by institutional demand, particularly following the anticipated launch of a Canary PEPE ETF, with price targets suggesting potential for substantial gains.

cryptonews.ru08/07 13:50

PEPE Memecoin Supply on Exchanges Drops Sharply in a Day

cryptonews.ru08/07 13:50

Attention: Hundreds of Millions of New Tokens to Enter Circulation as an Altcoin!

The Optimism Foundation has released its budget forecast for the fifth year of operations (May 2026 - April 2027), projecting the release of approximately 343 million new OP tokens into circulation. The bulk of these, 200 million OP, will come from the Ecosystem Fund, with an additional 47.6 million OP unlocked for early contributors and 15.3 million OP for investors. Following this distribution, the circulating supply of OP is estimated to reach around 2.5 billion tokens, representing about 58.3% of the total 4.29 billion OP supply. The foundation emphasized that this token release adheres to the project's original distribution plan and does not constitute a new allocation request. Separately, operational expenses for Optimism Collective decreased in its fourth year (May 2025 - April 2026). New commitments totaled roughly 150 million OP, a reduction of about one-third from the previous year's 229.92 million OP. This decline is attributed to the conclusion of the RetroPGF funding program, no user airdrops during the period, and reduced budgets and grant numbers from the Grants Council. Consequently, token inflows from the Governance Fund dropped 53%, and RetroPGF distributions fell 30%. No airdrop distributions occurred in the fourth year, compared to 10.4 million OP distributed the year prior.

cryptonews.ru08/06 16:51

Attention: Hundreds of Millions of New Tokens to Enter Circulation as an Altcoin!

cryptonews.ru08/06 16:51

Bitcoin trades around $64,000 per coin on Wednesday

Bitcoin is trading around $64,000 per coin on Wednesday, maintaining its dominant position in the crypto market with an estimated 60-70% share. The article details the basics of Bitcoin, noting its 2009 creation by Satoshi Nakamoto and its capped supply of 21 million coins. It also provides an overview of the broader cryptocurrency market, reporting a total market capitalization exceeding $3.2 trillion and mentioning price movements for Ether and Ripple. Major assets by trading volume and market cap are listed, including Bitcoin, Ethereum, USDT, Solana, BNB Chain, and Dogecoin. Key factors driving the high volatility and rapid price changes in crypto are explained, such as the balance of supply and demand, limited issuance, liquidity, news, regulatory developments, and mining costs. The decentralized blockchain technology underpinning Bitcoin is briefly described, along with the role of miners in confirming transactions and securing the network. The summary concludes by attributing Bitcoin's significant price swings to its decentralized nature, lack of a single regulator, market sentiment, and speculative demand, noting that even major assets remain sensitive to news.

cryptonews.ru08/06 11:00

Bitcoin trades around $64,000 per coin on Wednesday

cryptonews.ru08/06 11:00

CryptoQuant Analysts Link Bitcoin Drop to USDT Market Cap Collapse

Analysts at CryptoQuant have linked the recent decline in Bitcoin's price to a significant drop in the market capitalization of the USDT stablecoin. They explain that stablecoins like USDT are a key source of liquidity for the crypto market. A sustained decrease in USDT's supply, which has fallen by nearly $870 million in the past 11 days, equates to capital leaving the ecosystem, reducing demand for assets like Bitcoin. Historically, periods of USDT supply growth have coincided with Bitcoin price rallies, while extended phases of contraction have led to weaker demand, deeper corrections, and bearish market conditions. However, analysts note that past severe declines in USDT supply have often occurred when selling pressure was nearing exhaustion rather than intensifying further. This current trend could therefore be a positive sign that selling pressure is easing and the market may soon enter a bullish cycle. CryptoQuant attributes Bitcoin's weak recovery attempts to a lack of stablecoin liquidity, which prevents the formation of sustained spot demand. For a solid recovery, they argue that USDT's market cap would need to show stable growth over a two-month period. This view aligns with analysis from firms like Wintermute, which sees signs that the crypto market's bear phase may be ending, citing the resilience of major cryptocurrencies amid macroeconomic uncertainty.

cryptonews.ru08/05 22:41

CryptoQuant Analysts Link Bitcoin Drop to USDT Market Cap Collapse

cryptonews.ru08/05 22:41

CryptoQuant: USDT Supply Reduction Reaches Historically Extreme Levels

CryptoQuant analysts report that the supply of the USDT stablecoin has sharply contracted, nearing historically extreme levels, and that this reduction in liquidity is a key factor hindering Bitcoin's recovery. The market capitalization of USDT has fallen to $183 billion, its lowest since October 2025. Its 60-day change is approximately -$4 billion, approaching record lows, with supply shrinking nearly $870 million in just the last 11 days. This signals an acceleration in liquidity outflow. Analysts note there is no direct causal link between USDT flows and Bitcoin's price; both are reacting to the same risk-off environment where investors reduce risky positions. Historically, however, periods of expanding USDT supply have coincided with Bitcoin rallies, while contractions have been associated with weaker demand, deeper corrections, and poor market liquidity. The current aggressive shrinkage of this major liquidity pool is preventing price bounces from turning into a sustained recovery. For market conditions to improve, CryptoQuant states that the 60-day change in USDT's market cap must stabilize, its daily supply reduction must slow, and the stablecoin must return to growth. The firm also observes that past periods of the deepest USDT supply contractions have often coincided with seller exhaustion rather than intensifying pressure, suggesting the market may be nearing a point where recovery conditions could gradually improve, though no signs of new capital inflow are currently visible.

cryptonews.ru08/05 18:58

CryptoQuant: USDT Supply Reduction Reaches Historically Extreme Levels

cryptonews.ru08/05 18:58

On-chain Data: Coldcard Crisis Leads to Doubling of Bitcoin's 'Active Supply' in Just One Week

A crisis involving Coldcard hardware wallets has triggered a sharp spike in Bitcoin's on-chain activity. According to a K33 Research report, approximately 890,000 BTC changed hands in one week, marking the highest seven-day active supply level recorded in 2026. This near-doubling of "hot supply" from ~403,102 BTC on July 28 to ~797,408 BTC by August 4 was likely driven by coordinated attacks exploiting a Coldcard firmware vulnerability from March 2021, which allowed hackers to steal an estimated 1,600 to 2,000 BTC. Despite this surge in coin movement, Bitcoin's price remained unusually stable, trading within its narrowest 30-day range since 2023. The data indicates the activity was not driven by enthusiastic buying but by emergency wallet migrations, theft-related outflows, and holders repositioning assets, including a net inflow of 22,052 BTC to exchanges post-attack. Network transaction volume remained elevated over two weeks, averaging ~662,577 daily, with a record 898,862 transactions on July 19. Furthermore, data shows 39 long-dormant wallets (from 2010-2017) moved ~1,486 BTC (~$95M) during the incident period, adding to the broader picture of significant holder redistribution and stress beneath the market's calm price surface.

cryptonews.ru08/05 18:51

On-chain Data: Coldcard Crisis Leads to Doubling of Bitcoin's 'Active Supply' in Just One Week

cryptonews.ru08/05 18:51

Crypto whales accumulate as bear market nears late stage: CryptoQuant

According to CryptoQuant, large cryptocurrency holders, or "whales," are accumulating Bitcoin and Ethereum as valuations suggest the market is entering the final stage of a bear market. The analytics firm reports that Bitcoin whale holdings, excluding exchanges and mining pools, increased from 2.87 million to 3.06 million BTC between December 2025 and June, with accumulation accelerating after Bitcoin's price fell below $60,000. Similarly, large Ethereum wallets have reached record holdings. The report points to on-chain metrics like realized price—Bitcoin is currently above it, while Ethereum is below—as potential indicators the market is approaching a bottom. The pattern of whales accumulating during price weakness has historically preceded market recoveries, though further downside risk remains. This analysis aligns with other research suggesting possible bottoming signals for Bitcoin.

cointelegraph08/05 14:31

Crypto whales accumulate as bear market nears late stage: CryptoQuant

cointelegraph08/05 14:31

The Amount of Staked ETH on Ethereum Network Hits a Historic High! Here Are All the Details

The amount of ETH locked for staking on the Ethereum network has reached an all-time high, with the staking ratio hitting 34% for the first time. A total of 41.4 million ETH is now staked, a significant milestone that analysts suggest could reduce the circulating supply and increase price volatility. Last week alone saw over 1.4 million ETH added to the staking system, signaling strong investor confidence in Ethereum as a long-term investment. While the surge in staking enhances network security, experts warn it may also decrease liquid ETH on the market, potentially leading to greater price swings if demand remains high. Concerns are being raised about whether extremely high staking ratios could pose risks related to centralization and economic balance. In response, the Ethereum Foundation is developing a long-term plan to control staking rates. A key proposal under consideration is to stop issuing new staking rewards once the staking level exceeds 50%. This aims to curb the economic incentive for excessive staking and promote a more balanced network. The proposal requires broad community support for implementation. If the current upward trend in staking continues, managing the staking ratio is expected to become a top priority for the Ethereum ecosystem soon.

cryptonews.ru08/05 09:02

The Amount of Staked ETH on Ethereum Network Hits a Historic High! Here Are All the Details