2026-04-23 Четверг

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AI Capital Expenditure Is Draining Market Liquidity: A Quiet 'Reverse QE'

A fundamental shift in market dynamics is occurring due to a capital expenditure cycle in artificial intelligence, which is creating a shortage of financial capital. This contrasts with the previous decade, where low-demand Web 2.0 and SaaS models led to excess capital flooding speculative assets. AI capex functions similarly to fiscal stimulus: companies raise capital by issuing debt or selling assets, and the funds circulate through the economy with a multiplier effect, initially boosting asset prices. However, once idle capital is exhausted, each dollar invested in AI must be pulled from other areas, triggering intense competition for scarce capital. This raises the cost of capital (market rates) and acts as a form of "reverse quantitative easing," negatively impacting portfolio balances. Highly speculative assets, such as cryptocurrencies and meme stocks, are disproportionately affected, while assets with near-term cash flows (e.g., chipmakers like SNDK and MU) outperform. Even well-funded investors, including sovereign wealth funds, are now cash-constrained, forcing asset sales that propagate through markets. This liquidity drain, compounded by potential policy missteps, suggests a challenging environment ahead for risk assets.

marsbit02/06 08:39

AI Capital Expenditure Is Draining Market Liquidity: A Quiet 'Reverse QE'

marsbit02/06 08:39

$BTC Needs to Drop to $8K for Holdings Not to Cover Debt, Says Strategy, as $HYPER’s Presale Soars

A recent analysis suggests Bitcoin would need to plummet to approximately $8,000—a 92% drop from current levels—for major institutional holdings to become insolvent and fail to cover debt obligations. This highlights the extreme resilience of corporate Bitcoin treasuries, which have effectively turned BTC into high-grade collateral. However, this stability has exposed a limitation: Bitcoin’s base layer lacks utility for yield generation or high-speed transactions. This has accelerated interest in Layer-2 solutions like Bitcoin Hyper ($HYPER), which integrates the Solana Virtual Machine (SVM) to bring high-speed smart contracts and DeFi capabilities to Bitcoin. The project has raised over $31.2 million in its presale, with significant whale activity indicating strong institutional interest. $HYPER aims to solve Bitcoin’s scalability issues by enabling fast, low-cost transactions while leveraging Bitcoin’s security.

bitcoinist02/06 08:30

$BTC Needs to Drop to $8K for Holdings Not to Cover Debt, Says Strategy, as $HYPER’s Presale Soars

bitcoinist02/06 08:30

Soaring Up to 753%! Huobi HTX Releases 'Huobi's Top Picks' January Asset Gains List: Capturing Alpha Against the Trend, Multi-Sector Assets Outperform the Market

Huobi HTX, a major cryptocurrency exchange, has released its "Huobi Selected" list of top-performing assets for January 2026, highlighting significant gains across multiple sectors despite a generally bearish and uncertain market. In a challenging environment with declining liquidity and falling mainstream crypto prices, the exchange's curated selection strategy focused on assets with strong community backing and clear narratives. New listings like RIVER and DUSK saw massive gains, with RIVER surging 422.4% and DUSK skyrocketing 753.3% after listing. Meme coins were a standout sector. PEPE rose 82.1%, BONK increased 78.1%, and BROCCOLI (CZ’s Dog) jumped 188.6%. Huobi HTX also gained an edge by listing Chinese meme coins like "币安人生" and "我踏马来了" weeks ahead of competitors, which saw gains of 172.7% and 441.7%, respectively. The AI and cross-chain sectors also performed well. VIRTUAL, an AI Agent protocol, grew 90.3%, while RIVER, a cross-chain stablecoin system, was a top performer. In privacy and DeFi, DUSK's 753% surge led the way, followed by ZKP (up 103.7%) and GWEI (up 157.9%). The report concludes that even in a bear market, alpha opportunities exist. Huobi HTX emphasizes its commitment to a professional, long-term asset selection strategy to help users identify high-potential projects across emerging narratives.

marsbit02/06 08:29

Soaring Up to 753%! Huobi HTX Releases 'Huobi's Top Picks' January Asset Gains List: Capturing Alpha Against the Trend, Multi-Sector Assets Outperform the Market

marsbit02/06 08:29

Kalshi Expands Surveillance to Curb Insider Trading, Manipulation

Kalshi, a CFTC-regulated prediction market platform, has significantly expanded its market surveillance and enforcement systems to combat insider trading and market manipulation. This initiative includes forming an independent Surveillance Advisory Committee with industry experts like Daniel Taylor and Lisa Pinheiro to analyze trades and issue quarterly reports. Kalshi has also partnered with Solidus Labs to enhance data analysis across its 4,000 active markets. The move comes amid growing global scrutiny of prediction markets, such as Polymarket, over concerns about insider advantages and manipulation, and follows recent legal challenges involving prediction markets in the U.S.

TheNewsCrypto02/06 08:26

Kalshi Expands Surveillance to Curb Insider Trading, Manipulation

TheNewsCrypto02/06 08:26

Tether Invests $150 Million in Gold.com to Expand Digital Gold and Stablecoin Use

Tether, the issuer of USDT, has invested $150 million for a 12% stake in Gold.com. This partnership aims to expand the use of digital gold and stablecoins. Tether will integrate its gold-backed token XAUT onto Gold.com, allowing users to potentially purchase physical gold using USDT or its new regulated stablecoin, USAT. Tokenized gold, like XAUT, is fully backed by physical gold stored in Swiss vaults and represents a rapidly growing market. Tether's XAUT currently dominates with over 60% market share. CEO Paolo Ardoino emphasized gold's role as a long-term store of value and a hedge against economic instability. Additionally, Tether's recent investment in federally regulated bank Anchorage Digital signals its strategic expansion into compliant financial services, combining digital dollars, gold, and regulation. Following the announcement, Gold.com's shares rose by 6%.

TheNewsCrypto02/06 08:25

Tether Invests $150 Million in Gold.com to Expand Digital Gold and Stablecoin Use

TheNewsCrypto02/06 08:25

No Black Swan, Four Atypical Suspicions Behind Bitcoin's Oversold 'Culprit'

This article explores four non-typical theories behind Bitcoin's recent sharp and seemingly unexplained price drop, which pushed it into one of its most oversold conditions in history. The first theory suggests the sell-off was triggered by a large Asian entity outside the crypto space. It allegedly engaged in leveraged trading on Binance, faced a liquidity crisis from unwinding a Yen carry trade, and was forced to liquidate positions after failed attempts to recoup losses in gold and silver markets. This points to a cross-market, leverage-driven liquidity cascade, with unusual trading volume in BlackRock's IBIT ETF hinting at a major forced liquidation by a concentrated holder. The second theory examines potential selling from governments. Speculation centers on the US possibly liquidating a massive 127,000 BTC seized from a criminal case and the UK's 61,000 BTC seizure from a money laundering investigation. However, no on-chain evidence of such large-scale government OTC sales has materialized. The third hypothesis argues that "deep pocket" institutional players, like sovereign wealth funds, are facing their own liquidity crunches. Burdened by high interest rates and over-allocated to illiquid alternative assets, they are selling more liquid holdings like crypto to fund new capital expenditures, such as the AI arms race, creating a negative feedback loop. Finally, the fourth theory posits that crypto native investors (OGs) are panic selling based on macro fears of a major economic downturn, while new institutional investors see the dip as a buying opportunity. The market remains heavily influenced by retail sentiment, with OGs often moving in unison, amplifying volatility despite the entrance of ETFs.

marsbit02/06 08:20

No Black Swan, Four Atypical Suspicions Behind Bitcoin's Oversold 'Culprit'

marsbit02/06 08:20

The Culprit Behind Bitcoin's Plunge on Thursday: Massive IBIT-Related Leveraged Options Forced to Liquidate?

Bitcoin experienced a sharp decline on Thursday, with BlackRock's spot Bitcoin ETF (IBIT) hitting a record trading volume of over 284 million shares, valued at more than $10 billion—a 169% increase from the previous record. IBIT’s price fell 13% to around $36, its lowest since October 2024. Market analysts suggest the sell-off may have been triggered by the forced liquidation of highly leveraged IBIT options positions held by one or more non-crypto hedge funds. Redemptions from IBIT reached $175 million, accounting for 40% of the total net outflows from Bitcoin ETFs that day. Put option premiums surged over 25 volatility points above calls, indicating extreme fear. Parker White, CIO of DeFi Dev Corp, speculated that large leveraged positions, combined with broader market stress including silver sell-offs and unwinding yen carry trades, likely exacerbated the losses. While such extreme volume and price action often signal capitulation, it remains uncertain whether the market bottom has been reached. Full details of the institutional positions involved may not be clear until mid-May due to delayed regulatory disclosures.

华尔街日报02/06 08:16

The Culprit Behind Bitcoin's Plunge on Thursday: Massive IBIT-Related Leveraged Options Forced to Liquidate?

华尔街日报02/06 08:16

Strategy Now Holds 713,502 Bitcoin — Is MSTR Too Big To Fail as BTC Price Slides

Strategy, formerly MicroStrategy, reported significant losses in its Q4 2025 earnings, with an operating loss of $17.4 billion and a net loss of $12.6 billion, largely due to its massive Bitcoin holdings. The company holds 713,502 BTC, purchased at an average price of $76,052 per Bitcoin. With Bitcoin's price decline, the company faces billions in unrealized losses. Despite this, Strategy continues to buy more Bitcoin and shows no intention of selling. Public pension funds, which invested in MSTR as a Bitcoin proxy, are also facing mounting losses, raising concerns about fiduciary risks. The stock fell sharply after the report.

ccn.com02/06 08:02

Strategy Now Holds 713,502 Bitcoin — Is MSTR Too Big To Fail as BTC Price Slides

ccn.com02/06 08:02

RWA Weekly: Hong Kong Monetary Authority Aims to Issue First Batch of Stablecoin Licenses by March, CME and Google Pilot Tokenized Cash

RWA Weekly Digest: Key developments from Jan 31 - Feb 1, 2026 The on-chain RWA market cap grew significantly to $24.4 billion, with the number of holders surging to 833.9k, indicating a shift towards user base expansion. In contrast, the stablecoin market cap slightly declined to $3.05 trillion, but monthly transfer volume soared to $9.82 trillion, highlighting a trend of high turnover without new capital injection. Regulatory developments continued globally. The U.S. White House meeting failed to reach an agreement on stablecoin yields. Hong Kong's HKMA is evaluating 36 stablecoin license applications, aiming to issue the first batch by March. Brazil advanced a bill to ban algorithmic stablecoins. Traditional financial institutions accelerated their integration into the ecosystem. CME Group is exploring the launch of "CME Coin" and piloting a tokenized cash solution with Google. Fidelity's stablecoin FIDD officially launched. Spanish bank BBVA joined the EU's Qivalis project for a regulated euro stablecoin. Y Combinator will allow its Spring 2026 cohort startups to receive funding in USDC. Key infrastructure and product updates include: MetaMask integrated with Ondo Finance, enabling direct trading of tokenized U.S. stocks and ETFs. Ondo also launched a "Global Listing" service for tokenizing stocks on their IPO day. Manta Network partnered with Pruv Finance to introduce tokenized sports infrastructure RWAs. SBI Holdings and Startale Group developed the Strium blockchain focused on on-chain securities. S&P Global Ratings projected the euro stablecoin market could grow 1,600x to €1.1 trillion by 2030, driven by asset tokenization demand under the EU's MiCA regulation. Analysis highlighted that the success of RWA depends on robust risk quantification, structured design, and regulatory compliance. The trend of on-chain perpetual stock contracts was identified as a key channel for absorbing traditional finance liquidity into crypto, though it faces a race against potential future regulation. Tether's significant gold acquisitions, over 70 tons last year, were noted as backing for its XAUt token, making it a major force in the gold market.

marsbit02/06 07:59

RWA Weekly: Hong Kong Monetary Authority Aims to Issue First Batch of Stablecoin Licenses by March, CME and Google Pilot Tokenized Cash

marsbit02/06 07:59

Spain’s BBVA Latest To Join Bank Consortium Launching Euro Stablecoin

BBVA has become the twelfth member of a European banking consortium that plans to launch a euro-pegged stablecoin in the second half of 2026. The consortium, which includes major banks like ING, BNP Paribas, and UniCredit, formed a joint venture called Qivalis to issue the stablecoin. Headquartered in Amsterdam, Qivalis is awaiting regulatory approval from the Dutch Central Bank. The initiative aims to create a MiCAR-compliant European alternative to the USD-dominated stablecoin market. Currently, no euro stablecoin ranks in the top ten by market cap, with USD-based tokens like USDT and USDC continuing to dominate.

bitcoinist02/06 07:52

Spain’s BBVA Latest To Join Bank Consortium Launching Euro Stablecoin

bitcoinist02/06 07:52

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