# Сопутствующие статьи по теме ETF

Новостной центр HTX предлагает последние статьи и углубленный анализ по "ETF", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

"Uninvestable" U.S. Treasuries Might Be the Highest-Returning Asset of 2026

Amidst a shifting macroeconomic landscape in 2026, long-term U.S. Treasuries, particularly ETFs like TLT and TMF, are positioned to outperform equities. Key arguments include: gold's 200% rise signaling deflationary risks rather than sustained inflation; unsustainable U.S. interest expenses nearing $1.2 trillion annually; heavy short-term Treasury issuance increasing refinancing risks; and extreme short interest in long bonds creating potential for a squeeze. Additionally, cooling inflation, weak consumer sentiment, and rising trade tensions suggest a deflationary shock. Policy interventions, such as yield curve control or QE, are likely if long yields threaten growth or fiscal stability. With long-duration assets offering convexity and a 4.4–4.7% yield, a 100–200 bps decline in long-term rates could drive 15–45%+ returns, making long bonds a high-upside, asymmetric bet for 2026.

marsbit01/20 02:20

"Uninvestable" U.S. Treasuries Might Be the Highest-Returning Asset of 2026

marsbit01/20 02:20

Funds Haven't Disappeared, They Just Don't Love Altcoins Anymore

"Capital Hasn't Disappeared—It Just Stopped Loving Altcoins" offers a retrospective analysis of the crypto market in 2025, framing it not as a simple bull or bear cycle but as a period of structural repositioning. The year was defined by a clear regulatory shift, with the U.S. moving from a stance of suppression to establishing a clearer legislative framework, exemplified by the GENIUS Act. This institutionalization was a key driver, with Bitcoin and Ethereum ETFs attracting significant institutional capital. However, this capital was highly selective, flowing into low-volatility, compliant channels like stablecoins, low-risk Real-World Assets (RWA), and corporate treasuries (DATs), rather than fueling a broad-based "altcoin season." Consequently, the market experienced a stark stratification: while major assets saw institutional support, approximately 85% of new token launches ended the year below their initial price. The report identifies three key narrative sectors that adapted to this new reality: tokens with real yield (e.g., yield-bearing stablecoins, mature DeFi), which provided a reason to hold assets beyond pure speculation; AI/Robotics x Crypto, seen as a long-term infrastructure play despite short-term underperformance; and prediction markets/Perp DEXs, which thrived by fulfilling the native demand for leveraged trading and event speculation. The conclusion is that 2025 marked a transition in market pricing power, where narratives still drive short-term trades, but only assets with real utility, distribution, and institutional acceptance are poised for long-term value accrual.

marsbit01/20 01:40

Funds Haven't Disappeared, They Just Don't Love Altcoins Anymore

marsbit01/20 01:40

Holding At Least 10,000 XRP? Pundit Reveals What This Means For You

Crypto analyst Austin (@Austin_XRPL) claims that holding 10,000 XRP could position investors as "pre-rich," emphasizing the token's long-term wealth-building potential. He highlights XRP's significant growth, including its surge to over $2 in 2024 and near its all-time high of $3.6 in 2025, driven by regulatory clarity after Ripple's SEC win and XRP ETF hype. Austin believes XRP is central to the new global financial system and that Ripple's recent banking license transforms it from a speculative asset into financial infrastructure. He even asserts XRP could create more millionaires than Bitcoin, though such outcomes depend on future price performance, including highly optimistic forecasts like reaching $10,000.

bitcoinist01/20 01:32

Holding At Least 10,000 XRP? Pundit Reveals What This Means For You

bitcoinist01/20 01:32

Litecoin retraces 6.5% – Can whales and ETF inflows lead to a reversal?

Litecoin retraced 6.54% on January 19, 2026, despite growing institutional interest and whale activity. While ETF inflows reached $2M and Open Interest hit $635M (the highest since July 2025), the price decline was influenced by Bitcoin's drop from $94K to $92K. Whale activity intensified, suggesting potential positioning for a rebound, though sustained recovery remains uncertain. LTC traded at $70.21, nearing a key support level at $52. RSI and MACD indicated oversold conditions, hinting at a possible reversal. The market is watching to see if the current support holds or if bearish momentum continues.

ambcrypto01/19 22:01

Litecoin retraces 6.5% – Can whales and ETF inflows lead to a reversal?

ambcrypto01/19 22:01

NYSE plans tokenized securities platform with 24/7 trading and on-chain settlement

NYSE plans to develop a platform for trading and on-chain settlement of tokenized securities, enabling 24/7 trading of U.S.-listed equities and ETFs, subject to regulatory approval. The platform will support fractional shares, dollar-based orders, and stablecoin funding, using blockchains like Ethereum and Solana for near-instant settlement. Tokenized shares will be fully fungible with traditional securities, preserving dividends and shareholder rights. This initiative is part of parent company ICE’s broader digital strategy, which includes collaboration with banks like BNY and Citi. The project remains pending regulatory approval but represents a major step toward integrating blockchain into traditional markets.

ambcrypto01/19 21:45

NYSE plans tokenized securities platform with 24/7 trading and on-chain settlement

ambcrypto01/19 21:45

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

Global liquidity is approaching record highs, projected to reach $123-130 trillion by 2026, largely driven by China’s expanding M2 supply. Despite this surge, Bitcoin has underperformed compared to traditional hedges like gold and silver, which saw gains of 70% and 150% respectively, while BTC declined slightly. This divergence suggests a delayed reaction rather than weakness, as capital initially flowed into conventional safe havens. Bitcoin’s short-term price action has decoupled from direct liquidity influences since mid-2025, becoming more responsive to risk appetite, institutional positioning, and volatile ETF flows. While structural macro conditions support long-term upside, near-term movements remain dictated by market sentiment and speculative activity.

ambcrypto01/19 19:02

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

ambcrypto01/19 19:02

Institutional Buying Spreads Across Bitcoin, Ethereum, Solana, and XRP – Is The Bull Market Returning?

Institutional buying activity is increasing across major cryptocurrencies like Bitcoin, Ethereum, Solana, and XRP, signaling a potential return of the bull market. Analysts note that institutional investors are discreetly accumulating these assets during periods of muted volatility, taking advantage of liquidity from cautious retail traders. Crypto ETF flows for these coins are at their highest since October 2025, indicating a shift toward a more diversified institutional strategy. Notably, XRP spot ETFs are experiencing strong demand, with over 803 million XRP locked in these funds. This accumulation phase, driven by smart money rather than retail, often precedes a major market repricing.

bitcoinist01/19 18:02

Institutional Buying Spreads Across Bitcoin, Ethereum, Solana, and XRP – Is The Bull Market Returning?

bitcoinist01/19 18:02

BTC Market Pulse: Week 4

Bitcoin market conditions show early signs of improvement in Week 4. Spot trading volume has risen modestly with a notable reduction in sell-side pressure, though demand remains fragile. Derivatives activity is mixed: futures open interest is rising cautiously, while funding rates have cooled and perpetual CVDs remain negative, indicating ongoing leveraged selling. Options markets reflect elevated uncertainty with high implied volatility and persistent demand for downside protection. US spot ETFs have reversed sharply into strong inflows, signaling renewed institutional accumulation, though high holder profitability poses a near-term profit-taking risk. On-chain metrics are stabilizing, with gradual improvements in active addresses and transfer volume. Despite ongoing defensive positioning, strengthening buy-side dynamics and institutional interest suggest a gradual move toward a more constructive market structure.

insights.glassnode01/19 17:25

insights.glassnode01/19 17:25

BTC Market Pulse: Week 03

BTC market conditions show early signs of improvement as spot trading volume increases and net buy-sell imbalance breaks above its upper band, indicating reduced selling pressure. However, spot demand remains fragile. Derivatives markets reflect mixed signals with rising open interest but cooling funding rates. Options markets continue to price elevated uncertainty. US spot ETFs have reversed sharply into strong inflows, signaling renewed institutional accumulation. On-chain activity is stabilizing with improving active addresses and transfer volumes. Overall, Bitcoin remains in consolidation, but strengthening buy-side dynamics and institutional interest suggest a gradual move toward a more constructive market structure.

insights.glassnode01/19 16:30

insights.glassnode01/19 16:30

Crypto Investments Hit Record Highs: $2.17 Billion Inflows Signal Bullish Revival, but Tariff Clouds Loom

Crypto investment funds recorded a massive $2.17 billion in inflows last week, the largest weekly total since October 2025, signaling a bullish revival. Bitcoin led with $1.55 billion, followed by Ethereum at $496 million. Altcoins also saw broad interest, with XRP attracting $69.5 million and Solana $45.5 million. The U.S. dominated inflows with $2.05 billion, though a late-week reversal on Friday resulted in $378 million in outflows due to rising geopolitical tensions and tariff threats. Despite the strong institutional demand, the market remains sensitive to macro-economic and political developments.

ccn.com01/19 13:15

Crypto Investments Hit Record Highs: $2.17 Billion Inflows Signal Bullish Revival, but Tariff Clouds Loom