# Сопутствующие статьи по теме Liquidity

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

NEAR goes live on Solana – Why $2 is possible ONLY IF…

NEAR Protocol's price fell below the key $1.83 support level amid persistent selling pressure, signaling a bearish trend. However, a potential reversal is indicated as the Stochastic RSI shows an oversold bounce. A new catalyst emerged with NEAR launching on Solana, boosting trading volume by $17.6 million to $83.5 million and expanding liquidity. This cross-chain exposure may increase volatility, with a significant liquidity pool near $2 acting as a potential upside target. For a sustained reversal, bulls must reclaim $1.83; otherwise, the bearish trend may continue.

ambcrypto12/19 23:01

NEAR goes live on Solana – Why $2 is possible ONLY IF…

ambcrypto12/19 23:01

Bitcoin vs. Ethereum: The supply Imbalance Between The Assets Is Widening – Here’s What To Know

Amid heightened cryptocurrency market volatility, Bitcoin has fallen below $90,000 and Ethereum below $3,000, revealing a widening supply imbalance between the two assets. On-chain data indicates Ethereum’s supply dynamics are shifting more dramatically due to staking, fee burning, and network activity, while Bitcoin’s issuance remains stable. This divergence, occurring for the second time this cycle, may force investors to reassess their positions. Analysts note that without fresh capital inflows, liquidity is stagnating, and the imbalance may only correct through price declines. A significant rotation between BTC and ETH is anticipated, potentially mirroring Ethereum’s historical 50x surge. At press time, BTC traded near $87,920 and ETH hovered close to $2,968.

bitcoinist12/19 22:01

Bitcoin vs. Ethereum: The supply Imbalance Between The Assets Is Widening – Here’s What To Know

bitcoinist12/19 22:01

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

Arthur Hayes, former BitMEX CEO, argues the Federal Reserve's new "Reserve Management Purchases" (RMP) program is effectively a disguised form of quantitative easing (QE). He claims that by purchasing short-term Treasury bills and managing liquidity, the Fed is financing government spending while avoiding the political stigma of QE. Hayes warns this is highly inflationary and erodes the purchasing power of ordinary citizens, while benefiting holders of scarce assets like Bitcoin, gold, and silver. The article notes the Fed recently cut rates and announced $40 billion in short-term Treasury purchases, which Chair Jerome Powell framed as a technical adjustment. However, analysts suggest mixed signals may dampen a sustained Bitcoin rally. Polymarket data indicates a high probability of no further rate cuts in January.

cointelegraph12/19 19:07

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

cointelegraph12/19 19:07

New Bitcoin whales are rewriting BTC’s market structure: Data

New Bitcoin whale activity is fundamentally reshaping the market structure, according to on-chain data. Nearly 50% of Bitcoin’s realized cap is now held by new whales, indicating a structural reset in the network’s cost base. Unlike previous cycles, these whales are deploying large capital at higher price levels, even during pullbacks, suggesting a re-anchoring of Bitcoin’s aggregate cost basis rather than speculative trading. Additionally, the supply held by short-term holders surged by roughly 100,000 BTC in 30 days, reaching an all-time high and reflecting intense demand. Data shows that long-term holders are not selling; instead, short-term holders and some whale-sized wallets provided selling pressure during recent price weakness. However, larger players absorbed this selling, with whale wallets posting a positive $135 million cumulative volume delta, while retail and mid-sized traders reduced exposure. This indicates strong accumulation by high-capital entrants amid market volatility.

cointelegraph12/19 18:33

New Bitcoin whales are rewriting BTC’s market structure: Data

cointelegraph12/19 18:33

Curve DAO whale sits on $5.2M unrealized profit — then capitulates to $400K

A Curve DAO (CRV) whale who accumulated 5 million tokens at $0.26 last year, with a cost basis of $1.3 million, has capitulated. Despite holding through a sharp rally to $1.30—where unrealized profits peaked near $5.2 million—the investor never sold during the uptrend. This week, the whale transferred over 4 million CRV to Binance at approximately $0.34, realizing only around $400,000 in profit. This move signals both individual capitulation and broader structural weakness in CRV markets. On-chain data and price indicators, including a negative YTD Moving Average Multiple and weak buy-side pressure, confirm persistent bearish momentum. Key levels to watch include support at $0.33 and resistance near $0.40. The whale's exit underscores significant sentiment and liquidity stress, suggesting continued downside risk for CRV.

ambcrypto12/19 17:04

Curve DAO whale sits on $5.2M unrealized profit — then capitulates to $400K

ambcrypto12/19 17:04

The Rise and Fall of Binance's Hegemony: The Stablecoin War from BUSD's 'Unification' to $U's 'Dominance'

"Binance's Stablecoin Wars: From BUSD's 'Unification' to $U's 'Domination'" This article chronicles Binance's evolving strategy in the stablecoin arena, tracing its journey from aggressive dominance to a more sophisticated, aggregator model. The story begins with the ambitious launch of BUSD, a Paxos-issued stablecoin born from a partnership between Binance's CZ and Paxos's Richmond Teo. Binance's most aggressive move came in 2022 with a "liquidity unification" blitz, automatically converting user balances of USDC, USDP, and TUSD into BUSD and removing their trading pairs. This tactic briefly propelled BUSD to a $23 billion market cap. However, its downfall was swift. A critical structural flaw was its "Binance-Peg BUSD," an unregulated, shadow version on the BNB Chain that sometimes lacked sufficient collateral. This led to a regulatory "Valentine's Day massacre" in February 2023, when the NYDFS ordered Paxos to stop minting BUSD, effectively killing the project. In the subsequent vacuum, Binance first promoted the Hong Kong-based FDUSD as a transitional solution and created BFUSD, an internal, yield-bearing "reward asset" for use as futures collateral. The narrative then shifts to Binance's latest and most surprising play: United Stables ($U). This new "meta-stablecoin" represents a strategic evolution. Instead of trying to eliminate rivals like USDT and USDC, $U aggregates them, backing itself with a basket of these major stablecoins. Notably, it also includes USD1, a stablecoin from the Trump-linked World Liberty Financial project, led by none other than Richmond Teo. A key innovation of $U is its design for the "AI economy," featuring gasless transactions (EIP-3009) to facilitate machine-to-machine micropayments. The article concludes that Binance's strategy has evolved from the "霸道" (hegemonic) force of BUSD to the "大同" (greater unification) approach of $U, which seeks to absorb existing liquidity rather than destroy it, while positioning itself for the future frontier of AI-driven finance.

marsbit12/19 12:13

The Rise and Fall of Binance's Hegemony: The Stablecoin War from BUSD's 'Unification' to $U's 'Dominance'

marsbit12/19 12:13

Can Pump.fun survive after PUMP falls 80% amid legal woes?

Pump.fun, a Solana-based memecoin creation platform, faces an expanded class-action lawsuit approved by a federal court. The suit alleges that the platform, along with Solana Labs, enabled insider trading advantages, leading to an estimated $4–$5.5 billion in losses for retail traders. Internal chats suggest coordination with Solana Labs for early token purchases, resulting in RICO allegations. Consequently, PUMP’s price plummeted 80% from its all-time high to $0.0018, with market cap dropping to $644 million. Both spot and futures markets saw significant outflows, and technical indicators like RSI and DMI suggest strong downward momentum, potentially leading to further declines unless buyer confidence is restored.

ambcrypto12/19 11:02

Can Pump.fun survive after PUMP falls 80% amid legal woes?

ambcrypto12/19 11:02

Fragmentation drains up to $1.3B a year from tokenized assets: Report

Fragmentation across blockchain networks is causing significant economic drain in the tokenized asset market, with inefficiencies costing up to $1.3 billion annually, according to a report from RWA.io. The lack of interoperability traps liquidity and prevents capital from moving freely, causing identical or economically equivalent real-world assets (RWAs) to trade at price differences of 1% to 3% across different chains. These inefficiencies hinder arbitrage and price discovery. Additionally, moving capital between chains results in transaction losses of 2% to 5% due to fees, slippage, and operational risks. If unresolved, these issues could escalate to $30–75 billion in annual losses as the tokenized RWA market grows to an estimated $16–30 trillion by 2030. Despite these challenges, tokenized assets continue gaining adoption, with recent moves by companies like Securitize and Coinbase to launch onchain stock trading.

cointelegraph12/19 09:53

Fragmentation drains up to $1.3B a year from tokenized assets: Report

cointelegraph12/19 09:53

Highest Interest Rate in 30 Years! With the Bank of Japan's Gradual Hawkish Signals, Where Are Risk Assets Headed?

The Bank of Japan (BOJ) raised its policy rate by 25 basis points to 0.75% on December 19, 2025, marking the highest level since 1995 and its second hike this year. The unanimous decision was widely anticipated by markets. BOJ Governor Kazuo Ueda emphasized a data-dependent approach to future hikes, noting that rates remain below neutral levels. Market reaction was muted: USD/JPY rose slightly, Japanese government bond yields edged up, the Nikkei 225 gained, and Bitcoin surpassed $87,000. Strong economic fundamentals supported the move, including persistent inflation above the 2% target and robust wage growth. Analysts are divided on the timing of further hikes, with some expecting another increase in mid-2026. The end of Japan’s ultra-loose monetary policy may signal a turning point for global liquidity, potentially impacting risk assets. The yen carry trade, a key source of cheap funding for global investments, could unwind gradually, increasing volatility in equities and cryptocurrencies. While some fear significant market corrections, others argue that expectations are already priced in. The BOJ may also begin unwinding its ETF holdings as early as 2026, adding to potential market pressure.

marsbit12/19 09:21

Highest Interest Rate in 30 Years! With the Bank of Japan's Gradual Hawkish Signals, Where Are Risk Assets Headed?

marsbit12/19 09:21

From U.S. Stocks to On-Chain: The Next Structural Opportunity Is Brewing

The article discusses the potential impact of tokenized US stocks on the cryptocurrency market, arguing against the view that tokenized equities will entirely drain liquidity from the crypto space. While acknowledging that some crypto funds may flow into tokenized stocks, the author emphasizes that asset tokenization (including stocks, bonds, and gold) could significantly increase on-chain asset volume. This, combined with crypto’s composability and potential improvements in scalability and privacy, may lead to an explosion in on-chain transactions—attracting not only crypto-native funds but also traditional stock market participants. The piece suggests that tokenized assets won’t remain static on-chain; instead, they will interact with DeFi, derivatives, prediction markets, and other crypto-native applications. This could create new opportunities and even new sectors, similar to how perps and prediction markets emerged in previous cycles. Although the era of broad "altcoin seasons" may be over, high-quality crypto projects—especially those in infrastructure like DeFi, oracles, privacy, digital identity, and wallets—could still thrive. The convergence of tokenized traditional assets and crypto composability might spark innovative combinations, such as crypto AI agents or new financial instruments. Ultimately, the author believes that the next cycle will bring new "version winners," distinct from past cycles, and that while the wild west of crypto is fading, significant opportunities remain for innovative projects that leverage on-chain liquidity and composability.

比推12/19 06:15

From U.S. Stocks to On-Chain: The Next Structural Opportunity Is Brewing