# 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.

Gold and Silver Experience 'Black Friday' as the Dollar Stages a Dramatic Comeback!

Gold and silver experienced a historic crash on January 30, 2026, with silver plunging over 30% in its largest single-day drop ever, and gold fell more than 9%, marking its worst decline since the early 1980s. Meanwhile, the US dollar surged nearly 0.9%, its biggest gain since July of the previous year. The sell-off was triggered by the news that former Federal Reserve Governor Kevin Warsh, known for his hawkish stance, was nominated as the next Fed chair. This eased market concerns about the Fed's politicization and led to a rapid unwinding of dollar short positions. The precious metals market, already in extreme overbought territory with silver up 63% and gold 20% year-to-date, faced a liquidity crisis, accelerated by forced liquidations and profit-taking. Commodity currencies like the AUD and CHF were hit hard. Analysts are divided on whether this is a correction within a bull market or a sign of a broader reversal, with factors like geopolitical tensions and monetary policy shifts under the new Fed leadership being key to watch.

比推01/31 01:54

Gold and Silver Experience 'Black Friday' as the Dollar Stages a Dramatic Comeback!

比推01/31 01:54

Here’s Why The Bitcoin, Dogecoin, And XRP Price Are Crashing This Week

Bitcoin, Dogecoin, and XRP prices have crashed this week, with Bitcoin hitting new 2026 lows below $82,000. The decline is attributed to several macroeconomic factors, including new Trump tariffs on countries like South Korea and Canada, which are creating market uncertainty and affecting dollar liquidity. JPMorgan analysts note that China is responding by selling U.S. treasuries and buying gold, weakening the U.S. dollar. However, Bitcoin is currently being treated as a risk asset rather than a dollar hedge, leading to its decline alongside other cryptocurrencies. Additionally, rising U.S.-Iran tensions and a hawkish Federal Reserve—which held rates and signaled no near-term cuts—are further constrained liquidity and fueled bearish sentiment.

bitcoinist01/31 01:32

Here’s Why The Bitcoin, Dogecoin, And XRP Price Are Crashing This Week

bitcoinist01/31 01:32

Trump nominates Kevin Warsh as Fed chair, crypto markets react to potential policy shift

President Trump has nominated former Federal Reserve governor Kevin Warsh to succeed Jerome Powell as Fed Chair, effective upon Powell's term expiration in May 2026, pending Senate confirmation. Warsh, who served from 2006 to 2011, is known for his views on monetary policy and financial stability. Markets reacted immediately, with Bitcoin falling around 2% to near $81,000–$82,000, gold dropping roughly 5%, and equities declining amid expectations of a more hawkish stance. Analysts suggest a Warsh-led Fed may resist rapid rate cuts or balance sheet expansion, potentially leading to tighter liquidity and higher risk premiums for crypto and other risk assets. The confirmation process and ongoing policy uncertainty are likely to continue influencing market sentiment.

ambcrypto01/30 17:17

Trump nominates Kevin Warsh as Fed chair, crypto markets react to potential policy shift

ambcrypto01/30 17:17

Primitive Ventures: Why Are We Bullish On On-Chain Perpetual U.S. Stocks?

Primitive Ventures argues that on-chain perpetual contracts for US equities represent a pivotal convergence point for crypto and traditional finance, poised to absorb global liquidity. The trend is driven by crypto's innate preference for volatility and key infrastructure upgrades: crypto in-kind margin acceptance by CBOE/CME, DTCC's potential on-chain settlement integration, and the emergence of tokenized equities as collateral enabling systematic basis farming. The dynamic involves "onshore issuance, offshore distribution." While entities like Ondo focus on compliant tokenized stock issuance, demand flows to platforms with superior distribution and trading interfaces, predominantly on BNB Chain. On-chain perps attract global professional traders seeking 24/7 access, high leverage, cross-margin efficiency, and DeFi composability, bypassing traditional broker limitations. The stack is maturing with infrastructure (HIP-3/HyperCore, Orderly, Chainlink), trading platforms (Trade.xyz, Ostium), and terminal frontends (Based, Phantom). The future is a unified global "margin network" where diverse assets serve as interoperable collateral. However, the window is narrowing. The primary threat is not demand but regulatory approval of onshore products, which could rapidly shift activity back to established brokers (e.g., Robinhood with 0DTE options). With the SEC/CFTC actively studying perps and compliant entrants like Bitnomial emerging, offshore/on-chain players must quickly capture liquidity and shape rules before standardization occurs. The race is on to leverage crypto's distribution power and capital efficiency to rewrite traditional finance's operating model.

marsbit01/30 08:19

Primitive Ventures: Why Are We Bullish On On-Chain Perpetual U.S. Stocks?

marsbit01/30 08:19

Assessing if Binance’s ApeChain integration can revive APE adoption

ApeChain has transitioned from an experimental ecosystem project to exchange-grade infrastructure, particularly with Binance's integration improving user access. However, ApeCoin (APE) faces a critical test in generating sustained on-chain usage beyond speculative interest and NFTs. Current on-chain activity shows stagnation: daily active addresses are range-bound, transaction counts are low, and total value locked (TVL) has dropped over 80% from its peak. Despite regulatory risks clearing after SEC investigations concluded without action, adoption remains weak. Exchange and whale flows reflect fading conviction, with declining large holders and slow new user growth. Revival depends on non-NFT dApps, deeper liquidity, and renewed ecosystem demand—not just infrastructure upgrades.

ambcrypto01/30 08:02

Assessing if Binance’s ApeChain integration can revive APE adoption

ambcrypto01/30 08:02

Bitcoin Liquidity Remains Intact Despite Precious Metals Rally: Stablecoins Wait On The Sidelines

Despite Bitcoin struggling to regain the $88,000 level amid a rally in precious metals, on-chain analysis from CryptoQuant suggests capital is not exiting crypto for traditional safe havens like gold. Instead, liquidity is pausing, as indicated by the Stablecoin Supply Ratio (SSR), which currently sits at 12.57—down from recent highs—signaling significant latent buying power waiting on the sidelines. This implies investor caution rather than outright risk aversion. Bitcoin’s current weakness reflects hesitation, not abandonment, with key support around $86,000–$87,000. The market remains in consolidation, awaiting a catalyst for renewed bullish momentum.

bitcoinist01/30 07:02

Bitcoin Liquidity Remains Intact Despite Precious Metals Rally: Stablecoins Wait On The Sidelines

bitcoinist01/30 07:02

Discourse Power, Internalization, Positive Externalities: Understanding Binance's Triple Dilemma and 'Original Sin'

An article titled "Discourse Power, Internalization, Positive Externalities: Understanding Binance's Triple Dilemma and 'Original Sin'" critiques Binance's dominant role in the crypto industry. It argues that Binance's near-monopoly on "discourse power" allows it to dictate which projects succeed, stifling genuine innovation as builders and VCs focus on pleasing its listing committee rather than users. This leads to a "blackout" effect, hindering organic growth. Furthermore, Binance's strategy is described as extreme "internalization." Its Launchpad model, featuring high Fully Diluted Valuations (FDV) and low circulation, functions like an internal capital vacuum. This, along with activities on BNB Chain, turns the market into a "slaughterhouse" where insiders profit while retail investors lose, preventing mass adoption and consuming user trust. Finally, the article highlights Binance's lack of "positive externalities." Unlike competitors like Coinbase (contributing to compliance and ETFs) or the Ethereum Foundation (advancing core technology), Binance's actions are seen as self-serving. Its focus on memes and a closed "walled garden" ecosystem, instead of fostering real innovation or open infrastructure, fails to benefit the broader industry. As the industry leader, this perceived lack of responsibility and担当 (dāndāng, bearing responsibility) creates a "virtue-position mismatch," making it a target of criticism. The solution isn't PR but ceding discourse power to the community and channeling liquidity to support genuine technological progress.

marsbit01/30 04:45

Bear Market Bottoming Out, Bitcoin to Test the $83,000 Support Line?

Bitcoin is consolidating near key on-chain support levels, with the $83.4K to $80.7K range acting as a critical zone. A break below could trigger deeper correction risks. Short-term holders remain fragile, with nearly 20% of their supply in loss, though panic selling has not yet materialized. ETF flows have stabilized near neutral, reducing structural selling pressure, while spot market buying interest shows early signs of recovery, led by offshore exchanges like Binance. However, sustained demand is needed for an upward breakout. Derivatives markets reflect caution: perpetual funding rates are neutral, indicating low leverage, while options skew has turned bearish with increased demand for short-term downside protection. Dealer gamma is negative below $90K, amplifying potential downward moves. Overall, market stability hinges on whether spot and ETF inflows can rebound. Without sustained buying, BTC risks further consolidation or a corrective decline.

marsbit01/30 03:27

Bear Market Bottoming Out, Bitcoin to Test the $83,000 Support Line?

marsbit01/30 03:27

From Geopolitical Tensions to Liquidity Tightening: BTC Dragged into Uncontrolled Market Conditions

"Bitcoin experienced a sharp decline, dropping from around $88,000 to below $81,200, with a 24-hour loss exceeding 7%. The sell-off was driven by multiple factors converging simultaneously. Escalating geopolitical tensions in the Middle East, particularly involving the U.S. and Iran, increased market uncertainty and risk aversion. Meanwhile, the Federal Reserve's latest FOMC meeting maintained interest rates and dashed hopes for near-term rate cuts, leading to a repricing of liquidity expectations. The downturn was not isolated to crypto; U.S. equities and precious metals like gold and silver also fell, indicating a market-wide reduction in risk exposure. Additionally, Bitcoin ETFs saw sustained outflows, with over $1 billion in net withdrawals in just one week, reducing market liquidity and amplifying downward pressure. This collective 'de-risking' event forced a breakdown of key technical levels, including the 100-week moving average, triggering leveraged liquidations. Market stability now depends on reclaiming these technical supports and the return of risk capital."

marsbit01/30 02:20

From Geopolitical Tensions to Liquidity Tightening: BTC Dragged into Uncontrolled Market Conditions