# 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.

Primitive Ventures: The Crypto World Feels a Bit Dead

Primitive Ventures' Dovey Wan argues that despite Bitcoin hitting new all-time highs in 2025, the crypto market feels stagnant and disconnected. Key issues include a lack of altcoin momentum, underperformance against traditional assets like stocks and gold, and a significant divergence between onshore (U.S.) buying and offshore selling. U.S. investors bought spot Bitcoin, while international traders sold into strength and used leverage. Structural shifts, including Bitcoin ETFs and institutional products, changed liquidity dynamics. Retail interest declined, and miners sold Bitcoin to fund AI ventures. Major sell pressure came from early whales, miners, and gray market entities. The traditional 4-year cycle is broken; future performance depends on macro conditions and institutional adoption. Crypto must evolve from speculative asset to utility-driven technology to attract new cycles of investment.

marsbit01/13 12:40

Primitive Ventures: The Crypto World Feels a Bit Dead

marsbit01/13 12:40

It's Time to Start Making Money Again: The Breakout of the Russell 2000 Index May Sound the Charge for Crypto

The Russell 2000 Index, a key benchmark for US small-cap stocks, has broken out to a new all-time high above 2600 points—a move that has preceded major "altcoin seasons" in the past, such as those in 2017 and 2021. This breakout, supported by strong volume and broad participation, signals a return of risk-on sentiment and suggests capital is moving down the risk curve in search of higher returns. Small-cap stocks are highly sensitive to liquidity conditions. Their outperformance indicates that underlying macro liquidity is improving, driven by Federal Reserve actions, Treasury cash deployment, and marginally easier fiscal policy. This liquidity typically flows first into bonds and equities, then into higher-beta assets like small-caps, and finally into alternative assets like cryptocurrencies. The current crypto market—with thin order books, low leverage, and improved infrastructure (such as ETFs and clearer regulation)—is positioned to absorb this incoming liquidity. Historical patterns suggest a 1-3 month lag between Russell breakouts and significant crypto rallies. While each cycle has unique narratives, the underlying mechanism of liquidity-driven risk appetite remains consistent. The Russell 2000’s breakout should not be ignored by crypto traders, as it has historically marked the beginning of a broader altcoin recovery and a potential "super-cycle" characterized by structural support, absorbed pullbacks, and capital rotation into high-beta crypto assets.

marsbit01/13 11:35

It's Time to Start Making Money Again: The Breakout of the Russell 2000 Index May Sound the Charge for Crypto

marsbit01/13 11:35

Why Do Chinese Memes Lack Staying Power?

Chinese meme coins on BSC experienced a brief surge in early January 2026, led by tokens like “我踏马来了” (I’m F*cking Coming) and “老子” (Laozi), but quickly lost momentum within days. The rally, initially sparked by a tweet from He Yi (Binance co-founder), reflected a recurring pattern within the BSC ecosystem—dubbed “Shandongology”—where meme tokens gain traction through perceived endorsements from CZ or He Yi, even without direct involvement. This culture has led to growing community fatigue and internal division. Many participants expressed resistance to what they see as excessive sycophancy, undermining cohesion and diverting attention from organic meme culture. Unlike the October 2025 wave, which attracted global interest and cross-chain engagement, this surge failed to gain significant traction outside Chinese-speaking communities, limiting liquidity and buyer diversity. Moreover, Chinese meme coins are no longer novel. While they’ve become a recurring category within crypto, their reliance on “Shandongology” and lack of independent cultural identity make them highly susceptible to short-lived hype cycles. Tokens that fail to evolve beyond influencer-driven narratives tend to fade quickly, reinforcing a “pump-and-dump” pattern that shortens each meme cycle.

Odaily星球日报01/13 07:19

Why Do Chinese Memes Lack Staying Power?

Odaily星球日报01/13 07:19

Tracing LIT’s road to recovery after whale’s $1.8M loss and revenue troubles

LIT faces significant challenges following a whale's $1.8 million loss on a long position and alarmingly low revenue of only $8,450 on January 12. These issues have eroded investor confidence and raised doubts about the token's utility and sustainability. Despite these setbacks, there are slight positive signals: Futures Open Interest has increased, indicating ongoing market participation, and liquidity is clustering above the $2.7 level, which could act as a support zone. A break above this level with strong volume might pave the way for recovery, but without decisive upward momentum, LIT remains in a fragile state with an uncertain future.

ambcrypto01/13 07:02

Tracing LIT’s road to recovery after whale’s $1.8M loss and revenue troubles

ambcrypto01/13 07:02

South Korea’s crypto market is changing, but here’s why not everyone is happy!

South Korea's Financial Services Commission (FSC) is set to lift a 2017 ban that prevented companies and institutional investors from trading cryptocurrencies. New guidelines, expected by February, will allow around 3,500 entities to invest in crypto for financial purposes. Corporations will be limited to investing up to 5% of their equity annually, restricted to the top 20 cryptocurrencies by market cap. While this aims to boost liquidity and stability, critics argue the strict cap may disadvantage Korean firms compared to more flexible markets like the U.S. and Japan. The status of dollar-pegged stablecoins remains under discussion.

ambcrypto01/13 05:01

South Korea’s crypto market is changing, but here’s why not everyone is happy!

ambcrypto01/13 05:01

Bitcoin slips below miner costs: Will Trump’s 10% credit cap boost demand?

Bitcoin is currently trading below its estimated mining cost of around $101,600, a level that historically acts as a support floor as miners reduce selling pressure. This coincides with a potential market rebound, as outflows likely bottomed in late December. Meanwhile, former President Trump's proposal to cap credit card interest rates at 10% may restrict credit access for some borrowers, potentially driving new demand toward Bitcoin and DeFi as alternative financial systems. While these factors support a short-term price recovery, analysts caution that weak long-term liquidity could challenge any sustained rally.

ambcrypto01/13 03:01

Bitcoin slips below miner costs: Will Trump’s 10% credit cap boost demand?

ambcrypto01/13 03:01

Bitcoin price eyes $100K, yet breakout signals are missing

Bitcoin briefly surpassed $92k, continuing its recent pattern of strong Monday performances. However, analyst Maartunn noted these Monday rallies have often been followed by V-reversals to liquidate long positions. While the price is drawn toward the significant liquidity pocket in the $96k-$100k zone, reaching this psychological barrier faces headwinds. Analysis from Adler Crypto Insight shows long-term holder (LTH) distribution pressure has moved from a favorable accumulation regime to a neutral one. This indicates that as the price approaches $100k, LTHs may begin selling, potentially derailing a sustained breakout. The data suggests a lack of new long-term accumulation, with current holders not yet capitulating due to tolerable losses.

ambcrypto01/13 01:02

Bitcoin price eyes $100K, yet breakout signals are missing

ambcrypto01/13 01:02

BSC Pop-up Store Style Memes: How Can They Compete with Solana?

The crypto market's high-beta phase has reignited the meme coin frenzy, with Solana and Binance Smart Chain (BSC) emerging as two dominant but divergent ecosystems. Solana leverages its high-speed, low-cost infrastructure (0.4s transaction time, ~$0.005 fees) and culture-first approach, epitomized by platforms like pump.fun, where memes evolve from community-driven narratives and often face rapid failure—over 98% of projects eventually collapse. Its top meme tokens, like BONK and WIF, thrive on viral momentum and decentralized innovation, but the ecosystem is highly competitive and transient. BSC, in contrast, relies heavily on central figures like CZ and He Yi, and its EVM compatibility attracts event-driven, sentiment-heavy trading—particularly within Chinese-speaking communities. While BSC memes can achieve rapid, concentrated pumps, they often lack longevity without ongoing influencer support. Data from Dexscreener (as of Jan 12, 2026) highlights key differences: Solana recorded 26.92M transactions ($8.65B volume) vs. BSC’s 5.9M ($7.80B), reflecting Solana’s retail-heavy, high-frequency trading versus BSC’s大户-dominated, narrative-centric rallies. Ultimately, Solana’s strength lies in its resilient, tool-rich culture, while BSC excels in short-term, liquidity-injected opportunities. The choice between chains depends on risk appetite: probability and algorithms on Solana, versus community sentiment and timing on BSC.

比推01/13 00:34

BSC Pop-up Store Style Memes: How Can They Compete with Solana?

比推01/13 00:34

ETH/BTC looks promising – Is Ethereum set to surge?

The ETH/BTC ratio appears to have bottomed in April 2025, similar to the pattern observed in 2019, suggesting a potential shift in Ethereum's performance relative to Bitcoin. Despite a nearly four-year downtrend, the ratio has stabilized and formed higher lows, indicating a constructive recovery phase. Key factors supporting Ethereum’s strength include a significant increase in stablecoin activity on the network. Stablecoin supply on Ethereum surged by over 65% in 2025, reaching roughly double its previous 2021 peak, with a market value of $160–170 billion—the highest on record. This growth suggests strong institutional and user confidence, as stablecoins often represent idle capital poised for future activity. Additionally, Ethereum continues to serve as the leading settlement layer for dollar-denominated transactions. Stablecoin transfer volume on the network reached a new all-time high of $8 trillion in Q4 2025, underscoring its foundational role in crypto liquidity and usage. With development activity remaining robust and on-chain metrics strengthening, Ethereum may be poised for a bullish breakout relative to Bitcoin.

ambcrypto01/12 22:02

ETH/BTC looks promising – Is Ethereum set to surge?

ambcrypto01/12 22:02

Crypto ticks higher after Powell’s warning, but THIS favors Bitcoin

Cryptocurrency markets saw modest gains following Federal Reserve Chair Jerome Powell’s remarks defending the central bank’s independence amid political pressure from the Trump administration. Powell warned that threats of criminal indictment over interest rate decisions could undermine evidence-based monetary policy. Investors interpreted his stance as a potential signal that rate cuts remain possible, boosting risk assets like Bitcoin. However, the rally was uneven—Bitcoin captured the majority of inflows, with its market cap rising to $1.82 trillion, while altcoins struggled. The Altcoin Season Index fell sharply, indicating a shift toward "Bitcoin season." Sustained momentum depends on Bitcoin breaking key resistance at $94,000, which may further deepen its dominance rather than broadly lifting altcoins.

ambcrypto01/12 20:02

Crypto ticks higher after Powell’s warning, but THIS favors Bitcoin