# Сопутствующие статьи по теме Liquidity

Bitcoin sees $1.68B in weekly buys – Is BTC supply drying up?

Weekly Bitcoin demand surged with $1.68 billion in spot ETF inflows and significant institutional accumulation, tightening available supply. BTC held above key support near $94,000, with improving momentum and positive funding rates reflecting renewed confidence. The MVRV ratio indicated solid profitability without extreme greed, while top trader positioning leaned long without crowding. Market structure suggests a transition from consolidation to potential upward expansion, supported by disciplined leverage and sustained institutional demand.

ambcrypto01/16 18:03

CME expands regulated crypto futures with Cardano, Chainlink and Stellar contracts

CME Group announced the expansion of its regulated cryptocurrency derivatives with the launch of futures contracts for Cardano (ADA), Chainlink (LINK), and Stellar (XLM), scheduled for February 9, 2026, pending regulatory approval. The new contracts will include both standard and micro-sized options, providing institutional and retail traders with tools to gain exposure or hedge risk in these large-cap digital assets. The futures will be cash-settled, allowing trading without direct token ownership. This move reflects growing institutional demand for altcoin products and is expected to enhance long-term liquidity, price discovery, and risk management capabilities for these assets, rather than serve as an immediate price catalyst.

ambcrypto01/16 17:07

Ethereum: Will $43M ETH whale move test THIS danger zone?

ambcrypto01/16 15:02

Bitcoin Needs Expanding Dollar Liquidity To Regain Momentum: Hayes

BitMEX co-founder Arthur Hayes argues that Bitcoin's ability to reach new all-time highs depends on expanding US dollar liquidity in 2026. He identifies potential triggers, including Federal Reserve balance sheet expansion, lower mortgage rates, and increased bank lending to government-backed sectors. Hayes links 2025's crypto underperformance to capital flows narrative rather than a loss of crypto's value proposition, noting tech stocks outperformed due to state-directed investment in AI and military production. Recent cooler inflation data boosted crypto, illustrating how monetary conditions impact risk assets. Hayes frames Bitcoin as a hedge against fiat debasement, but emphasizes that its bullish outlook remains contingent on loose monetary policy and increased dollar liquidity.

bitcoinist01/16 10:02

Farewell to 'Storytelling' for Funding: What Kind of Projects Can Survive Beyond 2026

Title: Beyond Storytelling: What Projects Will Survive Beyond 2026 The venture capital landscape in crypto has fundamentally shifted. In 2025, top market maker and investor Wintermute Ventures approved only 4% of the 600 projects it reviewed. This reflects a broader trend: total crypto VC deals plummeted 60% from 2024, with capital concentrating heavily in later-stage rounds (56% of total funding). The driver is a radical change in market structure. Institutional capital now dominates (75% of liquidity), but it is largely trapped in major assets like BTC and ETH. The altcoin narrative cycle collapsed from 61 days to just 19-20 days, leaving little time for money to flow to smaller projects. The traditional four-year bull cycle is broken; a 2026 recovery requires a major catalyst. Consequently, VC investment logic has moved from "spray and pray" to a survival-of-the-fittest model. Funding now targets projects that can prove viability from the seed stage. Key requirements for survival include: 1. **Hard Proof of Product-Market Fit:** Real data points are mandatory, such as 1,000+ active users or $100k+ in monthly revenue, with a DAU/MAU ratio above 50%. 2. **Capital Efficiency & Default Alive Status:** Startups must achieve "default alive" status, with monthly burn not exceeding 30% of revenue. Large, cash-burning teams are untenable. 3. **AI Integration & Technical Sophistication:** AI is no longer optional; it's essential for reducing development cycles and optimizing operations. Privacy tech like zero-knowledge proofs is critical for compliance, especially in RWA tokenization. 4. **Liquidity & Exchange Compatibility:** Projects must plan their exchange listing path from day one, ensuring compatibility with institutional liquidity channels like ETFs. For investors, the mandate is clear: adapt or fail. The new standard is not "how big the story can be" but "can this project prove its ability to generate revenue from seed." Investment must focus on AI-crypto fusion, compliance, and emerging markets. The era of betting on narratives is over; execution and sustainable profitability are now the only metrics that matter.

marsbit01/16 09:13

Middle East Risks Escalate, Trump's Options on the Table: How Will Bitcoin React?

Amid escalating tensions in the Middle East in mid-January 2026, the U.S. began precautionary evacuations from key bases like Al Udeid Air Base in Qatar, signaling a shift from rhetorical deterrence to tangible risk. Markets responded by pricing in uncertainty rather than a definitive outcome. Gold and silver hit record highs as investors sought traditional safe havens, while Bitcoin surged to $97,694, reflecting its role as a macro hedge asset sensitive to liquidity and geopolitical stress. The key market focus is not whether conflict occurs, but its potential scale and impact on energy markets, dollar strength, and global liquidity. Bitcoin’s trajectory hinges on whether the situation escalates into a broader crisis—driving hedging demand—or remains contained, avoiding severe financial tightening.

比推01/16 09:00

Will Trump Take Military Action Against Iran? How Will This Affect Bitcoin?

In mid-January 2026, escalating U.S.-Iran tensions—marked by the precautionary withdrawal of U.S. personnel from key Middle Eastern bases like Al Udeid in Qatar—triggered significant movements in financial markets. Gold and silver reached record highs as investors sought traditional safe-haven assets amid geopolitical uncertainty. Bitcoin, often misclassified as purely risk-on or risk-off, surged to nearly $97,700, reflecting its role as a macro hedge asset sensitive to liquidity conditions. The market’s focus is not solely on whether the U.S. will initiate military action but on the potential scale of escalation and its impact on oil prices, dollar strength, and global liquidity. A limited conflict may be quickly absorbed by markets, especially amid expectations of loose monetary policy, but broader regional disruption could tighten liquidity and pressure risk assets, including cryptocurrencies. The key signal for a shift from risk-pricing to crisis mode will be consistent, cross-agency military preparedness rather than isolated defensive moves. Bitcoin’s near-term trajectory will depend on whether the situation fuels dollar strength and energy shocks (bearish) or reinforces its hedging appeal alongside gold (bullish).

marsbit01/16 08:52

Uniswap Goes Live on OKX X Layer With Zero Interface Fee Swaps

Uniswap has launched on OKX's X Layer, an Ethereum-compatible Layer 2 network, enabling users to swap tokens, provide liquidity, and access DeFi services with low transaction costs. A key feature is the absence of interface fees for swaps, allowing seamless trading of major assets like USDG, xBTC, and USDT directly through Uniswap’s interface. This integration aligns with Uniswap’s strategy to expand across chains and reduce costs, while offering OKX’s global user base access to a trusted DeFi platform with deep liquidity. The move is part of Uniswap’s broader effort to enhance accessibility, following recent upgrades such as fee removals and multi-chain expansions.

TheNewsCrypto01/16 07:51

Key Data for Gate 2025 Spot Listing: Nearly 80% of Exclusive Projects Closed Higher Within 30 Minutes of Opening, with a Median Increase of Approximately 81%

Based on an analysis of 447 new assets listed on Gate.io in 2025, key data reveals significant trends in post-listing performance. The majority (71%) of new listings were initial listings (including 28 exclusives), with the rest being non-initial listings. In the critical price discovery window, initial listings, particularly exclusives, showed markedly higher median gains and positive return rates. Notably, nearly 80% of exclusive listings were in positive territory 30 minutes after launch, with a median gain of approximately 81%. This performance advantage for initial listings was sustained across the 5-minute to 24-hour windows but diminished over longer timeframes. By 72 hours, the median gain for the entire sample neared breakeven, declining to negative figures at the 7-day and 30-day marks. The proportion of assets trading above their listing price also fell over time, from 61.7% at 30 minutes to just 35.1% after 30 days. The data indicates that while short-term, high-multiple gains are possible—especially for high-profile exclusive and initial listings—returns are not linear and tend to converge or decline significantly after approximately three days. This highlights Gate.io's effectiveness in capitalizing on market attention and executing listings that generate early wealth effects, particularly for assets with strong narratives like AI infrastructure and meme coins.

marsbit01/16 07:30

The Hidden Costs and Structural Dilemmas of Tokenized Assets

Tokenized assets face a critical structural challenge: a severe lack of deep, reliable on-chain liquidity. While tokenization promises to unlock trillions in traditional assets for DeFi, the reality is that markets for tokens like gold (PAXG, XAUT) and stocks (e.g., TSLAx, NVDAx) are extremely shallow compared to their traditional counterparts (e.g., CME). This results in exponentially higher slippage—often exceeding 100 basis points for trades over $4M—and makes large transactions costly or impossible. Fragile liquidity also leads to market instability, such as flash crashes on exchanges that trigger cascading liquidations across connected DeFi protocols. The root cause is a misalignment with market makers' incentives: high minting/redemption fees, slow settlement times, and capital lock-ups make providing liquidity for tokenized assets inefficient and risky. Without a new market structure that bridges on-chain access with off-chain liquidity depth, tokenization will remain stuck in a low-liquidity equilibrium, limiting its scalability and utility in DeFi.

marsbit01/16 06:51