# 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.

How to Evaluate the Listing of 'I'm Coming on the Horse' on Binance?

The article discusses the controversial listing of the Chinese meme coin "我踏马来了" (Wo Ta Ma Lai Le) on Binance Alpha. The coin, inspired by a New Year's post from Binance co-founder He Yi, saw its market cap surge from around $4 million to over $16 million in half a day after the announcement. The piece highlights the polarizing reactions: critics view it as a vulgar, sycophantic move by Binance’s listing team, while supporters argue it’s a legitimate meme with cultural relevance ahead of the Year of the Horse. The author reflects on missing the investment opportunity and analyzes Binance’s strategic embrace of meme coins to drive platform activity, fees, and user growth—contrasting its centralized, leader-driven model with more organic ecosystems like Solana. The conclusion warns that over-reliance on figurehead influence risks alienating genuine contributors and damaging long-term health of the Binance and BSC ecosystem.

marsbit01/09 09:14

How to Evaluate the Listing of 'I'm Coming on the Horse' on Binance?

marsbit01/09 09:14

Web3's Failed Assumption: Ultimately Just Another Expansion of Wall Street's Balance Sheet

The article argues that the core assumption of Web3—that it would revolutionize finance by moving traditional assets on-chain—is failing. Instead, a one-sided absorption is occurring: Traditional Finance (TradFi) is successfully expanding into crypto, while the reverse movement of crypto into traditional assets is struggling. The pivotal moment was November 10, 2023, when CME's Bitcoin futures open interest surpassed Binance's, signaling a major shift. This is because TradFi giants like CME or BlackRock can launch crypto products with near-zero marginal cost, leveraging their existing regulatory licenses, mature risk models, and institutional networks. Conversely, crypto-native platforms face an insurmountable "compliance cost" barrier when trying to tokenize real-world assets (RWA), such as stocks. The stringent regulatory requirements for securities trading make it a prohibitively expensive endeavor. The author concludes that true liquidity comes from large, regulated institutional capital (pension funds, etc.), which prioritizes security and compliance. Products like Bitcoin ETF provide this, allowing traditional capital to enter easily. Therefore, crypto is being stripped of its ideological attributes and is becoming a pure, volatile financial asset class within the traditional system. The financial upper layers of trading and derivatives will likely remain dominated by TradFi, with Web3's role reduced to the base layer of asset generation and settlement.

比推01/09 08:43

Web3's Failed Assumption: Ultimately Just Another Expansion of Wall Street's Balance Sheet

比推01/09 08:43

To Hyperliquid: Stop Talking About 'Decentralization' and Learn from BNB's 'Strong Operations'

The article critiques Hyperliquid's overemphasis on "decentralization" and urges it to adopt a "strong operations" model akin to Binance's BNB ecosystem. It argues that the perpetual decentralized exchange (Perp DEX) market is saturated, with over 20 projects aiming for Token Generation Events (TGE) by Q1 2026, leading to intense competition. While Hyperliquid excels in liquidity and professional trading体验 for assets like BTC/ETH, its native token HYPE and HyperEVM ecosystem lack synergistic value capture, unlike BNB's integrated model. The author highlights that Binance’s success stems from its "listing effect" and operational synergy between Binance main站 and BNB Chain, which sustains project viability post-listing. In contrast, Hyperliquid’s minimalist, hands-off approach to HyperEVM has hindered ecosystem growth, causing projects to fail quickly after HYPE distribution. The piece suggests Hyperliquid should learn from BNB Chain’s "strong operations" to foster ecosystem collaboration, such as endorsing key DeFi sectors (e.g., lending, swaps), without compromising decentralization entirely. Ultimately, Hyperliquid’s engineering strengths are noted, but it must evolve beyond its current passive strategy to maintain competitiveness against rivals like Lighter and Aster, which are expanding into L2s/chains. The conclusion urges Hyperliquid to embrace complexity and operational rigor to secure long-term growth and token value.

marsbit01/09 07:12

To Hyperliquid: Stop Talking About 'Decentralization' and Learn from BNB's 'Strong Operations'

marsbit01/09 07:12

2025 Annual Marketing White Paper

The 2025 Web3 Marketing White Paper highlights a major industry pivot from vanity metrics like DAU to tangible, revenue-focused goals such as transaction volume and TVL. Both projects and users have become more pragmatic, prioritizing capital security, predictable returns, and sustainable growth. Key trends include Binance redefining wallets as growth engines through its Alpha platform, which ties user activity to rewards and liquidity. Community-building shifted from KOL-centric campaigns to fostering genuine cultural engagement, as seen with Sahara AI’s UGC-driven identity. Projects like Sign and Kite AI used simple, high-impact messaging and strategic timing to build trust pre-TGE. Meanwhile, Plasma and Zerobase incentivized long-term liquidity through behavior-based rewards. Notable challenges include shortened attention spans, post-TGE neglect, over-reliance on KOLs, and a lack of cultural cohesion. The report warns that sustainable growth requires ongoing community engagement, balanced incentive structures, and authentic storytelling. Looking ahead, 2026 will demand even sharper focus on pre-TGE liquidity, deeper community integration, and stronger private ecosystem management to survive increased competition and market saturation.

marsbit01/09 06:55

marsbit01/09 06:55

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

The article analyzes why Bitcoin has remained stagnant around $80,000 despite the U.S. entering a rate-cut cycle, while gold continues to rise. It attributes this divergence to two structural factors: high real interest rates due to persistent inflation and a "middle-layer blockage" where monetary easing isn't translating into looser financial conditions. Additionally, this is a defensive rate-cut cycle driven by recession risks and rising debt burdens, not growth, causing capital to prioritize safety over risk-taking assets like Bitcoin. The U.S. faces a debt trilemma: rolling over debt, shifting to short-term issuance, or allowing currency devaluation. Gold's surge reflects hedging against dollar devaluation. Bitcoin awaits confirmed liquidity expansion. The outlook involves two phases: an initial recession shock where gold may peak while Bitcoin faces a sell-off, followed by Fed-led liquidity expansion (QE) where Bitcoin absorbs excess liquidity and surges. Silver's role is noted, with its price action tied to industrial demand and the gold-silver ratio. Long-term, both gold and Bitcoin are expected to appreciate against fiat currencies due to persistent monetary debasement, with leadership shifting from gold to Bitcoin once liquidity floodgates open.

marsbit01/09 06:43

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

marsbit01/09 06:43

The Devoured Middle Ground: Will Web3's Endgame Become Just Another Wall Street Table?

The article "The Devoured Middle Ground: Will Web3 End Up as Just Another Wall Street Table?" argues that the initial revolutionary vision of Web3—decentralizing finance and replacing traditional systems like Nasdaq with blockchain—is being overtaken by traditional finance (TradFi). A pivotal moment occurred on November 10, 2023, when CME's Bitcoin futures open interest surpassed Binance's, signaling a shift in liquidity and influence. The core issue is asymmetric "compliance cost": TradFi institutions (e.g., CME, BlackRock) can easily enter crypto by listing Bitcoin derivatives with minimal marginal cost, leveraging existing infrastructure, licenses, and regulatory relationships. In contrast, crypto-native firms face insurmountable barriers when attempting to tokenize traditional assets like stocks, due to prohibitive regulatory requirements, securities laws, and compliance risks—exemplified by FTX's failure. The approval of Bitcoin ETFs in 2024 accelerated this trend, enabling large institutional players (pension funds, hedge funds) to gain exposure without direct crypto custody concerns. Liquidity and pricing power are shifting from offshore, less-regulated exchanges to compliant TradFi venues. Crypto is being stripped of its ideological attributes and reduced to a pure, volatile financial asset within traditional portfolios. The conclusion is that Web3's financial layer, especially secondary trading, will likely be absorbed into TradFi, with blockchain remaining primarily for asset generation and settlement. The real alpha will follow liquidity, which is flowing back to Wall Street.

marsbit01/09 03:07

The Devoured Middle Ground: Will Web3's Endgame Become Just Another Wall Street Table?

marsbit01/09 03:07

Ripple Exec Reveals What’s Coming And How It Will Drive XRP Price

Ripple executive Reece Merrick revealed key developments in the XRP ecosystem that could drive its price higher. He highlighted XRP's role as a bridge asset supporting stablecoins, real-world assets (RWAs), and institutional payments. Growing ETF momentum and corporate treasury adoption are increasing institutional participation, laying the foundation for stronger market dynamics. RippleX emphasized XRP's design for settlement and liquidity, noting its clear U.S. regulatory standing and institutional adoption, including Evernorth's $1 billion commitment. Factors like ETFs, institutional demand, and RWAs could create a supply shock and support upward price movement for XRP.

bitcoinist01/09 02:02

Ripple Exec Reveals What’s Coming And How It Will Drive XRP Price

bitcoinist01/09 02:02

XRP To Take Over The Solana Meme Coin Craze? Analyst Shares Best Memes To Buy

In a recent market analysis, an analyst suggests that XRP Ledger (XRPL) meme coins could be the next major speculative opportunity, following the explosive growth seen in Solana-based meme tokens. The argument centers on XRPL’s low transaction costs, fast execution, and current undervaluation compared to more saturated markets. The analyst proposes that investors can use XRPL meme coins as high-beta proxies to amplify exposure to XRP’s price action without significant additional capital. Rather than long-term holds, these assets are viewed as tactical plays for capital efficiency during hype cycles. The report highlights several meme tokens—$DROP, $ARMY, $FUZZY, and $PHNIX—as having strong community backing, liquidity, and momentum potential. The strategy involves reallocating a portion of XRP holdings into these tokens to capture accelerated returns and then converting profits back into XRP.

bitcoinist01/08 21:32

XRP To Take Over The Solana Meme Coin Craze? Analyst Shares Best Memes To Buy

bitcoinist01/08 21:32

Can Solana’s $900M stablecoin surge help SOL clear $145?

Stablecoins are increasingly seen as indicators of capital positioning across blockchain networks, not just as a market hedge. Solana has experienced a significant $900 million surge in stablecoin supply, signaling strong structural rather than speculative demand. This growth is supported by Solana becoming the leading chain for tokenized stocks, with a record $800 million market cap and a 17% increase in 30-day RWA value. The network's on-chain activity is robust, with Daily Active Addresses up 55% year-to-date, far outperforming Ethereum. SOL's price has risen 8% in 2026 but faces key resistance at $145. The influx of stablecoin liquidity, combined with major developments like Jupiter's on-chain stablecoin launch and Morgan Stanley's spot SOL ETF filing, could provide the catalyst needed for SOL to break this resistance and continue its upward trend.

ambcrypto01/08 17:02

Can Solana’s $900M stablecoin surge help SOL clear $145?

ambcrypto01/08 17:02

Why BlackRock’s $1B crypto bet could shape markets in 2026

BlackRock, the world's largest asset manager, has re-entered the cryptocurrency market with a significant accumulation of nearly $1 billion in digital assets over 72 hours. On-chain data shows the firm transferred $878 million in BTC and $149 million in ETH into custody, signaling a strategic shift from recent outflows to a concentrated 'ETF 2.0' phase. This activity reflects BlackRock’s operational pattern: during quiet periods, authorized participants use secondary market inventory to meet demand without entering the spot market. When internal reserves are depleted—often due to sustained institutional interest or rebalancing—BlackRock re-enters the market aggressively, creating large inflows. Despite recent outflows of $130 million from its Bitcoin ETF (IBIT) and $6.6 million from its Ethereum ETF (ETHA), the large-scale accumulation suggests underlying institutional demand. The market is currently consolidating, with BTC and ETH down 2.41% and 4.99%, respectively. However, BlackRock’s absorption of supply may establish a price floor and reduce selling pressure. Historically, such accumulation phases lead to supply squeezes that help Bitcoin break through key resistance levels, such as the current $94,500 barrier. If the trend continues, it could signal the beginning of a new upward market cycle.

ambcrypto01/08 14:02

Why BlackRock’s $1B crypto bet could shape markets in 2026