# Сопутствующие статьи по теме Macro

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

All about Tether’s $1B USDT injection as Bitcoin navigates delayed tariffs, rate-cut fears

Tether minted $1 billion in USDT, part of a $3.75 billion stablecoin issuance over the past week, in a move seen as strategic amid significant market uncertainty. This occurred just before key macroeconomic events: a delayed Supreme Court tariff ruling, which initially caused a sharp Bitcoin price spike, and stronger-than-expected U.S. employment data that reduced the likelihood of near-term Fed rate cuts. The high transaction volume of stablecoins, which hit a record $33 trillion in 2025, coupled with a recent $2 billion drop in Tether's reserves, points to rising demand for liquidity. Rather than a straightforward bullish signal for Bitcoin, this liquidity injection is viewed as a strategic move by Tether to position itself ahead of potential market volatility. With the tariff decision postponed and rate-cut expectations fading, traders remain cautious, as these factors could trigger a drop in BTC's price.

ambcrypto01/10 19:02

All about Tether’s $1B USDT injection as Bitcoin navigates delayed tariffs, rate-cut fears

ambcrypto01/10 19:02

When will the U.S government start buying Bitcoin for its Reserve?

The article explores the possibility of the U.S. government purchasing Bitcoin for its Strategic Reserve in 2026, following a mixed performance in 2025. Despite Bitcoin finishing 2025 down -6.3%, regulatory developments like the GENIUS Act and the establishment of a Strategic Bitcoin Reserve (holding seized BTC, not yet purchased) strengthened its institutional credibility and "digital gold" status. However, institutional demand remained volatile with ETF outflows and price swings. In contrast, gold surged 65% in 2025, highlighting a preference for traditional safe havens. The 2026 macro outlook, including regulatory clarity and global economic shifts (e.g., Kazakhstan’s mining renewal), increases the likelihood of U.S. Bitcoin purchases, though execution is not guaranteed.

ambcrypto01/10 05:03

When will the U.S government start buying Bitcoin for its Reserve?

ambcrypto01/10 05:03

Bitcoin eyes $100K amid market caution – Here’s why it makes sense!

Bitcoin is positioned for a potential move toward $100,000 despite a cautious market environment. Key macro events, including a Supreme Court tariff ruling and U.S. employment data, are creating volatility. Bitcoin’s 30-day Open Interest has fallen to its lowest since 2022, indicating a lack of "blind optimism" and reducing the risk of a sharp market crash. Although institutional demand remains soft with ETF outflows and a negative Coinbase Premium Index, weakening labor market data suggests a potential rate cut may be increasingly likely. With Bitcoin holding above $85,000, these conditions could support a more sustainable rally toward six figures by early February.

ambcrypto01/10 03:02

Bitcoin eyes $100K amid market caution – Here’s why it makes sense!

ambcrypto01/10 03:02

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

Bybit 2026 Crypto Outlook Examines Bitcoin Cycles, Macro Risks, and RWA Growth

Bybit's 2026 Crypto Outlook report analyzes key factors expected to shape digital asset markets. While historical Bitcoin cycles tied to halving events remain relevant, their influence may diminish due to growing impacts from macro policy, institutional adoption, and market structure. Key findings include: a favorable macro backdrop with potential Fed easing possibly boosting risk assets; derivatives markets pricing only a 10.3% probability of Bitcoin reaching $150K by end-2026, which may be overly cautious; and significant structural trends like real-world asset (RWA) tokenization gaining momentum. The report also highlights event risks, such as potential BOJ tightening and index exclusions, that could increase volatility. Overall, institutional involvement, regulatory developments, and macroeconomic conditions are increasingly pivotal in driving crypto market behavior.

TheNewsCrypto01/07 13:17

Bybit 2026 Crypto Outlook Examines Bitcoin Cycles, Macro Risks, and RWA Growth

TheNewsCrypto01/07 13:17

Altcoins face $657 mln supply shock: Is capital moving away from Bitcoin?

Altcoins face a significant supply shock with $657 million in token unlocks this week, arriving amid a risk-on market environment. While such unlocks can pressure prices, current technical and macro conditions suggest they may instead fuel liquidity rotation into altcoins. ALT/BTC appears to have bottomed in Q4 2025, with oversold RSI and a bullish MACD reversal. Major unlocks include one-time releases like HYPE ($330M) and APT, and linear unlocks like SOL, TRUMP, and DOGE. Strong on-chain metrics, such as Hyperliquid’s high open interest and TVL, indicate underlying support. This could break the Altcoin Season Index out against Bitcoin, potentially starting a new altcoin cycle.

ambcrypto01/06 23:02

Altcoins face $657 mln supply shock: Is capital moving away from Bitcoin?

ambcrypto01/06 23:02

Bitcoin’s Venezuela hedge is winning – But BTC may pay the price IF…

The recent military strike on Venezuela is being viewed as a bullish catalyst for crypto, driving an estimated $250 billion into the market. Bitcoin has emerged as the preferred hedge, attracting nearly twice the capital of gold (XAU) and significantly outperforming oil. This is attributed to the short-lived nature of the event, which caused capital to quickly rotate back into risk assets like BTC rather than traditional safe havens. However, the rally faces skepticism due to weak fundamentals. A massive $450 million short liquidation boosted derivatives activity, pushing Open Interest to $62 billion. But critically, on-chain data reveals a sharp contrast: aggregate spot volume has hit its lowest level since late 2023. This lack of underlying spot market liquidity suggests the move may be a leveraged, speculative "hype cycle," making a "sell-the-news" reversal and a potential long squeeze likely unless fundamentals improve.

ambcrypto01/06 17:02

Bitcoin’s Venezuela hedge is winning – But BTC may pay the price IF…

ambcrypto01/06 17:02

Arthur Hayes' Latest Article: After Trump 'Colonizes' Venezuela, the Money Printing Press Will Go Wild, Last Year's Biggest Loss Was PUMP

Arthur Hayes analyzes the geopolitical and economic implications of the U.S. intervention in Venezuela under a hypothetical Trump administration, framing it as a strategic move to control oil resources and influence domestic politics. The core argument is that elected politicians prioritize reelection above all else. For Trump, winning the 2026 midterms and 2028 presidential election requires stimulating the economy through money printing and deficit spending to boost nominal GDP and financial assets. However, rising inflation, especially in gasoline prices, could anger voters and cost elections. Thus, controlling Venezuela’s oil is crucial to suppress energy inflation. Hayes posits that if GDP grows while oil prices remain stable or fall, Republicans will likely win. If both GDP and oil prices rise sharply, Democrats may gain power due to voter discontent. Oil prices act as a trigger: if they spike, it could force policymakers to tighten monetary policy, increasing volatility (as measured by the MOVE index) and Treasury yields, potentially causing a market sell-off. The baseline scenario expects subdued oil prices and aggressive money printing, which would be bullish for Bitcoin and crypto assets. Hayes advises monitoring oil and bond yields for signs of policy change. His trading strategy involves macro-driven positions in crypto, with a focus on privacy tokens like ZEC for alpha, while reducing exposure to meme coins. He plans to take profits if oil inflation accelerates and credit expansion slows.

marsbit01/06 12:08

Arthur Hayes' Latest Article: After Trump 'Colonizes' Venezuela, the Money Printing Press Will Go Wild, Last Year's Biggest Loss Was PUMP

marsbit01/06 12:08

Elections, Oil Prices, and the Money Printer: Why Bitcoin Only Cares About Trump

Arthur Hayes, co-founder of BitMEX, analyzes the U.S. election, oil prices, and monetary expansion through a trader’s lens, arguing that Bitcoin’s performance hinges on Trump’s policies. He asserts that politicians’s primary goal is reelection, driven by economic perceptions of voters. For electoral success, Trump must boost nominal GDP through credit expansion while suppressing oil-driven inflation, particularly gasoline prices, which significantly influence voter behavior. Hayes suggests that controlling Venezuelan oil is a strategic move to keep energy costs low. If oil prices remain stable or fall amid economic growth, Trump’s camp benefits; rising oil costs could favor opponents. The key for investors is to monitor oil prices and Treasury yields—if they spike, credit expansion may slow, hurting risk assets. Otherwise, continued money printing will likely propel Bitcoin and cryptocurrencies upward. Hayes concludes that persistent dollar liquidity expansion, driven by deficit spending and Fed policies, will cause Bitcoin to "moon." His fund, Maelstrom, is positioned long on privacy-focused crypto assets like ZEC, expecting them to outperform major cryptocurrencies amid ongoing monetary inflation.

marsbit01/06 07:12

Elections, Oil Prices, and the Money Printer: Why Bitcoin Only Cares About Trump

marsbit01/06 07:12

Why is crypto up today? XRP rallies as Bitcoin stabilizes

Crypto markets are rising due to improved investor sentiment and a shift towards risk assets. Bitcoin has held key support levels and moved upward, while Ethereum posted steady gains. XRP notably outperformed both. The move is characterized by cautious buying rather than panic-driven volume. This improved mood is partly supported by macroeconomic developments, including increased U.S. control over Venezuela's oil reserves. While not directly linked to crypto, this enhances stability perceptions, reduces inflation concerns, and supports risk assets like cryptocurrencies. Additionally, charts show Venezuela's Bitcoin holdings are nearly double those of the U.S. government, a point of interest for traders. Recent liquidations mostly affected long positions in BTC and ETH. Overall, the market appears constructively cautious as risk appetite returns.

ambcrypto01/05 19:01

Why is crypto up today? XRP rallies as Bitcoin stabilizes

ambcrypto01/05 19:01

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