# Сопутствующие статьи по теме Supply

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

Bitcoin: What’s driving BTC price stability despite $111M liquidations?

Bitcoin's price remains stable near $67,000 despite $111 million in liquidations, driven by controlled leverage and steady spot demand rather than improved market sentiment. The Fear & Greed Index remains low at 13, indicating persistent caution. Open Interest rose 5.3% to $49.6 billion, with mild funding rates, suggesting managed exposure. Low Coin Days Destroyed (2.48 million) and Binary CDD (0.14) show long-term holders are not selling, reducing immediate supply. Steady retail and whale buying absorbs selling pressure without aggressive moves, keeping volatility compressed. However, the market remains tightly coiled, and any shift in supply or demand could trigger significant volatility.

ambcrypto04/06 14:12

Bitcoin: What’s driving BTC price stability despite $111M liquidations?

ambcrypto04/06 14:12

Why Are GPU Prices Spiraling Out of Control?

GPU prices are surging due to a fundamental shift in market dynamics, driven by AI's transition from a tool to core infrastructure. Demand is exploding from multi-agent systems, AI-generated content, and coding tools like Claude Code, causing token consumption growth. This has led to a severe GPU shortage, with H100 one-year lease prices rising nearly 40% from late 2025 to early 2026. Supply is constrained further by component cost increases (e.g., DRAM, NAND) and extended delivery times for new clusters, many pre-booked into late 2026. The market is dominated by long-term contracts, with AI labs locking in capacity for 4-5 years. High ROI (5-10x) from AI tools makes demand relatively inelastic to price hikes. Neocloud providers now hold pricing power, and the divergence between physical scarcity and market expectations of future oversupply is reshaping valuation logic. Key factors to watch: GB300 cluster deployment pace, chip supply chain stability, and AI lab revenue growth.

marsbit04/06 13:24

Why Are GPU Prices Spiraling Out of Control?

marsbit04/06 13:24

Oil Prices Are Approaching a Tipping Point, What Will Happen in Mid-April?

Oil prices are approaching a critical inflection point, with mid-April identified as a key threshold. The ongoing disruption in the Strait of Hormuz has halted oil tanker traffic, resulting in a production loss of nearly 11 million barrels per day from key producers including Iraq, Kuwait, the UAE, Saudi Arabia, and Bahrain. The release of 400 million barrels from strategic petroleum reserves (SPR) has provided a temporary buffer, delaying immediate price spikes but not resolving the structural supply deficit. If the conflict ends before mid-April, Brent crude could retreat to the $80–90 range. However, if disruptions persist beyond mid-April, the market faces a cumulative inventory drawdown of 210 million barrels or more, pushing prices toward $110–120 or even demand-destructive levels above $200. The conflict has shifted from a cycle of escalation and de-escalation to a test of market endurance. Iran appears incentivized to prolong the situation until the market reaches a breaking point, strengthening its negotiating position. Even if resolved soon, supply losses have already altered long-term oil balances, suggesting a structurally higher price floor ahead.

marsbit04/05 13:02

Oil Prices Are Approaching a Tipping Point, What Will Happen in Mid-April?

marsbit04/05 13:02

Weekly Token Unlocks: LINEA Unlocks Tokens Equivalent to 5.3% of Circulating Supply

Weekly Token Unlock Report: Major Unlocks for LINEA and Hyperliquid This week sees significant token unlocks for two projects. LINEA, a zk-rollup developed by ConsenSys R&D, is set to unlock 1.38 billion tokens, valued at approximately $4.66 million. This release represents 5.3% of its circulating supply. The project is designed to allow developers to deploy any smart contract and build as they would on Ethereum. Additionally, a high-performance blockchain aiming to create a fully on-chain open financial system, will unlock 330,000 tokens. This unlock is valued at around $1,210. Both projects have provided their specific token release schedules.

marsbit04/05 02:58

Weekly Token Unlocks: LINEA Unlocks Tokens Equivalent to 5.3% of Circulating Supply

marsbit04/05 02:58

Bitcoin Falls To ‘Bottom Discovery’ Zone — What Does This Mean?

Bitcoin is trading around $66,500, showing signs of potential bottom formation, according to on-chain data. The Supply in Profit metric has dropped to 11.3 million BTC, entering the "Bottom Discovery" zone—a level historically associated with major cycle bottoms, such as in 2018/2019, March 2020, and late 2022. This rapid decline suggests seller exhaustion and indicates that long-term holders are absorbing supply from short-term sellers. However, this does not guarantee an immediate V-shaped recovery but signals reduced bearish risk. Traders are advised to await further confirmation before making moves.

bitcoinist04/04 23:02

Bitcoin Falls To ‘Bottom Discovery’ Zone — What Does This Mean?

bitcoinist04/04 23:02

Can Bitcoin hold its ground after low activity, rising RVTS signal market imbalance?

Bitcoin is exhibiting a state of market imbalance, with its price holding firm near $66,940 despite a significant decline in on-chain network usage. This divergence is highlighted by the Realized Value Transaction Volume (RVTS) Ratio reaching a record high of 85, indicating that adjusted on-chain volume is shrinking relative to valuation. The current phase suggests that price discovery is being driven more by derivatives and liquidity flows rather than spot market activity, as capital circulates off-chain. Historically, such high RVTS levels have occurred during low-participation phases, often near cycle bottoms. However, the current reading exceeds previous spikes, pointing to deeper structural apathy. Despite this, the compression often precedes accumulation, as weaker hands exit and stronger, long-term holders absorb supply. Long-Term Holder supply has increased to 14.90 million BTC, while exchange reserves remain near multi-year lows at around 2.7 million BTC, reducing sell pressure. Although the market shows resilience and a tightening supply structure, a meaningful price upside still depends on the return of stronger demand and participation. For now, Bitcoin's stability appears sustained by positioning rather than organic network activity.

ambcrypto04/04 15:02

Can Bitcoin hold its ground after low activity, rising RVTS signal market imbalance?

ambcrypto04/04 15:02

Will Ethereum Foundation’s $93M stake help ETH mirror Bitcoin’s 2020 run?

Scarcity is a key market driver, though its impact is not immediate. The article draws parallels between Bitcoin's 2020 cycle, where reduced supply post-halving and large-scale accumulation led to a parabolic price increase, and Ethereum's current setup. Recently, the Ethereum Foundation staked an additional $93M in ETH, contributing to a new all-time high of 38.5M ETH (31.67% of supply) being staked. This suggests a structural supply shock is building, with ETH's consolidation around $2k appearing as accumulation rather than weakness. If broader market conditions shift to risk-on and large bids return, Ethereum could potentially mirror Bitcoin's 2020 expansion phase.

ambcrypto04/04 10:05

Will Ethereum Foundation’s $93M stake help ETH mirror Bitcoin’s 2020 run?

ambcrypto04/04 10:05

Bitcoin Institutional Demand Overtakes BTC Mining Output – Here Are The Figures

A recent report highlights a significant shift in the Bitcoin market: institutional demand for BTC is now substantially outpacing the supply of newly mined coins. Despite ongoing macroeconomic uncertainty, public companies acquired over 47,000 BTC in March alone—valued at approximately $3.14 billion—nearly doubling the previous month's accumulation. In contrast, only 13,950 BTC were mined during the same period, intensifying Bitcoin’s scarcity narrative. Leading the institutional charge is Michael Saylor’s MicroStrategy, which accounted for 44,377 of the net acquired BTC. This growing demand is further reflected in declining exchange balances, with BTC supply on exchanges dropping to a multi-year low of 14.6% by April 2026. A similar trend is observed in Ethereum, suggesting a broader institutional accumulation pattern. This supply-demand imbalance may serve as a catalyst for Bitcoin’s future price movement.

bitcoinist04/04 00:02

Bitcoin Institutional Demand Overtakes BTC Mining Output – Here Are The Figures

bitcoinist04/04 00:02

Chainlink whales grow 25% in a year as supply tightens: Can LINK hit $27?

Chainlink network activity and institutional adoption have grown significantly over the past year, with the number of whales holding over 1 million LINK increasing by 25%. Despite this accumulation and a tightening circulating supply, LINK's price has remained bearish, influenced by geopolitical tensions. Key factors reducing supply include the Chainlink Reserve's ongoing accumulation—now at 2.93 million tokens—fueled by fees from institutional use, such as Multipli's $340 million rwaUSD distribution and Polymarket's $3.5 billion trading volume. Currently, LINK is consolidating near April 2025 lows, with a potential breakout above its resistance trendline possibly driving a rally toward $27 if buyer strength increases.

ambcrypto04/03 12:02

Chainlink whales grow 25% in a year as supply tightens: Can LINK hit $27?

ambcrypto04/03 12:02

Ethereum Leaving Cryptocurrency Exchanges At Historic Rate, Are Traders Preparing For A Potential Rally?

Ethereum is experiencing a historic outflow from cryptocurrency exchanges, with its exchange balance hitting an all-time low of 11% of the total supply. This significant withdrawal suggests investors are moving their ETH into long-term storage, indicating growing confidence and reduced selling pressure. Despite trading around $2,100, holders are accumulating rather than selling, hinting at bullish sentiment. Analysts note this trend, combined with a key support level holding at $2,100, could set the stage for a potential major rally. If the current structure holds, ETH might be poised for a significant upward move.

bitcoinist04/03 02:02

Ethereum Leaving Cryptocurrency Exchanges At Historic Rate, Are Traders Preparing For A Potential Rally?