# Consolidation İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Consolidation" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Current State of Web3 Projects: 200 Projects Cease Updates Monthly, Only 70 New Ones Emerge

The article discusses a significant decline in active Web3 projects, based on data from RootData's "2026 Crypto Industry Dead Project Collection." It highlights that approximately 200 projects cease social media updates monthly, while only 70-100 new ones emerge, indicating a net loss in the active project count since mid-2025. RootData's methodology for identifying "dead" projects relies on three objective criteria: official announcements of shutdown, over six months of inactivity across key platforms (like X and Discord), or the inability to access official websites/social accounts. Over 70% of identified dead projects fall into the long-term inactivity category. Currently, RootData tracks over 20,000 crypto projects, with only about 2,200 considered active based on August social media updates. The analysis suggests the crypto industry is undergoing a deep consolidation phase. While infrastructure projects are declining among new entries (now under 10%), new projects are increasingly focused on application and distribution layers, with over 65% in categories like prediction markets, RWA cards, tokenized stocks, perpetual contracts, AI agents, and memecoins. The article concludes that this shakeout, driven by reduced VC funding, may force greater focus on sustainable business models and real user demand, potentially strengthening the ecosystem's long-term health.

marsbitDün 14:36

Current State of Web3 Projects: 200 Projects Cease Updates Monthly, Only 70 New Ones Emerge

marsbitDün 14:36

TRM Labs Reports MiCA Led to Liquidation of 80% of European Crypto Companies

As the transition period for the EU's Markets in Crypto-Assets (MiCA) regulation ends, the European crypto industry has entered a consolidation phase. A TRM Labs report found that MiCA has significantly streamlined the landscape: only about one-fifth (281 out of 1,343) of pre-MiCA crypto-asset service providers (CASPs) have applied for and obtained licenses under the new rules. The impact was most severe in jurisdictions with previously lighter registration requirements. None of the over 1,800 CASPs registered in Poland obtained a MiCA license, while only eight out of over 400 did in Lithuania. In contrast, early licensing jurisdictions like Germany now host a majority of licensed firms, with BaFin granting 55 licenses. TRM Labs states MiCA is achieving its goal of limiting high-risk firms' access to European customers. Among non-licensed firms, 12% were rated "High" or "Severe" risk, compared to just 2% among licensed ones. Sanctions exposure also differed sharply: unlicensed firms sent $5 billion to sanctioned counterparties, versus $1.7 billion from licensed ones. Risk exposure for delisted firms is roughly four times higher. However, MiCA has negatively impacted European access to major stablecoins, raising industry concerns. In response, the EU is planning a full review of the MiCA framework to address stablecoin issues and include tokenized assets.

cryptonews.ru2 gün önce 20:31

TRM Labs Reports MiCA Led to Liquidation of 80% of European Crypto Companies

cryptonews.ru2 gün önce 20:31

Hash Global Research Report: Bitcoin Hasn't Risen Yet, Why Are We Starting to Think the Bear Market Might Be Over?

Hash Global Research Report: Why We Think the Bear Market Might Be Ending Even Before Bitcoin Rises Over the past six months, AI has dominated market attention, causing a significant shakeout in crypto. Bitcoin has tested the $58-60K support three times since February, with volatility hitting multi-year lows. Despite stagnant prices, key underlying dynamics are shifting. The forces that drove the market down are weakening: macro tightening fears are easing as US inflation and jobs data cool, the perceived systemic risk from large holders like MicroStrategy selling is diminishing as they shore up finances, and institutional outflows have stopped. Simultaneously, on-chain data shows a rare concentration of over 240,000 BTC (approx. 12% of supply) accumulated in the $61-65K range, forming a new, consolidated base reminiscent of historical bottoms. Meanwhile, the AI trade is cooling, potentially redirecting capital towards undervalued crypto assets, as seen in July's relative outperformance. The current phase, where AI money hesitates and crypto veterans await a final dip, creates a "no-man's-land" investment opportunity—a potential entry point before a new consensus forms. While a definitive upturn isn't guaranteed, the confluence of weakening bearish pressures, improved on-chain structure, and a possible capital rotation suggests the window for positioning for the next cycle is opening.

marsbit08/13 03:26

Hash Global Research Report: Bitcoin Hasn't Risen Yet, Why Are We Starting to Think the Bear Market Might Be Over?

marsbit08/13 03:26

Katie Stockton Identifies 'Exhaustion Point' in Bitcoin

Katie Stockton has identified signs of seller exhaustion in Bitcoin's recent downtrend, suggesting the downward momentum may be weakening. While this does not guarantee an immediate market reversal, she notes that after strong declines, Bitcoin's price could move sideways before a new direction is established. The key factor for a potential recovery is whether Bitcoin can sustain above the $64,000 support level. If it does, consolidation followed by a new growth attempt is possible. However, a break below established demand zones could prolong the bearish trend indefinitely. This perspective contrasts with traditional safe-haven assets like gold, which currently show fewer prospects. Separately, Matt Hougan of Bitwise has predicted Bitcoin could end the year significantly higher than its current price.

cryptonews.ru08/12 20:56

Katie Stockton Identifies 'Exhaustion Point' in Bitcoin

cryptonews.ru08/12 20:56

The Dotcom Moment in Cryptocurrency: Why Over 100 Projects Shut Down in 2026

The cryptocurrency industry experienced a dotcom-like consolidation in 2026, with over 100 projects shutting down, declaring bankruptcy, or becoming inactive. This shakeout revealed a market unable to support the excess of tokens, exchanges, and blockchains created during a period of easy funding. A key weakness was that many projects attracted users and transaction volume but failed to generate sustainable revenue, leaving them unable to cover operational costs. The downturn also put pressure on project treasuries, which often held depreciating native tokens. Notable closures in July included exchanges BitMEX and BitMart, while Movement Labs and Storj Labs filed for Chapter 11 bankruptcy. The closures extended beyond applications to entire smaller blockchains, which struggled to attract developers and liquidity in a crowded market. Concurrently, the cost of operation rose due to intensified security demands, with hackers stealing nearly $1 billion in the first half of 2026. While venture capital investment continued, it became more concentrated in companies with clearer revenue models or licenses, such as trading platforms and payments. The wave of closures underscores that for a project to survive, it must generate real demand and revenue independent of token incentives, maintain a secure treasury for bear markets, implement robust operational security, and provide users with clear exit paths. Like the dotcom bust, this consolidation indicates that useful technology alone does not guarantee a project's success.

cryptonews.ru08/12 11:48

The Dotcom Moment in Cryptocurrency: Why Over 100 Projects Shut Down in 2026

cryptonews.ru08/12 11:48

The Harsh Truth About Crypto Infrastructure and M&A Deals

The brutal truth about crypto infrastructure and M&A deals The crypto industry faces a fundamental crisis: an overabundance of capital and technology, but a critical shortage of scalable consumer distribution channels. In their desperation to prove viability to investors, crypto startups have fallen into a costly trap—subsidizing paid pilot projects and partnerships with Web2 corporations and traditional financial institutions. However, 95% of these pilots never reach full-scale deployment. Web2 corporations are not interested in being long-term SaaS clients; they will simply acquire successful infrastructure outright when it proves valuable, as seen with Stripe/Bridge and Robinhood/Bitstamp. This marks the start of an aggressive consolidation cycle. Well-capitalized players and top-tier protocols will achieve inorganic growth by acquiring battle-tested infrastructure, licenses, and distribution channels at realistic valuations, while underfunded projects chasing pilots will fail. The coming consumer expansion will follow an 80/20 market split: 1. 80% will be controlled by a handful of regulated Web2/fintech giants (e.g., Visa, Stripe, PayPal) who provide the regulatory guardrails and user-friendly interfaces for mass adoption. 2. 20% will remain a permissionless DeFi "sandbox" for developers to build and test new on-chain primitives. Therefore, the path for Web3 startups is reversed. Founders must first prove product-market fit in the 20% DeFi sandbox. Scaling will not come from building a standalone B2C brand, but from being integrated into or acquired by one of the few Web2 gateways controlling the 80% distribution layer. The future winners are infrastructure teams building institutional-grade "rails" designed to plug directly into Web2's distribution channels.

cryptonews.ru08/11 10:22

The Harsh Truth About Crypto Infrastructure and M&A Deals

cryptonews.ru08/11 10:22

Прогноз цены биткоина: Даёт ли задержка CLARITY Act учреждениям время загрузиться до $73,000

**Bitcoin Price Forecast: Technical Consolidation Amidst Institutional Catalysts** Bitcoin (BTC) has broken out above a cup-and-handle pattern near $65,000 and is now consolidating in the $64,000-$65,500 range, a typical post-breakout behavior. Key support lies at the 20-day and 50-day EMAs ($64,336 and $64,649), while major resistance is seen at the 100-day EMA ($66,825), the 200-day EMA ($72,195), and a measured move target of $73,000. Derivatives data shows increased activity, with options volume surging 65.88% and short liquidations dominating, indicating underlying pressure on bearish bets. Top traders maintain a solid net-long position. Fundamental analysis centers on two catalysts. Analyst Ash Crypto compares the delay of the CLARITY Act to BlackRock's 2022-2024 ETF playbook, suggesting institutions may use the regulatory postponement to accumulate at lower prices before potential massive capital inflows. Separately, Michael Saylor's recent hint could signal MicroStrategy may resume its Bitcoin purchasing program. An independent analyst notes Bitcoin concentration has risen to 14.8%, signaling increased volatility risk. In the current context of an uptrend, this is viewed more as a volatility warning than a bearish signal. **Bullish Case (Target: $73,000):** Holds consolidation above key EMAs, institutional accumulation narrative gains traction, and short squeezes propel price toward resistance levels. **Bearish Case (Risk Level: $62,000):** Breakout structure fails if price closes below the 50-day EMA ($64,649), potentially triggering a volatile move down to test the $62,000 handle support, with a deeper fall to $55,000 possible.

cryptonews.ru08/10 11:15

Прогноз цены биткоина: Даёт ли задержка CLARITY Act учреждениям время загрузиться до $73,000

cryptonews.ru08/10 11:15

Wave of Cleansing in the Cryptocurrency Sector Gains Momentum: Over 100 Crypto Projects Expected to Close by 2026!

A wave of consolidation is sweeping the cryptocurrency sector in 2026, leading to the closure of over 100 projects. Market volatility, tightened funding conditions, and a significant drop in altcoin values (70-90%) have severely weakened projects' financial stability. This cleanup spans across exchanges, wallet providers, DeFi lending protocols, NFT marketplaces, and Layer-1 blockchains, with a notable acceleration in capital outflows. Key pressures include investor selectivity, reduced new capital inflows, and rising costs associated with cybersecurity attacks. These conditions are accelerating the shutdown of projects lacking real user bases, sustainable revenue models, or developed product infrastructure. Experts compare this phase to the consolidation after the dot-com bubble, predicting that only financially resilient projects with tangible use cases will emerge stronger. Analysts believe project closures and mergers may continue until market conditions improve, marking the sector's transition from rapid growth to a more selective and competitive phase.

cryptonews.ru08/10 05:49

Wave of Cleansing in the Cryptocurrency Sector Gains Momentum: Over 100 Crypto Projects Expected to Close by 2026!

cryptonews.ru08/10 05:49

Tiger Research: What Will the Crypto World Look Like in 2036?

Tiger Research envisions the crypto world of 2036 through four narrative vignettes. In a fictional nation with a hyperinflating currency, the local "Bucks" are nearly obsolete. Citizens and eventually the government itself—for taxes, bonds, and salaries—adopt dollar-pegged stablecoins like USDT and USDC, marking a fundamental shift in monetary sovereignty. In Singapore, a young trader named Lia operates in a borderless, 24/7 market. She trades tokenized versions of everything from NVIDIA stock to Korean real estate indices on decentralized platforms, representing a generation for whom constant, global asset exposure is the norm. An infrastructure engineer, Do-hyun, reflects on the consolidation of blockchain networks. The hundreds of independent chains and Layer 2 solutions that boomed in the 2020s, fueled by incentives, have largely collapsed under their own weight. By 2036, only a few major, efficient infrastructures remain, having absorbed liquidity and users. Finally, media entrepreneur Jae-hoon witnesses the end of the traditional web advertising model. With AI agents generating over half of web traffic by 2029, banner ads become irrelevant. The industry pivots to a new machine-to-machine economy, using protocols like the x402 standard to charge AI models micropayments for direct data access, creating a more reliable revenue stream than human eyeballs ever did. The article paints a picture of 2036 defined by stablecoin adoption as sound money, perpetual global trading of all assets, consolidation into few dominant blockchain infrastructures, and the restructuring of digital commerce around AI agents.

marsbit08/06 07:17

Tiger Research: What Will the Crypto World Look Like in 2036?

marsbit08/06 07:17

Tiger Research: Four Ordinary People's Stories Reveal the Ultimate Destination of Blockchain in 2036

Tiger Research: 2036 - Four Stories of Blockchain's Integration This speculative narrative presents four vignettes set in 2036, illustrating the subtle yet profound ways blockchain technology could reshape everyday life and global systems. Story 1: The Irrelevance of National Currency. In the inflation-plagued fictional nation of Zutopia, Judy, a longtime currency exchange worker, witnesses the endgame. Dollar-pegged stablecoins (USDT, USDC), once a niche tool, have completely supplanted the volatile local Bucks for daily transactions, salaries, taxes, and even government bonds, eroding traditional monetary sovereignty. Story 2: The 24/7 Global Casino. Lia, a young investor in Singapore, operates in a world where every asset—stocks, real estate, bonds—is tokenized and trades endlessly on borderless platforms. For her generation, constant, leveraged, global trading is the norm, contrasting sharply with the cautious, scheduled investments of her parents. Story 3: The Great Consolidation. Do-hyun, an infrastructure engineer, recalls the 2020s boom of countless independent blockchains (like the fictional "Allchain") that collapsed after incentive programs ended. By 2036, the landscape has consolidated into a handful of major, efficient networks, as users and liquidity coalesced around durability over fragmentation. Story 4: The End of the Banner Ad. Media entrepreneur Jae-hoon observes the final shift from human-centric advertising. With most web traffic now from AI agents, the old pageview-and-banner model is dead. A new machine-to-machine economy thrives via protocols like x402, where media companies charge AI agents micropayments for data access, creating a more reliable revenue stream than traditional ads ever did. Together, these stories depict a 2036 where blockchain is not a standalone revolution but an integrated, almost invisible infrastructure enabling global digital currency, seamless asset markets, consolidated networks, and a new paradigm for digital content commerce.

marsbit08/06 00:41

Tiger Research: Four Ordinary People's Stories Reveal the Ultimate Destination of Blockchain in 2036

marsbit08/06 00:41

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