# Markets İlgili Makaleler

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

Why The Bitcoin Price Could Surge If The US-Iran War Is Resolved

Bitcoin's price has been negatively impacted by geopolitical tensions following US-Israel strikes on Iran, which created a risk-off environment and energy price chaos. However, on-chain data and market structure suggest a potential surge if the US-Iran conflict resolves. Key metrics like RSI, profit-to-loss ratios, and NUPL show modest recovery signs. A resolution would likely stabilize oil prices and improve macro conditions for risk assets like Bitcoin. Derivatives data indicates growing bullish positioning, with rising futures open interest and strong buy-side activity. Additionally, US Spot Bitcoin ETFs have seen three consecutive days of inflows, with weekly net inflows increasing to $934 million, supporting potential upward price momentum.

bitcoinist21 saat önce

Why The Bitcoin Price Could Surge If The US-Iran War Is Resolved

bitcoinist21 saat önce

BOJ to Raise Rates, US Fed Uncertain; What’s for Crypto Prices?

The Bank of Japan (BOJ) is expected to raise interest rates in the next quarter, potentially reaching 1% by mid-2026, partly due to the Middle East conflict and related inflation concerns. BOJ Governor Kazuo Ueda indicated that rate hikes would proceed if economic forecasts hold. Meanwhile, the US Fed faces uncertainty, with investors scaling back expectations for rate cuts amid global energy price risks. These monetary policy shifts may reduce liquidity flowing into crypto markets, as higher rates often make safer assets more attractive. Currently, crypto prices are consolidating, with BTC and ETH showing minimal movement, trading around $69,548 and $2,010 respectively.

TheNewsCrypto2 gün önce 10:35

BOJ to Raise Rates, US Fed Uncertain; What’s for Crypto Prices?

TheNewsCrypto2 gün önce 10:35

U.S. Spot Bitcoin ETFs Gain $167M as Ethereum, XRP, and Solana ETFs See Third Day of Outflows

U.S. spot Bitcoin ETFs saw $167 million in inflows on Monday, breaking a two-day outflow streak, with iShares Bitcoin Trust (IBIT) leading at $109.31 million. In contrast, Ethereum, XRP, and Solana ETFs experienced outflows for the third consecutive day, with $51.32 million, $18.11 million, and $2.48 million withdrawn, respectively. Despite these outflows, the underlying cryptocurrencies—Bitcoin, Ethereum, XRP, and Solana—all posted gains in spot markets, with Bitcoin rising 3.8% to $70,433. The cumulative net inflow for Bitcoin ETFs now stands at $55.54 billion.

TheNewsCrypto03/10 13:53

U.S. Spot Bitcoin ETFs Gain $167M as Ethereum, XRP, and Solana ETFs See Third Day of Outflows

TheNewsCrypto03/10 13:53

Crypto markets face energy-driven stress – Can Bitcoin withstand it?

Rising tensions around the Strait of Hormuz have driven a sharp rebound in global oil prices, with crude climbing over 60% year-to-date. This surge reflects fears that supply disruptions could impact 20% of global oil exports. Historically, periods of rising oil strength often align with major Bitcoin peaks or extended consolidation phases, as seen in 2018 and 2022. Higher energy costs raise inflation expectations, tightening global liquidity and often reducing investor exposure to high-beta assets like Bitcoin. However, some analysts argue inflation shocks could support Bitcoin as a hedge against currency debasement. A coordinated release of 400 million barrels from strategic reserves by the G7 and IEA caused oil prices to drop sharply, potentially easing inflation pressures and reducing the need for aggressive monetary tightening. This could allow crypto markets to stabilize, though sustained geopolitical risks remain. Despite macro stress, Bitcoin held firm near $68,171, with tightening exchange reserves—falling to 2.7 million BTC, the lowest since 2019—indicating long-term holders are withdrawing coins. This suggests capital diversification rather than a full rotation to energy assets, with institutional demand evident through steady ETF inflows and heightened CME activity. Macro liquidity conditions remain the key driver of Bitcoin’s cycle momentum.

ambcrypto03/10 05:02

Crypto markets face energy-driven stress – Can Bitcoin withstand it?

ambcrypto03/10 05:02

Hormuz Chokepoint: Why A 60% Oil Surge Is Forcing A Violent Bitcoin Cycle Reset

Bitcoin remains below $70,000 amid heightened tensions in the Middle East, particularly around the Strait of Hormuz—a critical chokepoint for global oil transit. According to CryptoQuant analyst Darkfost, oil prices have surged over 60% this year, reflecting fears of supply disruption. Since 20% of global oil exports pass through the strait, any threat to its operation impacts energy markets significantly. Rising oil prices fuel broader inflation, tightening financial conditions and altering monetary policy expectations. This macro environment has historically been unfavorable for Bitcoin, as it coincides with late-cycle risk aversion and reduced speculative appetite. Geopolitical instability further discourages risk-taking, increasing volatility across both traditional and digital assets.

bitcoinist03/09 22:32

Hormuz Chokepoint: Why A 60% Oil Surge Is Forcing A Violent Bitcoin Cycle Reset

bitcoinist03/09 22:32

Bitcoin Drops to $66K as Oil Price Surge Hits Global Markets

Bitcoin (BTC) declined to around $66,010, dropping nearly 1.87% in 24 hours and 10% from its recent peak of $73,500 on March 5. Analysts attribute the pullback to macroeconomic factors, including rising oil prices due to ongoing geopolitical tensions in the Middle East. Oil surged to over $110 per barrel, up 22% in a day, increasing inflation concerns and tightening global financial conditions. This risk-off sentiment also affected Asian equity markets, with significant losses in South Korea, Hong Kong, and China. Despite the dip, Bitcoin's resilience is partly due to increased institutional ownership. The cryptocurrency continues to show correlation with traditional equity markets amid geopolitical volatility.

TheNewsCrypto03/09 06:18

Bitcoin Drops to $66K as Oil Price Surge Hits Global Markets

TheNewsCrypto03/09 06:18

Social Capital CEO: From U.S. Stocks to SpaceX, How Equity Tokenization is Reshaping Capital Markets?

Chamath Palihapitiya discusses how equity tokenization is transforming capital markets by addressing structural limitations of traditional systems. The current stock market, valued at over $150 trillion, operates with restricted hours, relies on multiple intermediaries, and limits access to high-growth private companies. Tokenization introduces three key improvements: 24/7 trading to incorporate global information and demand, streamlined ownership reducing intermediaries and costs, and expanded access to private markets like SpaceX and OpenAI through SPV-based tokens. While these tokens offer economic exposure rather than direct ownership and lack standardization, they meet growing demand for private investments. The shift aligns with the rise of stablecoins and could save billions annually by modernizing infrastructure.

marsbit03/07 10:17

Social Capital CEO: From U.S. Stocks to SpaceX, How Equity Tokenization is Reshaping Capital Markets?

marsbit03/07 10:17

Four Wars, One Logic: How Capital Reshapes Asset Prices in Conflict

The article analyzes how capital markets react to geopolitical conflicts through the lens of four major wars over the past 36 years: the 1991 Gulf War, the 2003 Iraq War, the 2022 Russia-Ukraine conflict, and the current Middle East tensions. It identifies a recurring pattern: markets fear uncertainty most, leading to surges in oil and gold prices and stock sell-offs during pre-conflict phases. However, once conflicts begin and outcomes become predictable, markets often reverse—oil and gold retreat while equities rebound sharply. Key insights include: - Markets discount uncertainty rather than conflict itself. - Commodity spikes are often temporary unless supply chains are fundamentally disrupted (as in Ukraine’s case). - Equities tend to bottom when conflict erupts, validating the Wall Street adage "buy when cannons roar." - Crypto behaves more like a high-risk asset (correlated with tech stocks) than a safe haven. The article advises defensive strategies: holding cash, hedging with gold/energy ETFs, focusing on broad equity indices, avoiding leverage, and resisting speculative bets. It emphasizes capital preservation over profit-seeking in volatile times.

比推03/06 06:14

Four Wars, One Logic: How Capital Reshapes Asset Prices in Conflict

比推03/06 06:14

Trump Moves To Install Pro-Bitcoin Leader At The Federal Reserve

President Trump has nominated pro-Bitcoin Kevin Warsh to lead the Federal Reserve, replacing Jerome Powell. The nomination has been sent to the Senate Banking Committee for review, though political opposition may slow the process. Warsh, a former Fed governor, has referred to Bitcoin as "new gold" and expressed openness toward it. Markets reacted positively, with Bitcoin surpassing $70,000. Warsh's background in both public service and private finance makes him appealing to some senators but raises concerns about the Fed's independence for others. His potential appointment is viewed as favorable for risk assets like Bitcoin, though confirmation faces hurdles from lawmakers seeking delays due to ongoing investigations.

bitcoinist03/05 19:02

Trump Moves To Install Pro-Bitcoin Leader At The Federal Reserve

bitcoinist03/05 19:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

Global economies faced significant uncertainty in 2025-2026 due to trade restrictions and geopolitical tensions, leading investors toward established assets like gold. According to Ray Dalio, gold is perceived as a safer, more established store of value, especially since central banks and individuals are acquiring it as a hedge against inflation and debt. Gold has shown strong performance, trading within an ascending channel and avoiding major drawdowns. In contrast, Bitcoin lags behind due to its lack of privacy and traceable transactions, which deter central banks from holding it. Dalio also notes that Bitcoin has a high correlation with tech stocks, making it vulnerable during market downturns. Investors tend to liquidate BTC during financial stress, adding downward pressure. While gold benefits from its role as a portfolio diversifier and sustained demand, Bitcoin remains influenced by global liquidity and risk sentiment. For Bitcoin to rival gold, a shift in demand and improved market liquidity would be necessary. Until then, gold is positioned to outperform.

ambcrypto03/04 15:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

ambcrypto03/04 15:02

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