# Supply İlgili Makaleler

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

Why Bitcoin in 2026 feels like two completely different markets at once

The crypto market in 2026 appears strong on the surface, with Bitcoin acting as a safe-haven asset. However, underlying data reveals a split market. Key on-chain metrics like Coin Days Destroyed (CDD-90) have fallen to historic lows, indicating long-term holders are neither selling nor reacting to market swings. This suggests supply exhaustion rather than hesitation. A spike in dormant circulation in November showed long-term holders used the rally to exit, meaning most large-scale selling has already occurred. Remaining holders are deeply committed and inactive. Retail sentiment remains mixed, with some analysts noting a lack of panic, but critics remain skeptical. Historically, Bitcoin bottoms near the long-term holder cost basis (around $38,900), but current prices remain 66% above that, avoiding a deep reset. Selling is now driven mainly by short-term holders, while long-term investors stay steady. An early whale recently sold part of a large stash, indicating some profit-taking. Overall, Bitcoin feels like two markets: inactive long-term holders versus early whales slowly realizing gains. Barring a sharp economic downturn, the most likely outcome is extended sideways movement rather than a crash or major breakout.

ambcrypto8 saat önce

Why Bitcoin in 2026 feels like two completely different markets at once

ambcrypto8 saat önce

Binance Liquidity Supply Revisits 2024 Levels As Tradable BTC Rises — Details

Bitcoin's price showed modest buying momentum in late February, despite a predominantly bearish trend. On-chain data reveals that Binance's Bitcoin reserves remain overwhelmingly illiquid, with only 12% (83,000 BTC) of its 670,000 BTC reserves being readily tradable. This illiquid dominance suggests long-term holding behavior, providing market stability. However, the liquid supply has recently increased to levels last seen in 2024, indicating traders may be preparing for volatility. This rise in liquid supply could lead to either sell pressure or price recovery, depending on market demand. Bitcoin was trading at $67,604 at the time of writing, up 2.97% in 24 hours.

bitcoinist13 saat önce

Binance Liquidity Supply Revisits 2024 Levels As Tradable BTC Rises — Details

bitcoinist13 saat önce

Ethereum: Is a price bottom forming as 37.1M ETH gets staked?

Despite a bearish trend with weekly lower closes since mid-January, on-chain data suggests Ethereum (ETH) might be forming a price bottom. Key indicators include an MVRV ratio of 0.78, signaling potential undervaluation, and a deeply oversold RSI. Analyst Tom Lee's thesis, supported by six on-chain metrics, points to a possible bottom in the $1.8k–$2k range. Encouraging signs include a record 37.1 million ETH staked (31% of supply) and significant exchange outflows, hinting at a supply squeeze. However, substantial selling pressure from ETF outflows and whale activity, combined with weak technicals and macro uncertainty, makes a confirmed bottom unlikely at this stage. The overall setup resembles a "sell-the-news" scenario.

ambcryptoDün 22:01

Ethereum: Is a price bottom forming as 37.1M ETH gets staked?

ambcryptoDün 22:01

Data Reveals the True Usage Map of Stablecoins: Over 170 Million Global Holders, More Than 90% Flowing to DEXs and CEXs

Dune Analytics, in collaboration with Steakhouse Financial, has released a comprehensive stablecoin dataset providing an institutional-grade analysis of the market. Key findings reveal the total supply of the top 15 stablecoins across EVM chains, Solana, and Tron reached $304 billion in January 2026, a 49% year-over-year increase. USDT ($197B) and USDC ($73B) dominate with an 89% market share. Despite the overall growth, ownership is highly concentrated for newer "challenger" stablecoins like USDS and USD0, where the top 10 wallets hold 60-99% of the supply. In contrast, major stablecoins like USDT and USDC are widely distributed. There are over 172 million unique stablecoin holders. Monthly transfer volume hit $10.3 trillion in January. A deep dive into on-chain activity shows over 90% of this volume is attributed to identifiable use cases. The primary use is market infrastructure, with $5.9 trillion flowing through DEX liquidity provision and swaps. This is followed by leverage/credit activities ($1.43T) and CEX-related flows ($5.99B). Velocity varies significantly. USDC on Base cycles 14x daily, indicating highly active DeFi use, while yield-focused stablecoins like USDe and USDS have much lower velocity as they are designed to be held for savings. The dataset also tracks over 200 stablecoins pegged to 20+ fiat currencies, signaling global expansion beyond the dollar, though the $1.2B non-USD supply remains a small fraction of the total market.

marsbitDün 06:41

Data Reveals the True Usage Map of Stablecoins: Over 170 Million Global Holders, More Than 90% Flowing to DEXs and CEXs

marsbitDün 06:41

The 2.4 Million Ethereum Anchor: How Binance’s Illiquid Supply Is Absorbing ETH’s February Volatility

Ethereum is experiencing volatility near the critical $2,000 level, acting as a psychological battleground rather than firm support. Analysis of Binance’s ETH reserves reveals 3.57 million ETH, with 2.40 million classified as illiquid (less likely to be sold) and 1.16 million as liquid (readily tradable). This illiquid majority suggests a structurally balanced market with reduced immediate sell pressure, as holders appear to be maintaining longer-term strategies rather than preparing for distribution. While this equilibrium may help absorb volatility and moderate downside risk, a shift toward higher liquid supply could increase potential selling pressure if market sentiment deteriorates.

bitcoinistDün 06:33

The 2.4 Million Ethereum Anchor: How Binance’s Illiquid Supply Is Absorbing ETH’s February Volatility

bitcoinistDün 06:33

Analysis of Four Scenarios in the Crude Oil Market Amid the Iran Situation

The article analyzes four potential outcomes for the Iran-US tensions and their impact on oil markets. The base case (Scenario 1) expects no supply disruption, with a $7–9/bbl risk premium fading and Brent falling to the low-$60s. Scenario 2 anticipates limited military action causing 0–0.5 mb/d of short-term disruption, pushing prices briefly to the mid-to-high $70s before normalizing. Scenario 3 (low probability) involves broader Iranian export disruptions of 0.8–1.5 mb/d for 4–10 weeks. Scenario 4 (tail risk) considers shipping delays reducing fleet efficiency, effectively cutting 2–3 mb/d for weeks, spiking prices similarly to early 2022 but shorter-lived. The analysis emphasizes that current price strength reflects geopolitical risk, not physical tightness, and expects Brent to trend toward $60/bbl as risk fades and fundamentals soften.

marsbit2 gün önce 05:34

Analysis of Four Scenarios in the Crude Oil Market Amid the Iran Situation

marsbit2 gün önce 05:34

The Most Important Variable For Bitcoin That Investors Should Know About

Analyst @ArdiNSC argues that time, not just price, is a critical yet overlooked variable for Bitcoin investors. The duration of consolidation within a downtrend reveals the underlying strength of market forces. A prolonged sideways range, like the 55-day structure after a sharp decline, indicates buyers actively absorbing supply, creating sustained contention. In contrast, the current 22-day consolidation has reached a 20% range in less than half the time. A swift breakdown would signal weakening buyer demand and stronger selling pressure at similar price levels. Conversely, holding the range longer or breaking upward would suggest renewed accumulation and potential support. Time inside a range offers clearer insight into market conviction than price movement alone.

bitcoinist2 gün önce 02:02

The Most Important Variable For Bitcoin That Investors Should Know About

bitcoinist2 gün önce 02:02

Bitcoin Mega-Holders Surge Toward 20K, Indicating Market Strength

Bitcoin is approaching a significant threshold, with nearly 20,000 unique addresses now holding at least 100 BTC—each valued at approximately $6.71 million. According to Santiment, this milestone suggests a broader distribution of ownership among large holders, which may reduce the market's vulnerability to price manipulation by a few dominant players. While this trend indicates growing confidence and accumulation during the current downturn, it coincides with selling from long-term holders, creating a balance that has kept prices suppressed around $68,150—down 45% from its all-time high. Analysts note that while aggressive selling by early investors may be easing, the ongoing tug-of-war between new accumulation and legacy distribution continues to weigh on the market.

bitcoinist2 gün önce 19:02

Bitcoin Mega-Holders Surge Toward 20K, Indicating Market Strength

bitcoinist2 gün önce 19:02

Bitcoin Demand Growing For First Time Since November, Data Shows

On-chain data indicates Bitcoin's spot demand is growing for the first time since late November, as shown by the Apparent Demand metric. This indicator, which estimates current network demand by comparing mining issuance and changes in long-dormant supply, recently turned positive after months of negative readings. The shift suggests decreasing inventory outweighs new supply, reflecting renewed investor interest. Additionally, the Coinbase Premium Index has flipped positive, signaling strong buying activity from U.S. institutions. Bitcoin's price has responded positively, rising 4% to around $68,000, indicating a potential recovery from recent declines.

bitcoinist02/27 06:02

Bitcoin Demand Growing For First Time Since November, Data Shows

bitcoinist02/27 06:02

Latest Stablecoin Report: Real Distribution and Flow Are Far More Important Than Supply

A new report on stablecoins emphasizes that real-world distribution, holder concentration, and on-chain activity are more meaningful than total supply figures. While the total supply of the top 15 stablecoins reached $304 billion in January 2026, a 49% year-on-year increase, the data reveals deeper insights. USDT and USDC dominate with 89% market share. However, challenger stablecoins like USDS, PYUSD, and RLUSD saw explosive growth. On-chain analysis shows 800 billion held on centralized platforms, while whale wallets hold $39 billion. Concentration is extreme for newer stablecoins; for example, the top 10 wallets hold 90% of USDS and 99% of USDF. Monthly transfer volume hit $10.3 trillion in January 2026, with USDC processing nearly five times more volume than USDT despite a smaller supply. Activity is heavily concentrated in DeFi: $5.9 trillion in DEX liquidity operations and $1.3 trillion in flash loans. Velocity varies widely: USDC on Base moves 14x daily, while large portions of USDT on Ethereum remain idle. The data shows stablecoins are primarily used for trading, leverage, and liquidity, not just as passive holdings.

marsbit02/27 03:51

Latest Stablecoin Report: Real Distribution and Flow Are Far More Important Than Supply

marsbit02/27 03:51

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