# Пов'язані статті щодо Supply

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Supply", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

Want Another Bull Market? Bitcoin Needs Trillions in Fresh Capital Inflow

Title: Want Another Bull Run? Bitcoin Needs Trillions in New Capital Bitcoin has fallen 50% from its October 2025 high of $126k, now trading near $63,000. Recent on-chain reports reveal structural differences in this downturn compared to past cycles, extending beyond simple price charts. A key issue is declining capital efficiency. CryptoQuant analysis shows the capital required for price appreciation has surged dramatically. In 2011, $27 billion in net inflows drove a 55,436% gain. From 2018-2021, $36.5 billion fueled a ~2000% rise. This cycle, $69.7 billion in realized cap growth has yielded only a 689% increase. Today, an estimated $101 billion is needed to double the price, versus just $5 million in 2011. The report concludes that triggering a major bull run now likely requires over $1 trillion in new institutional capital, positioning Bitcoin as a core global asset class rather than relying on retail ETF flows. Meanwhile, supply is tightening. K33 Research notes long-term holder supply has hit a record 79% of circulating coins. Dormant bitcoin moving after 2+ years is at its lowest since 2012. Alphractal data confirms this trend, with ~830k BTC recently moving to long-term storage. This scarcity of tradable supply can amplify price moves from any new buying pressure but doesn't guarantee capital inflow. Profitability metrics signal a potential bottom. CryptoQuant's Net Realized Profit/Loss ratio has dropped to -0.35, a 43-month low matching levels seen during the 2022 FTX crash. Historically, such extremes preceded major bull markets in 2015 and 2019. The current price is only 16% above the network's realized price; historically, this has led to average gains of 41% in six months and 81% in one year. Bitcoin is testing key support near $60,000, with analysts noting a potential W-bottom pattern forming. Macro headwinds persist. U.S. spot Bitcoin ETFs saw record monthly outflows of over $4.5 billion in June. Uncertainty around Federal Reserve policy under a potential new chair and mixed economic data add pressure. While European institutional infrastructure is slowly developing (e.g., German banks offering BTC services), this is a demand factor, not an immediate liquidity catalyst. In summary, the market shows signs of bottoming: sell-side pressure is largely exhausted, supply is scarce, and metrics are at historical extremes. However, for a significant bull run akin to past cycles, unprecedented institutional capital—likely exceeding $1 trillion—is required to overcome the new reality of drastically lower capital efficiency. The decisive variable of massive new institutional inflows remains absent.

Foresight News4 год тому

Want Another Bull Market? Bitcoin Needs Trillions in Fresh Capital Inflow

Foresight News4 год тому

Why Bitcoin miners are holding 1.19M BTC despite 10% mining stock losses

Bitcoin miners are continuing to accumulate and hold their BTC reserves, which have reached approximately 1.1938 million, despite a challenging market environment. Bitcoin has struggled to reclaim the $64,000 price level, and mining stocks have seen significant losses, with an aggregate 10% decline over the past month. Key metrics, however, indicate miner confidence. The Bitcoin Miners’ Position Index (MPI) reads -1.1, signaling miners are holding rather than selling, and the Miner Supply Ratio has been rising since early July. While miners control over 5% of Bitcoin's total supply—meaning any large-scale selling could pressure prices—their current accumulation is providing a supportive dynamic for the asset's price.

ambcrypto7 год тому

Why Bitcoin miners are holding 1.19M BTC despite 10% mining stock losses

ambcrypto7 год тому

Shiba Inu drops 5% despite biggest token burn in 6 months – Here’s why!

Despite the Shiba Inu community executing its largest single-day token burn in six months, removing over 110 million SHIB from circulation, the token's price dropped approximately 5%. The article explains that while token burns reduce supply to create scarcity, the recent burn activity represents only a tiny fraction of SHIB's massive circulating supply of roughly 585.6 trillion tokens. Therefore, it fails to materially tighten supply. More significantly, weak overall demand in the memecoin sector is the primary driver. Capital has been flowing out of memecoins, with their share of the total altcoin market cap declining sharply. Consequently, SHIB's price remains more sensitive to broader memecoin market weakness and capital outflows than to its own deflationary token burn efforts.

ambcrypto07/09 05:02

Shiba Inu drops 5% despite biggest token burn in 6 months – Here’s why!

ambcrypto07/09 05:02

Germany’s Bitcoin Wallet Drawdown Gives Traders A Possible Endgame For Selloff Fears

The German government's Bitcoin wallet, once a major source of selling pressure after a seizure, now holds less than 20% of its original BTC balance. This drawdown suggests a key, measurable supply overhang in the market may be nearing its end. While traders are watching to see if Bitcoin stabilizes as this pressure fades, the article cautions that the wallet's depletion does not guarantee a price rally, as other market pressures remain. The development is significant for market psychology, providing a clearer frame to gauge remaining supply. Its impact depends on whether ETF demand and spot buying continue to absorb coins. The story highlights the importance of separating confirmed developments from speculation and watching for follow-through actions to see if this becomes a sustained trend or remains a single data point. Ultimately, it offers traders a specific factor to monitor—the fading of a known sell-side source—within the complex, multi-layered crypto market.

bitcoinist07/08 23:17

Germany’s Bitcoin Wallet Drawdown Gives Traders A Possible Endgame For Selloff Fears

bitcoinist07/08 23:17

Ethereum and Bitcoin face historic supply squeeze – THESE 2 metrics reveal what’s next

Bitcoin and Ethereum are experiencing a historic supply squeeze, as both cryptocurrencies see their exchange balances hit multi-year lows. This persistent withdrawal trend signals a shift toward long-term holding and self-custody models like ETFs, reducing the liquid supply available for trading. For Bitcoin, long-term holders are actively accumulating, with their net position change turning positive and supply held approaching 15 million BTC. This behavior creates scarcity, which could amplify price discovery if demand recovers. However, the analysis concludes that while reduced exchange supply supports accumulation, a sustained Bitcoin uptrend will ultimately require stronger buying demand to absorb available liquidity and maintain momentum.

ambcrypto07/08 16:02

Ethereum and Bitcoin face historic supply squeeze – THESE 2 metrics reveal what’s next

ambcrypto07/08 16:02

Reviewing 8 'Cash Cow' Projects in the Bear Market: The Leader Repurchased $283 Million Worth This Year

This article highlights eight cryptocurrency projects that have demonstrated strong cash-generating capabilities and implemented significant token buyback programs during the bear market of 2026. These projects, dubbed "cash cows," are repurchasing their own tokens, often reducing supply. According to data from Tokenomist, the projects with notable buyback activity from January 1st to June 30th are: Meteora (MET), Pump.fun (PUMP), GMX, Rollbit (RLB), Metaplex (MPLX), Hyperliquid (HYPE), Lighter (LIT), and Aave. Notably, MET's buybacks equaled 71% of its January token supply, while HYPE executed the largest buyback by value at $283 million. Key project summaries include: - **Hyperliquid (HYPE):** The leader by dollar value, its perpetual DEX protocol has repurchased and burned 44 million HYPE tokens (approx. 4.4% of supply) using a significant portion of trading fees, with total buybacks exceeding $1.1 billion since March 2025. - **Meteora (MET):** Its buyback of 336.2 million MET tokens had the greatest proportional impact on its circulating supply, equivalent to 71% of its supply at the start of the year. - **Pump.fun (PUMP):** The popular memecoin launchpad has cumulatively bought back over $400 million worth of PUMP since July 2025, using 50% of net revenue for buybacks and burns since April. - **Aave (AAVE):** Despite facing a major security incident earlier in the year, the lending protocol has continued its buyback program, repurchasing over 200,000 AAVE tokens. Its team is designing a new automated buyback mechanism. - **GMX, Lighter (LIT), Rollbit (RLB), and Metaplex (MPLX)** also have active buyback mechanisms funded by protocol fees or revenues. The article concludes that while token buybacks and burns do not guarantee price appreciation—as market conditions, news, and other factors play a role—these projects stand out for their ability to generate consistent cash flow in a challenging market environment.

marsbit07/06 11:55

Reviewing 8 'Cash Cow' Projects in the Bear Market: The Leader Repurchased $283 Million Worth This Year

marsbit07/06 11:55

Navigating Bitcoin’s short-term recovery effort and what to look out for

Bitcoin tested the $63K level on July 3rd but faced resistance, continuing a bounce from $58.5K. This move triggered significant short liquidations, exceeding $143 million in July. Heavy spot ETF outflows suggest weaker sellers have exited, potentially signaling a bullish reversal rather than just a short squeeze. Analysis shows a bearish short-term structure, though a recovery to $65.2K is possible. Key supply clusters at $64K, $67K, $72.3K, and $77.2K could cap rallies as underwater holders may sell at breakeven. The Long-Term Holder MVRV remains above 1 at 1.26, indicating this group is not yet in widespread loss—a typical precursor to major market bottoms has not occurred. Increased exchange inflows across Bitcoin, Ethereum, and altcoins in late June point to rising capital movement. However, negative ETF flows, weak demand indicators, and a negative Coinbase Premium Index reflect a lack of buying pressure. Combined with current liquidity conditions, these factors suggest significant volatility and a decisive price move may be imminent.

ambcrypto07/04 21:02

Navigating Bitcoin’s short-term recovery effort and what to look out for

ambcrypto07/04 21:02

Solana launches SGP governance as staked supply crosses 68%: Details

The Solana Foundation has launched Solana Governance Proposals (SGP), a new on-chain mechanism allowing validators to vote on ecosystem issues through stake-weighted voting. With nearly 68% of SOL's supply already staked, SGP aims to boost validator participation, further strengthening network security and health. The launch coincides with strong on-chain momentum for Solana, including record Real-World Asset (RWA) value exceeding $3 billion and a 17.3% spike in Open Interest to $2.3 billion, potentially driven by growing institutional demand and infrastructure like SPCX. Despite broader market weakness, factors like corporate treasury accumulation and a potential tightening of liquid supply from increased staking suggest SOL's movement around $80 may signal trend continuation rather than mere resistance.

ambcrypto07/02 19:02

Solana launches SGP governance as staked supply crosses 68%: Details

ambcrypto07/02 19:02

Will JUP’s price hit $0.28 on the back of these THREE catalysts?

Jupiter (JUP) surged over 15% in 24 hours, outperforming the broader crypto market. Three key catalysts drove the rally: 1) The integration of its native stablecoin, JupUSD, into the Jupiter Liquidity Provider (JLP), enabling a major USDC-to-JupUSD transition. 2) Growing discussions about Jupiter developing its own Omnichain Ledger, reflecting its evolution into a comprehensive on-chain finance system. 3) Active buying and supply reduction by the Jupiter Strategic Reserve (Litterbox Trust), which has accumulated millions of JUP tokens, contributing to a decreased total supply. Technically, JUP's price reclaimed a key trendline support level. If it holds above $0.24, a move toward $0.28 is possible, contingent on sustained buying pressure and a confirmed trend shift.

ambcrypto07/02 07:32

Will JUP’s price hit $0.28 on the back of these THREE catalysts?

ambcrypto07/02 07:32

India’s USDT premium surges above 8.5% as regulatory pressure tightens supply

India's USDT premium has surged above 8.5% as regulatory pressure tightens the supply of stablecoins domestically. This has pushed the price of USDT to ₹102.88 against an official USD/INR rate of ₹94.65, widening the premium well beyond its typical 3-4% range. The supply contraction, driven by enforcement actions and increased oversight discouraging capital inflows, has created a significant imbalance. Demand from traders, cross-border users, and businesses remains strong for uses like payments and dollar-backed value storage, but compliance risks are hindering arbitrage and new USDT inflows. Market data shows high transaction counts but low volumes, with buy volume severely lagging sell volume, indicating constrained liquidity and reduced market-making capacity. Prolonged regulatory uncertainty risks sustaining elevated premiums, pushing activity toward informal channels or offshore liquidity. The summary concludes that while demand for USDT in India is resilient, clearer regulations and improved compliance pathways are needed to restore supply, efficient pricing, and market efficiency by narrowing the premium.

ambcrypto06/30 07:02

India’s USDT premium surges above 8.5% as regulatory pressure tightens supply

ambcrypto06/30 07:02

活动图片

Market Analysisright-arrow

Bitcoinright-arrow