{"id":24585,"date":"2025-05-29T15:31:50","date_gmt":"2025-05-29T08:31:50","guid":{"rendered":"https:\/\/thaipropertynews.com\/feeds\/?p=24585"},"modified":"2025-05-29T15:31:50","modified_gmt":"2025-05-29T08:31:50","slug":"htx-deepthink-rotation-signals-emerging-crypto-credit-and-infofi-poised-as-new-market-focal-points","status":"publish","type":"post","link":"https:\/\/thaipropertynews.com\/feeds\/?p=24585","title":{"rendered":"HTX DeepThink: Rotation Signals Emerging\u2014Crypto Credit and InfoFi Poised as New Market Focal Points"},"content":{"rendered":"\n\n\n
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SINGAPORE<\/span>, May 29, 2025<\/span> \/PRNewswire\/ — As May draws to a close, the crypto market continues its upward momentum, fueled by a renewed wave of macro liquidity. Bitcoin demonstrates resilience, with improved on-chain capital structure and a steady rise in risk appetite. High-beta assets and quality altcoins are drawing increasing attention, signaling an emerging rotation trend. This week, Chloe (@ChloeTalk1<\/a><\/u>) from HTX Research explores the evolving potential and structural value of crypto credit and InfoFi as key sectors in this next phase.<\/p>\n

\n

\"\" <\/a>
<\/span><\/p>\n<\/div>\n

Structural Shift Under Macro Support: Bitcoin Holds Firm as Altseason Builds Momentum <\/div>\n

As of May 21, 2025, the Federal Reserve’s net liquidity has rebounded to 6,022.869, recovering strongly from its early-May low. Although it has not yet reached the key range of 6,100\u20136,200, this trend signals an initial return of liquidity, providing macro-level support for the crypto market.<\/p>\n

Despite last week’s long-bond auctions disappointing on both sides of the Pacific\u2014with the U.S. 20-year yield pushed above 5 %, and Japan’s long-end rates setting 25-year highs\u2014stoking global liquidity-squeeze fears, the impact is somewhat mitigated. The U.S. Treasury is primarily absorbing cash mainly via 3- to 6-month\u00a0T-Bills, which tends to drain money-market funds rather than risk assets. Furthermore, the Fed retains the ability to pause quantitative tightening (QT) or open its repo facilities at will, capping potential spillover effects.<\/p>\n

Bitcoin has held firm. Spot ETFs continue to post modest daily inflows, over 70 % of Bitcoin supply has remained dormant for six months or more, exchange balances are falling, and Asian\/Middle-East buyers continue to buy dips. Even if net Treasury issuance jumps to roughly $1.25 trillion in Q3, short-dated supply and repo backstops dilute the drag on high-beta assets, while ETF passive holdings and “hard hands” diffuse selling pressure; a weaker-dollar narrative adds further support.<\/p>\n

On-chain data shows that public chains like Solana and Base are seeing sustained increases in activity, with capital gradually shifting from BTC-dominated safe-haven assets to high-beta altcoins. BTC Dominance remains elevated and has not yet experienced a significant pullback, but if it drops below 52% in the coming sessions, coupled with further liquidity expansion, a new altcoin season could kick off.<\/p>\n

Analysis on Trending Sectors <\/div>\n

Wall Street Doubles Down on Crypto Credit: Maple Becomes the Institutional Capital Gateway<\/b> <\/p>\n

Cantor Fitzgerald has launched a Bitcoin-collateralized credit program with a total size of $2 billion, signaling Wall Street’s formal and large-scale entry into the crypto credit market. Initial recipients of this facility include crypto broker FalconX and the decentralized lending protocol Maple Finance. FalconX has already drawn over $100 million under this framework, and Maple Finance has completed its first loan issuance through the program.<\/p>\n

The $SYRUP token<\/b>, associated with Maple Finance, is available on HTX through spot trading, perpetual futures, and earn products. Since its spot listing, $SYRUP has surged by 110%, with strong performance also seen in derivatives\u2014underscoring growing market recognition and investor confidence in the project. Maple’s newly launched syrupUSDC\/USDT perpetual institutional credit pool offers 8\u201312% annual yields with high collateral transparency, rapidly attracting large volumes of idle institutional stablecoins. This month, the TVL surged from $800 million to $1.3 billion\u2014markets are “voting with their feet,” fully validating the appeal and growth potential of the SYRUP model.<\/p>\n

InfoFi Rising Star: $COOKIE Poised to Trigger the Next Revaluation Cycle<\/b> <\/p>\n

Based on current on-chain trends and macro liquidity data, $COOKIE is expected to be on the verge of explosive growth within the InfoFi sector. Compared to similarly positioned projects like Kaito, CookieDotFun’s current market cap is just one-fifth. Once the Cookie leaderboard, ad slot bidding, and other InfoFi monetization mechanisms go live, $COOKIE’ valuation ceiling could be lifted.<\/p>\n

HTX has launched COOKIE\/USDT perpetual futures<\/b>, while KAITO<\/b>\u2014previously featured in the HTX DeepThink column\u2014has also been listed on HTX<\/b>, with a remarkable 138% gain over the past 30 days.<\/p>\n

*The above content is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.<\/p>\n

About HTX DeepThink: <\/div>\n

HTX DeepThink is a flagship market insights column created by HTX, dedicated to exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world where volatility is the norm, HTX DeepThink aims to help readers “Find Order in Chaos<\/b>.”<\/p>\n

About HTX Research <\/div>\n

HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations across a broad spectrum of topics, including cryptocurrency, blockchain technology, and emerging market trends.<\/p>\n

\n<\/div>","protected":false},"excerpt":{"rendered":"

<\/p>\n\n\n\n
\"\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

SINGAPORE<\/span>, May 29, 2025<\/span> \/PRNewswire\/ — As May draws to a close, the crypto market continues its upward momentum, fueled by a renewed wave of macro liquidity. Bitcoin demonstrates resilience, with improved on-chain capital structure and a steady rise in risk appetite. High-beta assets and quality altcoins are drawing increasing attention, signaling an emerging rotation trend. This week, Chloe (@ChloeTalk1<\/a><\/u>) from HTX Research explores the evolving potential and structural value of crypto credit and InfoFi as key sectors in this next phase.<\/p>\n

\n

\"\" <\/a>
<\/span><\/p>\n<\/div>\n

Structural Shift Under Macro Support: Bitcoin Holds Firm as Altseason Builds Momentum <\/div>\n

As of May 21, 2025, the Federal Reserve’s net liquidity has rebounded to 6,022.869, recovering strongly from its early-May low. Although it has not yet reached the key range of 6,100\u20136,200, this trend signals an initial return of liquidity, providing macro-level support for the crypto market.<\/p>\n

Despite last week’s long-bond auctions disappointing on both sides of the Pacific\u2014with the U.S. 20-year yield pushed above 5 %, and Japan’s long-end rates setting 25-year highs\u2014stoking global liquidity-squeeze fears, the impact is somewhat mitigated. The U.S. Treasury is primarily absorbing cash mainly via 3- to 6-month\u00a0T-Bills, which tends to drain money-market funds rather than risk assets. Furthermore, the Fed retains the ability to pause quantitative tightening (QT) or open its repo facilities at will, capping potential spillover effects.<\/p>\n

Bitcoin has held firm. Spot ETFs continue to post modest daily inflows, over 70 % of Bitcoin supply has remained dormant for six months or more, exchange balances are falling, and Asian\/Middle-East buyers continue to buy dips. Even if net Treasury issuance jumps to roughly $1.25 trillion in Q3, short-dated supply and repo backstops dilute the drag on high-beta assets, while ETF passive holdings and “hard hands” diffuse selling pressure; a weaker-dollar narrative adds further support.<\/p>\n

On-chain data shows that public chains like Solana and Base are seeing sustained increases in activity, with capital gradually shifting from BTC-dominated safe-haven assets to high-beta altcoins. BTC Dominance remains elevated and has not yet experienced a significant pullback, but if it drops below 52% in the coming sessions, coupled with further liquidity expansion, a new altcoin season could kick off.<\/p>\n

Analysis on Trending Sectors <\/div>\n

Wall Street Doubles Down on Crypto Credit: Maple Becomes the Institutional Capital Gateway<\/b> <\/p>\n

Cantor Fitzgerald has launched a Bitcoin-collateralized credit program with a total size of $2 billion, signaling Wall Street’s formal and large-scale entry into the crypto credit market. Initial recipients of this facility include crypto broker FalconX and the decentralized lending protocol Maple Finance. FalconX has already drawn over $100 million under this framework, and Maple Finance has completed its first loan issuance through the program.<\/p>\n

The $SYRUP token<\/b>, associated with Maple Finance, is available on HTX through spot trading, perpetual futures, and earn products. Since its spot listing, $SYRUP has surged by 110%, with strong performance also seen in derivatives\u2014underscoring growing market recognition and investor confidence in the project. Maple’s newly launched syrupUSDC\/USDT perpetual institutional credit pool offers 8\u201312% annual yields with high collateral transparency, rapidly attracting large volumes of idle institutional stablecoins. This month, the TVL surged from $800 million to $1.3 billion\u2014markets are “voting with their feet,” fully validating the appeal and growth potential of the SYRUP model.<\/p>\n

InfoFi Rising Star: $COOKIE Poised to Trigger the Next Revaluation Cycle<\/b> <\/p>\n

Based on current on-chain trends and macro liquidity data, $COOKIE is expected to be on the verge of explosive growth within the InfoFi sector. Compared to similarly positioned projects like Kaito, CookieDotFun’s current market cap is just one-fifth. Once the Cookie leaderboard, ad slot bidding, and other InfoFi monetization mechanisms go live, $COOKIE’ valuation ceiling could be lifted.<\/p>\n

HTX has launched COOKIE\/USDT perpetual futures<\/b>, while KAITO<\/b>\u2014previously featured in the HTX DeepThink column\u2014has also been listed on HTX<\/b>, with a remarkable 138% gain over the past 30 days.<\/p>\n

*The above content is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.<\/p>\n

About HTX DeepThink: <\/div>\n

HTX DeepThink is a flagship market insights column created by HTX, dedicated to exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world where volatility is the norm, HTX DeepThink aims to help readers “Find Order in Chaos<\/b>.”<\/p>\n

About HTX Research <\/div>\n

HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations across a broad spectrum of topics, including cryptocurrency, blockchain technology, and emerging market trends.<\/p>\n

\n<\/div>\n

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