Cryptocurrency News & Market Updates
HTX Research Quarterly Strategy 2026 Q3 | Liquidity Defines Crypto: A New Crypto Order Under Global Liquidity Repricing
Investment Memo Q2 in One Sentence
Q2 was not the end of the crypto cycle. It was a concentrated repricing of global liquidity, institutional allocation logic, and on-chain value capture.
Price correction was only the surface. What changed underneath was the cost of capital, dollar liquidity, regulatory expectations, and market risk appetite. BTC’s Q2 drawdown did not invalidate the long-term allocation case. It reconfirmed that when ETF flows turn negative, corporate treasury demand slows, derivatives leverage is flushed out, and the dollar and real yields rise together, crypto assets still obey the global liquidity cycle first.
Jul 2, 2026 • 38 min read
Kraken goes live on Trever to bring full-service prime brokerage to European financial institutions
Jun 30, 2026 • 2 min read
Could the UK Become Crypto’s Stablecoin Hub?
The Bank of England has abandoned proposed individual holding limits for systemic sterling stablecoins, moving instead to a £40 billion issuer-level cap. On the eve of MiCA entering full enforcement in the EU, the UK is positioning itself as a more flexible alternative. The question now is whether this approach can regulate stablecoins without weakening their utility as payment and settlement infrastructure.
Jun 26, 2026 • 6 min read
