#htx research

[rwatimes]

Where Are BTC, ETH, SOL Going in Q3? The 3 Scenarios to Watch

HTX rates Bitcoin and RWA Overweight for Q3 while putting long-tail altcoins Underweight as liquidity trumps narrative in the new cycle.

➤ HTX Research favors Bitcoin and Real-World Assets (RWAs) for Q3, prioritizing liquidity and cash flow over narratives. ➤ The outlook for Q3 depends on ETF flows, dollar strength, Treasury financing, and corporate treasury activity, with a base case of range-bound Bitcoin. ➤ Ethereum's performance is contingent on fee revenue, ETF inflows, and regulatory clarity (CLARITY Act), while long-tail altcoins remain underweight.

[rwatimes]

A New Crypto Order Under Global Liquidity Repricing | HTX Research Releases Quarterly Strategy Report, Breaking Down the Q3 Framework | Macau Business

➤ HTX Research's Q3 2026 report, 'Liquidity Defines Crypto,' analyzes market shifts driven by global liquidity repricing and regulatory developments. ➤ The report highlights that macro factors like Fed policy and Treasury issuance are more influential than short-term shocks, and cash flow/infrastructure are key for asset performance. ➤ For Q3, the outlook depends on improvements in global liquidity and regulatory clarity, with scenarios ranging from structural repair to a potential bull market.

[rwatimes]

A New Crypto Order Under Global Liquidity Repricing | HTX Research Releases Quarterly Strategy Report, Breaking Down the Q3 Framework

HTX Research, the dedicated research arm of HTX, has released its Q3 2026 outlook report, Liquidity Defines Crypto:

➤ HTX Research's Q3 2026 report, 'Liquidity Defines Crypto,' analyzes market shifts driven by global liquidity repricing and regulatory developments. ➤ The report highlights that global dollar liquidity, rather than geopolitics, sets Bitcoin's trend, and emphasizes the importance of cash flow and infrastructure over narratives. ➤ For Q3, the outlook depends on improvements in global liquidity and regulatory clarity, with scenarios ranging from structural repair to a potential bull market.

[rwatimes]

On-chain U.S. equity perpetuals eye $1.08B tokenized stocks value

Crypto’s next big trade may not be a new token at all. In a new market-structure thesis, $HTX Research argues that on-chain U.S. equity perpetuals could become the next major opportunity,

➤ On-chain U.S. equity perpetuals are emerging as a significant opportunity within crypto, shifting focus from speculative tokens to traditional assets like AI-linked stocks and pre-IPO trades. ➤ This trend leverages existing crypto infrastructure (perpetual futures, stablecoin margin, on-chain wallets) to offer crypto users a familiar trading format for U.S. equities, emphasizing volatility and event-driven trading over traditional ownership. ➤ Platforms like TradeXYZ, Ostium, and Lighter are developing various models for on-chain equity trading, with notable examples like Cerebras Systems demonstrating the potential for active price discovery ahead of traditional IPOs.

[rwatimes]

On-chain U.S. equity perpetuals: HTX Research’s market shift

On-chain U.S. equity perpetuals are gaining attention as crypto traders test pre-IPO perps, stablecoin margin and on-chain price discovery.

➤ HTX Research proposes that on-chain U.S. equity perpetuals, particularly for pre-IPO and AI-linked stocks, represent the next major opportunity in crypto trading, shifting focus from speculative tokens to fundamental assets. ➤ This trend leverages existing crypto trading infrastructure like perpetual futures and stablecoin margins, offering crypto users a familiar trading format for U.S. equities, distinct from traditional brokerage ownership. ➤ Platforms like TradeXYZ, Ostium, and Lighter are developing various models for on-chain equity trading, with Cerebras Systems cited as a key example demonstrating on-chain price discovery ahead of traditional IPOs.