HTX Research
@HTX_Research

Blockchain industry top think tank，affiliated to @HTX_Global TG：t.me/HuobiResearchOfficial Medium：medium.com/@htxresearch

 Moon
htx.com
Joined May 2018
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Article

CLARITY Stalls, Tokenized Stocks Move Forward: What the SEC’s Five-Year Exemption Means

On September 15, the crypto market was first handed a bill. As the U.S. Senate’s effort to advance the CLARITY Act failed, Bitcoin fell by more than 5% at one point, while Coinbase and Circle each

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CLARITY遇阻，SEC开门：谁能拿到五年通行证？

9月15日，加密市场先收到了一张账单。 随着美国参议院推进 CLARITY Act

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The Fed Hikes Again After Three Years: Is a New Tightening Cycle Beginning?

I. The Hike Arrived, but the Macro Playbook Has Changed In the early hours of September 17 Beijing time, the Federal Reserve voted unanimously, 12–0, to raise rates by 25bp, lifting the federal funds

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三年后再度加息：新一轮紧缩周期开始了吗？

一、靴子落地，但宏观剧本换了 北京时间 9 月 17 日凌晨，美联储以 12 比 0 的全票结果加息 25bp，联邦基金目标利率从 3.50%–3.75% 上调至 3.75%–4.00%。这是 2023 年 7 月以来的第一次加息。 单看这

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Before Arc Mainnet Launch: Which Ecosystem Assets Are Worth Watching?

Arc is a Layer 1 blockchain launched by Circle, with its public mainnet scheduled to open on September 16, 2026. It is primarily designed to support stablecoin payments, trading, and asset settlement,

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Arc 主网上线前：哪些生态资产值得关注？

Arc 是 Circle 推出的 Layer 1 区块链，计划于 2026-09-16 开放公共主网，主要承载稳定币支付、交易和资产结算。用户可以直接用 $USDC 支付网络手续费。Circle 已有的机构客户和开发者有望成为 Arc
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加息本身已充分定价，Warsh 如何表态才是真正的方向变量

HTX DeepThink 专栏作者、HTX Research 研究员 Chloe 分析指出，本周 FOMC 会议前真正重要的已不是"是否加息 25 个基点"，而是市场为何突然如此确信，以及 Warsh 会后如何表态。
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Fed Hike Is Already Priced In, Warsh's Post-Meeting Tone Is the Real Variable

HTX DeepThink columnist and HTX Research analyst Chloe notes that the real question ahead of the FOMC meeting is no longer whether the Fed hikes 25bp, but why expectations have moved so aggressively
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$HYPE and $PUMP Are Both Buying Back Tokens — Why Is the Market Pricing Them Differently?

Both $HYPE and $PUMP convert business revenue into open-market buying, yet the revenue multiples assigned to the two tokens still differ by several times. Adding Lighter and Pons as sector-specific
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$HYPE 和 $PUMP 都在回购，市场为什么给出不同定价

同样把业务收入转化为公开市场买盘，$HYPE 与 $PUMP 获得的收入倍数仍相差数倍。加入 Lighter 与 Pons
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Beyond Tokenization: How Robinhood Chain Is Bringing Stocks into DeFi

From the RWA Narrative to “Stocks as Raw Materials for DeFi” Over the past period, AI and technology stocks have continued to dominate global risk-asset narratives and investor attention, while Web3

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Web3向传统股票市场的反攻：Robinhood Chain 近期热点和创新总结

从 RWA 叙事转向“股票成为 DeFi 原材料” 过去一段时间，AI 与科技股持续占据全球风险资产和资金的注意力，Web3 行业同步面对了AI赛道的吸血，主要的问题并不仅仅是链上美元逐渐流出或简单的市值降低，而是
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