HTX Research has identified crypto credit and InfoFi as two fast-emerging sectors positioned to drive the next major growth cycle in the digital asset market.
According to the firm’s latest report, investor interest is beginning to rotate structurally, influenced by improving macro liquidity conditions and a rising appetite for high-beta investments.
Bitcoin is showing strong momentum, supported by steady ETF inflows, reduced exchange balances, and strong long-term holder conviction, with over 70% of its supply remaining inactive for at least six months. Despite concerns about rising bond yields and global liquidity issues, analysts believe the impact on crypto will be mitigated by the U.S. Treasury’s issuance of short-term bills and the Federal Reserve’s ability to pause quantitative tightening or provide liquidity support.
📢 全新 HTX DeepThink 出炉：轮动信号亮起！🔁$BTC 稳健 💪，山寨币季节来临 🌊$SYRUP 暴涨，$COOKIE 有望接力 🍪
宏观回暖＋风险偏好上升 = 把握机会
阅读全文 👉 https://t.co/vM7TtNBnH6#HTX #Crypto #DeFi pic.twitter.com/dECikQ9Y4D— HTX Research (@HTX_Research) May 29, 2025
Amid these conditions, HTX analysts observe a gradual shift in capital from Bitcoin to altcoins. Networks such as Solana and Base are experiencing sustained growth in on-chain activity, indicating that investors are increasingly seeking higher returns beyond Bitcoin. If Bitcoin dominance falls below 52%, this shift could mark the official start of a new altcoin cycle.
Further boosting market sentiment is Wall Street’s deepening involvement in the crypto credit space. Cantor Fitzgerald’s recent launch of a $2 billion Bitcoin-backed credit facility marks a significant step, with FalconX and Maple Finance among the first beneficiaries. Maple’s token, $SYRUP, has already gained 110% since listing on HTX, and the syrupUSDC/USDT credit pool is attracting institutional capital by offering 8–12% annual yields.
Meanwhile, in the InfoFi sector, HTX sees a notable upside in $COOKIE, the native token of CookieDotFun. Currently trading at a market cap of just one-fifth of comparable projects like Kaito, $COOKIE is seen as significantly undervalued.
Tying it all together, HTX’s newly released report also provides a broader market context by examining Bitcoin’s performance amid shifting global macroeconomic conditions and regulatory developments. The study offers strategic insight for investors seeking to navigate this evolving and volatile landscape.
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