Crypto Credit and InfoFi: Trends Reshaping the Financial Landscape

Analyzing the Rising Trends in the Crypto Market

As the crypto landscape continues to evolve, a notable shift is occurring in the market dynamics. With renewed macro liquidity, the crypto sector, particularly Bitcoin, has demonstrated a robust recovery. As we explore this development, it becomes evident that the emerging sectors of crypto credit and InfoFi are poised to redefine investment strategies.

Macro Liquidity's Impact on Crypto

In recent weeks, there has been a significant rebound in the Federal Reserve's net liquidity, recovering from earlier lows and sending positive signals to the crypto market. As of May 21, 2025, net liquidity rebounded to over 6,022 billion, indicating macro-level support for the sector.

Despite some concerns surrounding long-bond auctions in both the U.S. and Japan, their impact appears limited. The U.S. Treasury's strategy of absorbing cash primarily through short-term T-Bills has helped mitigate risks to high-beta assets. Notably, Bitcoin's stability is underscored by strong spot ETF inflows and a dormant supply of over 70% of Bitcoin remaining untouched for more than six months. This indicates a growing confidence among investors, especially in Asian and Middle-Eastern regions, as they continue to buy dips, reinforcing Bitcoin's position as a dependable asset.

Analyzing the Crypto Credit Sector

A significant turning point for the crypto market is Wall Street's robust entry into the crypto credit space, evidenced by Cantor Fitzgerald's launch of a Bitcoin-collateralized credit program worth $2 billion. This initiative redefines how institutional investments in crypto are structured, providing a gateway for significant players like FalconX and Maple Finance. FalconX has reportedly drawn over $100 million under this new facility, highlighting the increasing demand for crypto-backed credit products.

The rise of the $SYRUP token by Maple Finance further demonstrates the shift in institutional interest. After its listing on HTX, the token experienced a remarkable 110% price increase, reflecting growing market confidence in the prospects of crypto credit. With annual yields of 8–12% offered through their newly launched syrupUSDC/USDT perpetual institutional credit pool, institutional investors are significantly drawn to projects like this, resulting in a tremendous increase in total value locked (TVL) from $800 million to $1.3 billion within a month.

The Rise of InfoFi and Key Projects

Alongside crypto credit, InfoFi stands out as a sector experiencing explosive growth potential. The $COOKIE token, associated with CookieDotFun, is preparing to capitalize on this upward trend, garnering the attention of investors aiming for the next big opportunity in the InfoFi space. With a current market cap significantly lower than similar projects, the upcoming launch of its monetization features could drastically elevate its valuation, making it a project to watch closely.

HTX has also introduced COOKIE/USDT perpetual futures, indicating its growing traction among traders. Coupled with this excitement, the KAITO project, previously discussed in HTX's DeepThink segment, has surged by 138% in the last 30 days, amplifying investor enthusiasm across similar sectors.

Conclusion: A New Era of Crypto

In conclusion, the current trends observed in the crypto market illustrate a shifting landscape. With significant liquidity returning and growing institutional investment in crypto credit and InfoFi, the stage is set for a dynamic transformation. As investors adapt to these new realities, we can expect increased interest in high-beta assets, signifying the onset of a new chapter in crypto investing.