Workflow
CoinDesk
icon
Search documents
X @CoinDesk
CoinDesk· 2025-11-03 17:01
🇺🇸 TRUMP: "I only care about one thing... will we be number one in crypto?" https://t.co/VRqvRaBNJ2 ...
X @CoinDesk
CoinDesk· 2025-11-03 16:53
Read the full story from @thesamreynoldshttps://t.co/LHjvtwI54U ...
X @CoinDesk
CoinDesk· 2025-11-03 16:15
Tom Lee's BitMine Immersion Acquires Additional $300M in Ether, Bringing Holdings to $13.7B@sndr_krisztian reports.https://t.co/iADjmkjkxd ...
X @CoinDesk
CoinDesk· 2025-11-03 16:13
Market Analysis - The market is unlikely to experience an "everything rally" similar to the 2020-21 alt season due to the current era of fiscal dominance [1] - Select altcoins might experience valuation increases, but this is considered difficult given the current economic environment [1] - The current environment differs from 2020-21 due to central banks not engaging in quantitative easing (QE) and maintaining high interest rates [2] Economic Factors - During 2020-21, near-zero interest rates, massive QE, and cash handouts injected broad-based liquidity, causing a Cantillon effect where financial markets and asset holders saw price surges [1] - Today's fiscal spending is targeted at reindustrialization and infrastructure to outgrow debt and reduce the debt-to-GDP ratio [2] - Fiscal dominance involves fiscal policy setting the tone, with the central bank accommodating, but without creating base money in the same broad sense as QE [3] Investment Strategy - Fiscal-driven capital expenditure (capex) cycles affect real economy investment, leading to dispersion instead of "everything up" [4] - Sectors, commodities, and store of value assets like gold and Bitcoin may perform well, along with stablecoins as an escape valve amid capital controls [4] - Altcoins, which rely on central bank-induced excess liquidity, may lag or fail to participate fully [4] Future Outlook - An "alt season" like 2021 is unlikely unless central banks pivot back to aggressive monetary easing [4] - The market is in a "wait and see" mode to observe future developments [4]
X @CoinDesk
CoinDesk· 2025-11-03 15:47
📊 JUST IN: Over $600m has been liquidated from the crypto market in the last 60 mins. https://t.co/LvYQxjszhC ...
X @CoinDesk
CoinDesk· 2025-11-03 15:24
🔥 BULLISH: Tom Lee claims on CNBC that Bitcoin can still get to 150k to 200k by the end of the year. https://t.co/hSUKvSLdu3 ...
X @CoinDesk
CoinDesk· 2025-11-03 14:48
🎥 NEW: On 60 Minutes, President Trump was asked about pardoning former Binance CEO Changpeng “CZ” Zhao after Binance’s 2025 purchase of World Liberty Financial’s stablecoin for $2B.Trump claimed: "I don't know who he is." https://t.co/GB2RB6tjhL ...
X @CoinDesk
CoinDesk· 2025-11-03 14:31
RT CoinDesk Indices (@CoinDeskMarkets)The CoinDesk 20 is currently trading at 3478.84, down 4.0% (-145.03) since 4 p.m. ET on Friday. One of 20 assets is trading higher.Leaders: $ICP (+35.0%) and $POL (-1.6%)Laggards: $SUI (-8.6%) and $CRO (-7.9%).https://t.co/UjPXqmA9ir ...
X @CoinDesk
CoinDesk· 2025-11-03 14:25
🚨 NEW: OpenAI has signed a $38B compute deal with Amazon Web Services. https://t.co/hP3FB6Yn9X ...
X @CoinDesk
CoinDesk· 2025-11-03 13:39
🗓️ Tomorrow, @Ripple Swell 2025 kicks off in New York!This two-day, invite-only event is where big ideas drive real business outcomes. Bringing together influential leaders from @krakenfx, @chainalysis to @Citi.See how institutions are adopting digital assets live tomorrow, November 4th & Wednesday, November 5th from 9:30 a.m. - 12:00 p.m. ET! ...