X @Ignas | DeFi

Market Sentiment - Wintermute suggests aggressive bidding strategies due to easing yields and decreased volatility [1] - The market anticipates a classic Q4 rotation into risk assets [1] - Improved liquidity and cleaner positioning are observed in DeFi and AI sectors [1] Bitcoin Performance - Bitcoin has reclaimed $115,000, driven by ETF inflows and short squeezes [1] - Historically, Q4 has been the strongest period for Bitcoin [1] Macroeconomic Factors - Macro tailwinds, cooling inflation, stabilizing geopolitical tensions, and a dovish FED are creating a supportive environment for the rest of the year [1]