sei settles apollo's private credit in 390ms vs 30 days in tradfi. that's 6.7 million percent faster settlement unlocking $650b in previously frozen liquidity. every basis point of apollo's aum that moves on-chain adds $65m tvl to sei. current sei tvl: $400m. do the math on that multiple ...

Private credit titans like Goldman and Apollo are jockeying for more deals in Saudi Arabia, where banks are facing weak liquidity https://t.co/7RLRUrawzt ...

Saudi Arabian banks are starting to show signs of pulling back on lending for the first time in years as liquidity tightness and new bank regulations make it more challenging to keep up with demand for credit https://t.co/3ZK4cJci8n ...

Market Analysis & Cryptocurrency Trends - XRP shows significant weekly gains of 111%, outperforming Bitcoin (44%) and Ethereum (2%)[1] - Bitcoin needs to flip 116 thousand level with a daily candle close over it to confirm a bullish run, potentially retesting previous highs around 120 thousand plus [1] - XRP needs to break the midline at approximately $275 to potentially retest previous highs [1] - S&P 500 breaks above 6800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months [2] Capital Rotation & Liquidity - $74 trillion parked in money market funds earning 5%+, awaiting a Federal Reserve decision to trigger a capital reallocation event [10] - Potential for a 10% rotation from money market funds could unleash $740 billion into risk assets [11] - Historical patterns show that Fed cuts following large money market fund sizes have ignited tech bubbles, housing manias, and market rallies [12] - If 5% of money market funds rotates, $370 billion could flow into Bitcoin, potentially driving its price to $280 thousand - $350 thousand [14] Investment Strategy & Market Outlook - Crypto is expected to be the next sector to experience a surge, following rotations from gold and stocks [6] - The current environment is bullish for crypto, with potential for significant price action once the market wakes up [23] - Gold is potentially topped out, indicating a shift towards Bitcoin and crypto [18]

Market Analysis & Predictions - XRP shows significant weekly gains compared to Bitcoin and Ethereum, indicating potential bullish territory [1] - Bitcoin needs to flip 116,000 to confirm a bullish run, potentially retesting previous highs around 120,000 plus [1] - XRP needs to break $2.75 to retest previous highs, with caution around that level due to potential rejection [1] - The S&P 500 breaks above 6,800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months, signaling a bullish trend [2] - Gold is potentially topping out, with rotations expected from gold into stocks and then crypto [6][18] Money Market Funds & Liquidity - $7.4 trillion is parked in money market funds, waiting for Federal Reserve decisions to trigger a capital reallocation event [10] - Potential Fed cuts of 150-200 basis points could collapse money market fund income by $100-140 billion annually, driving reallocation [11] - Historical patterns show Fed cuts leading to market rallies (tech bubble in 1998, housing mania in 2003, general rally in 2009) [12] - A 5% rotation from money market funds could bring $370 billion into Bitcoin, potentially driving its price to $280,000-$350,000 [14] - Capital from money market funds is expected to flow into Bitcoin, Ethereum, and altcoins, pushing the entire crypto space higher [15] Crypto Market Sentiment - The crypto environment is bullish, but many are still in denial, awaiting significant price action to realize the potential [23][24] - Bitcoin dominance is expected to break down, leading to significant price multiples for assets like XRP [21]

RT Nitesh (@niteshnath)The bright side of the current discourse is that the Solana DeFi community is speed-running a lot of thinking about execution quality very quickly and very publicly. The signal to noise ratio is tiny, so I want to improve that with this post.Here are some facts for those curious on the technical side of router comparisons and execution quality.Quote price != realized price.Starting with the obvious: the number you see on the screen (quote) is not necessarily the number you get (realiz ...

Core Insights - Warren Buffett is recognized as one of the wealthiest individuals globally, with a net worth in the hundred billions, and is considered stable and wise in financial circles [1] - Buffett currently holds more cash than the United States Federal Reserve, indicating a significant liquidity position [2] Company Holdings - Buffett's cash holdings primarily consist of approximately $314 billion in Treasury bills, which are short-term government securities [4] - The investment in Treasury bills allows for easy access to funds and offers high interest yields, currently around 4%, which is more favorable than high-yield savings accounts [6] Market Strategy - The substantial investment in Treasury bills has doubled over the past year, reflecting a strategic response to market volatility and the need for liquidity [7] - Buffett's approach suggests a cautious stance towards the stock market, prioritizing liquid assets amid fluctuating market conditions [6][7]

We recently talked about how the Fed is going to make us rich. Now, that might be a broad statement. You might even say, "Well, Nick, that's just clickbait." However, all of the factors around what the Fed is doing currently, if we compare it to previous cycles, it has led to prices in this market going absolutely parabolic and melting faces.I don't believe that this time around is different. In fact, I do believe that we are going to see that same exact reaction but on a bigger scale. Let's take a quick lo ...

Bitcoin is the asset; Solana is the infrastructure@BitlayerLabs brings new Bitcoin liquidity to Solana 🔥Bitlayer BitVM (@BitlayerLabs):🚀 $YBTC.B is now live on @solana!We’re excited to announce Bitcoin liquidity is flowing into Solana, unlocking new yield and DeFi opportunities via the fully verified #Bitlayer–Solana bridge, powered by #BitVM for scalability and security.🔗 Official YBTC.B Contract on https://t.co/Zjw4yt4pW4 ...

If there's not more options for liquidity set in this marketplace, this is going to screech to a halt pretty soon, right. Because um you know, I paid $85 million for the caps coming in, two half3 billion, I would say. I paid $350 million for the Wizards, probably four and a half, five billion.It sounds great. and and you look across the landscape and we all have to have partners now and the partners are getting older. I've had two partners who have died and they're close friends and I love their families an ...