The government shutdown has halted the drain of the TGA + No RRP to drain > Less liquidity (temporarily) > sloppy crypto as the pointy end of the liquidity spear. This too shall pass..If you don't understand best ask @grok or the Raoulbot on @RealVision for my viewsRaoul Pal (@RaoulGMI):Let's share some alpha and give some money away... shall we? https://t.co/vDyVoomuic ...

For more on the quarter, fast money friend Gene Muner joins us with his reaction. Um Jean, what's your take. >> Um Melissa in the outlook section that really jumped out to me was that they are well funded and have liquidity 41 billion in cash up four billion sequentially.Everything that uh we're talking about today is accurate that the investment case for Tesla is all about on what's to come. And and the reality is is that in order for that future to become a reality, you have to have a lot of money to do t ...

Real ALTSEASON will only start once ETH breaks and hold above $5,000.ALTS MCAP: You never really know whether it’s the end or the beginning of a new altcoin cycle.For the past two years, we’ve all been waiting for the FED’s QE. And this month, the FED announced for the first time that they could end QT and begin QE.At the same time, market makers created a historic liquidation event similar to March 2020.Always look at the data on the higher timeframes to avoid getting trapped.It’s not about bulls or bears. ...

Market Structure Evolution - The market structure around spot trading on Solana has evolved rapidly due to the rise of prop AMMs [1] - Prop AMMs provide tighter quotes by actively managing liquidity, updating quotes multiple times per second [1] - Prop AMMs' midpoint often tracks CEX prices like Binance, considered the "true" price [1] Arbitrage Dynamics - The CEX leg of CEX<>DEX arbitrage is shifting onchain [1] - Arbitrage bots now buy from stale onchain venues and sell to Prop AMMs, capturing spreads atomically in a single transaction [1] - Increased use of flash loans by arbitrage bots to capture these arbs [1] - A material amount of CEX<>DEX arbs are moving over DEX aggregators [1] - A majority of this volume is on the SOL-USD pair, the most liquid volatile asset on Solana [1] DEX Aggregator and Cyclic Arbitrage - There's a tight relationship between the percentage of DEX aggregator volume that moves over Prop AMMs and the percentage of DEX aggregator volume that is cyclic arbitrage [2] - Cyclic arbitrage is defined as transactions with the same input and output token, capturing the arbitrage transactions [2] Onchain vs CEX Price Discrepancies - When onchain price is $200 and Binance price jumps to $205, Props race to update their books to mirror Binance [3]

Market Dynamics - Market makers were implementing their own liquidity strategies [1] - Operations are expected to return to normal [1]

RT CUBE (@cubexch)We're excited to announce that Cube Group has entered into a definitive business combination agreement with Mercer Park Opportunities Corp. (TSX: SPAC.U). This transaction values Cube at $300 million and positions the combined entity to lead in bridging traditional finance and decentralized finance, supported by a planned $500 million treasury acquisition of Solana (SOL) tokens for enhanced liquidity and yield generation.Read the full press release here: https://t.co/P5vlkygkG8 ...

I keep mentioning the $112K area.If that doesn't break, then there's no $ETH ATH and no #Altcoin party, as of yet.I do believe that we're on edge of breaking it, as we've taking all liquidity around that area in this first test.A matter of time.If #Bitcoin reaches sub $106K, then it won't be a bad accumulation opportunity either. ...

RT Brother Lyskey (@0xLyskey)Monthly reminder: @avnu_fi is the best place to trade spot on Starknet. Period.And there is no second best:- aggregates all liquidity on Starknet (AMMs, CLOBs, market makers…)- built-in DCA feature- gasless UXIf you’re trading elsewhere, you’re basically losing money. https://t.co/5Wfe1OpSRr ...

💡 What You Can Do Now:🔹 Reassess your trading strategy to adapt to the cooling market🔹 Track ChinaAMC's spot SOL ETF to spot new liquidity opportunities🔹 Connect your SOL wallet to Uniswap to trade and manage your Solana assetsStay informed, stay ahead 🌅https://t.co/4hWZWp1SyV6/6 ...

coinbase paid $400m for echo to control the entire pipeline from seed funding to exchange listing. every project echo backs gets direct coinbase listing access. base ecosystem tokens about to see violent repricing as builders realize getting echo funding means guaranteed liquidity. cobie now decides which tokens pump. ...