Almost everyone is wrong about crypto this cycle. Everyone has their own idea about what's exactly going to happen, but almost everyone is fixated still on, you know, how this time is different. We're not going to see something like 2021 or 2017 and 2018.And this is where almost everyone is wrong, right. We're starting to see things change around crypto 100%. I get that. I understand that regulations are now a thing.we have you know government adoption of crypto becoming a reality and at the same exact time ...

Report Industry Investment Rating No investment rating information is provided in the report. Core Viewpoints - In the coming week, the funding pressure is expected to ease, and the central range of DR001 is likely to fall back to the range of 1.35% - 1.40%, but there is still a probability of sporadic frictions. The funding pressure on certificates of deposit (CDs) will ease, but the supply - demand pressure remains. With a maturity scale of over one trillion yuan in the coming week, CD yields may decline with fluctuations [1][2]. Summary by Relevant Catalogs 1. Liquidity Tracking 1.1 Hotspot Interpretation 1 - The central bank's draft for comments aims to cancel the freezing of collateral for bond repurchases to promote bond market opening and facilitate the central bank's bond - buying restart. This will enhance the expectation of the central bank's bond - buying, improve bond market liquidity, optimize the demand for high - rating and high - liquidity bonds, and increase secondary - market bond supply, with more positive than negative impacts [10]. 1.2 Hotspot Interpretation 2 - At a press conference, the central bank stated that small and medium - sized banks' bond investments should maintain a reasonable level. While it is reasonable for small and medium - sized banks to appropriately increase bond holdings within the regulatory scope, they need to balance investment returns and risk - taking. Currently, the bond investment proportion of most small and medium - sized banks is relatively stable, and the risk of large - scale reduction in rural commercial banks' bond investments is small [11]. 1.3 Central Bank Operations - In the past week (7/14 - 7/18), the central bank net injected 1.4 trillion yuan of short - term liquidity through open - market operations, including 200 billion yuan of net - invested term - repurchase and 1.3 trillion yuan of net - invested 7 - day reverse repurchase. As of 7/18, the central bank's reverse - repurchase balance was 1.73 trillion yuan. In the coming week (7/21 - 7/25), with the maturity of 1.73 trillion yuan of reverse repurchases and 20 billion yuan of MLF, and considering the end of the tax period and reduced government bond supply pressure, the central bank is likely to conduct net withdrawals. In July, the central bank has 1.5 trillion yuan of MLF and term - repurchase maturing [12][13][14]. 1.4 Government Bond Issuance - In the past week, the net government bond payment was 42.88 billion yuan, and in the coming week, it is expected to be 23.99 billion yuan, indicating a reduced supply pressure. The net payment pressure is relatively large on Tuesday, Wednesday, and Thursday. As of 7/18, the net financing progress of treasury bonds was 57.5%, and that of new local bonds was 51.8%. The government bond supply pressure is expected to be relatively small in the second half of July, but relatively large in August and September [16][18]. 1.5 Bill Market - In the past week, most bill interest rates declined, especially the 6 - month bill interest rates. Currently, the bill interest rate trend is still significantly weaker than the seasonal level, reflecting slow credit demand recovery [25]. 1.6 Fund Review - Funds were tight first and then eased. With large - scale net injections by the central bank, the tax period passed smoothly. On 7/18, DR001 rose to 1.46%, DR007 to 1.51%, R001 to 1.49%, and R007 to 1.51%. The stability of non - bank fund prices was stronger than that of inter - bank fund prices. Term, institutional, and market stratifications of funds all converged to some extent. The market trading volume declined, the overnight trading proportion in the inter - bank market remained stable, and that in the exchange market increased. The net lending of the banking system decreased significantly, the net borrowing demand of core non - bank institutions decreased slightly, and the net lending demand of core non - bank net lenders increased [28][32][33][39][43]. 1.7 Inter - bank CDs - In the past week (7/14 - 7/20), CDs were issued worth 947.1 billion yuan, with a net financing of 170.9 billion yuan. The weighted issuance term decreased. The issuance interest rates of CDs of state - owned and joint - stock banks first increased and then decreased, and the secondary - market yields also showed the same trend. In the coming four weeks, the maturity amounts are 1.0765 trillion yuan, 376.7 billion yuan, 598.2 billion yuan, and 907.1 billion yuan respectively, with relatively large pressure in the coming week [50][54][56]. 2. Institutional Behavior Tracking 2.1 Secondary - market Transactions - The market fluctuated significantly in the past week, with a slight increase in trading - oriented players' influence and a weakening of rural commercial banks' allocation strength. Different types of bonds had different buyer and seller structures. For example, rural commercial banks, funds, and other products were the main buyers of interest - rate bonds, while joint - stock banks, securities firms, and city commercial banks were the main sellers [61]. 2.2 Institutional Duration - The median duration of medium - and long - term bond funds continued to rise, while the transaction duration of general credit bonds decreased, and that of secondary - tier bonds increased [62][65]. 2.3 Institutional Leverage - The bond - market leverage ratio was 107.04% in the past week, continuing to decline from the previous week [65].

Crypto Narrative & Altcoin Investment - Altcoin "seasons" are liquidity hunts, indicating a focus on identifying opportunities where capital flows into alternative cryptocurrencies [1] - The strategy involves surfing narratives to identify top-performing altcoins against Bitcoin (BTC) [2] Methodology for Identifying Strong Alts - Connect CoinGecko MCP (presumably a market capitalization portfolio or similar tool) to Claude (an AI model) [2] - Utilize CoinGecko MCP to compare categories of altcoins [2] - Ask Claude to table the performance of altcoins versus BTC over the last 30 days [2] Community & Incentives - An ongoing MCP Hackathon with a prize pool worth $13,000 is being held [1]

Learning Onchain with ico (07.18.2025)Today's topic? DeepBook.It came up in conversation about CLOBs recently (hot topic on CT these days) and wanted to learn a little bit more.So I dove in to the website and poked around their docs for a bit and found a few things to share that I found interesting.First and foremost is DeepBook enables protocol-level unified liquidity to exist on Sui. In normal human terms that means that any apps built using DeepBook all have access to the same bids and asks propagated th ...

Market Trends & Investment Opportunities - Private market investments have historically been accessible to accredited retail investors, and upcoming changes may broaden access to non-accredited investors [2][3] - 2025 has seen significant IPO activity, indicating strong overall interest in the private market space, particularly in the AI sector [4] - The AI sector has experienced a 60% increase this year, driving price increases due to high investor interest [8] Product Development & Innovation - The company is launching fund-based products, including index funds, to provide retail investors exposure to a diversified portfolio of around 60 private companies, similar to an index fund for private companies [5][10] - The acquisition of Liquidity Capital Management will introduce new fund structures to the market, aligning with the evolving landscape of 401k investments [10] Liquidity & Valuation - Liquidity in the private market is increasing, but it varies by sector and is influenced by factors such as company announcements, like SpaceX's tender offer, which can drive market valuation up [7][8][6] - The company's platform provides liquidity for private market shares, though the illiquid nature of these markets means price movements differ from traditional stock markets [7][6] Accessibility & Investment Thresholds - The platform's minimum investment is $100,000, but it suggests that investors can pool their funds, potentially through legal entities like LLCs, to meet this threshold [9] - The introduction of fund structures aims to open access to potentially unaccredited investors and provide a source of capital for companies included in these funds [11]

COMMENT: The goal is to fund liquidity and marketing for standout projects, giving real builders the support they need.BSCN (@BSCNews):FOURMEME PLEDGES PLATFORM FEES TO BUY HIGH-POTENTIAL TOKENS- @Four_meme_ announces it will use part of its monthly fees to buy high-potential tokens launched on its platform.- The move aims to provide liquidity and marketing backing for standout projects, ensuring real https://t.co/3RNPp7icUp ...

RT Tom (@SolportTom)Yo, just want to say pvping runners is pretty lame and we’re working on how we can potentially improve this.If something is running just join in and collectively send it higher it’s more fruitful.All liquidity concentrated in one place and all focus/attention in one place is how high ceilings are achieved.Sure a pvp might go to $2m or whatever bs but it’s pretty easy to add +10m to a mid cap.Liquidity is already rotational and staggered and it’s slowly improving as we onboard non trench ...

trader just bagged $1.33m in 7 days on hyperliquid while someone's running $93m long at 25xplatform already eating 36% of binance's open interest. $12.1b total positions opentraders know where the real liquidity is ...

7/ Arena already shows a measurable share in Avalanche DeFi and leads SocialFi TVL.With ticket utility and staker vaults on the roadmap, there’s room for the social→liquidity flywheel to scale further. https://t.co/Y0shoozx21 ...

Farming is now live on @Solana PancakeSwap v3 🌾Add liquidity to Solana pools and start earning trading fees and CAKE Farming rewards when your position is in range and a Swap occursStart Farming → https://t.co/KiWIBwrjwU https://t.co/nn8nSVmZWP ...