Bankless Nation, welcome to our monthly crypto fundamentals podcast. We got a few topics to discuss today. Are we forever stuck at like 107k Bitcoin, 2500 ETH, and 150 Salana.Feels like we've been in this zone forever. We're going to talk about that. Also, are alts the most hated asset right now.And if that's the case, are we actually going to get an alt rally. Maybe a hate rally. And uh where approximately are we in the cycle.Feels like some summertime blues maybe. And when the bull market comes, will it a ...

THE M2 GLOBAL LIQUIDITY HITS ANOTHER NEW ALL-TIME HIGHBITCOIN TARGET IS NOW SITTING AT $175K FOLLOWING THE GLOBAL MONEY FLOW https://t.co/VJ0KOAwPg3 ...

RT PancakeSwap | Live on Solana (@PancakeSwap)PancakeSwap v3 Liquidity Pool Now Live on @solana! 🌴LPs can now enjoy high capital efficiency with concentrated liquidity, earning up to 84% of the trading fees on PancakeSwapTraders can swap Solana-based tokens with fees as low as 0.01%Join us on Solana → https://t.co/PlavhGvko5 ...

Did you forget about your $BTC long on Hyperliquid, or have you already abandoned it? @JamesWynnRealIt's been liquidated 4 times — only $10.6K left in the account. 💀https://t.co/d2oHm7dQJthttps://t.co/IUTpCuzWI9 https://t.co/cuFRBu2UgP ...

RT Circle (@circle)Today, we introduced Circle Gateway, a new developer service that enables a unified @USDC balance for instant crosschain liquidity.→ Maximize efficiency: No more prefunding or rebalancing across chains.→ Scale effortlessly: Serve demand on multiple chains with one integration.→ Non-custodial: Users retain full control and can withdraw permissionlessly.Coming soon to @avax, @base, and @ethereum testnets in July.Learn more: https://t.co/kBX7Tubuq3 ...

James Wynn(@JamesWynnReal) was partially liquidated for 4.59 $BTC($486K) just now due to the sharp drop in $BTC!The new liquidation price is $105,503.76.https://t.co/IUTpCuzWI9https://t.co/d2oHm7dQJt https://t.co/PvEfELuGK9 ...

A portfolio of valuable California properties, including a hotel in the exclusive enclave of Laguna Beach, may be forced into liquidation at fire-sale prices because of a bitter court fight between the owners. https://t.co/mLwSjvZyvi ...

xStocks on solana: $1.5M vol across 61 assets, no kyc, 10% premiums, limited liquidity per @BasedMoneyLichrobinhood x arbitrum: 200+ stocks, bitstamp integration, sequencer revenue sharinginfrastructure gap getting real. sol = degen access. arb = trad fi rails. ...

Okay this is a big deal. I talked three weeks ago about how Kraken is tokenizing US stocks (Nvidia, Tesla etc) on Solana.They call them "xStocks" and they are a big step for crypto adoption & imo the real "internet capital markets".Pools have just been deployed on Raydium, where the liquidity for xStocks will live.Basically you can now swap these tokenized equities on-chain or provide liquidity in the pools.First big step in changing the way traditional financial markets work. 24/7, on-chainRaydium (@Raydiu ...

广发证券发布研报称，今年财政发力整体前置，下半年预计财政继续保持积极，政府部门债务增速可能 带动整体债务增速有所上行。区域上，江苏、山东、四川等经济大省地方财政发力更为明显，浙江、山 东、福建等省份上市公司ROIC处于较高水平。看好区域经济阿尔法优质城商行，重点关注青岛银行 (002948.SZ)、宁波银行(002142.SZ)、招商银行(600036.SH)等。 资产流动性和配置展望： (1)跨境流动性转折决定国内资产流动性方向性转折。考虑到美债、美元短期压力较大，预计考虑汇率 变动后人民币资产回报率将继续占优，跨境资金回流有望加速。(2)实体回报率与当前1.6%的无风险利 率相比已处于相对低位，风险资产回报率处于高位，预计资金逐步向风险资产(如信用债、股票)转移。 行业景气度展望： 规模，预计资负压力在三四季度逐步缓和，25年、26年生息资产同比增速分别为7.86%、7.80%，25年 风险资产加权增速小幅回升。息差，预计收窄幅度将逐步趋缓。中收，全年增长有望回正。非息，预计 三季度债市维持窄幅震荡格局，四季度在高基数下债市利率可能出现又一轮向上回调，投资依赖度和交 易能力可能是25年银行业绩的最大扰动项 ...