“The big question in DeFi is how we unify various liquidity businesses. As we unify liquidity, user experience and liquidity depth will be much better.” - Chef Kids, Head Chef of PancakeSwap https://t.co/H4O9WBjpCB ...

2026 is the year of the yellow fruit, according to @raoulGMI as he kicks off Day 2 of #BinanceBlockchainWeek and moderated by Nic from @coinbureau“Liquidity, a weaker dollar, and big fiscal stimulus – those are the marker stones to watch.” - His outlook for 2026. https://t.co/E10Ow3lEbl ...

RT 加密金融论坛 (@CryptoFi_Forum)Panel Spotlight｜Unlocking Liquidity: Building Efficient On-Chain Capital MarketsJoin key builders in Dubai to explore the infrastructure for deep, sustainable digital asset liquidity.Host:Jessica Yang @JessicaMetaEra, CEO of ME GroupFeatured Guests:Kevin Shao @kevinshao6, Advisor of @dStockcomGary Yang @gary_yangge, Incubation Investor of @CicadaFinanceJamie Elkaleh @Elkaleh, CMO of @BitgetWalletGain critical insights on the future of on-chain capital markets.🔗 Register now: https ...

Market Cycle Analysis - The Bitcoin cycle exists, but its correlation with time-based assumptions is diminishing, with other factors becoming more relevant [4] - The 4-year halving cycle still exists as a technical component of Bitcoin, but its relationship with price appreciation or depreciation is weakening [3] - The market has witnessed an occasional 35% correction [2] Impact of ETFs - Bitcoin ETFs have introduced nearly 60,000 BTC in liquidity, changing the price dynamics of Bitcoin [5] - Institutional demand through ETFs has established a new Bitcoin price floor, more than 100% higher than the previous one [6] Macroeconomic Factors - Bitcoin is a high Beta risk-on asset that performs well during economic growth but struggles during social and economic unrest or when Gold accelerates [8] - Liquidity cycles before 2008 averaged 8-10 years, contrasting with the 4-year liquidity cycle observed after 2008 [11] Correlation Analysis - The strength of the Chinese Yuan (CNY) against the US Dollar (USD) is a core indicator of strength for businesses in the US and the global economy, impacting risk-on investment behavior [15] - Historically, bottoms in CNY/USD have coincided with bottoms in ETH/BTC [15] - Comparing current cycles to previous ones suggests the Bitcoin cycle might be extended, potentially mirroring the middle of 2016 or 2019 [17] Future Outlook - Looking forward to 2026-2027, several factors suggest a potentially bullish outlook, including Bank of America opening up Bitcoin ETF allocations, the Clarity Act enabling DeFi solutions for institutions, and the FED potentially lowering interest rates [21][22] - The current stage is comparable to Q1/Q2 2016 or Q4 2019, suggesting the market is nowhere near a top [20]

Bitcoin Cycle Analysis - The Bitcoin cycle, often based on the 4-year halving cycle, is a core investment dynamic in Web3, but its relationship with price appreciation is diminishing due to other factors [1][3] - The market experienced a 35% correction, highlighting the ongoing debate between bulls and bears regarding the 4-year cycle's validity [2] - The introduction of Bitcoin ETFs has significantly altered the price dynamics, injecting nearly 60,000 BTC in liquidity and establishing a new price floor more than 100% higher than the previous one [4][5] Macroeconomic Factors - Macroeconomic headwinds, including quantitative tightening (QT) and high interest rates, continue to influence the Bitcoin cycle [6] - Bitcoin's performance is inversely correlated with the strength of Gold, as it thrives during economic growth but struggles during social and economic unrest [7] - Liquidity cycles were significantly longer before 2008, averaging between 8-10 years, suggesting the current cycle might be in the middle of a larger bull cycle [9] Correlation and Future Outlook - The correlation between the strength of the Chinese Yuan (CNY/USD) and Ethereum against Bitcoin (ETH/BTC) may indicate an extended Bitcoin cycle, potentially mirroring the mid-stages of 2016 or 2019 [12][13][14][15] - Combining the business cycle with Bitcoin cycles suggests the market might be in the middle of a peak bear phase, comparable to Q1/Q2 2016 or Q4 2019 [17][18] - Looking forward to 2026-2027, factors like Bank of America's allowance for Bitcoin ETF allocation, the Clarity Act, and potential quantitative easing (QE) suggest a less bearish outlook than the traditional 4-year cycle would indicate [19][20]

Capital Markets & Investment Trends - Current capital markets privatize gains and socialize losses [1] - Over 95% of valuable companies remain private, excluding retail investors from top opportunities [1] - Equity can't scale to billions of holders, but tokens can [2] - Internet's liquidity layer will end the US markets monopoly on liquidity [2] - Internet Capital Markets are coming faster than people think [2] Blockchain & Tokenization - Public blockchains like Solana can make asset ownership trivial for anyone with a phone [1] - Reducing barriers for asset issuers and investors using internet-native infrastructure is key to UBO (Universal Basic Ownership) [1] - Crypto simplifies compliance [1] - Anything becomes an asset through tokenization (Spotify artists, DoorDash restaurant futures, Uber Riders) [2] Future Economic Models - Societies will move towards a UBI (Universal Basic Income) or UBO (Universal Basic Ownership) model [1] - The hard part (network, apps, demand) is built; the last piece is supply coming from capital markets going on the internet [2]

RT Akash Balasubramani 🥷 (@akashneelesh)starknet now has @circle native usdc and cctp v2 support but what does this mean to users ?> lets you move usdc near instantly> 1:1 capital efficiency across chains> instant institutional on/off-ramps via circle mint> regulated and fully reserved> build apps with cross-chain swaps, onboarding, purchases, treasury rebalancing with cctp without needing to have liquidity on both chains.so if you still have your usdc.e in your wallet, all that you need to do is SWAP ON AV ...

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RT Rektonomist (@rektonomist_)We all know every chain is suddenly “BTCFi-pilled,” trying to attract that untouched BTC liquidity, which is still the hardest crowd to convince (maxis, institutions, DATs… absolute zero-risk enjoyers).But Starknet has actually been pulling it off while growing real usage.Just look at the data:• DAUs up +370% in the last 6M→ from ~10k to 60–70k daily users• $5.75B in 6-month inflows• $642M net inflow (only behind ETH + Hyperliquid across all ecosystems)People underestimate how ...

Market Overview - Bitcoin's $90K support level is being monitored [1] - The Fed's liquidity boost is a factor influencing the market [1] - Ethereum's Fusaka upgrade is underway [1]