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 ...

🔎 CMC Feature Highlight | Exchange RankingsHeadaches picking the right exchange? We got you.Explore exchanges ranked by:🔷 Real volume and liquidity🔷 Traffic and market variety🔷 Spot, derivatives, DEX spot, and DEX derivativesFind the best fit for your trading style, fast and clear.Check it out here: https://t.co/dOlHhzrPbk ...

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]

I used to think I'm going to store liquidity because I'm going to buy the the bottom. I'm going to buy this place. The truth is all I did was end up watching money get depleted.And so I think since 2025, money's lost 25% of its value. That was that mentality of I got to be liquid. So right now what I do is every quarter I try to dump out the zero, try to find someplace to go cuz I've never been able to time anything.This is what gets me into this degenerate stuff too, by the way. Oh, and most of these peopl ...

“When I reread the original Bitcoin forums, I’m struck by how much clarity there was — speed, cost, programmability, and liquidity have been the themes since 2015” - Lily Liu https://t.co/JtpiUkwMBZ ...

humidifi's $wet launching today controls 50% of solana dex volume with $10m tvl. that's $1.1b daily volume on $10m capital. 100x efficiency no other protocol touches. jupiter's first ico, zero vc allocation, priority to jup stakers. you're buying half of solana's liquidity infrastructure that already runs ...

Coinbase Institutional states that while the end of quantitative tightening and the Fed's return to the bond market have improved liquidity, which theoretically benefits the crypto market, Bitcoin remains under pressure. BTC has broken key bull market support, options sentiment has turned bearish, OG whales continue to sell, spot ETFs have seen significant net outflows, and treasury activity (DATs) has notably slowed. https://t.co/K1E8S6anXg ...