Market Share & Competition - Hyperliquid's market share in perpetual DEXs has decreased from over 70% to just over 30% [1] - New entrants like Lighter and Aster are rapidly gaining market share [1] - Users are switching platforms for better fees, incentives, and trading speed [1] Industry Trends - Market fragmentation may indicate healthy competition or the beginning of a liquidity war in onchain futures [1]

🚨 BitMart Update | Nov 7With liquidity tightening and ongoing BTC & ETH ETF outflowsBTC is testing the key $98K supportETH and alts remain weakRisk appetite is fading as markets shift into defense https://t.co/hkvNO7ycSl ...

Token Sale Details - $BOB 代币社区销售将于 3 天后开始，时间为 11 月 10 日至 13 日 [1] - 代币价格为每个 0023 美元，完全稀释估值为 23 亿美元 [1] - 销售分配为 4 亿枚代币，占总供应量的 4% [1] - 最低购买额为 50 美元，最高购买额为 25 万美元 [1] - 代币分配方案为 TGE（Token Generation Event）时分配 20%，剩余部分在 12 个月内线性释放 [1] Project Overview - $BOB 得到了 Uniswap、Chainlink 和 Coinbase Ventures 的支持 [1] - $BOB 正在构建通往 Bitcoin DeFi 流动性应用的网关，以及一座双向桥梁 [1] - 超过 120 个项目正在 Bitcoin 上构建，DEX 交易量达 17 亿美元 [2] - $BOB 结合了 Bitcoin 的安全性和 ETH 的多功能性 [3] Network Statistics - 总锁定价值（TVL）超过 265 million 美元 [2] - 用户超过 545 thousand [2] - 交易次数超过 38 million [2]

🚨 AERT: Market-maker Wintermute warns fresh capital has dried up. Stablecoin, ETF and DAT inflows have leveled off."Crypto now relies on recycled liquidity rather than new money." https://t.co/PXJB7nRKEP ...

Core Viewpoint - Investors may experience "some sort of, at best, sideways action, maybe some sort of pullback," but the bull market can persist as long as liquidity and earnings remain strong [1] Group 1 - Bob Doll, CEO and CIO at Crossmark Global Investments, expresses a cautious outlook for investors [1] - The continuation of the bull market is contingent on strong liquidity and earnings [1]

circle has 12 months to solve an unsolvable problem. usdc can't comply with both mica and genius act using one token. eu requires 30% reserves in eu banks, us requires 100% in us treasuries. same address can't redeem through both systems. $35b liquidity splits into usdc-us and usdc-eu. defi protocols need separate pools for each. 0.5-2% price divergence guaranteed. eu stablecoins like eure capture the arbitrage. ...

$200M+ USDC now lives on Polkadot.Liquidity is moving to Asset Hub ahead of smart contracts. When contracts go live, builders will have stable value ready for payments, DeFi and dapps.This is the foundation for a functional on-chain economy. https://t.co/63Med9Jg7g ...

A stock split happens when a company divides its existing stock into multiple shares to boost liquidity. It has implications for both investors and corporations. https://t.co/bB6vApSNZg ...

🚨 UPDATE: After a flash drop to $3,050 and $1.3B in long wipes, $ETH faces a wall of $7B short liquidity near $4K. https://t.co/S8tsEP9OIR ...

Core Insights - Annaly Capital Management, Inc. (NLY) is recognized for its attractive dividend policy, offering significant long-term returns and a high dividend yield appealing to income-focused investors [1][2] Dividend Policy - NLY increased its cash dividend by 7.7% to 70 cents per share in March 2025, resulting in a current dividend yield of 13.02%, which exceeds the industry average of 12.51% [2] - The company maintains a payout ratio of 97%, demonstrating its commitment to regular dividend distributions [2] Shareholder Value Enhancement - Annaly Capital has authorized a stock repurchase program of up to $1.5 billion, set to expire on December 31, 2029, although no shares have been repurchased under this plan to date [4] Liquidity Position - As of September 30, 2025, NLY holds total assets available for financing of $8.8 billion, including $3.9 billion in cash and unencumbered Agency MBS, providing a strong liquidity cushion [5] Competitive Landscape - In comparison, AGNC Investment Corp. offers a higher dividend yield of 14.2% with a payout ratio of 94%, while Arbor Realty Trust has a yield of 12.6% and a payout ratio of 98%, but with a weaker liquidity position [6][7][8] Price Performance - Over the past year, NLY shares have increased by 11.6%, contrasting with a 2.6% decline in the industry [9] Valuation Metrics - NLY trades at a forward price-to-tangible book (P/TB) ratio of 1.07X, slightly above the industry average of 1.04X [13] Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year earnings rise of 7.4% for 2025 and 1.5% for 2026, with recent upward revisions for 2025 estimates and downward revisions for 2026 [15]