Cryptocurrency Market Dynamics - Monero (XMR) was systematically delisted from major exchanges like Binance, Coinbase, and Kraken across key regions [1] - Zcash (ZEC), with its optional privacy features, maintains broader availability and liquidity across exchanges [1] - XMR's mandatory privacy architecture made it less attractive to exchanges, impacting its accessibility [1] Liquidity and Price Discovery - Liquidity is a critical factor in price discovery within the cryptocurrency market [1] - The market has demonstrated that assets with limited accessibility due to delisting face challenges in price appreciation [1]

🔥 BitMart Liquidity — Challenging the Strongest!In the BTC and ETH perpetual markets, BitMart leads the way with deeper order books and lower slippage, ensuring top-tier execution for traders worldwide.✅ Industry-leading liquidity✅ Seamless trading experience✅ Reliable support for large-volume tradesBitMart remains committed to delivering the best price execution and a transparent, stable trading environment for every user.👉 https://t.co/rOtmwKNJiG ...

Wintermute’s report notes that while global liquidity is expanding and major central banks are cutting rates, most new capital is flowing into equities and AI rather than crypto. Only stablecoin supply continues to grow. Wintermute said the four-year cycle theory is outdated, with liquidity now the main driver of prices. Market structure remains healthy, leverage has been cleared, and volatility is contained, but a crypto rebound still depends on renewed ETF and DAT inflows. https://t.co/zjJ1Cw6hmq ...

Market Overview - The market is experiencing poor breadth, with concerns about high valuations, particularly in tech and AI-related stocks [2][4] - Liquidity is decreasing in the market, contributing to profit-taking across various sectors, especially in technology [2][3] Valuation Metrics - The S&P 500 is trading at 23 times forward earnings estimates, above its 5-year average of 20 times, while the NASDAQ 100 is at 28 times compared to 19 times in 2022 [6] - An equal-weighted S&P 500 index is trading at a more than 25% discount to the standard S&P 500 index, indicating potential for rotation if market conditions change [7] Sector Performance - Consumer cyclicals are under scrutiny, with the potential for them to benefit from market rotation, but they need to demonstrate stronger performance [8] - Industrial sectors have shown flat performance over the past 10 to 11 months, indicating a lack of clear leadership in the market [9] Earnings Reports - Amgen reported a 12% growth in product sales, driven by a 14% increase in volume, although offset by a 4% decrease in net selling price [11] - The company raised its full-year revenue and EPS guidance, reflecting positive performance despite initial stock fluctuations [11] Small Cap Stocks - Small-cap stocks have not participated in the recent tech-driven market rally and are more exposed to temporary disruptions from business shutdowns [12][14] - Since October, larger market-cap stocks have outperformed smaller-cap stocks across most sectors, indicating a divergence in performance based on market capitalization [14]

Money Market Conditions - Money market strains could persist into November [1] - Funding costs remain stubbornly high [1] Federal Reserve Policy - Building pressure for the Federal Reserve to bolster liquidity [1] - This pressure exists even before the Fed stops shrinking its portfolio next month [1]

RT Ruthie (@Ruthycrypt)Solana DEXs just processed $7.49B in trading volume over the past 24 hours.Even in a choppy market, Solana’s liquidity remains unmatched, showing how deep its DeFi rails have become. https://t.co/izuLHArIpq ...

The vibe? Cautious optimism.Liquidity is flowing, but conviction is thin.See how the community is reading the Fed move and drop your take inside CMC Topics🔗 https://t.co/Ln1UnsiD0J4/4 ...

Core Insights - Bitcoin is currently trading at $104,376, having experienced a decline from recent highs of $111,190 and $111,250 over the weekend [1] - Despite significant global liquidity increases, including $125 billion injected by the US Federal Reserve and China's M2 money supply reaching $47 trillion, Bitcoin's price has not responded positively [2][5] Group 1: Liquidity Dynamics - The relationship between liquidity and Bitcoin prices is becoming increasingly complex, with the notion that expanding liquidity will automatically lead to higher Bitcoin prices being deemed simplistic [3] - The recent liquidity injections by the Fed are aimed at stabilizing short-term funding markets rather than stimulating broader risk-taking, which affects market liquidity that typically flows into assets like Bitcoin [4] Group 2: China’s Monetary Expansion - China's M2 money supply has reached approximately $47.1 trillion, more than double that of the US, which stands at around $22.2 trillion, highlighting a significant liquidity gap [5][6] - This unprecedented gap in liquidity dynamics reflects China's long-term credit expansion strategy focused on infrastructure and exports rather than speculative markets [6]

RT Milk Road (@MilkRoad)Stablecoin liquidity on Ethereum continues to explode.The stablecoin supply on $ETH just crossed $184B.That’s +$100B since January, the fastest inflow the chain has ever seen. https://t.co/ueQsEuUnSn ...

The U.S. Secured Overnight Financing Rate (SOFR) rose by 18 basis points to 4.22% on November 3, marking its largest single-day increase in a year. The spike may have been driven by heightened government shutdown risks prompting the U.S. Treasury to concentrate short-term debt issuance. The resulting surge in Treasury supply likely drained liquidity from funding markets, pushed up repo rates, and in turn lifted SOFR. https://t.co/gaA7wjoXUp ...