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Expert Trader: My Crypto WORST Case Scenario
Altcoin Daily· 2025-11-01 00:16
I do measurement of liquidity within Bitcoin. Um, and that's dropping. It's dropping right now. It's been dropping for months.>> Bitcoin's liquidity is dropping and that's a problem. >> And that divergence is growing bigger and bigger and a certain point um the top the the clock stops ticking. >> In fact, despite fundamentally fundamentally Bitcoin and crypto, the market is getting stronger.It's getting better. Subscribers of Altcoin Daily understand this. We've already had the leverage flush out.We have a ...
X @Sui
Sui· 2025-10-31 22:04
BTC liquidity meets DeFi on Sui.The new YBTC.B–wBTC pool on Turbos brings triple rewards and more ways for users to earn with Bitcoin-backed assets.Turbos Finance (@Turbos_finance):The @BitlayerLabs YBTC.B - wBTC pool is now live on Turbos DEX to empower BTC-backed DeFi on @SuiNetwork!Enjoy time limited triple farming incentives by LP-ing today: https://t.co/DRSQ5bp096Get ready to claim your $BTR rewards from next week via https://t.co/0HD4AIPJ5l https://t.co/WwQBjlLtdr ...
X @Avalanche🔺
Avalanche🔺· 2025-10-31 22:02
RT Dinari (@DinariGlobal)Before capital markets can fully move onchain, their liquidity has to move with them.A short thread on how Dinari approaches liquidity — from 24/5 trading to the Dinari Financial Network on @avax.🧵: ...
X @Nick Szabo
Nick Szabo· 2025-10-31 19:31
RT 941 (@level941)Burry’s tweet is pure contempt. The system is rigged. He knows it. The man who shorted the world is staring at a market that refuses to bleed. Liquidity is fake. Repo lines exploding. Twenty billion pulled through the Standing Repo Facility. Highest on record. That means collateral stress. That means the banks are out of ammo. Fed steps in. Pretends it’s normal. Pumps synthetic liquidity into a corpse and calls it stability. That’s what he’s watching. The same guy who made billions shortin ...
X @Ignas | DeFi
Ignas | DeFi· 2025-10-31 02:20
DeFi 行业趋势 - 早期通过广泛参与多个协议以期获得空投的策略已不再有效 [1] - 小型生态系统需要投入大量资金用于信息平台、KOL 营销、代币销售以及与“vault managers”的幕后交易以获取 TVL (总锁定价值) [2] - Monad 花费数百万美元进行空投贿赂,以维持 KOL 的积极评价 [2] - 在缺乏内幕信息的情况下,参与共识交易比参与小众 dApp 更安全 [2] - 注意力和流动性正流向 Plasma、MegaETH sale、$ZEC 以及 Lighter 和 edgeX 等顶级永续 DEX 和预测市场 [2][3] 策略转变 - 行业竞争的优势不再是参与更多的项目,而是更好地筛选项目 [3]
X @Raoul Pal
Raoul Pal· 2025-10-30 22:48
Liquidity & Market Dynamics - Government shutdown starting October 1st initiates a Treasury General Account (TGA) build of $150 billion to $965 billion, draining cash from the market [1] - Reverse Repo Program (RRP) builds by $20 billion this week, causing bank reserves to fall to "ample" lows, leading to tight funding markets [1] - Tight funding markets are indicated by increased Secured Overnight Financing Rate (SOFR) spreads and record $10 billion usage of the Standing Repo Facility (SRF) [1] - Bitcoin's choppy range is hypersensitive to liquidity, preventing a breakout [1] - Post-month end, RRP decreases will return liquidity, and a TGA drawdown in mid-November will flood the market with cash [1] - Quantitative Tightening (QT) ends December 1st, leading to Federal Reserve balance sheet expansion [2] Crypto Market Impact - A liquidity tailwind is expected after the end of QT [2] - Bitcoin is expected to pump upwards due to increased liquidity [2] - The broader crypto market is also expected to pump upwards [2]
X @Bloomberg
Bloomberg· 2025-10-30 21:52
Policy Change - Argentina loosened the share of reserve requirements for commercial banks [1] - The policy aims to gradually provide more liquidity [1] - The policy also aims to revive lending [1] Political Context - The policy change occurred after President Javier Milei's party won a crucial midterm election [1]
X @Raoul Pal
Raoul Pal· 2025-10-30 21:34
RT LondonCryptoClub (@LDNCryptoClub)It’s just month end putting the final squeeze on liquidityRelax everyone ...
X @Bloomberg
Bloomberg· 2025-10-30 18:12
Monetary Policy - The Federal Reserve decided to end its balance-sheet runoff after a drop in bank reserves [1] - Officials are focusing on the federal funds rate as the main tool for monetary policy [1] - The federal funds rate will also help assess liquidity in the financial system [1]
X @Bloomberg
Bloomberg· 2025-10-30 16:06
Argentina is planning to marginally loosen the share of reserve requirements that commercial banks must report daily, in a bid to gradually provide more liquidity and revive lending, according to a person familiar with the matter https://t.co/YfwignQ8Y8 ...