All Bitcoin liquidity is now stacked to the upside.Is a V-shape reversal coming next? https://t.co/5lzIt4o9tn ...

Market Overview - The crypto market is experiencing instability following the Federal Reserve's interest rate cut of 25 basis points, with Bitcoin (BTC) down 2.5% to $110,200 and the CoinDesk 20 (CD20) index losing 1.7% [1][2] - The market faced over $820 million in liquidations within 24 hours due to Federal Reserve Chair Jerome Powell's cautious stance on future rate cuts, despite easing trade tensions with China [2] Central Bank Actions - The Federal Reserve announced it would end its balance sheet runoff by December 1, which could inject liquidity into financial markets [3] - Analysts from Bankinter noted that traditional asset prices are hindered by "altitude sickness," suggesting a positive underlying trend despite recent volatility [3] Crypto Market Dynamics - The October 10 flash crash has left both retail and institutional investors cautious, with liquidity in order books still not recovered [4] - Digital asset treasuries (DATs) are contributing to selling pressure, with many trading below 1 mNAV, prompting some to buy back shares using funds from asset sales [4] Options Expiry Impact - A $13 billion options expiry on Friday is expected to exert additional pressure on crypto prices, with market makers facing negative gamma at strike prices between $100,000 and $111,000, potentially amplifying price swings [5] Upcoming Events - Key upcoming events include the Cronos (CRO) mainnet upgrade, a special meeting for Core Scientific (CORZ) stockholder vote, and HashKey Chain (HSK) pausing new staking orders [5] - Earnings reports are anticipated from Coinbase Global (COIN), Reddit (RDDT), Riot Platforms (RIOT), and MicroStrategy (MSTR) on October 30 [6]

megaeth auction closed with 8% choosing 12-month locks vs 92% taking unlocked tokens. 37,000 addresses want immediate liquidity at mainnet launch. when less people lock than icp's 8% disaster launch you're not buying an ecosystem, you're exit liquidity for auction winners who already told you they're selling. ...

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 ...

This is the makeorb breakak moment for crypto. And what I mean by that is I see the potential for the biggest liquidity rotation of all time and that's Bitcoin dominance going down and surging into altcoins, altcoin season. I know that's a dirty word right now.I know people are screaming we're about to go into a prolonged bare market. Now is the time to be selling, but look at this chart. In 2017, altcoin season only happened when we hit this ultimate low and started traveling back up. In 2021, we hit this ...

Core Insights - Banco Santander (SAN) reported strong financial performance in Q3 2025, with an EPS of $0.256, exceeding estimates of $0.25, and an 8% increase in net profit year-over-year [2][6] - The company's revenue reached approximately $17.8 billion, surpassing the expected $15.3 billion, driven by growth in net interest income and net fee and commission income [3][6] Financial Metrics - SAN's P/E ratio is approximately 9.63, indicating market valuation of its earnings [4] - The price-to-sales ratio stands at about 1.87, reflecting the company's market value relative to its sales [4] - The enterprise value to sales ratio is around 3.86, suggesting how the company's total value compares to its sales [4] - The enterprise value to operating cash flow ratio is approximately 6.86, providing insight into SAN's valuation against its cash flow from operations [5] - The earnings yield is about 10.38%, indicating the return on investment [5] - The debt-to-equity ratio is notably high at approximately 3.10, indicating significant financial leverage [5] - The current ratio is around 0.33, which may suggest potential liquidity concerns [5]

Core Insights - Siebert Financial Corp. has opened a new office in Washington, D.C. to enhance its Capital Markets and Investment Banking operations [1][2] - The new office aims to strengthen relationships with policy, regulatory, and industry stakeholders, aligning with opportunities from new administration initiatives [2][3] Company Expansion - The Washington, D.C. office is located at 3000 K Street, N.W., Suite 245 and will be led by Daniel M. Ondeck, Head of Institutional Sales, and Brandon Fry, Managing Director, Debt Sales [1] - This expansion is part of Siebert's strategy to be closer to decision-makers in the capital, facilitating faster responses to market changes [3] Strategic Focus - The D.C. team will collaborate with colleagues in New York and Miami to support issuance, private placements, and structured solutions for corporate and institutional clients [3] - The focus will be on origination, disciplined distribution, and consistent coverage for issuers and investors, translating policy signals into actionable capital solutions [3]

👇Julien Bittel, CFA (@BittelJulien):I wanted to share a few thoughts on liquidity from last week’s MIT report that dropped on @RealVision. Hope it’s helpful…Regarding liquidity, we’ve seen a small tick lower in our GMI Total Liquidity Index this month, but that’s almost entirely being driven by the rebuild of https://t.co/O3MCBWYEEb ...

Monetary Policy & Liquidity - The market anticipates a 25bps (0.25%) rate cut by the FOMC, but this is already factored into prices [1] - The end of Quantitative Tightening (QT) does not equate to the start of Quantitative Easing (QE), implying continued tight monetary conditions [1] - Liquidity is diminishing, and despite calls for new liquidity injections, the FED is unlikely to initiate QE soon, given inflation is 50% above the target, unless a major crisis occurs [1] - The FED has historically only printed money during crises, and a crisis is currently brewing in the REPO market [2] - Repo facilities are strained, overnight funding is collapsing, and liquidity stress is spreading throughout the system, indicating a very low amount of available cash [2] Market Outlook - The author maintains a short position on BTC and Stocks, expecting no sustainable strength [1][2] - The author's short orders for BTC are stacked between 116,700–117,200, primarily in USDT [2] - The expectation is that euphoria will fade, liquidity will vanish, and the system will crack, prompting the Fed to print again [2]

About KatanaKatana is a blockchain designed specifically for DeFi, featuring deep liquidity and high yield. It uses Agglayer as its protocol-bridge connector, and employs VaultBridge to generate returns. ...