$2,700,000,000,000 has been wiped out of Gold market cap in a week.Liquidity will now flow into Bitcoin. https://t.co/NgPw8HpXSv ...

Market Trends - Japan's Nikkei index surpassed 50,000 for the first time [1] - The Nikkei index has increased by 65% since April's tariff crash [1] Investment Opportunities - Risk assets like Bitcoin and crypto tend to catch up as liquidity shifts [1] Future Outlook - The market is potentially underestimating the bullish potential for Q4 [1]

DeFi 发展趋势 - GRVT_IO 探索 DeFi 2.0 的崛起 [1] - 链级 Perp DEXs 正在重塑链上金融格局 [1] DeFi 2.0 特点 - DeFi 2.0 的新时代关注隐私、可扩展性和统一的流动性 [1]

As chain abstraction continues to happen and the ideological walls between chains come down, apps will just gravitate to fastest+cheapest.It will happen because it means their app is materially better.This is why Phantom integrated Hyperliquid and not Drift.No one cares about Hyperliquid's security profile—they care that they get perps at their finger tips and apps care they get deep liquidity and snappy execution.Hyperliquid's problem is that it's isolated that fast+cheap outcome to only it's native app (H ...

sei settles apollo's private credit in 390ms vs 30 days in tradfi. that's 6.7 million percent faster settlement unlocking $650b in previously frozen liquidity. every basis point of apollo's aum that moves on-chain adds $65m tvl to sei. current sei tvl: $400m. do the math on that multiple ...

Private credit titans like Goldman and Apollo are jockeying for more deals in Saudi Arabia, where banks are facing weak liquidity https://t.co/7RLRUrawzt ...

Saudi Arabian banks are starting to show signs of pulling back on lending for the first time in years as liquidity tightness and new bank regulations make it more challenging to keep up with demand for credit https://t.co/3ZK4cJci8n ...

Market Analysis & Cryptocurrency Trends - XRP shows significant weekly gains of 111%, outperforming Bitcoin (44%) and Ethereum (2%)[1] - Bitcoin needs to flip 116 thousand level with a daily candle close over it to confirm a bullish run, potentially retesting previous highs around 120 thousand plus [1] - XRP needs to break the midline at approximately $275 to potentially retest previous highs [1] - S&P 500 breaks above 6800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months [2] Capital Rotation & Liquidity - $74 trillion parked in money market funds earning 5%+, awaiting a Federal Reserve decision to trigger a capital reallocation event [10] - Potential for a 10% rotation from money market funds could unleash $740 billion into risk assets [11] - Historical patterns show that Fed cuts following large money market fund sizes have ignited tech bubbles, housing manias, and market rallies [12] - If 5% of money market funds rotates, $370 billion could flow into Bitcoin, potentially driving its price to $280 thousand - $350 thousand [14] Investment Strategy & Market Outlook - Crypto is expected to be the next sector to experience a surge, following rotations from gold and stocks [6] - The current environment is bullish for crypto, with potential for significant price action once the market wakes up [23] - Gold is potentially topped out, indicating a shift towards Bitcoin and crypto [18]

Market Analysis & Predictions - XRP shows significant weekly gains compared to Bitcoin and Ethereum, indicating potential bullish territory [1] - Bitcoin needs to flip 116,000 to confirm a bullish run, potentially retesting previous highs around 120,000 plus [1] - XRP needs to break $2.75 to retest previous highs, with caution around that level due to potential rejection [1] - The S&P 500 breaks above 6,800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months, signaling a bullish trend [2] - Gold is potentially topping out, with rotations expected from gold into stocks and then crypto [6][18] Money Market Funds & Liquidity - $7.4 trillion is parked in money market funds, waiting for Federal Reserve decisions to trigger a capital reallocation event [10] - Potential Fed cuts of 150-200 basis points could collapse money market fund income by $100-140 billion annually, driving reallocation [11] - Historical patterns show Fed cuts leading to market rallies (tech bubble in 1998, housing mania in 2003, general rally in 2009) [12] - A 5% rotation from money market funds could bring $370 billion into Bitcoin, potentially driving its price to $280,000-$350,000 [14] - Capital from money market funds is expected to flow into Bitcoin, Ethereum, and altcoins, pushing the entire crypto space higher [15] Crypto Market Sentiment - The crypto environment is bullish, but many are still in denial, awaiting significant price action to realize the potential [23][24] - Bitcoin dominance is expected to break down, leading to significant price multiples for assets like XRP [21]

RT Nitesh (@niteshnath)The bright side of the current discourse is that the Solana DeFi community is speed-running a lot of thinking about execution quality very quickly and very publicly. The signal to noise ratio is tiny, so I want to improve that with this post.Here are some facts for those curious on the technical side of router comparisons and execution quality.Quote price != realized price.Starting with the obvious: the number you see on the screen (quote) is not necessarily the number you get (realiz ...