GM fam! If this coconut is liquidity… Are you long sip or short sip? 🥥 https://t.co/PxzZO5KslV ...

思考了点方向和战略的问题。各家交易所目前都在走平台币 + 交易所公链绑定的模式，可以大概窥见抢用户大战的竞争烈度。别家做了如果自家没做，或许就要落后，落后就要挨打币安 Booster @BinanceWallet 活动的项目列表属于阳谋，目前看来除了 $WLFI 等开局就注定天王的项目能不走 Booster 的路线之外，其他项目都很难脱离 Booster 模式上币安· Booster 模式是什么？币安的 Booster 是提供质押等活动的项目产品推送广告，提供给项目保送 alpha + 合约的 offer，并留有上币现货的席位机会。这也是币安在资产运作与流动性上得天独厚的优势导致了其模式的成功。既往历史来看，先 alpha 后合约的几个项目都提供了一定程度的散户交易机会，有参与的时间窗口然而，其他交易所的多种尝试都落了窠臼，照猫画虎没能做成。Byreal @byreal_io 的 IDO 项目 @fragmetric TGE 后无人问津，究其本质，核心在于单独一家交易所的流动性没有能够承接超过 200M FDV VC 项目的能力。Bybit 的合约量是强项，但现货量没有明显优势最近 OKX Boost @wa ...

Market Trends - The IPO market is making a comeback in 2025 [1] - Public markets are shrinking, while private markets are growing [3] - 25 years ago, there were over 8,000 publicly traded companies, now there are half that amount [3] - A decade ago, there were about 50 unicorns, today there are close to 1,200 [3] Private Market Dynamics - Private companies are offering liquidity to employees through tenders to attract and retain talent [4][5] - NASDAQ Private Market's tender volume was approximately $35 billion 3 years ago, $65 billion last year, and is projected to be $30 billion in 2025 [6] - The private markets could exceed public markets by at least one metric in the next 3 to 5 years [2] - Private markets are being opened up to retail investors, but it's crucial to understand the differences from public markets [10][11][12] - Private companies need to approve every single share transfer, unlike public markets [13] Valuation of Private Companies - Open AI has a valuation of $500 billion, SpaceX has a valuation of $400 billion, and Anthropic has a valuation of $180 billion [7][8]

RT Milk Road (@MilkRoadDaily)Stablecoin supply on @solana has exploded .Up +540% since Jan 2023.That’s billions in fresh liquidity parked onchain. https://t.co/gcTdQfVFHb ...

This design ensures liquidity can’t be drained to zero, while rewarding LPs with higher fees when risk spikes.It’s one of the ways Ammalgam makes lending & trading truly permissionless without the trade-offs.▶️ Get the full breakdown here: https://t.co/4QcQgcM0zC https://t.co/Xm0FIwRqXg ...

Many DeFi hacks follow the same formula:1️⃣ Post collateral.2️⃣ Manipulate price.3️⃣ Borrow infinitely & drain the pool.Our answer? Dynamic Swap Pricing.When reserves get stressed, the cost of extracting liquidity rises automatically, making infinite money attacks prohibitively expensive. ...

RT Fluid 🌊 (@0xfluid)Fluid just hit $4B in Market Size🌊In just 1.5 years, backed by 7 years of experience, we’ve set the new standard for Money Markets and DEXs.Fluid is the Liquidity Layer for DeFi, powering the next generation of protocols built on top of it. https://t.co/v9J0XciULi ...

Liquidity Concentration - Concentrated TVL (Total Value Locked) in core applications strengthens the ecosystem [1] - Liquidity is not diluted across numerous DEXes (Decentralized Exchanges), but centralized through SushiSwap [1] Composable Applications - Composable applications, such as Charm Finance, leverage existing liquidity for enhanced efficiency [1] Benefits - Higher LP (Liquidity Provider) yields are achieved [1] - Improved swap execution is observed [1] - A stronger flywheel effect is created [1]

Core Insights - Investors should consider adding stocks with strong liquidity to their portfolios, as these stocks are associated with business growth and potential maximum returns [1][2] - Four top-ranked stocks identified for potential investment are Remitly Global, Inc. (RELY), Frontdoor, Inc. (FTDR), Pagaya Technologies Ltd. (PGY), and Willdan Group, Inc. (WLDN) [1][9] Liquidity Measures - Current Ratio: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [4] - Quick Ratio: Indicates ability to pay short-term obligations, with a desirable ratio of more than 1 [5] - Cash Ratio: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [6] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; companies with a ratio higher than their industry average are considered efficient [7][8] - Growth Score: A proprietary metric added to ensure that liquid and efficient stocks also have solid growth potential [8] Company Highlights - **Remitly Global, Inc. (RELY)**: Specializes in digital financial and remittance services, with revenues of $411.9 million for Q2 2025, up 34% year over year; active customers grew 24% to over 8.5 million [12][10] - **Frontdoor, Inc. (FTDR)**: Parent company of home service plan brands, reported revenues of $617 million for Q2 2025, up 14% year over year; DTC member count increased by 9% [15][14] - **Pagaya Technologies Ltd. (PGY)**: Focuses on AI infrastructure for finance, with total revenues of $326 million for Q2 2025, a 30% increase year over year; annualized run-rate for POS and Auto segments reached $1.2 billion and $2 billion, respectively [17][18] - **Willdan Group, Inc. (WLDN)**: Provides consulting services to government and private sectors, with net revenues expected between $340 million and $350 million for 2025; contract revenues jumped 23% year over year [20][21]

RT Miyamoto (@iruletrenches)Majors are looking strong again, especially SOL. Yet the SOL ecosystem has been somewhat underwhelming. Onchain still feels dry in terms of liquidity, with trenchers chasing new metas and small caps to gamble on, hence the rotations into streaming and pokemon coins.But there’s always a lag between majors and onchain volume. Soon we’ll start seeing liquidity flow back into SOL coins, especially the top memes, and an aggressive run should follow.$USELESS continues to attract the mo ...