MET checker is out 🙂Here's mine - I opted in for the liquidity NFT...I think that will end up being a good play.Starting FDV on the liq pool is $500m. ~$37k airdrop for LPing over the last year or so at starting price. A 2bn FDV would be delicious.How'd you do?Meteora (@MeteoraAG):The future will be tokenized.Every asset, every market, on-chain and it all begins with liquidity.With MET, we’re building the backbone of this tokenized future.The rails, the liquidity, and the army that powers every market.Check ...

ETF Market Trends - ETF flows are experiencing a global surge, with record-breaking performance in the first half and Q3 of the year [1][2] - The growth is broad-based, spanning across various asset classes, including digital assets, active strategies, and index funds [2] - Actively managed ETFs are gaining traction, accounting for approximately 37% of inflows this year, compared to just over 25% last year [3] Investor Preferences - Investors seek alpha, tax efficiency, and liquidity in actively managed ETFs [5][6][7] - Investors are looking for yield and moving into short-term government bond ETFs to capture higher returns compared to holding cash [12] - Investors are showing interest in growth and income strategies, including outcome ETFs that offer upside potential with income [9][10] Specific ETF Flows - Digital asset ETFs are experiencing significant momentum and increased accessibility [9] - Short-term treasury ETFs are attracting investors seeking yield [11][12] - Some investors are moving away from index funds, with the SPY S&P 500 ETF experiencing net outflows of over $6 billion this year [8] Future Outlook - The industry anticipates continued momentum in digital asset ETFs [9] - Expects growth in growth and income strategies [9] - A potential influx of funds from the $7 trillion sitting on the sidelines in money market funds into the ETF industry is anticipated [12][13]

Industry Overview - Cointelegraph 提供加密货币交易所排名，简化选择流程 [1] - 该排名比较了市值、信任评分、流动性等指标 [1] Resource - Cointelegraph 提供一站式平台，用于比较加密货币交易所 [1]

💡 Key Takeaways🔹 Monitor post-airdrop liquidity and memecoin breadth🔹 Track BAS/CLO holder changes and listing pipelines🔹 Watch @binance relief disbursements and market impact🔹 Follow BNB DEX share vs. rival chains🔹 Map catalysts vs. volatility into month-endStay informed, stay ahead:https://t.co/vBczO0aX6E6/6 ...

RT Milk Road (@MilkRoadDaily)The Crypto Bull Run No One Is Ready For w/ @CryptoHayes$250K $BTC by year-end? Arthur still believes it.Why? The Fed just admitted QT is ending.Liquidity is coming back fast.QE is around the corner. This is just getting started.Tune in to know more⏱ TIME POINTS ⏱00:00 – Intro02:23 – Arthur on the Crash05:24 – Why the Crypto Market Collapsed12:02 – What Liquidations Say About Alts14:36 – How to Prep for Black Swan Events16:05 – Nexo16:38 – Figure Markets17:13 – Arthur’s Macro Bul ...

Market Volatility and Positioning - A 3% pullback followed an unusually calm climb to all-time highs, with the market trading indecisively within that range [2] - Friday's market activity revealed built-up leverage in areas like Bitcoin and speculative high beta stocks [3] - Overall positioning is at the 74th percentile, suggesting a potential continuation of the positioning chase [3] - The VIX holding above 20 could indicate an overreaction to a short-term move or bracing for something else [6] Earnings and Economic Factors - Strong earnings and rising earnings estimates, coupled with abundant liquidity, support a potential drift higher, though not necessarily in a straight line [4][5] - The market's reaction to new headlines hinges on whether they challenge the current earnings consensus [7] - The rule of thumb is that if the 12-month forward earning estimate continues to make new highs, the S&P 500 will likely follow [8] Sector Performance and Market Leadership - A K-shaped dynamic exists within the equity market, with AI names and banks driving earnings revisions higher [9][10] - Small caps have risen 45% since liberation day, but earnings estimates for 2025 and 2026 have been cut by 10%, indicating a rally not based on fundamentals [11] - The appetite for risk in junk bonds and high beta stocks suggests abundant liquidity, and a fade in these areas could usher in a new leadership phase [12] - Quality is expected to win out over the long-term cycle, with low-quality rallies typically reversing [12] AI and Future Growth - The market may be concerned about the slowing capex growth rate in 2026 and its impact on extrapolating huge earnings growth for AI players [15][16] - The question is whether the market will care about the slowing second derivative of capex growth and reassess the trajectory of earnings growth for these players [16]

Sentiment Analysis - The document expresses a desire to reach individuals dissatisfied with unutilized capital and lost potential gains [1] Call to Action - The document serves as a request to disseminate information to those seeking yield opportunities [1]

Will tweet when Liquidity is ready, dw about it for now ...

Core Insights - A record $1 trillion has been invested in US ETFs in 2025, indicating a significant shift from traditional mutual funds to ETFs [2][3] - The ETF industry is projected to reach $1.4 trillion by year-end, surpassing last year's record and solidifying ETFs as a dominant investment vehicle in the US [3] - Total US ETF assets reached $12.7 trillion by the end of September, with a 23% year-to-date growth rate and 41 consecutive months of net inflows [3] ETF Performance - Bond and gold ETFs have shown exceptional performance, with $39 billion in inflows for fixed-income ETFs last month and SPDR Gold Trust ETF attracting $15.97 billion as gold prices exceeded $4,100 per ounce [4] - The current market environment is characterized by a risk-on sentiment and persistent inflation, which are driving these inflows [4] Investor Behavior - BlackRock's iShares and Tidal Financial Group anticipate continued inflows into ETFs, as mutual fund outflows have reached $481 billion this year [5] - Investors are increasingly favoring ETFs for their cost efficiency, transparency, liquidity, and diversification, which are reshaping global investment behavior [5] Growth in Crypto ETFs - A parallel boom in crypto-linked funds and Asian ETF markets is expected, with significant growth anticipated in crypto ETFs over the next five years, potentially capturing 10-20% of all assets [7][8] - The cost-effectiveness of ETFs compared to traditional crypto services is highlighted, with exposure available for as low as 25 basis points [8]

RT Atalantis7 (@atalantis7)evgeny: most mms are long spot and short perps; since many mms got ADL'd on shorts at *unusual prices and were exposed losses on spot there was no way to hedge. so they sold their spot inventory and pulled quotes creating a liquidity vacuum until the cascade was over. ...