🚨 INSIGHT: $BTC is holding above $90K, but weak spot demand, low liquidity, and a rally driven mostly by short-covering raise doubts about its strength. https://t.co/Sdf46h4E1O ...

Federal Reserve (The Fed) & Interest Rates - A potential hawkish rate cut in December is considered, driven by core PCE expectations around 310% and unemployment nearing 450% [2][3] - The impact of a 25 basis points rate cut is questioned regarding its effectiveness on the S&P 500 and overall market stimulus [4] - The market is less convinced about further rate cuts into next year until a more dovish Fed stance is observed [3][4] Private Credit Market - Vintage risk in private credit deals from 2021-2022, impacted by poor valuations and changing rate environments, is a key concern for the coming year [6] - The conversation around private credit involves both potential losses/defaults and liquidity issues, with some investors misunderstanding the liquidity of these structures [7] - Default rates in private credit have remained relatively low, averaging between 200% and 350%, depending on the source [11] - More frequent marks, specifically monthly marks, are becoming more common in the private credit market, revealing divergence among different managers [11] - Aggregate credit quality has held up, but concerns around marks and liquidity are more significant questions [12] Economic Indicators & Consumer Credit - Insurance costs and auto/home-related expenses remain high, warranting attention for potential credit quality deterioration [9] - Defaults are expected at the margins, particularly in sectors tied to the lower-income consumer and certain forms of consumer credit [8]

RT Ted (@TedPillows)$BTC has 2 strong liquidity clusters right now.The upside liquidity is around the $97,000-$98,000 level.The downside liquidity is around the $85,000 level.PPI data is coming data, and a lower than expected could result in a pump.If PPI comes higher than expected, Bitcoin could sweep the downside liquidity. ...

LATEST: 📊 Arthur Hayes says Bitcoin likely bottomed at $80,000 last week and predicts the price will hold above that level as US liquidity conditions improve, with the Federal Reserve set to end quantitative tightening next month. https://t.co/rEjbUUI2Oj ...

Arthur Hayes said liquidity is showing minor improvement, noting that Fed quantitative tightening is likely to stop on Dec. 1 and U.S. banks increased lending in November. He expects BTC to chop below $90K, with a possible dip into the low $80Ks, but believes $80K will hold. https://t.co/S5LqhiamKN ...

RT Parker Lewis (@parkeralewis)This is a hilarious take. Fannie Mae has $4.2 TRILLION in debt, with about $70 billion in cash & $100 billion in equity value. Insane leverage, its assets are illiquid mortgages, asset values are being pressured by the Fed sustaining high rates + draining liquidity. But bitcoin! ...

Utterly brutal crypto markets with relentless, rapid positions unwinding and rumours swirling after 10/10 of impaired market maker balance sheets leading to less liquidity and someone blowing up.It reminds me a lot of 2021 when in a 4 week period Bitcoin fell 56%, ETH -62% and SOL fell -68%. It then sharply reversed and exploded to new highs. That sell off was as baffling as this one.With the macro backdrop still so positive it is hard to think that we won't see something similar here (a sharp recovery) but ...

⚡️ TOM LEE: Market makers may be facing a “balance sheet hole” after October’s $20B liquidation, reducing liquidity across crypto. https://t.co/l8q1Hpi5TW ...

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