Market Concentration - The perpetual DEX (decentralized exchange) market is top-heavy, similar to centralized exchanges, with a significant volume difference between the top three and the bottom three platforms [1] - Hyperliquid, Lighter, and Aster are likely to dominate the perpetual DEX landscape, mirroring the dominance of Binance, Bybit, and OKX in the centralized exchange sector [1] Platform Evaluation - Hyperliquid is considered the best one-stop shop for perpetual DEX trading due to its UI/UX and liquidity [2] - The UNIT farm on Hyperliquid is highlighted as a valuable opportunity [2] Future Outlook - There is hope for multiple perpetual DEXs to achieve product-market fit (PMF) and success [2] - Fundamentals are considered the key to long-term sustainability in the perpetual DEX market [2]

While the world sleeps, liquidity flows…#Altcoins don’t wait for daylight. Stay ready. ...

Core Insights - AAR Corp. (AIR) has a strong position in the aerospace maintenance, repair, and overhaul (MRO) market, supported by robust return on equity (ROE) and effective debt management, making it a solid investment option in the Zacks Aerospace Defense Equipment industry [1] Growth Outlook - The Zacks Consensus Estimate for AAR's fiscal 2026 earnings per share (EPS) is $4.43, indicating a year-over-year increase of 13.3% [2] - Total revenues for fiscal 2026 are estimated at $2.87 billion, reflecting a year-over-year growth of 3.4% [2] - AAR has consistently surpassed expectations in the last four quarters, achieving an average earnings surprise of 9.44% [2] Return on Equity - AAR's current ROE stands at 12.29%, outperforming the industry average of 9.31%, indicating more effective use of funds compared to peers [3] Liquidity Position - The current ratio for AAR at the end of Q1 fiscal 2026 is 2.91, significantly higher than the industry average of 1.83, demonstrating strong short-term liquidity [4][9] MRO Market Expansion - AAR is the largest independent MRO provider in North America, with six certified hangars across the U.S. and Canada [5] - The company is expanding its airframe MRO facilities in Oklahoma City and Miami, which is expected to increase MRO network capacity by 15% and add nearly $60 million to annual revenues [7] Debt Profile - AAR's total debt to capital ratio is 44.41%, better than the industry average of 49.30% [10] - The times interest earned (TIE) ratio is 1.8, indicating the company can meet its interest obligations comfortably [10] Stock Performance - AAR shares have increased by 19.1% over the past three months, compared to the industry's growth of 2.1% [11]

RT Real Vision (@RealVision)🧠 ALPHA TIME: Debt cycles & Liquidity masterclass!!The Everything Code Update ft. @RaoulGMI & @BittelJulienEnjoy! ...

"Liquidity is a tide that lifts all boats."Frances Ames, Ajeej Capital director, tells @joumannatv any raise of foreign ownership rules could encourage more asset managers to look at Saudi Arabia's smaller and mid-cap market https://t.co/42SFUomN9g https://t.co/DU5cfb6Dpx ...

Raoul Pal, founder of Global Macro Investor, has drawn attention to a widely circulated chart that compares bitcoin’s (BTC) movements with global M2 money supply. The chart shows that since early 2023, bitcoin has tended to track global M2 money supply with a consistent 12-week lag, implying that changes in liquidity conditions filter through to crypto markets with a three-month delay. Based on that model, bitcoin would still be on track to approach $200,000 by the end of 2025 if the correlation were to h ...

Cryptocurrency & Blockchain - BlackRock adds 1,135 BTC (approximately $127 million) to its holdings [1] - Tether mints 1 billion USDT on Ethereum, increasing liquidity [1] Technology & Cloud Infrastructure - Oracle secures $18 billion to scale AI-driven cloud infrastructure [1]

Most liquidity is stacked on the topside.Hold $110K–$112K and we grab it SOON! 🚀 https://t.co/9Wi9PPHQGi ...

Market Trends - Perpetual DEXes are thriving due to the need for deep liquidity and low fees [1] - BNB Chain's scale and efficiency drive volume for on-chain traders [1]

Aggregators are shaping how users access liquidity, yield, and markets on BNB Chain.Join us for a Space later today with @lifiprotocol, @OpenOceanGlobal & @1inch as we dive into the future of aggregation.⏰ 13:00 UTC🔗 https://t.co/ksdi252c56 https://t.co/sHx2GfX5nv ...