RT Medici Network (@NetworkMedici)1/🎙️New special episode is out on Level Up!Captured LIVE on stage at Medici SG 25, @David_Grid & @SeanMFarrell sit down with @CryptoHayes, co-founder of @BitMEX & CIO of @MaelstromFund, for an unfiltered discussion on markets, liquidity, and crypto’s next big cycle.They cover:• Maelstrom’s multi-strategy investment approach• Why liquidity drives everything• Outlook on BTC, ETH, and perps DEXs• Why “number go up” remains the ultimate marketing strategyFull Episode Links & Sn ...

Explore how quantitative tightening impacts the economy by reducing liquidity, balancing Fed policies, and addressing inflation concerns without destabilizing markets. https://t.co/4aNkSkcPIv ...

Liquidity Management - India's central bank initiates new foreign exchange swaps to bolster liquidity [1] - Recent currency interventions by the central bank have drained cash from the banking system [1] Currency Intervention Impact - The central bank's interventions are impacting the banking system's cash reserves [1]

Core Insights - The largest-ever crypto liquidation event has created short-term market chaos, but analysts suggest that long-term capital remains intact and structural demand is holding firm [2][4][6] Market Analysis - Glassnode and CryptoQuant report that despite weakened short-term momentum, large holders are accumulating assets, and fiat liquidity is increasing, with USDT supply growing by nearly $15 billion in 60 days [2][4] - U.S. spot bitcoin ETF inflows have reached $3.5 billion, indicating continued interest in the market [2] Diverging Perspectives - Glassnode views the sell-off as a structural purge that has removed speculative excess, leading to defensive positioning among traders, while CryptoQuant maintains a more optimistic outlook, suggesting a potential bullish phase if prices sustain above $115,000 [4][5] - The contrasting analyses reflect a broader market sentiment divide: cautious reset versus potential inflection point [5] Market Transition - Both firms indicate a market transitioning from excess to equilibrium, with capital still flowing through ETFs and stablecoins, but positioning remains defensive [6] - The future movement of bitcoin will depend on how quickly structural demand translates into renewed risk-taking [6] Recent Market Movement - Bitcoin's price fell to around $112,700 after an early dip below $110,000, influenced by profit-taking and external trade threats, though prices stabilized following signals from the Fed regarding the end of its tightening cycle [7]

You can tell liquidity in the market has dried up a bunch. It really doesn’t take much to much to move the price up or down right nowPerfect environment for a larger entity to max bid and send BTC to 135k and 5500 ETH ...

Liquidity & Stablecoin - Jupiter 将从现有生态系统转移 750 million 美元的 USDC，用于启动 jupUSD 的流动性 [1] - jupUSD 的启动将拥有比 USDC 在 Solana 上两年后更深的资金池 [1] - Jupiter 没有进行融资，只是迁移资金 [1] Valuation & Market Perception - Jupiter 的价格为 0399 美元，未体现其作为 Solana 下一个货币层的价值，该货币层由 BlackRock Treasury 产品支持 [1]

Market Analysis and XRP Bullish Outlook - Despite market selloffs, the analysis suggests a bullish outlook on XRP, stronger than when it traded above $3, due to liquidity sweeps and hitting a massive demand zone [1] - The analysis indicates that the recent market move, characterized by fear and oversold conditions, sets the stage for a potential parabolic run in quarter 4 [1] - XRP has taken all downside liquidity, and the focus is now on the upside, with liquidity targets in the mid $3 to $4 plus range [1] - XRP's cyclical structure shows similarities to the 2017 rally, suggesting a potential parabolic run after accumulating strength [1] - Diminished returns are expected, with initial targets between $7 to $10, and later targets in the high $15 to $20 region [1] - On the 4-hour timeframe, XRP is printing bullish divergence, indicating a potential break to the upside [1] - A 49% drop in a single 4-hour candle and a 62% drop from the July high represent a significant selloff, with XRP being the most oversold since 2024 [1] Catalysts for XRP's Potential Move - Ripple Swell, scheduled for November 3rd, is expected to be a catalyst for price action, with potential announcements regarding partnerships and expansions [2] - Multiple ETF filings, including Franklin Templeton's decision in November, align with Ripple Swell and could drive price action in quarter 4 [2] - Spot XRP ETFs are seen as a ticking time bomb, with companies lining up to hold over $1 billion in their treasuries, indicating corporate adoption [3][4] - Various upcoming catalysts, including the Fed rate cut decision (October 29th), spot XRP ETF decisions (October 18th-25th), and ISO 2022 go-live (November 22nd), could support price action [7][8][10]

Most of the liquidity is stacked on the topside.This is bullish! https://t.co/R2SEYsry6S ...

Investment Strategy - The industry observes that converting cash to illiquid assets is preferable to holding liquidity, as liquidity can lead to impulsive and potentially detrimental investment decisions [1] - The industry notes a tendency to aim for near-zero cash holdings each quarter, mirroring the strategy that benefits casinos [3] - The industry acknowledges the risk of attempting to time the market, often resulting in financial losses [2] Economic Impact - The industry recognizes that holding cash reserves can lead to a decrease in purchasing power due to inflation, citing a 25% value erosion since 2020 [2] Behavioral Finance - The industry suggests that easy access to funds (liquidity) can encourage poor investment timing, leading to buying high and selling low [2] - The industry implies that the act of exchanging cash for a non-refundable asset (like a casino chip) represents an immediate loss, highlighting the psychological aspect of investment [1]

Core Insights - Silver prices have reached their highest levels in decades due to a historic short squeeze in London, intensifying the global demand for bullion to address supply shortages [1][2] - Spot silver climbed 3.1% to nearly $52 per ounce, while gold surpassed $4,070 per ounce, marking a record-breaking run of eight consecutive weekly gains [2] - The silver market is experiencing significant liquidity issues, with prices nearing the 1980 record of $52.50 per ounce, prompting traders to utilize expensive transport methods to capitalize on price discrepancies [4] Market Dynamics - Silver lease rates surged over 30% on a one-month basis, indicating high borrowing costs for those maintaining short positions, while lease rates for gold and palladium also tightened [5] - The silver market is approximately nine times smaller than gold's, leading to amplified price movements and potential volatility in the absence of central bank support [6] - The four main precious metals have seen price increases between 55% and 80% this year, driven by factors such as central bank buying, rising ETF holdings, and geopolitical tensions [6]