Liquidity on both sides have been taken for #Bitcoin.That's going to mean that we're waiting for a clear direction.Volatility is going down, matter of time until it picks up.Break above $119.5K = new ATH.Break south of $116.8K = $111K buy the dip opportunity. https://t.co/tku5qccobH ...

RT Circle (@circle)Unlocking Native @USDC: Linea’s Seamless Upgrade from Bridged USDC Standard@LineaBuild transitioned from bridged to native USDC, without disrupting users, liquidity, or apps.✅No liquidity migration✅No smart contract changes✅No end user frictionThis was the first ever in-place upgrade from Bridged USDC Standard to native USDC. Over $21 million was upgraded instantly.CCTP V2 was deployed the same day, unifying liquidity across supported chains.The result?Tighter spreads, better access, and ...

Unlocking Native @USDC: Linea’s Seamless Upgrade from Bridged USDC Standard@LineaBuild transitioned from bridged to native USDC, without disrupting users, liquidity, or apps.✅No liquidity migration✅No smart contract changes✅No end user frictionThis was the first ever in-place upgrade from Bridged USDC Standard to native USDC. Over $21 million was upgraded instantly.CCTP V2 was deployed the same day, unifying liquidity across supported chains.The result?Tighter spreads, better access, and a playbook for any ...

Digital Asset Regulation & Innovation - The US government has officially recognized payment stablecoins, potentially lowering costs and risks through near-instantaneous settlement of payment versus delivery for securities [3] - The SEC's role involves pushing exchanges towards T0 (effectively instantaneous) settlement, while addressing fraud prevention [3][4] - The industry is currently at T+1 settlement, moving towards the long-desired goal of almost instantaneous delivery versus payment [4][5] - The SEC has stated informally that Ether is not a security [22] - The market is embracing digital assets, fostering development and innovation in the sector [23] Private Markets & 401(k) Plans - Private markets have grown significantly in the last 30-40 years, offering capital through venture capital, private equity, and private credit [7] - There's increasing investor demand to access private markets through retirement plans [7] - The SEC aims to collaborate with the Department of Labor to establish guardrails for individual investors to include private funds in their retirement plans [8][9] - Key considerations for private fund investments include valuation, liquidity, and fees, necessitating fiduciary oversight [9] Public Market Rejuvenation - The industry needs to rejuvenate public markets by addressing excessive disclosure, litigation issues, and governance issues [12][13][14] - The SEC aims to level the playing field between public and private markets through regulatory power [12][14] Liquidity in Private Investments - Liquidity is a key concern for private investments, especially as investors approach retirement [14][16] - The market may develop solutions to address liquidity issues, such as secondary or tertiary markets for liquidating investments [17][19] - Diversification is crucial in retail markets, along with addressing fees and liquidity [20]

Market Analysis & Prediction - Bitcoin is trading sideways between $116,000 and $120,000, indicating strong bull control [1] - The consolidation phase could trigger a breakout towards $175,000-$200,000 in the next 5-6 months, similar to patterns observed in 2017 and 2021 [1] - Short-term volatility is likely, but Bitcoin and U S markets remain extremely bullish for the next 6-9 months, with any panic potentially representing a major buying opportunity [2] Technical Indicators - RSI has reached 71%, indicating overbought territory, but could reach 85-90 levels in parabolic phases [2] - MACD is still strong, indicating continued momentum [3] - Resistance is projected at $125,000 based on Head and Shoulders pattern target [3] - Support levels are identified at $116,000 and $110,000 [3] Macroeconomic Factors - The "Big Beautiful Bill" signed by Trump is expected to inject massive liquidity into the market [4] - Markets have absorbed multiple war-related shocks and are still at All-Time Highs (ATH) [4] - Anticipation of 3-4 rate cuts of 25 basis points each (0 25%) over the next 6 FOMC meetings [4] - Global M2 money supply is rising again [4]

As you can see, #Bitcoin has taken liquidity on sub $116.8K and quickly inversed upwards.I assume we'll take liquidity above the highs and are chopping around.As we've seen such a tremendous return on the #Altcoin markets, be aware of potential corrections.Buy the dip. https://t.co/ehqtyOkzmj ...

Almost everyone is wrong about crypto this cycle. Everyone has their own idea about what's exactly going to happen, but almost everyone is fixated still on, you know, how this time is different. We're not going to see something like 2021 or 2017 and 2018.And this is where almost everyone is wrong, right. We're starting to see things change around crypto 100%. I get that. I understand that regulations are now a thing.we have you know government adoption of crypto becoming a reality and at the same exact time ...

Report Industry Investment Rating No investment rating information is provided in the report. Core Viewpoints - In the coming week, the funding pressure is expected to ease, and the central range of DR001 is likely to fall back to the range of 1.35% - 1.40%, but there is still a probability of sporadic frictions. The funding pressure on certificates of deposit (CDs) will ease, but the supply - demand pressure remains. With a maturity scale of over one trillion yuan in the coming week, CD yields may decline with fluctuations [1][2]. Summary by Relevant Catalogs 1. Liquidity Tracking 1.1 Hotspot Interpretation 1 - The central bank's draft for comments aims to cancel the freezing of collateral for bond repurchases to promote bond market opening and facilitate the central bank's bond - buying restart. This will enhance the expectation of the central bank's bond - buying, improve bond market liquidity, optimize the demand for high - rating and high - liquidity bonds, and increase secondary - market bond supply, with more positive than negative impacts [10]. 1.2 Hotspot Interpretation 2 - At a press conference, the central bank stated that small and medium - sized banks' bond investments should maintain a reasonable level. While it is reasonable for small and medium - sized banks to appropriately increase bond holdings within the regulatory scope, they need to balance investment returns and risk - taking. Currently, the bond investment proportion of most small and medium - sized banks is relatively stable, and the risk of large - scale reduction in rural commercial banks' bond investments is small [11]. 1.3 Central Bank Operations - In the past week (7/14 - 7/18), the central bank net injected 1.4 trillion yuan of short - term liquidity through open - market operations, including 200 billion yuan of net - invested term - repurchase and 1.3 trillion yuan of net - invested 7 - day reverse repurchase. As of 7/18, the central bank's reverse - repurchase balance was 1.73 trillion yuan. In the coming week (7/21 - 7/25), with the maturity of 1.73 trillion yuan of reverse repurchases and 20 billion yuan of MLF, and considering the end of the tax period and reduced government bond supply pressure, the central bank is likely to conduct net withdrawals. In July, the central bank has 1.5 trillion yuan of MLF and term - repurchase maturing [12][13][14]. 1.4 Government Bond Issuance - In the past week, the net government bond payment was 42.88 billion yuan, and in the coming week, it is expected to be 23.99 billion yuan, indicating a reduced supply pressure. The net payment pressure is relatively large on Tuesday, Wednesday, and Thursday. As of 7/18, the net financing progress of treasury bonds was 57.5%, and that of new local bonds was 51.8%. The government bond supply pressure is expected to be relatively small in the second half of July, but relatively large in August and September [16][18]. 1.5 Bill Market - In the past week, most bill interest rates declined, especially the 6 - month bill interest rates. Currently, the bill interest rate trend is still significantly weaker than the seasonal level, reflecting slow credit demand recovery [25]. 1.6 Fund Review - Funds were tight first and then eased. With large - scale net injections by the central bank, the tax period passed smoothly. On 7/18, DR001 rose to 1.46%, DR007 to 1.51%, R001 to 1.49%, and R007 to 1.51%. The stability of non - bank fund prices was stronger than that of inter - bank fund prices. Term, institutional, and market stratifications of funds all converged to some extent. The market trading volume declined, the overnight trading proportion in the inter - bank market remained stable, and that in the exchange market increased. The net lending of the banking system decreased significantly, the net borrowing demand of core non - bank institutions decreased slightly, and the net lending demand of core non - bank net lenders increased [28][32][33][39][43]. 1.7 Inter - bank CDs - In the past week (7/14 - 7/20), CDs were issued worth 947.1 billion yuan, with a net financing of 170.9 billion yuan. The weighted issuance term decreased. The issuance interest rates of CDs of state - owned and joint - stock banks first increased and then decreased, and the secondary - market yields also showed the same trend. In the coming four weeks, the maturity amounts are 1.0765 trillion yuan, 376.7 billion yuan, 598.2 billion yuan, and 907.1 billion yuan respectively, with relatively large pressure in the coming week [50][54][56]. 2. Institutional Behavior Tracking 2.1 Secondary - market Transactions - The market fluctuated significantly in the past week, with a slight increase in trading - oriented players' influence and a weakening of rural commercial banks' allocation strength. Different types of bonds had different buyer and seller structures. For example, rural commercial banks, funds, and other products were the main buyers of interest - rate bonds, while joint - stock banks, securities firms, and city commercial banks were the main sellers [61]. 2.2 Institutional Duration - The median duration of medium - and long - term bond funds continued to rise, while the transaction duration of general credit bonds decreased, and that of secondary - tier bonds increased [62][65]. 2.3 Institutional Leverage - The bond - market leverage ratio was 107.04% in the past week, continuing to decline from the previous week [65].

Crypto Narrative & Altcoin Investment - Altcoin "seasons" are liquidity hunts, indicating a focus on identifying opportunities where capital flows into alternative cryptocurrencies [1] - The strategy involves surfing narratives to identify top-performing altcoins against Bitcoin (BTC) [2] Methodology for Identifying Strong Alts - Connect CoinGecko MCP (presumably a market capitalization portfolio or similar tool) to Claude (an AI model) [2] - Utilize CoinGecko MCP to compare categories of altcoins [2] - Ask Claude to table the performance of altcoins versus BTC over the last 30 days [2] Community & Incentives - An ongoing MCP Hackathon with a prize pool worth $13,000 is being held [1]

Learning Onchain with ico (07.18.2025)Today's topic? DeepBook.It came up in conversation about CLOBs recently (hot topic on CT these days) and wanted to learn a little bit more.So I dove in to the website and poked around their docs for a bit and found a few things to share that I found interesting.First and foremost is DeepBook enables protocol-level unified liquidity to exist on Sui. In normal human terms that means that any apps built using DeepBook all have access to the same bids and asks propagated th ...