Core Insights - Sezzle Inc.'s stock has increased by 127.9% over the past six months, outperforming both the industry and the broader market [1][7] - The company's On-Demand service has significantly contributed to its growth, with gross merchandise volume (GMV) rising by 74.2% year over year in the second quarter of 2025 [6][8] - Sezzle's financial metrics, including return on equity (ROE) and return on invested capital (ROIC), are well above industry averages, indicating strong profitability [10][18] Stock Performance - Sezzle's stock has outperformed peers such as FirstCash and Mastercard, with a year-to-date increase of 109.4% compared to FirstCash's 41.2% and Mastercard's 10.2% [4][7] - The stock's performance reflects a strong market position and investor confidence in the company's growth trajectory [1][18] On-Demand Growth - The On-Demand service started with 707,000 Monthly On-Demand Subscribers (MODS) in Q4 2024, experiencing a temporary decline of 7% year-over-year in Q1 2025, followed by a 14% growth in Q2 2025 [5][6] - Customer purchase frequency increased from 4.8 times to 6.1 times year-over-year, indicating higher engagement and repeat business [6][8] Profitability and Liquidity - Sezzle's operating margin improved by 680 basis points year over year to 36.6%, despite a 50.4% increase in non-transaction-related operating expenses [8][10] - The company's current ratio stands at 3.51, significantly higher than the industry average of 1.17, indicating strong liquidity and the ability to cover short-term obligations [13][18] Financial Outlook - The Zacks Consensus Estimate for Sezzle's 2025 sales is projected at $442.1 million, reflecting a 63.1% year-over-year increase, with earnings expected to rise by 77.7% to $3.27 per share [15][16] - Analysts have shown confidence in the company's prospects, with upward revisions in earnings estimates for both 2025 and 2026 [16][18]

Market Analysis & Predictions - The crypto market is currently experiencing manipulation, aiming to shake out participants before a significant market event, coinciding with traditional market events like the FOMC meeting [1][2] - Liquidity is shifting between markets, with stocks currently attracting attention due to their strong performance, while crypto is experiencing a lull [3][9] - The market anticipates a potential rate cut decision following the FOMC meeting, which could trigger a substantial breakout in the crypto market [15][16] - A perfect scenario would involve Bitcoin finding support around previous highs, breaking to the upside, and then experiencing a larger breakout [24] - The analyst believes the market will pump towards the end of the year, but Q1 2026 is uncertain [38] Key Levels & Indicators - Stocks are approaching a target of 6960 [2] - The total crypto market cap hit a high of 409% trillion before selling off to 399% trillion [10] - The altcoin market faces resistance at the $113% trillion level [14] - Bitcoin needs to break over the 1169%K level and clear $120000, which is major support that has to flip [16][17] FOMC Meeting Impact - The market is closely watching upcoming events surrounding the FOMC meeting, including retail sales data, the Fed rate decision, and jobless claims data [19][20][21] - A rate cut is expected, potentially leading to a surge in Bitcoin to 665%K, mirroring the market's reaction to the rate cut in September 2024 [22] - The analyst anticipates rate cuts in September, October, and December, potentially leading to a substantial increase in market liquidity [36]

Market Liquidity & Central Bank Policy - Global liquidity trends could determine the fate of a potential mega altseason in Q4 [1] - China's August data indicates economic weakness, with retail sales increasing by 34% year-over-year, falling short of the estimated 39%, and industrial production growing by 52% year-over-year, the slowest in 12 months [1] - Urban unemployment in China rose to 53% in August [1] - The market anticipates a 25bps rate cut by the Federal Reserve on September 17 [2] - A dovish stance from the Bank of Japan (BOJ) could weaken the yen, increasing USD liquidity globally [3] Potential Crypto Market Impact - A synchronized global easing scenario (Fed cuts, dovish BOJ, supportive BOE) could lead to massive liquidity inflow, potentially driving BTC to break $120,000, accelerating ETH ETF flows, and causing altcoins to outperform [3] - A worst-case scenario (Fed disappoints, weak China, hawkish BOJ) could trigger volatility spikes, with BTC holding relatively better but altcoins potentially retracing significantly [4] - Liquidity cycles typically flow into BTC first, then ETH, and finally altcoins [5] - A dovish alignment among global central banks in the next 10 days could signal the start of an altseason [5]

Get your rain boots on.Liquidity is coming. ...

Love the GnosisDAO initiative of gEURO:EUR pegged overcollaterlized stable on Gnosis Chain.- Backed by ETH, BTC + GNO assets- GNO used as collateral while staying delegatable (good pumpenomics & utility)- Yield-bearing: fees flow to holders & stability pool depositors- Tied to Gnosis ecosystem (Pay, RWAs etc).- Liquity v2 forkAsking just for $50k for audit + liquidity support (~$5M at launch)DAO would also get revenue share + 15% of any future token. ...

Group 1 - Asian markets have experienced a relief rally due to the absence of expected US tariffs, improving overall sentiment [1] - Onshore Chinese stocks performed well, with the CSI 300 Index rising by up to 1% as economic activity data indicated a slowdown, increasing the likelihood of more stimulus from policymakers [1] - South Korea's Kospi index reached a new record after the government decided not to lower the capital gains tax threshold for stock investors [1] Group 2 - The MSCI Asia gauge has increased by over 21% in 2025, outperforming the S&P 500 Index by approximately 10 percentage points [2] - Investor confidence in Asia's continued outperformance is bolstered by expectations of Federal Reserve easing, enhancing the appeal of emerging-market assets [2] - A global equities gauge is trading at record levels, supported by US inflation data that strengthens the case for the Fed to lower rates [2] Group 3 - Central banks in Asia are cutting interest rates more aggressively than anticipated, with more expected to follow in response to growth challenges posed by tariffs [3] - The rally in Asian markets is described as a "bullet train," driven by AI enthusiasm, liquidity, and momentum [3] - The record high in Asian markets signifies that liquidity and sentiment are dominant factors in the current market environment [3]

Stablecoin Market Growth on Solana - Solana 上的稳定币总供应量达到 133 亿美元的历史新高 [1] - Tron 通过 deBridge 接入 Solana，为 Solana 开放超过 900 亿美元的流动性，包括 USDT 和其他资产 [2] New Initiatives and Products - Kamino Finance 宣布新的 PYUSD 增长计划，每月在 Kamino Earn、Lend 和 Liquidity 中提供 70 万美元的激励 [2] - Fuse Wallet 推出全新产品，集现金、银行卡、投资和收益于一体，Fuse Card 已在 10 个国家/地区上线 [1] - World Liberty Fi 的 Project Wings 现已上线，与 Bonk 和 RaydiumProtocol 合作，为支持 USD1 交易对提供奖励 [2] - Range 推出 Stablecoin Explorer，在一个地方跟踪 100 多个链和 20 多个桥上的所有 Solana 稳定币 [3] Yield Opportunities - Kamino Earn 目前提供 10-20% APY 的稳定币收益 [2]

Market Analysis & Bitcoin Strategy - The analyst is currently long on Bitcoin, anticipating a breakout due to liquidity building above the current price [1][12] - Bitcoin faces immediate resistance at approximately $117,000, with a potential target of $120,000 if the resistance is broken, and ultimately targeting the all-time high near $124,000 [4] - Short-term support for Bitcoin is expected around $113,000 to $113,500, based on previous resistance turning into support [5] - A Bitcoin long position of $250,000 was reduced to $100,000, securing $4,500 in realized profits and approximately $2,500 in unrealized profits [16][18] Altcoin Analysis - Ethereum is struggling with resistance between $4,800 and $4,900, with support between $3,900 and $4,100 [31] - Solana has confirmed a breakout above the $230 Fibonacci level, with the next major resistance around $260 to $265, and a target of $290 to $300 [35][36][37] - XRP is retesting the $0.38 to $0.310 area, and a break below this level could lead to a sideways price range [40][41] - Chainlink is in a longer-term bullish trend but experiencing a short-term pullback, with resistance at $2520 and major support around $22.10 to $22.40 [45][46][47][48] Trading Platform Promotions - BTEX offers trading and deposit bonuses via a specific link, operating as a no-KYC exchange [23][24] - Two Bit offers up to $10,000 in trial fund bonuses and $8,000 in withdrawable stable coins, plus a free $30 sign-up bonus and one month of VIP3 upgrade without requiring KYC, deposit, or trades [26][27]

RT Breakout (@breakoutprop)Markets move from liquidity to liquidity.Run the lows → next target is the highs.Run the highs → next target is the lows.“Draw on liquidity” just means once one pool is taken, price is most likely headed for the next one. https://t.co/rAespVPhj7 ...

i will never understand traders panicking about $12b eth stuck in exit queues. imagine posting "need to exit my validators immediately for liquidity" then discovering you're locked for 46 days minimum. forced hodl. ...