Economic Indicators - The dollar index (DXY00) fell by -0.42% due to a stock rally that reduced liquidity demand for the dollar and euro strength following eased European tensions [1] - US weekly initial unemployment claims rose by +1,000 to 200,000, indicating a stronger labor market than the expected 209,000 [2] - Q3 GDP was revised upward by 0.1 to 4.4% (quarter-over-quarter annualized), surpassing expectations of no change at 4.3% [3] - November personal spending increased by +0.5% month-over-month, aligning with expectations, while personal income rose by +0.3% month-over-month, below the expected +0.4% [3] - The November core PCE price index rose by +0.2% month-over-month and +2.8% year-over-year, meeting expectations [3] Market Reactions - The euro (EUR/USD) rose by +0.54% amid dollar weakness, supported by President Trump's decision to refrain from imposing tariffs on European nations opposing his Greenland acquisition efforts [7] - The Eurozone January consumer confidence index rose more than expected to an 11-month high, contributing to the euro's gains [7] Federal Reserve and Interest Rates - The Federal Open Market Committee (FOMC) is expected to cut interest rates by about -50 basis points in 2026, while the Bank of Japan (BOJ) is anticipated to raise rates by +25 basis points in the same year [5] - The dollar is under pressure as the Fed increases liquidity in the financial system, having started purchasing $40 billion a month in T-bills since mid-December [6] - Concerns exist regarding President Trump's potential appointment of a dovish Fed Chair, which could negatively impact the dollar [6]

Crypto was looking so good up until the 20th. This is when we got the big announcements of the EU trade war starting to intensify. If we go back to just the 20th alone, we have stocks plunged 1.3% trillion on Trump's Greenland tariff threats.The Dow dropped 871 points to 48,489. And the S&P 500 fell 2.1% to 6,797. And the Nasdaq sank 2.4% to 22,954 with tech leaders like Nvidia, Apple, Tesla, and Amazon each down over 3%.Trump's uh Truth Social post threatened 10% tariffs starting February 1st on imports fr ...

Continuous Clearing Auctions have officially been deployed on @base, that means any Based builder can:→ Run fully onchain token auctions→ Discover a credible market price→ Bootstrap liquidity on Uniswap v4 https://t.co/OKkwI26Sm8 ...

ZKsync's L1 Interop solution enables any ZK Chain to natively tap into Ethereum's DeFi liquidity without giving up its own governance, privacy or execution environment.Private where it matters. Connected where it counts.Grvt (@grvt_io):Visa didn’t win by creating more banks. It won by coordinating settlement.@ethereum is approaching its Visa moment, enabled by @ZKsync, scaling without fragmenting liquidity.DeFi doesn’t need more chains. It needs unified liquidity 👇 ...

In reality, Bitcoin's monetary properties being absolutely scarce and verifiably scarce, uh, also 247 365, not to mention it's a $2.4% trillion asset now. So, it's highly liquid as well. And so it's essentially these monetary properties combined with its 247 u basically instant liquidity uh globally mean that it can be and it's designed to be eventually the apex riskoff asset.Meaning that it's an asset that you want to own all the time, not just in periods where the market environment allows it to be a desi ...

Wormhole @wormhole has become core multichain infrastructure, powering $70B+ in cross-chain volume while enabling canonical, issuer-controlled assets via Native Token Transfers.Jake (@immutablejacob):.@wormhole NTT (Native Token Transfers) standard replaces fragmented wrapped assets with canonical multichain representations. NTT effectively:1. consolidates liquidity2. preserves issuer control3. simplifies risk management https://t.co/UpiFNTfLgV ...

#Bitcoin remains holding the crucial support level, after taking the liquidity beneath the recent lows.However, given that there's a lot of liquidity beneath us and a lot of time left until the Japanese Central Bank comes together, I wouldn't be surprised by a test at $83K before we reverse back upwards. ...

The Liquidity Layer is about to level up. ...

Instant settlement. Global reach. Fewer intermediaries.Backed by $1.3B+ in onchain USDT liquidity and 6M+ wallets.This is USDT0 on Polygon.USDT0 (@USDT0_to):Last year, we upgraded PoS USDT on @0xPolygon to the USDT0 standard.Bringing +$1.3B in USDT liquidity and 6M+ wallets on Polygon into the USDT0 ecosystem.From @0xAishwary: https://t.co/E31a9JlLlF ...

Group 1: Market Performance Overview - Gold surged by 62.6% in 2025, while oil prices fell by 21.5%, and Bitcoin ended the year down by 6.4% [1] - Digital Asset Treasury Companies (DATs) invested nearly $50 billion into Bitcoin and Ethereum, controlling over 5% of the total supply by year-end [1] Group 2: Gold's Performance - Gold's outperformance was linked to a tariff-heavy environment, which increased uncertainty and weakened confidence in long-term currency stability, leading to defensive positioning [2] - Unlike growth assets, gold does not require expanding liquidity to rally; it responds to policy risk and geopolitical stress, making it a default hedge amid rising trade friction [3] Group 3: Oil's Performance - Oil prices fell due to tariffs slowing trade, compressing manufacturing activity, and reducing shipping volumes, which directly impacted energy demand [4] - Crude prices dropped by 21.5% in 2025 as supply remained ample and non-OPEC production increased, with oil behaving as a growth proxy in a cooling economic environment [4] Group 4: Bitcoin's Performance - Bitcoin's decline of 6.4% reflected a struggle between uncertainty from tariffs and drained discretionary liquidity, with U.S. inflation remaining moderate but sticky [5] - The market experienced a long consolidation phase after October's liquidation shock, with Bitcoin neither collapsing like oil nor rallying like gold [5] Group 5: Fiat Pressure and Inflation - Despite tariffs acting as a slow domestic tax, inflation remained controlled, with costs gradually absorbed by importers and retailers, which muted fiat stress in headline data [6] - This "slow burn" effect capped risk appetite without triggering panic, contributing to Bitcoin's range-bound performance [6] Group 6: Treasury Buyers' Behavior - DATs aggressively accumulated assets, spending $49.7 billion in 2025, with approximately half of this amount deployed in the second half of the year [7] - Their holdings rose to $134 billion by year-end, marking a 137% increase year over year, indicating long-term conviction and a willingness to accept volatility to secure supply [7]