All of the Bitcoin liquidity is stacking up on the topside.$120,000 to be exact.New highs are coming! 🚀 https://t.co/2c8EMarRyj ...

🍣 Sushi x Gamma : Liquidity Series (Ep. 2)Up next: @BP_Gamma joins us to talk active LP strategies, risk management, and how @GammaStrategies helps optimize liquidity on @katana ⚔️🗓 Thursday, Aug 6🕐 12:30PM ET🎙 Hosted by SushiSet a reminder 👇https://t.co/MfyXgyMYAW https://t.co/acROpVXMEy ...

The FED net liquidity just hit a 16-month high.HERE’S WHY THAT’S BULLISH FOR BITCOIN & CRYPTO:- More liquidity = more risk appetite.- Eases financial conditions.- Signals potential rate cuts or policy easing.- Fresh capital on the sidelines.- Higher M2 growth often correlates with rallies. ...

Venture Capital Investment Strategies - Venture capital firms should consider taking companies public now, as current business models are creating high-margin businesses [1][19] - New allocators or investors need access to top decile managers to consistently achieve returns above the Public Market Equivalent (PME); otherwise, even top quartile performance is insufficient [1] - The venture industry is seeing a shift in partnership dynamics, with increased changes in partnerships over the past two years, driven by factors such as reduced compensation and a desire to avoid current market challenges [10] - The industry should be wary of multi-stage platforms, as the large fund sizes make it difficult to achieve the same returns as in the past [12] - The industry should be aware that thematic funds are approached agnostically, focusing on finding great partners with aligned skill sets rather than adhering to specific mandates [20] Endowment Management - Carnegie Mellon University (CMU) manages $4 billion on behalf of the university, with 85% allocated to equity and 15% to fixed income [6] - CMU targets 50% of its portfolio in privates (venture capital, private equity, real estate, natural resources, private credit) and the other 50% in hedge funds and liquids (public equities and fixed income) [6] - CMU is overweight venture by 5-10 percentage points compared to most endowments of its size and underweight hedge funds and real assets [6] - Endowments are facing headwinds, particularly those that may be subject to taxation, which could impact their draw and investment strategies [11] Venture Capital Fund Performance & Metrics - The median Internal Rate of Return (IRR) for mature venture capital funds is about 8% net, with the top quartile at 15%, and a Multiple on Invested Capital (MOIC) of about 25x [6] - Top quartile Distributed to Paid-In Capital (DPI) from 15-year vintage funds (1998-2015) is 18x [6] - A key question for new allocators is whether they will have access to top decile managers, as only those consistently achieve returns above the PME [6] - The industry should be aware that a 6x gross return is needed to achieve a 4x net return, considering fees of 25% and 30% for early-stage funds and 2% and 20% for growth funds [13]

Liquidity Movement - USD3 liquidity is rapidly shifting from Pendle to Aave [1] - Yield strategies are becoming more sophisticated [1] Yield Opportunities - Ekubo pools offer a 92% APR [1] Protocol Strategies - Aave is using profits to buy back 0.5% of its supply [1] - Protocols are reducing emissions instead of creating new ones [1]

😳Did @Chainlink solve the “thin liquidity” problem?State Pricing lets DeFi protocols price low-volume tokens even if no one's trading them.Here’s how it works ⬇️https://t.co/yT4Ujm1YXb ...

ETF vs Mutual Funds - ETFs trade all day, offering liquidity, while mutual funds trade only once daily after the close [2][3] - ETFs often have lower management fees due to passive index tracking, but actively managed ETFs can have higher fees [5] - Mutual funds may have minimum buy-ins around $1,000, while ETFs require only the price of one share [6] - Mutual funds can offer automatic savings plans, while ETFs provide flexibility with options trading and short selling [6][8] ETF Market Growth and Evolution - The number of mutual funds has plateaued since the beginning of the century, currently at over 6,500, down from a pre-pandemic peak [9] - ETF growth has accelerated, nearing 4,000, with assets under management at approximately $11 trillion, half of mutual funds' $22 trillion [10] - SPY (S&P 500 ETF) was launched in 1993, enabling trading of the entire S&P 500 like a stock [14][15] - QQQ (NASDAQ 100 ETF) launched in 1999, allowing trading of the NASDAQ 100 [18] - The ETF rule streamlined the launch process, leading to an explosion in ETF volume and new launches [23] - Invesco seeks to convert its QQQ fund from a fixed unit investment trust to an open-end ETF, potentially increasing its management fee income by over $600 million annually [26][29] SPY vs QQQ Performance - Since 1993, SPY's total price return is over 1,300%, while QQQ's is over 1,007% since 1999 [27] - SPY experienced a worst sell-off of -56% during the global financial crisis, while QQQ had -83% during the dot-com bust [27][28] - SPY's management fee is 00945%, approximately half that of QQQ [28] - SPY's daily trading volume is 67 million shares, equivalent to $42 billion, compared to QQQ's 40 million shares, or $23 billion [28][29]

Follow the liquidity, not the noise... https://t.co/vPE6tRBCtk ...

RT BSCN (@BSCNews)🔥 Five pre-TGE projects to keep your eye on...Who's missing from this list...? 🤔(1) @Monad $MON- Sector: Scalable EVM L1- TGE Status: Mainnet and token launch expected in late September 2025- Funding: Raised an incredible $225M in 2024 led by @paradigm(2) @Somnia_Network- Sector: L1 for Gaming/Metaverse- TGE Status: Date to be announced- Funding: Supported by a massive $270M eco fund(3) @MitosisOrg- Sector: DeFi/Liquidity- TGE Status: Awaiting announcements, mainnet launch delayed- Funding ...

Crypto Market Crash Causes - Crypto market crashes are often triggered by a combination of bearish macro and crypto catalysts [2] - Leverage in crypto trading amplifies both potential returns and losses, leading to liquidations that drive short-term price action [3][4][5] - Macro catalysts act as fuel, while crypto catalysts act as the spark that ignites market downturns [13] Macro Catalysts - Bearish macro catalysts include higher-than-expected inflation, lower-than-expected unemployment, and the Federal Reserve maintaining high interest rates [19] - Geopolitical risks, especially potential conflicts involving China and Taiwan, pose significant threats to the crypto market due to uncertainty [25][27] - Fiscal policy, particularly government spending and rising deficits, is a primary driver of liquidity growth, overshadowing the impact of monetary policy [22][23][24] Crypto Catalysts - Temporary bearish crypto catalysts often mark cycle bottoms, while permanent bearish catalysts, such as insider token selling, can hinder project performance [34][37] - The shutdown of institutional crypto rails like Signature's Signet and Silvergate Sen networks in early 2023 contributed to the underperformance of altcoins [44][45] - Token unlocks don't always lead to price drops; panic selling by retail investors and lack of demand can be more significant factors [38][39][40][41][43]