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X @Ash Crypto
Ash Crypto· 2025-11-05 18:04
Daily volume already surpassed Polymarket, making it the #2 prediction market on-chain, and it’s only just getting startedOpinion has officially crossed $1 B in trading volume 🤝@opinionlabsxyz just launched publicly on BNB Chain, bringing the People’s Terminal for global economic trading to the most active chain in crypto.Built for the future of price discovery, Opinion is the first full-stack prediction exchange turning macro insight into tradeable exposure — no Bloomberg, no gatekeepers, no institutions r ...
X @aixbt
aixbt· 2025-11-05 12:52
Cryptocurrency Market Dynamics - Monero (XMR) was systematically delisted from major exchanges like Binance, Coinbase, and Kraken across key regions [1] - Zcash (ZEC), with its optional privacy features, maintains broader availability and liquidity across exchanges [1] - XMR's mandatory privacy architecture made it less attractive to exchanges, impacting its accessibility [1] Liquidity and Price Discovery - Liquidity is a critical factor in price discovery within the cryptocurrency market [1] - The market has demonstrated that assets with limited accessibility due to delisting face challenges in price appreciation [1]
X @mert | helius.dev
mert | helius.dev· 2025-10-18 19:25
RT toly 🇺🇸 (@aeyakovenko)Permissionless price discovery ...
Six ARCs show interest in DLI Logistics' ₹923-cr debt
The Economic Times· 2025-10-16 19:32
Core Insights - The company DLI Logistics Ltd is undergoing a bidding process initiated by a one-time settlement (OTS) proposal from its promoter, offering ₹590 crore against an outstanding principal of ₹695 crore [1][6] - A consortium of lenders, including Punjab National Bank and Union Bank of India, is conducting a Swiss challenge auction on October 27, with a reserve price set at ₹590 crore and a minimum bid price of ₹619.50 crore [2][6] - Several asset reconstruction companies (ARCs) have expressed interest in the bidding process, which is expected to enhance transparency and potentially lead to higher recoveries for banks [6] Company Overview - DLI, previously known as Vikram Logistics & Maritime Services, operates as a multimodal integrated logistics service provider [3]
Silver: How Record Backwardation Could Push The Metal Into Triple-Digit Zone
Benzinga· 2025-10-13 15:01
Core Insights - Silver's futures curve has entered deep backwardation, with the front-month contract trading $2.88 higher than later contracts, marking the steepest inversion since 1980 [1][15][24] - This backwardation signals significant changes in the market, indicating potential supply stress, surging demand for physical metal, or a breakdown in the usual price discovery process [2][19][20] Market Dynamics - The current backwardation is driven by strong industrial demand for silver in sectors like solar panels and electric vehicles, coupled with increased investment demand, leading to a double-sided squeeze on supply [9][10][11] - Lease rates for borrowing physical silver have surged dramatically, indicating growing stress in the market, with one-month lease rates spiking to 39% from below 1% earlier in the year [13][14] Implications of Backwardation - Persistent backwardation suggests that the physical market is now leading price discovery, shifting power away from paper markets dominated by speculative trading [26][27] - The current market conditions could lead to a significant revaluation of silver, with potential price targets between $100 and $400 per ounce based on historical patterns and technical analysis [40][42][47] Historical Context - Historical instances of silver entering backwardation have often preceded major price rallies, as seen in January 1980 and early 2011, where physical scarcity led to rapid price increases [32][35][39] - The current situation mirrors past events but is driven by more sustainable factors, including steady industrial demand and tightening mine supply [38][40] Future Outlook - If the backwardation persists, it could lead to a self-reinforcing cycle where rising spot prices and high lease rates force short sellers to cover their positions, further driving prices up [28][29] - The market is likely to seek a new equilibrium that reflects silver's true monetary value, potentially leading to a significant upward price adjustment [47][49]
X @mert | helius.dev
mert | helius.dev· 2025-10-12 20:19
the internet connected the world's informationcrypto turns information into moneyso money flows faster than everbut information is easier to spread than it is to verifyfake news, clickbaiting, and mind viruses are manifestations of thisso now that finance has entered the internet era with crypto, this means that flows structurally happen much faster than fundamentalsbut in finance, flows shape perception which then lead to fundamentals which then lead to more flows in a reflexive loopwhat this means is that ...
X @mert | helius.dev
mert | helius.dev· 2025-10-08 19:20
RT Arjun Khemani (@arjunkhemani)Bitcoin and Zcash both have the same fair, front-loaded emission curve, where it’s just miners dumping for the first eight years.Even Bitcoin couldn’t sustain a price above $1,000 until its second halving - after which it skyrocketed to $20,000.Zcash hit its second halving in November last year and is now entering price discovery mode.Emission curves matter. ...
X @mert | helius.dev
mert | helius.dev· 2025-10-08 11:48
Market Distortions - Modern society distorts price discovery through multiple layers, leading to speculation over building [1] - Central banks suppress the true cost of capital and risk via QE, zero/negative rates, and currency pegs [1] - Governments shield industries and consumers from reality through subsidies, bailouts, capital controls, tax loopholes, and misreported inflation [2] - Public markets inflate valuations regardless of fundamentals with passive ETF flows [2] - Education sees inflated tuition due to student loans and government funding [3] - Heavily subsidized corn, soy, wheat, and sugar make processed foods artificially cheap [4] Price Discovery & Truth - Price discovery acts as a compass for financial planning, risk assessment, and wealth building [4] - Internet capital markets can strip away distortions by making trades transparent, instant, and global [5] - On-chain assets clear off-chain price obfuscation, revealing truth through price [5]
X @Mayne
Mayne· 2025-10-06 20:49
Made this post a little over a year ago.Very relevant now.Will cover in more detail in tonight's youtube vid.Mayne (@Tradermayne):Now that we are near price discovery, a few things to consider:You are going to see some insane price targets for the end of the cycle.Most of this is just bullish hopium and euphoria—be careful not to get caught up in it.There is no way someone can predict where and when https://t.co/zpHwLbsTZS ...
X @s4mmy
s4mmy· 2025-10-06 17:43
Bitcoin back into price discovery (momentarily); Happy new all time high.Now for XPL to follow suit.Trillions. https://t.co/h8vsre4yocs4mmy (@S4mmyEth):Bitcoin to $126k with haste. Happy new all time high!What bags have you packed for alt season? https://t.co/nOxjcQ16uR ...