Vitalik just gave $ZK (ZkSync) two shoutout tweets in a single day.
Remember when Vitalik showed moral support for $SOL devs back on Dec 30, 2022? $SOL pumped more than 200% right after. 👀
Remember when Vitalik showed moral support for $SOL devs back on Dec 30, 2022? $SOL pumped more than 200% right after. 👀
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BTC long-term holders have sold 405,000 BTC over the past 30 days.
That's serious profit booking
This round of profit-taking usually signals a mid-cycle adjustment, not a rush to exit.
This distribution provides the sell-side liquidity needed to absorb demand and cool down the rally, preventing an unsustainable 'blow-off top.'
Historically Similar deep red bars on the LTH Net Position chart have led to consolidation before the next, stronger move higher.
That's serious profit booking
This round of profit-taking usually signals a mid-cycle adjustment, not a rush to exit.
This distribution provides the sell-side liquidity needed to absorb demand and cool down the rally, preventing an unsustainable 'blow-off top.'
Historically Similar deep red bars on the LTH Net Position chart have led to consolidation before the next, stronger move higher.
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Wintermute's article points out that global liquidity is expanding - Central banks are cutting rates into relative strength, a historical sign of strong risk-on regimes ahead.
But funds have not flowed into the Crypto market.
Among the three major fund inflow engines that drove performance in the first half of this year:
✅ Stablecoins: Still growing strongly (+$100B YTD).
❌ ETF Inflows: Have stalled/plateaued since summer (BTC ETF AuM hovering around $150B).
❌ DAT Activity: Digital Asset Treasury corporate activity has dried up.
Market Structure & Outlook
Healthy Structure: Market leverage has been flushed, positioning is clean, and volatility is contained, making the structure solid.
The Key Driver is Liquidity: The traditional four-year cycle based on halving/miner dynamics is no longer the main driver; liquidity is.
The Signal: A renewed pickup in ETF inflows or DAT activity will be the key signal for capital returning to crypto and a potential catch-up leg to global risk assets.
But funds have not flowed into the Crypto market.
Among the three major fund inflow engines that drove performance in the first half of this year:
✅ Stablecoins: Still growing strongly (+$100B YTD).
❌ ETF Inflows: Have stalled/plateaued since summer (BTC ETF AuM hovering around $150B).
❌ DAT Activity: Digital Asset Treasury corporate activity has dried up.
Market Structure & Outlook
Healthy Structure: Market leverage has been flushed, positioning is clean, and volatility is contained, making the structure solid.
The Key Driver is Liquidity: The traditional four-year cycle based on halving/miner dynamics is no longer the main driver; liquidity is.
The Signal: A renewed pickup in ETF inflows or DAT activity will be the key signal for capital returning to crypto and a potential catch-up leg to global risk assets.
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🇺🇸 U.S. GOVERNMENT SHUTDOWN COULD UNLEASH $1 TRILLION LIQUIDITY WAVE
It’s been 36 days since the U.S. government shutdown began on October 1st, making it the longest in U.S. history.
Once the shutdown ends, the government is expected to tap into its Treasury General Account (TGA) which holds around $1 trillion in cash reserves. ( the second-highest level since the Covid era.)
This money will be used to clear pending bills, injecting $1 trillion of fresh liquidity into the markets. 📈
It’s been 36 days since the U.S. government shutdown began on October 1st, making it the longest in U.S. history.
Once the shutdown ends, the government is expected to tap into its Treasury General Account (TGA) which holds around $1 trillion in cash reserves. ( the second-highest level since the Covid era.)
This money will be used to clear pending bills, injecting $1 trillion of fresh liquidity into the markets. 📈
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Market's so confusing even smart money turned dumb
Whale that went 25x long on $ETH after the 10/11 crash switched directions to short yesterday and get liquidated.
Now he switched directions again to go long, holding a long position of 12,938 ETH (~ $44 million), currently in an unrealized loss.
Whale that went 25x long on $ETH after the 10/11 crash switched directions to short yesterday and get liquidated.
Now he switched directions again to go long, holding a long position of 12,938 ETH (~ $44 million), currently in an unrealized loss.
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Trump New Tariffs on Hold
President Trump has confirmed that no new tariffs will be announced until the Supreme Court ruling on his existing tariff authority, to avoid interfering with the ongoing legal case.
The case is being fast-tracked given its major economic implications, but a final decision is expected only by early 2026.
If the Supreme Court rules against Trump’s current tariff powers (which has about a 70% probability), markets could witness a strong relief rally due to reduced trade uncertainty.
My take: At least for the next 3-4 months, the proceedings will continue meaning no new tariffs, more market certainty, and greater stability in the short term, the best timeline for Bulls & Whales to pump the market.
President Trump has confirmed that no new tariffs will be announced until the Supreme Court ruling on his existing tariff authority, to avoid interfering with the ongoing legal case.
The case is being fast-tracked given its major economic implications, but a final decision is expected only by early 2026.
If the Supreme Court rules against Trump’s current tariff powers (which has about a 70% probability), markets could witness a strong relief rally due to reduced trade uncertainty.
My take: At least for the next 3-4 months, the proceedings will continue meaning no new tariffs, more market certainty, and greater stability in the short term, the best timeline for Bulls & Whales to pump the market.
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Crypto quant data indicates institutional re-entry into the Ethereum market.
Amid recent volatility that pushed $ETH near the $3,200 mark, whale activity picked up, a recurring signal often seen during local bottom formations and early accumulation phases.
Current data suggests that large investors are quietly rebuilding positions at lower levels.
If Ethereum sustains support within the $3,000 - $3,400 range, it could consolidate into a low-volatility accumulation zone, setting the stage for a potential breakout toward the $4,500 - $4,800 region.
Amid recent volatility that pushed $ETH near the $3,200 mark, whale activity picked up, a recurring signal often seen during local bottom formations and early accumulation phases.
Current data suggests that large investors are quietly rebuilding positions at lower levels.
If Ethereum sustains support within the $3,000 - $3,400 range, it could consolidate into a low-volatility accumulation zone, setting the stage for a potential breakout toward the $4,500 - $4,800 region.
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Uniswap proposes enabling protocol fees and burning $UNI from the treasury.
The change would adjust the current 0.3% trading fee allocating 0.25% to liquidity providers and 0.05% toward $UNI buybacks.
MegaETH Labs member BREAD posted a clean analysis - With Uniswap’s annualized fees around $2.8 billion, this could translate to roughly $38 million in $UNI buybacks every 30 days, putting it ahead of $PUMP ($35M) and just behind $HYPE ($95M).
The change would adjust the current 0.3% trading fee allocating 0.25% to liquidity providers and 0.05% toward $UNI buybacks.
MegaETH Labs member BREAD posted a clean analysis - With Uniswap’s annualized fees around $2.8 billion, this could translate to roughly $38 million in $UNI buybacks every 30 days, putting it ahead of $PUMP ($35M) and just behind $HYPE ($95M).
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Risk management finds. Ordering it now.
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Shared my thoughts on Monad ICO on Coinbase
will you be participating?
https://x.com/axel_bitblaze69/status/1988309182098141674
will you be participating?
https://x.com/axel_bitblaze69/status/1988309182098141674
X (formerly Twitter)
Axel Bitblaze 🪓 (@Axel_bitblaze69) on X
I’ll probably still bid on Monad ICO
not because it’s cheap (it’s not)
But because it’s the first ICO on Coinbase’s new launchpad and that alone makes it worth having some exposure imo.
$MON is priced at $0.025, with a $2.5B FDV and a target raise of around…
not because it’s cheap (it’s not)
But because it’s the first ICO on Coinbase’s new launchpad and that alone makes it worth having some exposure imo.
$MON is priced at $0.025, with a $2.5B FDV and a target raise of around…
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Market Watch
Bitcoin saw a slight correction today, and the BTC CME gap around $104K has now been completely filled.
Despite the dip, overall market sentiment has slightly improved - the Fear & Greed Index has risen from 29 to 31.
Top Headlines
Ethereum, Solana ETFs Get Green Light for Staking via US Treasury, IRS Crypto Fund Guidance - Bullish in Long term
Coinbase launches savings accounts in the UK, offering 3.75% interest
Lighter Raises $68M at $1.5B Valuation to Take on Decentralized Derivatives Rivals.
Altcoin Update
• Monad sale will open from Nov 17th, 9am ET to Nov 22nd, 9pm ET
- The sale is for 7.5% of the total supply at a price of $0.025 per MON, Participants can bid from $100 to $100k
• Active address on Base rises to 41.76% of all active addresses on Ethereum
Bitcoin saw a slight correction today, and the BTC CME gap around $104K has now been completely filled.
Despite the dip, overall market sentiment has slightly improved - the Fear & Greed Index has risen from 29 to 31.
Top Headlines
Ethereum, Solana ETFs Get Green Light for Staking via US Treasury, IRS Crypto Fund Guidance - Bullish in Long term
Coinbase launches savings accounts in the UK, offering 3.75% interest
Lighter Raises $68M at $1.5B Valuation to Take on Decentralized Derivatives Rivals.
Altcoin Update
• Monad sale will open from Nov 17th, 9am ET to Nov 22nd, 9pm ET
- The sale is for 7.5% of the total supply at a price of $0.025 per MON, Participants can bid from $100 to $100k
• Active address on Base rises to 41.76% of all active addresses on Ethereum
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If we look at DEXs’ 1-year average monthly fees vs FDV — the numbers tell an interesting story:
• Uniswap generated $104.2M in fees, trading at $8.5B FDV
• Cake generated $51.6M, trading at $900M FDV
• Jupiter generated $95.2M, trading at $2.4B FDV
• Raydium generated $79.6M, trading at $880M FDV
While, Meteora generated a massive $136M, yet trades at just $521M FDV
Meteora is the highest fee-generating DEX in the Solana ecosystem, yet its FDV is 2-3x lower than peers.
Something doesn’t quite add up 👀
• Uniswap generated $104.2M in fees, trading at $8.5B FDV
• Cake generated $51.6M, trading at $900M FDV
• Jupiter generated $95.2M, trading at $2.4B FDV
• Raydium generated $79.6M, trading at $880M FDV
While, Meteora generated a massive $136M, yet trades at just $521M FDV
Meteora is the highest fee-generating DEX in the Solana ecosystem, yet its FDV is 2-3x lower than peers.
Something doesn’t quite add up 👀
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