Sublime
An inspiration engine for ideas
Global liquidity is rising steadily and has reached a new all-time high of US$177.2tr, according to measures derived from the weekly balance sheets of the major Central Banks and collateral values. We had expected the current liquidity cycle to peak around Q4 this year.
Global Liquidity Watch: Weekly Update
The Ethical Long: Cycles and Capital Formation
Since August 11th/12th, I began writing thoughts to capture my mental model around identifying inefficient capital allocation in crypto assets, and the market forces that drive positioning on the margin – which I believe is under-recognized today due to what has been a... See more
on aggregators, dex liquidity, and enabling transfer of value in a multichain world🧵
wishful_cynicx.comGlobal Liquidity takes an international perspective, considering liquidity created by multiple monetary authorities, including central banks outside the US like China's PBoC. It also accounts for private sector credit provision through various channels, such as banks, repo markets, and shadow banks. Importantly, it embraces the concept of the... See more
The Grand Alignment: How Global Liquidity Cycles Drive Bitcoin's Rhythm
@StaniKulechov Hardcoded price feeds = recipe for disaster. Illiquid assets + depeg = forced haircuts. Morpho's bank run shows why dynamic oracles > immutable feeds. $0.855 reality check hits hard. 🚨 #DeFi #RiskManagement
Cryptoxiaox.comIn the early 2010s, the crypto market consisted of a handful of small, retail-focused brokers. Over the last decade, the market has grown to over $15B of daily volume across spot, derivatives, and on-chain markets. Today, BTC sits among the most liquid assets in the world.
