According to @FarsideUK, the Invesco Galaxy Bitcoin ETF BTCO posted $0 million net flow on Dec 4, 2025, indicating creations matched redemptions for the session (source: https://twitter.com/FarsideUK/status/1996395046036185248; data: https://farside.co.uk/btc/). For trading, a $0 net flow suggests no incremental ETF-driven spot BTC buying or selling via BTCO that day based on Farside’s net flow methodology tracking creations minus redemptions (source: https://farside.co.uk/btc/). For complete per-fund and total flow tables and methodological disclaimers, refer to Farside Investors data (source: https://farside.co.uk/btc/).

According to @ag_dwf, the majority of projects properly represented at the BBW event are either invested in or market-made by DWF Labs, source: X post by @ag_dwf on Dec 3, 2025. This concentration implies that many BBW projects could have coordinated liquidity provision via a single market maker, which can influence spreads, order book depth, and short-term volatility conditions, source: X post by @ag_dwf on Dec 3, 2025. Traders should monitor BBW project announcements tied to DWF Labs for potential liquidity-driven moves and adjust order execution (limit vs. market, sizing, and slippage controls) accordingly, source: X post by @ag_dwf on Dec 3, 2025. No specific tickers were named; identify individual project affiliations with DWF Labs before trading to align risk management with market-making dynamics, source: X post by @ag_dwf on Dec 3, 2025.

According to @justinsuntron, Binance has announced that He Yi is now co-CEO, with confirmation posted on the official Binance X account, source: Justin Sun on X; Binance on X. For traders, the immediate setup is to watch three metrics around the announcement window—BNB (BNB) spot volume, perpetual funding and basis, and on-chain BNB flows to and from Binance, source: Binance on X; Justin Sun on X. No timeline, policy details, or price guidance were provided in the posts, source: Binance on X; Justin Sun on X.

According to @EmberCN, pump.fun moved an additional 75 million USDC to Kraken about two hours ago, describing the funds as proceeds from ICO sales; source: @EmberCN. Since Nov 15, a cumulative 555 million USDC has been transferred by pump.fun to Kraken, indicating sustained exchange inflows over roughly half a month; source: @EmberCN. This cadence equates to approximately 30–31 million USDC per day since Nov 15, a scale that traders can use to gauge short‑term USDC liquidity on Kraken; calculation based on figures reported by @EmberCN, source: @EmberCN.

According to @Matt_Hougan, multiple trillion-dollar markets are opening up to crypto this week, with the timing explicitly stated as this week; Source: @Matt_Hougan on X, Dec 2, 2025. According to @Matt_Hougan, traders should be alert to potential near-term shifts by monitoring spot volumes, derivatives funding rates, and spreads during this stated window; Source: @Matt_Hougan on X, Dec 2, 2025.

According to @KobeissiLetter, total assets in US money market accounts have surpassed $8 trillion for the first time, marking a historic high that highlights substantial cash parked in short-duration instruments, source: @KobeissiLetter. According to @KobeissiLetter, money market funds are now paying a record roughly $500 billion in dividends per year, underscoring elevated risk-free income available to investors, source: @KobeissiLetter. According to @KobeissiLetter, these figures imply an approximate annualized yield of 6.25% on the reported base, or about $41.7 billion per month in distributions, based on $8 trillion assets and ~$500 billion dividends, source: @KobeissiLetter. According to @KobeissiLetter, crypto traders tracking macro liquidity can use these record cash balances and payouts as context for risk appetite and funding conditions across BTC and ETH, source: @KobeissiLetter.

According to @godbole17, BTC and the broader crypto market are on thin ice as ETF selling has paused but new inflows remain paltry. Source: @godbole17 on X, Dec 2, 2025. He adds that the ETH-BTC volatility spread continues to slide. Source: @godbole17 on X, Dec 2, 2025. His assessment indicates a cautious near-term trading backdrop for BTC and ETH pairs. Source: @godbole17 on X, Dec 2, 2025.

According to @glassnode, Bitcoin shows early stabilization as the relative strength index rebounds and cumulative volume delta turns positive, while spot market volume, on-chain activity, and liquidity remain weak, source: Glassnode Market Pulse on X, Dec 1, 2025. According to @glassnode, ETFs are recording net inflows, yet futures positioning is de-risking and flows are dominated by short-term capital, source: Glassnode Market Pulse on X, Dec 1, 2025.

According to @lookonchain, Circle minted an additional $750M in USDC, and combined stablecoin issuance by Tether and Circle has reached $19B since the 1011 market crash (source: Lookonchain on X). @lookonchain attributes these figures to on-chain minting activity it tracks and did not include exchange inflow, reserve, or price-impact metrics in this update, indicating this post is a mint-size data point (source: Lookonchain on X).

According to @OnchainLens, Circle minted another $750M USDC on the Solana network on Dec 1, 2025, adding to the circulating supply on that chain, source: @OnchainLens on X, Dec 1, 2025. The update states total USDC minted on Solana since Oct 11 has reached $13B, source: @OnchainLens on X, Dec 1, 2025. Year-to-date 2025 USDC minting by Circle totals $49B per the same update, source: @OnchainLens on X, Dec 1, 2025. The post does not include wallet distribution or deployment details, which constrains immediate assessment of order-book or DeFi liquidity impacts for SOL and USDC pairs, source: @OnchainLens on X, Dec 1, 2025.

According to Michaël van de Poppe, the latest BTC correction pushed RSI to its lowest level in nearly two years and MACD to a record low, leaving BTC the most undervalued versus his fair price model with an implied gap toward 160K; source: Michaël van de Poppe on X, Nov 30, 2025. He states the odds of revisiting recent lows are lower than the probability of a fast upside rebound, and a breakout above a crucial resistance could accelerate via short liquidations and sidelined USD re-entering the market; source: Michaël van de Poppe on X, Nov 30, 2025. He adds that similar dynamics occurred in prior Bitcoin cycles, framing a trading setup focused on confirmation of a resistance break and potential short-squeeze risk; source: Michaël van de Poppe on X, Nov 30, 2025.

According to @StockMKTNewz, the combined market capitalization of the S&P 500 has risen back above 60 trillion dollars. Source: @StockMKTNewz on X, Nov 29, 2025. Crypto market depth and trading volumes tend to concentrate during U.S. trading hours when the equity market is most active, making SPX moves relevant for BTC and ETH liquidity. Source: Kaiko Research, 2024 analysis of intraday liquidity by region. BTC’s rolling correlation with the S&P 500 has frequently approached zero in 2023–2024, limiting reliable directional read-throughs from equity milestones and emphasizing a liquidity-focused approach. Source: Kaiko Research, 2024 correlation metrics.

According to Binance Research, crypto markets remain liquidity-driven, with liquidity funnels across stablecoins, ETFs, and DATs slowing in recent weeks (source: Binance Research on X, Nov 28, 2025). According to Binance Research, markets found relief as December rate-cut odds climbed to around 85 percent, highlighting digital assets’ sensitivity to macro liquidity expectations (source: Binance Research on X, Nov 28, 2025).

According to @caprioleio, Tether is the world's largest gold holder outside central banks and holds more gold than Bitcoin, underscoring its growing dominance across crypto and commodities. Source: @caprioleio on X, Nov 27, 2025. For trading, monitor USDT liquidity shifts, BTC volatility, and BTC–XAU correlation for any reaction to this claim. Source: @caprioleio on X, Nov 27, 2025. The post highlights potential cross-asset flow effects whereby Tether’s gold exposure could influence crypto market risk appetite and stablecoin dominance. Source: @caprioleio on X, Nov 27, 2025.

According to @iampaulgrewal, Thanksgiving is a U.S. legal holiday that shifts attention away from markets, highlighting a full U.S. holiday session (source: @iampaulgrewal). U.S. equity trading is closed on Thanksgiving, limiting cross-asset liquidity signals for crypto from traditional markets (source: NYSE holiday calendar). CME Group lists modified holiday hours for Bitcoin futures (BTC) on U.S. holidays, which can reduce institutional hedging activity during the break (source: CME Group holiday calendar). Crypto spot markets for BTC and ETH remain open 24/7, but holiday periods historically show thinner order books and wider spreads, increasing slippage risk (source: Coinbase trading hours; Kaiko market liquidity research). Traders commonly mitigate holiday slippage by using limit orders and sizing conservatively in low-liquidity windows (source: Coinbase Learn).

According to @AltcoinDaily, the account posted a Thanksgiving greeting to crypto holders on Nov 27, 2025, without market commentary or price targets. Source: Altcoin Daily on X. U.S. equity markets are closed for Thanksgiving while crypto trades 24/7, creating differing liquidity conditions across assets. Sources: NYSE trading calendar; Coinbase Learn. Kaiko Research reports that liquidity and order book depth in BTC and ETH tend to thin during weekends and U.S. holidays, increasing spreads and short-term volatility. Source: Kaiko Research.

According to Lookonchain, a whale address withdrew 73.36 million MON valued around $3 million from Gate.io over the past 24 hours (source: Lookonchain, X, Nov 27, 2025). According to Lookonchain, the withdrawing wallet is labeled Whale 0x9294 with address 0x9294906c89f5330106be3141d8c58e5731dd168c (source: Lookonchain, X, Nov 27, 2025). According to Lookonchain, this activity reflects a 73.36 million MON outflow from Gate.io during the stated period as reported (source: Lookonchain, X, Nov 27, 2025).

According to the source, Justin Sun told a Hong Kong briefing that TUSD reserves were allegedly used illegally, heightening counterparty and depeg risk for TUSD trading pairs across spot and derivatives venues; source: Justin Sun public remarks in Hong Kong on Nov 27, 2025. According to the source, Sun also praised a reported 456 million global asset freeze by the DIFC Courts against Aria Commodities DMCC, indicating potential legal overhang for entities linked to TUSD reserve flows; source: Justin Sun public remarks in Hong Kong on Nov 27, 2025. Traders should monitor TUSD to USD and TUSD to USDT peg stability, exchange order book depth, and funding or borrow utilization for stress signals following these allegations; source: independent trading guidance derived from Sun’s remarks on Nov 27, 2025.

According to @milesdeutscher, Tether bought more gold last quarter than all central banks, a development that puts focus on USDT backing and cross-asset flows between gold and BTC; Source: @milesdeutscher tweet (Nov 27, 2025). The post provides no figures or documentation, so traders should monitor USDT liquidity on major exchanges and BTC sensitivity to gold moves before repositioning; Source: @milesdeutscher tweet (Nov 27, 2025).

According to Onchain Lens (data: Nansen), wallet 0x73781209F3B0f195D0D3fA9D6b95bB61c54c1ca6 spent an additional $12.82M DAI to acquire 4,234 ETH. According to Onchain Lens (data: Nansen), the whale’s cumulative purchases now total 5,343 ETH for $16.08M DAI at an average price of $3,010. According to Onchain Lens (data: Nansen), the address still holds $55M DAI, a sizable on-chain stablecoin balance traders track for potential flow signals.