According to the source, Arthur Hayes urged ZEC holders to remove coins from centralized exchanges in an X post on Nov 12, 2025 (source: X/@CryptoHayes). For trading, monitor potential ZEC exchange outflows on Glassnode or CryptoQuant, shifts in funding rates and open interest on Binance and Bybit, and any listing or wallet-status updates from major exchanges, as these can trigger liquidity shocks, wider spreads, and basis volatility in ZEC spot and perps (sources: Glassnode, CryptoQuant, Binance Derivatives metrics, Bybit Derivatives metrics, major exchange announcements pages). Given elevated counterparty risk, consider reducing leverage, hedging spot with perps or options, and tightening risk limits while tracking exchange-specific updates in real time (sources: Binance risk disclosures, Deribit options dashboard, major exchange announcement hubs).

According to @HenriArslanian, Tether is targeting a $500 billion valuation, Morgan Stanley will allow clients to trade crypto, and the CFTC will accept stablecoins as collateral, as outlined in his Sept 28, 2025 post and newsletter. source: https://x.com/HenriArslanian/status/1972314643042390116, https://bit.ly/4ntVxEq For USDT positioning, traders should track changes in USDT circulating supply, reserves, and issuance to validate whether growth aligns with a higher corporate valuation, and adjust BTC and ETH risk accordingly if stablecoin float expands. source: https://transparency.tether.to/ For brokerage flow impact, if Morgan Stanley activates crypto access, monitor official confirmation and watch BTC and ETH spot and futures volumes during US cash hours on regulated venues to gauge liquidity and spread shifts. source: https://www.morganstanley.com/press-releases, https://www.cmegroup.com/markets/cryptocurrencies.html For derivatives margin dynamics, if the CFTC permits stablecoins as collateral, monitor rulemaking and acceptable collateral schedules at major DCOs and clearinghouses to assess funding mix changes and basis implications for BTC and ETH strategies. source: https://www.cftc.gov/PressRoom/PressReleases, https://www.cmegroup.com/clearing/financial-and-collateral-management/acceptable-collateral.html, https://www.theice.com/clearing Until official notices are published, treat these items as pending and size positions based on confirmation risk while keeping a watchlist tied to the above primary sources. source: https://x.com/HenriArslanian/status/1972314643042390116, https://www.morganstanley.com/press-releases, https://www.cftc.gov/PressRoom/PressReleases, https://transparency.tether.to/

According to @rovercrc, a whale purchased approximately 2.5 billion dollars worth of ETH and staked the entire amount in full, as stated in an X post on August 25, 2025. Source: @rovercrc on X The post does not include on-chain addresses or transaction hashes to verify the buy or the staking activity, which limits independent confirmation based on the source content alone. Source: @rovercrc on X If confirmed, moving such a large ETH position into staking would reduce immediately tradable supply until validators exit, potentially tightening spot liquidity and affecting derivatives basis and funding dynamics. Source: Ethereum.org staking documentation Traders should monitor Beacon Chain staking inflows, validator activation and exit queues, and centralized exchange netflows to validate the scale and timing of any impact before positioning. Source: Beacon Chain explorer data and major exchange flow dashboards