According to @AltcoinDaily, the question is whether experts overstated the BTC and global M2 linkage, and the data shows a regime-dependent relationship. Source: @AltcoinDaily. In 2020–2021, BTC rallied alongside a historic expansion in broad money across major economies and rising US M2, indicating a positive liquidity beta. Source: IMF International Financial Statistics broad money series; Federal Reserve FRED M2SL; CF Benchmarks Bitcoin Reference Rate. In 2022, US M2 turned negative year over year and global liquidity tightened, while BTC fell more than 60% from its peak, consistent with liquidity sensitivity. Source: Federal Reserve FRED M2SL; BIS Global Liquidity Indicators and Quarterly Review; CF Benchmarks Bitcoin Reference Rate. In 2023–2024, the correlation weakened as crypto-specific catalysts such as the approval of US spot bitcoin ETFs and a recovery in stablecoin free float supported BTC despite uneven broad money growth. Source: U.S. Securities and Exchange Commission order approving spot bitcoin ETFs on Jan 10, 2024; Coin Metrics stablecoin supply data; BIS Quarterly Review. For trading, use global M2 as medium-term context but monitor near-term liquidity gauges including the Fed balance sheet (H.4.1), Treasury General Account and ON RRP, the dollar index and 10-year real yields, and aggregate stablecoin supply for directional signals. Source: Federal Reserve H.4.1 statistical release; U.S. Treasury FiscalData TGA; Federal Reserve Overnight Reverse Repo data; Federal Reserve trade-weighted dollar index; U.S. Treasury real yield series; Coin Metrics. Historically, BTC tends to perform when net dollar liquidity rises and the dollar weakens, so align risk with liquidity inflections and macro event dates. Source: Federal Reserve and U.S. Treasury data; CF Benchmarks Bitcoin Reference Rate.

According to @ThinkingUSD, projects conducting token buybacks should shift execution from illiquid Ethereum AMMs to Hyperliquid spot markets to avoid inefficient fills and cost leakage, source: @ThinkingUSD on X, https://twitter.com/ThinkingUSD/status/1989116360899850581, Nov 13, 2025. The post characterizes Ethereum AMMs as inefficient and positions Hyperliquid spot as a more effective venue for buybacks, suggesting better liquidity and reduced slippage for order execution, source: @ThinkingUSD on X, https://twitter.com/ThinkingUSD/status/1989116360899850581, Nov 13, 2025.

According to the source, the Canary XRP ETF posted a notably strong open, surpassing early trading-volume estimates within the first 30 minutes and putting it on track for the year's hottest ETF debut; source: X post dated Nov 13, 2025. For traders, a fast start in ETF volume can narrow bid-ask spreads and increase the likelihood of primary-market creations, which, when the fund holds the underlying asset, typically requires purchasing that asset and can add spot-market liquidity; source: U.S. SEC Investor Bulletin on Exchange-Traded Funds and creation/redemption mechanics (Investor.gov). Because the post did not specify the listing venue, fund structure (spot vs. derivatives), or official flow totals, verify the prospectus, NAV methodology, and authorized participant list before trading and monitor any premium/discount to NAV for arbitrage signals; source: U.S. SEC Investor.gov guidance on ETFs and ETF premiums/discounts.

According to the source, Circle unveiled an on-chain FX engine on Arc Network to expand stablecoin trading. source: Circle announcement via social channels. Traders should monitor forthcoming official details on supported pairs, pricing, fees, and launch timing on Arc Network before adjusting stablecoin strategies. source: Circle communication. The shared source did not include a launch date or technical specifications. source: provided source snippet.

According to the source, corporate net Bitcoin (BTC) accumulation has slowed even as the total BTC held on corporate balance sheets reached a record high, indicating a plateau in treasury demand growth despite an all-time-high stockpile; source: the source. For price discovery, traders should shift focus to U.S. spot Bitcoin ETF creations and redemptions, CME futures basis, and order-book liquidity given a softer corporate bid; source: iShares Bitcoin Trust (IBIT) and Fidelity Wise Origin Bitcoin Fund (FBTC) issuer flow disclosures, CME Group futures data. Cross-check demand rotation via MSTR sensitivity to BTC beta and public miner production updates that influence near-term supply; source: MicroStrategy investor relations disclosures and monthly miner production reports from listed miners.

According to @StockMKTNewz, CoreWeave (CRWV) entered an agreement to increase its revolving credit facility to $2.5 billion from $1.5 billion. Source: @StockMKTNewz. The increase adds $1.0 billion in available revolving capacity, enhancing short-term liquidity and financial flexibility for the company. Source: calculation and analysis based on @StockMKTNewz. For trading, monitor CRWV funding costs, revolver utilization, and any follow-on disclosures on deployment of proceeds that could influence growth throughput and cash burn trajectory. Source: analysis based on @StockMKTNewz. The source does not indicate direct cryptocurrency exposure or impact; no immediate read-through to BTC or ETH is stated. Source: @StockMKTNewz.

According to Cas Abbé, ASTER ($ASTER) buybacks are running at about $3 million per day and $35 million has been repurchased this month, disclosed in an X post on Nov 12, 2025 (source: Cas Abbé on X, Nov 12, 2025). Based on the stated pace, this implies an annualized run-rate of roughly $90 million per 30 days if sustained, calculated directly from his $3 million daily figure (source: Cas Abbé on X, Nov 12, 2025). Abbé also stated he believes ASTER could be “the next BNB,” highlighting a BNB-style buyback narrative that market participants may monitor (source: Cas Abbé on X, Nov 12, 2025).

According to @WhiteHouse, President Donald J. Trump laid a wreath at the Tomb of the Unknown Soldier at Arlington National Cemetery on Nov 11, 2025, with the message limited to a ceremonial tribute and no market-related policy guidance (source: @WhiteHouse tweet, Nov 11, 2025). For trading decisions, there is no direct catalyst from this post, and participants should reference the NYSE holiday calendar and SIFMA U.S. fixed income market holiday recommendations for Veterans Day trading hours and liquidity considerations (sources: NYSE Holiday Calendar; SIFMA U.S. Fixed Income Market Holiday Recommendations).

According to @MI_Algos, FireCharts shows roughly $240M in market sell orders hitting the BTC order book, while the Brown Mega Whales cohort accounted for only about $3M, indicating most sell flow came from other cohorts or smaller entities (source: @MI_Algos). Based on this reported flow event, traders can monitor FireCharts liquidity heatmaps for new bid support, shifting sell walls, and cohort rotations to assess whether sell pressure is being absorbed or continues (source: @MI_Algos).

According to @KobeissiLetter, the Treasury General Account has surpassed 900 billion for the first time since 2021 and has risen by about 666 billion since June, signaling tighter dollar liquidity. According to @KobeissiLetter, as the TGA rises it makes short-term borrowing in the repo market more expensive, with repo activity now around 3 trillion per day after tripling over the last three years. According to @KobeissiLetter, if funding pressures persist the Federal Reserve may need to expand its balance sheet again to stabilize markets, indicating widening liquidity cracks that crypto traders should monitor for potential impacts on BTC and ETH.

According to @52kskew, Bitcoin (BTC) recorded approximately 1,000 BTC in buy volume within a single 15‑minute candle, with a TWAP bid positioned under spot price and more than $30 million in resting bid depth, indicating a large allocator deploying size and concentrated liquidity support below market (source: @52kskew, Nov 11, 2025).

According to @AltcoinDaily, the U.S. Secured Overnight Financing Rate (SOFR) is dropping sharply, indicating cheaper overnight funding for major borrowers and a risk-on liquidity impulse that can lift asset prices (source: @AltcoinDaily). According to @AltcoinDaily, a move like this in SOFR has historically preceded directional moves in Bitcoin (BTC) and altcoins within weeks rather than months, framing a near-term trading window focused on liquidity signals over narratives (source: @AltcoinDaily). According to @AltcoinDaily, traders should prioritize liquidity metrics as the key driver over hype when positioning for potential BTC and altcoin volatility following a SOFR-led easing in funding conditions (source: @AltcoinDaily).

According to @ambergroup_io, Forgd and Shane Molidor highlighted Amber Group as a top-3 crypto market maker on a recent Talking Tokens podcast, and the firm emphasized nearly a decade of collaborations with leading projects, source: Amber Group on X; Talking Tokens podcast on YouTube. The episode titled Why 70% of Token Launches Fail and How Forgd Is Changing That brings attention to high failure rates in token launches that market participants are assessing, source: Talking Tokens podcast on YouTube. For trading decisions around new listings, tracking launches that engage established market makers such as Amber Group can help contextualize expected liquidity conditions and price discovery dynamics, source: Amber Group on X; Talking Tokens podcast on YouTube.

According to @DowdEdward, if the development highlighted by @DeItaone is accurate, overall liquidity would improve and could "pump markets" for a bit longer, supporting a short-term risk-on move; source: Edward Dowd on X, Nov 9, 2025. He frames the shutdown as an exogenous shock similar to tariffs, suggesting any liquidity-driven upside is cyclical rather than structural; source: Edward Dowd on X, Nov 9, 2025. He warns that endogenous issues are already emerging and will gather steam into 2026, implying rising medium-term downside risk despite near-term liquidity support; source: Edward Dowd on X, Nov 9, 2025. For trading, this translates into a two-horizon stance: tactically participate in liquidity-driven upside while it persists, but tighten risk and prepare to de-risk into 2026 as endogenous pressures intensify; source: analysis based on Edward Dowd on X, Nov 9, 2025.

According to @cas_abbe, the author claims the U.S. government shutdown could end in two weeks, quantitative tightening could finish in four weeks, former President Trump is calling for a $2,000 dividend check, market sentiment is at an all-time low, and a Federal Reserve President expects QE to start soon (source: @cas_abbe on X, Nov 9, 2025). For traders, the author’s thesis implies a potential liquidity inflection that would warrant close monitoring of official balance-sheet and cash-flow gauges before positioning in BTC and ETH (sources: Federal Reserve H.4.1 statistical release; U.S. Treasury Daily Statement; @cas_abbe on X, Nov 9, 2025). Practical confirmation checks include: a sustained week-over-week increase in the Fed’s total assets, a drawdown in the Treasury General Account, and a rise in net stablecoin issuance, alongside BTC reclaiming key trend levels and positive futures funding (sources: Federal Reserve H.4.1; U.S. Treasury Daily Statement; Coin Metrics stablecoin supply; major derivatives venues’ funding data). These macro claims are presented by the author without official citations; traders should await confirmation via Federal Reserve and U.S. Treasury communications before acting (sources: Federal Reserve official statements; U.S. Treasury releases; @cas_abbe on X, Nov 9, 2025).

According to @cryptorover, President Trump announced a 'tariff dividend' of at least $2,000 per person, implying a potential wave of direct fiscal transfers that traders view as liquidity-positive for risk assets. Source: Crypto Rover on X, Nov 9, 2025. During the COVID-era Economic Impact Payments, BTC climbed from roughly $6,500 in Mar 2020 to near $64,000 by Apr 2021, while U.S. equities rallied strongly, underscoring how direct payments coincided with a risk-on regime. Sources: U.S. Treasury Economic Impact Payments; BTC-USD historical data via Yahoo Finance (2020–2021); S&P 500 historical data via FRED. Market focus is on official confirmation, program size, funding mechanics, and distribution timing, which would determine the liquidity timeline for BTC, ETH and high-beta crypto. Sources: White House and U.S. Treasury policy releases. Traders are monitoring DXY, U.S. 2-year yields, and BTC basis/funding for confirmation of a liquidity impulse. Sources: ICE U.S. Dollar Index; FRED U.S. Treasury yields; CME and major crypto derivatives exchange data.

According to @Flavio_leMec, using more debt to solve a debt problem underscores the U.S. reliance on deficit financing, a key driver of liquidity and rates that traders should map to crypto risk, source: @Flavio_leMec on X. The Congressional Budget Office projects persistent large deficits and rising federal debt, implying continued heavy Treasury issuance and greater duration supply, source: CBO 2024 Long-Term Budget Outlook. U.S. Treasury Quarterly Refunding materials and TBAC minutes indicate that higher coupon issuance can lift term premiums and Treasury yields, tightening financial conditions, source: U.S. Treasury Quarterly Refunding and Treasury Borrowing Advisory Committee minutes. Research by the Bank for International Settlements and the IMF finds Bitcoin behaves like a high-beta risk asset with rising correlation to equities, so higher real yields and a stronger USD tend to pressure BTC and ETH, source: BIS research 2022 and IMF Global Financial Stability Report 2022. Federal Reserve balance sheet runoff (QT) reduces bank reserves and dollar liquidity, historically a headwind for risk assets, while bill-heavy issuance that draws cash from the ON RRP can ease reserve scarcity and support risk appetite, source: Federal Reserve FOMC balance sheet plans and FRBNY ON RRP data; U.S. Treasury refunding statements. For trading, monitor 10Y and TIPS real yields, DXY, the 2s10s curve, and Treasury General Account and ON RRP balances for liquidity inflections that often coincide with crypto trend shifts, source: Federal Reserve H.4.1 and FRED data series; BIS and IMF risk-asset correlation findings.

According to @cryptorover, China is increasing money supply and the US will start QE soon, signaling a bullish stance for crypto risk assets like BTC and ETH based on a post on X dated Nov 9, 2025, source: @cryptorover on X. Traders should validate any liquidity shift by tracking PBOC M2 YoY and Total Social Financing releases and by monitoring the Federal Reserve H.4.1 balance sheet, FOMC communications, and any Treasury buyback or QE announcements before positioning, source: People’s Bank of China statistics, Federal Reserve Board releases, and U.S. Treasury announcements. Historically, expansions in major central bank balance sheets have coincided with stronger performance in BTC and ETH and broader crypto market cap growth, making these liquidity metrics key triggers for entries and risk sizing, source: Coin Metrics research on liquidity and crypto returns and Federal Reserve balance sheet data. Tactically, watch the 4-week change in Fed total assets, the 3-month average TSF growth, the DXY trend, and front-end real yields for confirmation of a risk-on backdrop and adjust leverage and funding exposure accordingly, source: Federal Reserve H.4.1, PBOC TSF releases, ICE U.S. Dollar Index data, and U.S. Treasury real yield data.

According to @EmberCN, SeiNetwork announced that Binance has joined the Sei validator set, adding a high-profile node to the network, source: @SeiNetwork on X; @EmberCN on X. According to @EmberCN, Binance historically runs relatively few validator nodes across networks (noting Polygon, IOTA, and MANTRA), so opting into Sei is a selective signal that can serve as an endorsement and ease future onboarding of major projects and validators, source: @EmberCN on X. According to @EmberCN, Sei already counts influential infrastructure partners such as Circle (USDC issuer) and MetaMask, and Binance’s participation further strengthens perceived security and industry influence that can shape SEI market perception and trading focus on network adoption, source: @EmberCN on X.

According to @cryptorover, the New York Fed President expects quantitative easing to start soon, which he frames as a bullish catalyst for risk assets including BTC and ETH. Source: Crypto Rover on X, Nov 8, 2025. This claim is not corroborated in the provided content by an official New York Fed speech or FOMC statement, so traders should verify via the New York Fed news and speeches page and Federal Reserve Board press releases before positioning. Source: Federal Reserve Bank of New York communications; Board of Governors of the Federal Reserve System press releases. If confirmed, QE has historically compressed Treasury term premia and lowered long-end yields, easing financial conditions that tend to support liquidity-sensitive assets. Source: FRBNY Staff Report 441 by Gagnon et al. 2011; Federal Reserve H.15 Selected Interest Rates. Crypto performance is sensitive to real yields and the US dollar, so monitor DXY and TIPS-derived real rates alongside BTC futures basis and funding. Source: BIS Quarterly Review on crypto markets 2022; ICE US Dollar Index data; CME Group Bitcoin futures market statistics. Key trading checklist: watch H.4.1 balance sheet expansion and ON RRP usage for liquidity impulse, and track BTC and ETH spot-perp basis for confirmation of risk-on flow. Source: Federal Reserve H.4.1 Factors Affecting Reserve Balances; Federal Reserve overnight reverse repo operations statistics; CME Group and major exchange derivatives dashboards.