According to André Dragosch, he expects many investors will regret selling BTC over the next 6-12 months because he anticipates a major liquidity expansion, stating that the printer is coming big time source: André Dragosch on X, Nov 17, 2025. Historical evidence shows that expansions in global liquidity have coincided with stronger performance in risk assets including Bitcoin, indicating a potential bullish catalyst if liquidity easing materializes source: Bank for International Settlements, Quarterly Review June 2023. Traders can position around this thesis by monitoring forward rate expectations, central bank balance sheets, and Treasury cash and bill issuance that directly affect bank reserves and system liquidity source: CME Group FedWatch Tool; Board of Governors of the Federal Reserve System H.4.1; U.S. Department of the Treasury Quarterly Refunding documents. For confirmation, market participants often track real yields and broad dollar indexes as proxies for financial conditions that can drive crypto flows source: Federal Reserve Economic Data FRED for 10-year TIPS yields and broad trade-weighted dollar index.

According to @Andre_Dragosch, another 6,686.7 BTC was withdrawn from Coinbase, flagging a notable exchange outflow that traders are monitoring for near-term market impact. Source: Andre Dragosch on X, Nov 17, 2025. Historically, sustained BTC net outflows from exchanges align with falling exchange reserves and accumulation phases that have coincided with stronger price performance in prior cycles. Source: Glassnode, The Week On-Chain research (2020–2024). Such withdrawals reduce immediately available spot inventory on exchanges and can lessen near-term sell pressure, affecting order book depth and liquidity. Source: CryptoQuant Research on Exchange Flows. Traders are watching basis and funding rates, as well as Coinbase–Binance spot spreads, to confirm whether these outflows translate into sustained buy-side pressure. Source: Binance Research on market indicators; CME Group education on basis and funding.

According to Lookonchain, citing on-chain investigator ZachXBT, a wallet dormant for 5 years swapped 14.45M ADA (about $7.08M) into USDA roughly 9 hours ago (source: Lookonchain on X; ZachXBT on X). Due to low USDA liquidity, the wallet received only 847,694 USDA, implying an approximate $6.2M realized loss on execution (source: Lookonchain on X; transaction data via Cexplorer). For traders, the event highlights severe slippage risk and shallow depth on ADA-USDA routes in Cardano DeFi when moving size, as attributed to low liquidity by Lookonchain (source: Lookonchain on X; Cexplorer).

According to @StockMKTNewz, Bitcoin (BTC) fell back below $94,000, signaling renewed downside pressure in spot trading (source: @StockMKTNewz). For trade planning, the $94,000 handle can be used as an intraday pivot—below favors short bias, while a clean reclaim could indicate momentum recovery for mean-reversion setups (source: @StockMKTNewz). The 24/7 nature of crypto markets highlights elevated weekend volatility around round-number breaks, warranting tighter risk controls and alerts near $94,000 (source: @StockMKTNewz).

According to @BullTheoryio, Japan is considering a 17 trillion yen approximately 110 billion dollars fiscal stimulus with cash support, tax relief and sector incentives, which has historically weakened the yen and pushed capital into higher return global risk assets, with Bitcoin BTC often leading the reaction because it prices liquidity faster than equities. Source: @BullTheoryio. According to @BullTheoryio, the United States backdrop is turning more liquidity friendly with the shutdown resolved, the Treasury General Account near 960 billion dollars and JPMorgan expecting about 300 billion dollars to flow out of the TGA over the next four weeks, while quantitative tightening is slowing and expected to end on December 1. Source: @BullTheoryio citing JPMorgan. According to @BullTheoryio, China is injecting over 1 trillion yuan per week into the economy, reinforcing a global shift toward easier liquidity compared with Q4 2021. Source: @BullTheoryio. According to @BullTheoryio, these cross market liquidity drivers suggest the latest BTC pullback looks like a bear trap before a potential next move, with risk assets positioned to benefit first from the easing impulse. Source: @BullTheoryio.

According to the source, Ethereum ETH holders move and sell their coins far more than Bitcoin BTC holders, based on on-chain spending activity and coin age distribution observed by Glassnode, indicating higher transactional turnover on ETH relative to BTC, source: Glassnode. Glassnode notes that BTC long-term holder supply remains near historical highs while coin turnover is lower than ETH, underscoring stronger holding behavior in BTC versus more trading-driven flows in ETH, source: Glassnode. For trading, Glassnode associates elevated short-term holder activity and higher spending frequency with greater near-term volatility, suggesting ETH price tends to react faster to liquidity shocks than BTC, source: Glassnode. Glassnode highlights monitoring exchange net flows, realized profit and loss, and short-term holder supply share to time entries and exits when ETH activity accelerates versus BTC, source: Glassnode.

According to Michaël van de Poppe, BTC is experiencing a routine 20-30% correction within an ongoing bull market and should form a base soon as market liquidity returns, source: Michaël van de Poppe on X (Nov 15, 2025). He stated there is no decisive topping signal and highlighted $92k and $88k as potential near-term levels while acknowledging uncertainty about the exact lows, source: Michaël van de Poppe on X (Nov 15, 2025). He cited potential catalysts including a pending Clarity act approval, an imminent end to quantitative tightening (QT), and improving business-cycle conditions as supportive for a rebound toward the base, source: Michaël van de Poppe on X (Nov 15, 2025). Trading takeaway: monitor for base-building confirmation and liquidity improvement, and consider fading 4-year-cycle top calls per his view rather than assuming a cycle peak, source: Michaël van de Poppe on X (Nov 15, 2025).

According to @BullTheoryio, Nov 20 brings the delayed September Jobs Report where higher unemployment would lift early rate-cut odds and support risk assets including BTC, while a low jobless rate would keep the Fed patient and markets cautious, source: @BullTheoryio. Nov 26 delivers a Q3 GDP update alongside October personal income, spending, and PCE, where softer growth and inflation would ease policy expectations and aid crypto, while hot readings could pressure risk assets, source: @BullTheoryio. Dec 5 Non-Farm Payrolls becomes the first clean post-shutdown labor read, with weaker job growth supportive for crypto and equities and stronger hiring keeping volatility elevated, source: @BullTheoryio. Dec 10 CPI and Dec 11 PPI for November will shape Q1 2026 policy expectations, with falling inflation reinforcing rate-cut bets and liquidity improvement, while upside would sustain a tighter stance and near-term downside for risk assets, source: @BullTheoryio. Dec 19 wraps with final Q3 GDP, November personal income and spending, and existing home sales, where weak data would bring forward support and strong data would push the cut timeline out, source: @BullTheoryio. If the data skew risk-on, BTC could rally toward a new all-time high into Q1 2026, source: @BullTheoryio.

According to Edward Dowd, impromptu talks are occurring amid worries about strains in money markets, highlighted via a FinancialJuice update he shared on X, signaling potential stress in financial plumbing. source: Edward Dowd on X; FinancialJuice on X Money-market strain points to tightening liquidity and elevated funding stress that can affect risk-asset volatility and crypto market depth. source: Bank for International Settlements; Federal Reserve Traders should monitor SOFR versus the policy rate, GC repo levels, and intraday repo spikes for signs of secured funding pressure. source: Federal Reserve; Federal Reserve Bank of New York; DTCC Track ON RRP usage and U.S. Treasury bill auction outcomes (tails and coverage) to gauge cash scarcity or abundance that can spill over to crypto liquidity. source: Federal Reserve; U.S. Department of the Treasury Watch cross-currency basis and dealer balance-sheet capacity as proxies for dollar funding tightness that can constrain leverage and basis trades. source: Bank for International Settlements; Federal Reserve Bank of New York Major stablecoin issuers disclose significant U.S. T-bill holdings, linking crypto market plumbing to money-market dynamics during stress episodes. source: Tether issuer attestations; Circle issuer disclosures For crypto positioning, monitor BTC and ETH perpetual funding rates and CME futures basis to detect de-leveraging or stress transmission. source: CME Group; major crypto derivatives exchange disclosures

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).