CryptoSuper
vip
Age 3.9 Yıl
Peak Tier 1
No content yet
Today the PCE(Personal Consumption Expenditures Price Index) data came out lower than expected, which means that inflation has decreased; this would be good news for the market, but $BTC continues to fall anyway, smells like weekend manipulation.
BTC1.55%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
Today the PCE(Personal Consumption Expenditures Price Index) data came out lower than expected, which means that inflation has decreased; this would be good news for the market, but $BTC continues to fall anyway, smells like weekend manipulation.
BTC1.55%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The U.S. Treasury repurchased $2 billion in debt today (total $14.5B/week). They are buying bonds to boost liquidity. Is this a covert bailout for the economy? This drives lower interest rates and a surge in the markets. The boost everyone was waiting for!
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The Incentive Crisis: Why the Compression of the "Risk Premium" Has Stifled Liquidity in Cryptocurrencies
Introduction: The Mirage of Liquidity
We often wonder why, despite technological maturity and ETF approvals, the cryptocurrency market isn’t experiencing the widespread euphoria of previous cycles. The answer doesn’t lie in technology, but in the fundamental mathematics of money. My thesis is clear: the crypto market has lost its most aggressive competitive edge—“the yield differential.”
Stablecoins, which have historically served as the fuel for liquidity and the gateway for retail and in
AAVE3.88%
COMP1.95%
USDC-0.01%
LUNA57.68%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The Incentive Crisis: Why the Compression of the "Risk Premium" Has Stifled Liquidity in Cryptocurrencies
Introduction: The Mirage of Liquidity
We often wonder why, despite technological maturity and ETF approvals, the cryptocurrency market isn’t experiencing the widespread euphoria of previous cycles. The answer doesn’t lie in technology, but in the fundamental mathematics of money. My thesis is clear: the crypto market has lost its most aggressive competitive edge—“the yield differential.”
Stablecoins, which have historically served as the fuel for liquidity and the gateway for retail and in
AAVE3.88%
COMP1.95%
USDC-0.01%
LUNA57.68%
View Original
  • Reward
  • Comment
  • Repost
  • Share
The fall of Bitcoin by 5% is due to Japan 🇯🇵.
The yield on your bonds has surged to levels not seen since 2008.
What does this mean? That the "cheap money" that finances global markets is coming to an end.
Bitcoin immediately feels the lack of liquidity.
BTC1.55%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The fall of Bitcoin by 5% is due to Japan 🇯🇵.
The yield on your bonds has surged to levels not seen since 2008.
What does this mean? That the "cheap money" that finances global markets is coming to an end.
Bitcoin immediately feels the lack of liquidity.
BTC1.55%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
Are you in trouble $USDT? 🚨
It all started with a warning from Arthur Hayes about the danger of backing the largest stablecoin with volatile assets like #Bitcoin and Gold. 🧵👇
BTC1.55%
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The Thesis of Arthur Hayes
The argument is mathematical: Tether is no longer just cash and treasury bonds. They have accumulated a lot of #Bitcoin and Gold.
Hayes estimates that if these assets fall by 30% or more, Tether's "capital cushion" evaporates, leaving them technically insolvent.
BTC1.55%
View Original
  • Reward
  • Comment
  • Repost
  • Share
The Defense of Paolo Ardoino
The CEO of Tether responds with a devastating piece of data: PROFITABILITY.
Tether earns approximately $500 million PER MONTH in interest. This massive cash flow serves as a shield that replenishes any loss of BTC/Gold so quickly that the real risk is minimal.
BTC1.55%
View Original
  • Reward
  • Comment
  • Repost
  • Share
Who is right?
Hayes (Theory): If BTC collapses today, there is real mathematical risk.
Ardoino (Practice): They earn $500M/month; this flow covers any holes.
Reality: Tether operates as an investment fund. They take on more risk, but have record revenues.
BTC1.55%
View Original
  • Reward
  • Comment
  • Repost
  • Share
Conclusion
The controversy is exaggerated, $USDT it seems financially robust today thanks to its record profits.
However, the market is right to demand transparency as Tether increases its exposure to volatile assets.
They already know if there is FUD about Tether, they buy $BTC.
BTC1.55%
View Original
  • Reward
  • Comment
  • Repost
  • Share
I already know what I want for Christmas 🤩
View Original
  • Reward
  • Comment
  • Repost
  • Share
I already know what I want for Christmas 🤩
View Original
  • Reward
  • Comment
  • Repost
  • Share
Don't expect a universal "Altseason" where everything rises by inertia. Mathematically, it's very difficult to lift 17,000 assets at once.
The chart is rising, but your Altcoin may not be. We are in a selective market, not one of blind accumulation.
Good luck with your favorite altcoin bro!
View Original
  • Reward
  • Comment
  • Repost
  • Share
  • Trending TopicsView More
  • Pin
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)