Liquidity
Bitcoin ETFs are pulling in hundreds of millions; can BTC reach $100K by year-end?
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Andy Baehr, Managing Director of Asset Management at GSR, to break down the firm's first-ever ETF, the GSR Crypto Core3, that gives investors actively managed exposure to Bitcoin, Ethereum, and Solana with weekly rebalancing and staking rewards. Nick van Eck, CEO and co-founder of Agora, unpacks why major US banking groups are pushing to slow down implementation of the Genius Act, and what Agora's National Trust Bank Charter filing with the OCC means for the future of stablecoin issuance. Plus, 21Shares Chief Investment Strategist Adrian Fritz joins to dig into the staggering ETF flows, with spot Bitcoin ETFs crossing $102 billion in net assets and Ethereum ETFs seeing the longest-ever inflow streak. Fritz weighs in on the five catalysts that could push BTC above $80,000 and why Hyperliquid stands out as altcoin season fades.
Crypto Long & Short: Crypto’s liquidity mirage
In this week’s Crypto Long & Short Newsletter, Leo Mindyuk of ML Tech writes that while crypto markets look liquid on paper, executable liquidity at scale is more fragmented and more fragile than most institutions assume.
Bitcoin rally masks fragile liquidity as spot volumes hit year-long lows
Bitcoin and altcoin prices have pushed higher, but Glassnode data shows spot trading activity has dropped to its weakest levels since late 2023.
Asia Morning Briefing: Bitcoin's Fragile Rally Is Built on Shrinking Liquidity
Large holder deposits have hit exchanges and realized losses are climbing, according to CryptoQuant and Glassnode, indicating the market’s rally is being built on thin liquidity.
'Liquidity Crisis': $12B in DeFi Liquidity Sits Idle as 95% of Capital Goes Unused
This inefficiency disproportionately affects retail liquidity providers, with 50% losing money due to impermanent loss, and net deficits exceeding $60 million, a new report finds.
Crypto Long & Short: Licences, Liquidity and the Shifting Geography of Exchange Quality
In this week’s Crypto Long & Short Newsletter, Joshua de Vos shares insights from a recent Benchmark report on how the exchange landscape is maturing and becoming more execution-focused, but increasingly uneven as regional licensing diverges, liquidity fragments, and transparency advances inconsistently. Then, we take a look at where the digital assets market may be headed in the final weeks of 2025 with Andy Baehr’s “Vibe Check."
1inch Unveils Protocol Letting Multiple DeFi Strategies Share the Same Capital
Aqua introduces a "shared liquidity layer" that enables capital from a single wallet to back multiple trading strategies simultaneously.
Crypto Liquidity Still Hollow After October Crash, Risking Sharp Price Swings
Despite calmer prices after October’s brutal leverage wipeout, bitcoin and ether market depth remains structurally thin, creating a more fragile trading environment.
ETH Liquidity Check: Is it Catching Up with Bitcoin?
Kelly Ye and Helena Lam of Avenir Group explore how liquidity indicators could reveal underlying capital flows and liquidity conditions for ether, and how there may still be ample room for expansion as institutional interest accelerates.
Pump.fun Creates Liquidity Arm to Back Memecoins Amid Revenue Slump
The Solana memecoin launchpad says its new Glass Full Foundation will inject liquidity into select ecosystem tokens.
