If Vaneck is talking about buying into liquidity returning, that meshes with how polymarket odds have behaved lately, the crowd isn’t pricing pure mania, it’s pricing slow grind and institutional participation. Liquidity isn’t just spot volume it’s depth in futures, options, and long dated flows. That’s why strength now feels different than 2021 hype
The outlook emphasized that repeated leverage resets and a reduction in speculative excess have strengthened market structure instead of undermining it, supporting steadier performance as volatility compresses.
I do not agree with this line:
Stablecoins are entering genuine business-to-business payment flows, where they can improve working-capital management and reduce cross-border settlement costs.” Vaneck framed these developments as evidence of a maturing crypto market, with value increasingly accruing to bitcoin ...
If anything, it would be ETH that would benefit from volumes being driven in growth of stablecoin use.
Overall, I think the markets are setting themselves up nicely for significant growth over the next 1-2 years.
Also, I know that Max Pain for BTC is currently close to $100k for the December close, but I don't think we'll move there. There's too much institutional interest in keeping BTC low until after Dec 31st for minimizing asset values at year-end, deferring capital gains, etc.
If Vaneck is talking about buying into liquidity returning, that meshes with how polymarket odds have behaved lately, the crowd isn’t pricing pure mania, it’s pricing slow grind and institutional participation. Liquidity isn’t just spot volume it’s depth in futures, options, and long dated flows. That’s why strength now feels different than 2021 hype
People act like this is some new moon mission, but institutional players quietly scooping btc on dips is exactly what keeps the tape rolling
Vaneck buying the dip and talking about liquidity like that is basically telling everyone else yeah the smart money’s still stacking
everyone is buying, yet the price falls
Wales be enjoying hoovering up everyones money I guess. Mountain of sell orders at 90k
I agree with this line:
I do not agree with this line:
If anything, it would be ETH that would benefit from volumes being driven in growth of stablecoin use.
Overall, I think the markets are setting themselves up nicely for significant growth over the next 1-2 years.
Also, I know that Max Pain for BTC is currently close to $100k for the December close, but I don't think we'll move there. There's too much institutional interest in keeping BTC low until after Dec 31st for minimizing asset values at year-end, deferring capital gains, etc.
Are any stablecoins backed by BTC? Or do any stable coin companies hold BTC on their balance sheets?