October’s sell-off wasn’t the end of the cycle—it may have been the reset it needed.Excess leverage is flushed, fundamentals remain intact, and institutional players are quietly rotating back in. Smart money is clustering around EVM chains, RWAs, and yield protocols

发布时间: 2025-11-09 09:24:15

1分

数据加载中

October’s sell-off wasn’t the end of the cycle—it may have been the reset it needed.
Excess leverage is flushed, fundamentals remain intact, and institutional players are quietly rotating back in. Smart money is clustering around EVM chains, RWAs, and yield protocols—pointing to
btc
( twitter.com )

October’s sell-off wasn’t the end of the cycle—it may have been the reset it needed.

Excess leverage is flushed, fundamentals remain intact, and institutional players are quietly rotating back in. Smart money is clustering around EVM chains, RWAs, and yield protocols—pointing to selective re-risking, not retreat.

Key takeaways:
• Leverage is cleaner, but liquidity gaps remain.
•Capital is rotating, not entering—selectivity remains critical.
• Macro risk lingers, but structural demand builds.

We think this is the base-building phase before the next leg up, not a cycle top.

Get more on these and other key insights in this Monthly Outlook report:
https://t.co/MMzJSdanTO

点击图片查看原图

Markdown支持

评论加载中...

您可能感兴趣的：更多

British man struggling to sell his £500k mansion came up with a wild idea, he raffled it off online for £2 a ticket
He sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won
时政
( twitter.com)

2个月前 • internet hall of fame • -- 点击 0 评论

In 2017, a British man struggling to sell his £500k mansion came up with a wild idea: he raffled it off online for £2 a ticket, sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won.
有趣
( twitter.com)

3个月前 • non aesthetic things • -- 点击 0 评论

Taxpayers were on the hook for more than $20 million over 20 years for a boarded up empty building.
This is exactly why I have been calling on Washington to evaluate all federal real estate holdings and sell off the buildings that are unused.
btc
( twitter.com)

8个月前 • Joni Ernst • -- 点击 0 评论

I always joke I feel like I’m living in the Truman Show
It turns out, I wasn’t that far off.
My triggered podcast w/ on all things USAID
6 pm Rumble!!!
btc
( twitter.com)

9个月前 • Donald Trump Jr. • -- 点击 0 评论

Wisconsin, you MUST go vote.
We will lose two house seats if this leftist judge who promised to sell seats wins.
President Trump gets up every day and fights for this country, the least people can do is get off their butts and vote.
And to high ranking Republicans, spend less
btc
( twitter.com)

7个月前 • Insurrection Barbie • -- 点击 0 评论

Sell Mag.7
时政
( twitter.com)

7个月前 • 勃勃OC • -- 点击 0 评论

btc

British man struggling to sell his £500k mansion came up with a wild idea, he raffled it off online for £2 a ticket
He sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won
时政
( twitter.com)

时政

In 2017, a British man struggling to sell his £500k mansion came up with a wild idea: he raffled it off online for £2 a ticket, sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won.
有趣
( twitter.com)

有趣

Taxpayers were on the hook for more than $20 million over 20 years for a boarded up empty building.
This is exactly why I have been calling on Washington to evaluate all federal real estate holdings and sell off the buildings that are unused.
btc
( twitter.com)

btc

I always joke I feel like I’m living in the Truman Show
It turns out, I wasn’t that far off.
My triggered podcast w/ on all things USAID
6 pm Rumble!!!
btc
( twitter.com)

btc

Wisconsin, you MUST go vote.
We will lose two house seats if this leftist judge who promised to sell seats wins.
President Trump gets up every day and fights for this country, the least people can do is get off their butts and vote.
And to high ranking Republicans, spend less
btc
( twitter.com)

btc

Sell Mag.7
时政
( twitter.com)

时政

Sell China, buy TSLA
时政
( twitter.com)

时政

看到Dev Sell ... 你应该？
btc
( twitter.com)

btc

Food art...
How to sell a $1 meal for $100.
有趣
( twitter.com)

有趣

btc

British man struggling to sell his £500k mansion came up with a wild idea, he raffled it off online for £2 a ticket He sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won 时政 ( twitter.com)

时政

In 2017, a British man struggling to sell his £500k mansion came up with a wild idea: he raffled it off online for £2 a ticket, sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won. 有趣 ( twitter.com)

有趣

Taxpayers were on the hook for more than $20 million over 20 years for a boarded up empty building. This is exactly why I have been calling on Washington to evaluate all federal real estate holdings and sell off the buildings that are unused. btc ( twitter.com)

btc

I always joke I feel like I’m living in the Truman Show It turns out, I wasn’t that far off. My triggered podcast w/ on all things USAID 6 pm Rumble!!! btc ( twitter.com)

btc

Wisconsin, you MUST go vote. We will lose two house seats if this leftist judge who promised to sell seats wins. President Trump gets up every day and fights for this country, the least people can do is get off their butts and vote. And to high ranking Republicans, spend less btc ( twitter.com)

btc

Sell Mag.7 时政 ( twitter.com)

时政

Sell China, buy TSLA 时政 ( twitter.com)

时政

看到Dev Sell ... 你应该？ btc ( twitter.com)

btc

Food art... How to sell a $1 meal for $100. 有趣 ( twitter.com)

有趣

创建一个新帐户

登录

British man struggling to sell his £500k mansion came up with a wild idea, he raffled it off online for £2 a ticket
He sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won
时政
( twitter.com)

In 2017, a British man struggling to sell his £500k mansion came up with a wild idea: he raffled it off online for £2 a ticket, sold nearly 500,000 entries, cleared his debts, and handed the keys to a factory worker who won.
有趣
( twitter.com)

Taxpayers were on the hook for more than $20 million over 20 years for a boarded up empty building.
This is exactly why I have been calling on Washington to evaluate all federal real estate holdings and sell off the buildings that are unused.
btc
( twitter.com)

I always joke I feel like I’m living in the Truman Show
It turns out, I wasn’t that far off.
My triggered podcast w/ on all things USAID
6 pm Rumble!!!
btc
( twitter.com)

Wisconsin, you MUST go vote.
We will lose two house seats if this leftist judge who promised to sell seats wins.
President Trump gets up every day and fights for this country, the least people can do is get off their butts and vote.
And to high ranking Republicans, spend less
btc
( twitter.com)

Sell Mag.7
时政
( twitter.com)

Sell China, buy TSLA
时政
( twitter.com)

看到Dev Sell ... 你应该？
btc
( twitter.com)

Food art...
How to sell a $1 meal for $100.
有趣
( twitter.com)