💧 The Road to Valhalla: The Liquidity Flood Ahead

Everyone’s nervous right now. Markets are bleeding, traders are blaming each other, and confidence is gone. But the setup for the next big liquidity wave is already forming and crypto will be one of its biggest winners.

➡️ The Squeeze We’re Feeling Now
The government shutdown has frozen spending, and the Treasury’s cash pile (TGA) keeps growing. That money just sits at the Fed instead of flowing through the system. Reverse repo liquidity is gone, QT is still active, and capital is tight.
Tech stocks are holding up because funds are chasing benchmarks, but crypto feels the squeeze first. If this continues, even equities will start to crack.

➡️ What Happens When It Breaks
Once the shutdown ends, the Treasury will begin spending hundreds of billions of dollars within weeks. QT will stop, liquidity will expand again, and the dollar will likely weaken. That shift alone will change the market mood fast.
Rate cuts are coming, new bill issuance adds cash to the system, and global liquidity will rise. The U.S. won’t fall into recession — it will slow just enough to justify easier policy.

➡️ Policy Tailwinds Are Coming
Banks will soon get more room to lend as capital rules ease. The Clarity Act will finally bring crypto regulation, unlocking access for institutions. Fiscal spending will ramp up before the 2026 elections, keeping growth alive.
China is adding stimulus, Japan is stepping in, and tariff risks are fading. As rates drop and policy loosens, manufacturing and risk appetite will both recover.

➡️ The Window of Pain Before the Turn
Right now, it hurts to stay long. Volatility is shaking everyone out. But this is what happens before liquidity turns — it cleans up leverage and resets positioning.

When liquidity starts flowing again, it won’t be a small trickle. It will lift everything from equities to Bitcoin.

Patience wins here. Wait out the noise. The flood is coming and when liquidity rises, crypto moves first.

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⚡️ The latest developments in DeFi

➡️ AAVE approved a $50M annual buyback program

➡️ EtherFi DAO passed a $50M ETHFI buyback proposal

➡️ INFINIT announced the opening of a waitlist for early access to their upcoming Prompt-to-DeFi feature, with limited spots available

➡️ Monad scheduled its mainnet launch for Nov. 24

➡️ Arbitrum introduced StylusPort - a framework for Solana dApps to expand to Arbitrum L2

➡️ f(x) Protocol introduced fxMINT - allowing to mint fxUSD stablecoin against ETH/WBTC at a 0% annual interest rate

➡️ Folks Finance launched its token called FOLKS

➡️ Play AI released its token called PLAI

➡️ ZKsync underwent the Atlas Upgrade, which unlocks 1-second ZK finality and 15,000 TPS

➡️ Lighter launched FX trading and adopted Chainlink as the oracle solution for its RWA markets

➡️ Aster announced plans to use 70-80% of its fees for ASTER buybacks

➡️ MegaETH released its ICO allocation checker

➡️ Jupiter DAO approved the proposal to burn the JUP tokens it bought back

➡️ Polymarket launched the Polymarket Builders Program

➡️ dYdX announced plans to enter the U.S. market by the end of the year

➡️ Orderly Network started using 60% of its fees to buy ORDER

➡️ GAIB released sAID - a yield-bearing token backed by AI infrastructure financings

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$TWT Long Update

Holding up well so far

Stop moved closer to entry, now just below the 1.155 low.

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Dear crypto holder, do whatever you want with this, but...

➡️ $2,000 stimulus to Americans
➡️ Government shut down ends
➡️ QT ends
➡️ Fed cuts rates
➡️ Treasury liquidity injections
➡️ Liquidity flips business cycle to expansion
➡️ Clarity Act passes
➡️ Altcoin ETF tsunami begins

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⚡️ Crypto Watchlist for the week

➡️ $LINK - Chainlink Rewards Season 1, via which LINK stakers will get airdrops, starts on Nov. 11

➡️ $MNT - Tokenized equities will soon launch on Mantle in partnership with Backed and Bybit

➡️ $INJ - Injective's Altria Upgrade, one of its biggest upgrades so far, will go live on Nov. 11

➡️ $XRP - A spot XRP ETF is rumored to launch next week

➡️ $S - Flying Tulip ICO is likely to start soon, as its accredited investor quiz went live

➡️ $ADA - Cardano Summit will start on Nov. 12

➡️ $LDO - Lido Finance's token holder update is coming on Nov. 11

➡️ $HUMA - Huma Finance will launch automated looping for PST soon

➡️ Macro events - U.S. CPI data will be released on Nov. 13

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📉 The 4-Year Cycle Is a Myth

Crypto doesn’t follow a fixed halving rhythm — it follows liquidity and the broader business cycle.

➡️ The ISM PMI, a key measure of economic strength, has stayed under pressure for almost three years, showing weak growth

➡️ Tight financial conditions, high rates, a strong dollar, and expensive oil keep liquidity trapped

➡️ Without fresh liquidity, risk assets like crypto can’t build sustained momentum

The pattern is clear: bull markets return only when money does.

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