
MorenoDV
@morenodv
129 Following
14 Followers
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If you're holding capital on Berachain or @optimism, you might want to look at this chart.
Liquidity is fleeing and fast.
In the past 30 days, we're witnessing a major capital migration on-chain.
Berachain and Optimism are seeing heavy outflows, with -$649M and -$537M in net liquidity loss, respectively.
As expected, @ethereum is the main beneficiary, absorbing +$580M in net inflows, most of it coming directly from this two chains.
But here's where it gets interesting:
While Ethereum attracts capital, it's also leaking it. Liquidity is rotating fast, hunting for incentives and utility.
Who are the biggest winners?
@unichain, fueled by its aggressive incentive program, and @arbitrum, which continues to dominate activity and user retention.
Where liquidity flows, attention follows.
And where attention goes, opportunity grows. 0 reply
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Every major Bitcoin cycle has had this one defining moment. And guess what? We’re in it right now. Ignore it at your own risk.
Right now, Bitcoin’s MVRV ratio is testing a historic level, and the Supply in Loss Ratio is still hovering at an intriguing spot.
These two metrics are flashing signals that could mean we’re on the edge of something huge.
MVRV is sitting near 1.89, and every time it’s hit this level in the past, we’ve seen major upward movement follow. This doesn’t guarantee the same will happen now, but the pattern is clear.
On the other hand, historically, when the percentage of loss has reached levels between 20% and 30% (currently at 22%), we've seen solid bottoms form or, more importantly, an imminent trend reversal.
It’s easy to get caught up in the fear and uncertainty of the moment. But if you’re paying attention to these metrics, the picture becomes much clearer.
I hope this analysis has helped you make more informed decisions and avoid unnecessary stress. 0 reply
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