“.. Everybody is trying to raise money for their build-outs before the liquidity dries up,” said Ben Connard. “Ultimately, there might not be enough ..”
@wsj.com
www.wsj.com/finance/the-...
@wsj.com
www.wsj.com/finance/the-...
October 31, 2026 at 11:59 AM
“.. Everybody is trying to raise money for their build-outs before the liquidity dries up,” said Ben Connard. “Ultimately, there might not be enough ..”
@wsj.com
www.wsj.com/finance/the-...
@wsj.com
www.wsj.com/finance/the-...
Here is where you can find the banking liquidity data. You can adjust the date range.
Remember that positive numbers in column 2 indicate a banking liquidity DEFICIT.
I took all the data back to the beginning of 2022 and shoved it into a spreadsheet.
cbr.ru/eng/hd_base/...
Remember that positive numbers in column 2 indicate a banking liquidity DEFICIT.
I took all the data back to the beginning of 2022 and shoved it into a spreadsheet.
cbr.ru/eng/hd_base/...
November 2, 2026 at 1:33 PM
Here is where you can find the banking liquidity data. You can adjust the date range.
Remember that positive numbers in column 2 indicate a banking liquidity DEFICIT.
I took all the data back to the beginning of 2022 and shoved it into a spreadsheet.
cbr.ru/eng/hd_base/...
Remember that positive numbers in column 2 indicate a banking liquidity DEFICIT.
I took all the data back to the beginning of 2022 and shoved it into a spreadsheet.
cbr.ru/eng/hd_base/...
FEDWATCH: “.. CDS spreads on free-cash-flow-poor companies have spiked, while cash-rich balance sheets remain relatively insulated, signaling that liquidity is becoming the market's most valuable asset.”
October 31, 2026 at 4:45 PM
FEDWATCH: “.. CDS spreads on free-cash-flow-poor companies have spiked, while cash-rich balance sheets remain relatively insulated, signaling that liquidity is becoming the market's most valuable asset.”
Live, Laugh, Liquidity
October 30, 2026 at 6:57 PM
Live, Laugh, Liquidity
But, voters have positive associations with "collection agencies", in that they provide liquidity for receivables to small- and medium-size businesses, a valuable service that helps the economy, right?
November 1, 2026 at 2:28 PM
But, voters have positive associations with "collection agencies", in that they provide liquidity for receivables to small- and medium-size businesses, a valuable service that helps the economy, right?
And even with the reduced emphasis on borrowing, they’re still struggling to get the loans they need and banks are struggling with liquidity and problematic portfolios.
The Russian government may once again have to force something through as they have in the past.
The Russian government may once again have to force something through as they have in the past.
November 2, 2026 at 7:39 PM
And even with the reduced emphasis on borrowing, they’re still struggling to get the loans they need and banks are struggling with liquidity and problematic portfolios.
The Russian government may once again have to force something through as they have in the past.
The Russian government may once again have to force something through as they have in the past.
This newsletter traded the event and found several attractive dislocations. www.bloomberg.com/opinion/news...
Binance Got Some Money Back
Also liquidity provision, the MSCI trade, career risk hedging and road trips for sharps.
www.bloomberg.com
November 2, 2026 at 7:18 PM
This newsletter traded the event and found several attractive dislocations. www.bloomberg.com/opinion/news...
There are only two major centralized pain points in crypto these days (three if you include banking on/off ramps):
1. Tether
2. Binance
Tether controls the stablecoin markets, which brings stability, Binance controls market liquidity
Imagine all the liquidity disappearing instantly in any market
1. Tether
2. Binance
Tether controls the stablecoin markets, which brings stability, Binance controls market liquidity
Imagine all the liquidity disappearing instantly in any market
Can you explain for a layperson why this will cripple the entire industry, not just this exchange?
October 29, 2026 at 9:11 PM
There are only two major centralized pain points in crypto these days (three if you include banking on/off ramps):
1. Tether
2. Binance
Tether controls the stablecoin markets, which brings stability, Binance controls market liquidity
Imagine all the liquidity disappearing instantly in any market
1. Tether
2. Binance
Tether controls the stablecoin markets, which brings stability, Binance controls market liquidity
Imagine all the liquidity disappearing instantly in any market
Oh so now its bad to provide liquidity smdh
October 30, 2026 at 6:33 PM
Oh so now its bad to provide liquidity smdh
I think they are raising liquidity for anthropics (multi?) trillion dollar ipo
“US stocks tumbled Friday, with the Nasdaq suffering its largest 1-day percentage drop since June 5 following disappointing quarterly results from Intel & Amazon, which amplified growing worries about AI-related companies' massive spending on the nascent technology.” www.reuters.com/business/nas...
Wall Street closes sharply lower as AI cash burn fears spark tech selloff
US stocks tumbled on Friday, with the Nasdaq suffering its largest one-day percentage drop since June 5 following disappointing quarterly results from Intel and Amazon, which amplified growing worri...
www.reuters.com
October 31, 2026 at 6:00 AM
I think they are raising liquidity for anthropics (multi?) trillion dollar ipo
im also open to hearing about three thousand bitcoin buyers with one million in liquidity each
October 30, 2026 at 12:11 AM
im also open to hearing about three thousand bitcoin buyers with one million in liquidity each
Here is my updated Banking liquidity table, with column 2 sorted in descending order going back to the beginning of 2022.
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
November 2, 2026 at 1:35 PM
Here is my updated Banking liquidity table, with column 2 sorted in descending order going back to the beginning of 2022.
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
Here is my updated Banking liquidity table, with column 2 sorted in descending order going back to the beginning of 2022.
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
November 3, 2026 at 3:35 PM
Here is my updated Banking liquidity table, with column 2 sorted in descending order going back to the beginning of 2022.
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
The red values are the month after the 2022 invasion.
Blue is November 2026
Purple is October 2026
Orange is September 2026
Yellow is August 2026
Oh well, cashing his house out will ensure he has the liquidity to pay instead of making excuses. Good.
November 1, 2026 at 2:03 AM
Oh well, cashing his house out will ensure he has the liquidity to pay instead of making excuses. Good.
Free newsletter: Anthropic's Q3 revenue growth slowed as costs exploded, and Ramp data shows Q4 growth decelerating by as much as 50%. With $895bn in commitments and a likely junk rating, both Anthropic and the AI industry face a future liquidity crisis.
www.wheresyoured.at/running-dry
www.wheresyoured.at/running-dry
https://www.wheresyoured.at/running-dry/
If you haven’t subscribed to Where’s Your Ed At, now’s the best time. I’ve extended the sale — 10% off of the $70-a-year subscription for life (click here!) — for new subscribers for another week.…
www.wheresyoured.at
November 3, 2026 at 5:43 PM
Free newsletter: Anthropic's Q3 revenue growth slowed as costs exploded, and Ramp data shows Q4 growth decelerating by as much as 50%. With $895bn in commitments and a likely junk rating, both Anthropic and the AI industry face a future liquidity crisis.
www.wheresyoured.at/running-dry
www.wheresyoured.at/running-dry
Nobody still seriously interested in crypto will ever admit to themselves that they are little more than patsies and exit liquidity for international criminal syndicates
October 29, 2026 at 9:47 PM
Nobody still seriously interested in crypto will ever admit to themselves that they are little more than patsies and exit liquidity for international criminal syndicates
If they claim they still have liquidity, why did they freeze withdrawals?
October 30, 2026 at 12:50 PM
If they claim they still have liquidity, why did they freeze withdrawals?
Free newsletter: Anthropic’s S-1 uses an anomalous quarter to con investors into becoming its exit liquidity, and explicitly states that its costs will grow aggressively as margins decline. Its $430bn in non-cancellable contracts are yet to start hitting.
www.wheresyoured.at/exit-liquidi...
www.wheresyoured.at/exit-liquidi...
https://www.wheresyoured.at/exit-liquidity/
I’m taking a week off of premium as I’ve had a family situation that has absorbed a lot of my time this week, but I’ll be back with a barnburner next Friday (11/6). In the interim, I’m running a…
www.wheresyoured.at
October 28, 2026 at 6:03 PM
Free newsletter: Anthropic’s S-1 uses an anomalous quarter to con investors into becoming its exit liquidity, and explicitly states that its costs will grow aggressively as margins decline. Its $430bn in non-cancellable contracts are yet to start hitting.
www.wheresyoured.at/exit-liquidi...
www.wheresyoured.at/exit-liquidi...
Depends what the liquidity is for. We condone the provision of liquidity for (e.g.) baptism.
October 30, 2026 at 9:38 PM
Depends what the liquidity is for. We condone the provision of liquidity for (e.g.) baptism.
“liquidity” aka cutting heads to keep cash from being locked into salaries and benefits
October 31, 2026 at 4:51 PM
“liquidity” aka cutting heads to keep cash from being locked into salaries and benefits
And, to be honest, his 'billions' is paper worth. He doesn't have that caliber of liquidity. Like him, it's all phoniness, nothing truly practical.
November 3, 2026 at 10:11 PM
And, to be honest, his 'billions' is paper worth. He doesn't have that caliber of liquidity. Like him, it's all phoniness, nothing truly practical.
liquidity crunch
October 31, 2026 at 4:55 PM
liquidity crunch
Next step: ask the Fed to provide an emergency liquidity backstop before Asian markets open on Sunday evening
October 31, 2026 at 5:38 PM
Next step: ask the Fed to provide an emergency liquidity backstop before Asian markets open on Sunday evening
CHINA WILL CONTINUE TO MAINTAIN PLENTIFUL LIQUIDITY, REPORTS XINHUA.
November 3, 2026 at 9:55 AM
CHINA WILL CONTINUE TO MAINTAIN PLENTIFUL LIQUIDITY, REPORTS XINHUA.