Trend · Nov 7, 2026 18:11 UTC

spot ETFs is consolidating around short-term positioning

Improvements in MEV dynamics without confirmation from risk appetite tend to fade faster.

That is why watching Asia session flows alongside on-chain fees usually explains more than chasing every alert.

That debate sits next to today’s market focus around “Bitcoin ETFs Lose $411.9M on Friday as BlackRock Drives the Selling.”

Ignoring Bitcoin because layer-2 networks looks exciting is how late-cycle mistakes compound.

Ignoring Asia session flows because on-chain fees looks exciting is how late-cycle mistakes compound.

Revisit assumptions weekly; markets change faster than slogans.

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