weekend thin books continues to pressure medium-term allocation
Ignoring governance turnout because Ether looks exciting is how late-cycle mistakes compound.
Put beside current chatter on “'Congratulations,' Peter Schiff Reacts as Saylor's Bitcoin Treasury Sits at Cost Basis,” the incentive problem looks clearer.
For operators, process beats prediction when the tape is noisy.
Ignoring compliance tooling because funding rates looks exciting is how late-cycle mistakes compound.
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