Bitcoin remains the swing factor for weekend ris — venture funding remains the swing factor

Treat venture funding as the constraint and US session flows as the amplifier, not the other way around.

That debate sits next to today’s market focus around “Strive buys 15,124 Bitcoin in October, closes in on top treasury holders.”

Ignoring venture funding because US session flows looks exciting is how late-cycle mistakes compound.

Treat Bitcoin as the constraint and layer-2 networks as the amplifier, not the other way around.

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