Trend · Nov 15, 2026 00:20 UTC

US session flows is underpricing treasury policy

Stay close to what users and balance sheets are actually doing.

That debate sits next to today’s market focus around “Dogecoin ETFs Mark One Month of Zero Activity.”

In practice, self-custody adoption and developer activity interact before price fully reflects either one.

When dollar strength and rate-cut expectations disagree, sizing down beats inventing a clever story.

More insights