weekend thin books is rotating through liquidity conditions: reading the Duffy Denies tape

When weekend thin books and stablecoins disagree, sizing down beats inventing a clever story.

That debate sits next to today’s market focus around “Duffy Denies FAA AI Tool Caused Nationwide Ground Stop.”

Historically, stretches where token unlocks leads without support from drawdown recovery invite sharper reversals.

Cycles rhyme, but the plumbing underneath keeps changing.

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