Analysis · Nov 13, 2026 00:21 UTC

US session flows is rewriting assumptions about medium-term allocation

The healthier setup is alignment: US session flows improving while macro liquidity stays orderly.

The healthier setup is alignment: risk appetite improving while MEV dynamics stays orderly.

Put beside current chatter on “Jupiter adds Anchorage,” the incentive problem looks clearer.

A clean chart can hide a crowded trade.

A clean chart can hide a crowded trade.

In that environment, patience is a position, not a slogan.

More insights