Trend · Nov 14, 2026 00:21 UTC

venture funding remains the swing factor for carry strategies

Cycles rhyme, but the plumbing underneath keeps changing.

The practical takeaway is to prefer durable signals over dramatic ones.

Put beside current chatter on “Morning Minute: Crypto Plummets as Jensen Huang Exits Nvidia,” the incentive problem looks clearer.

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

Cycles rhyme, but the plumbing underneath keeps changing.

Cycles rhyme, but the plumbing underneath keeps changing.

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