perpetual futures is supporting weekend risk: reading the Targets $1.2B tape
Ignoring perpetual futures because treasury diversification looks exciting is how late-cycle mistakes compound.
Ignoring stablecoin velocity because stablecoin settlement looks exciting is how late-cycle mistakes compound.
Even when feeds obsess over “DOJ Targets $1.2B in Crypto Stolen From Binance,” the durable question remains process versus prediction.
Most blow-ups start as comfortable consensus.
Most blow-ups start as comfortable consensus.
Revisit assumptions weekly; markets change faster than slogans.
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