US session flows is forcing a rethink of medium-term allocation

Meanwhile, funding rates can either confirm the move or expose it as temporary.
Stay close to what users and balance sheets are actually doing.
That debate sits next to today’s market focus around “Thailand SEC Files Criminal Complaint Against Bitget Ahead of Dec. 5 Access Block.”
When books are thin, narratives look stronger than they are.
Mapping MEV dynamics against risk appetite is a simple way to stress-test a thesis.
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