Analysis · Nov 9, 2026 01:01 UTC

options skew is underpricing medium-term allocation: reading the Aave Buys tape

If both miner behavior and Bitcoin improve together, follow-through is more believable.

That debate sits next to today’s market focus around “Aave Buys Avon Team to Bring More Fixed.”

The healthier setup is alignment: options skew improving while spot ETFs stays orderly.

Discipline is cheapest before volatility arrives.

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