NFT liquidity is consolidating around carry strategies: reading the Bitcoin Could tape

Clarity beats speed for teams that have to ship through uncertainty.

Against the backdrop of “Bitcoin Could Be Done Falling This Cycle, Analyst Predicts” and “Near (NEAR) Plummets 15% Weekly, Yet This Signal Hints at a Reversal”, positioning still matters more than slogans.

Keeping a written thesis helps avoid narrative whiplash.

Desks that separate liquid staking from basis trades tend to react less emotionally to noise.

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