perpetual futures is testing conviction in short-term positioning

When books are thin, narratives look stronger than they are.

Revisit assumptions weekly; markets change faster than slogans.

Put beside current chatter on “Justin Drake Targets December 2028 for Ethereum’s Post,” the incentive problem looks clearer.

Meanwhile, treasury diversification can either confirm the move or expose it as temporary.

When books are thin, narratives look stronger than they are.

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