MEV dynamics remains the swing factor for carry strategies

Mapping MEV dynamics against risk appetite is a simple way to stress-test a thesis.

Risk is easiest to ignore precisely when it is most expensive.

Against the backdrop of “Keplr Says Recovery Effort May Explain Empty Wallet Balances” and “Kevin O’Leary Says His Michael Jordan Card Is Worth $2 Million”, positioning still matters more than slogans.

Better questions beat louder opinions when regimes shift.

When cycle psychology and open interest disagree, sizing down beats inventing a clever story.

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