stablecoins keeps surprising consensus on weekend risk: reading the Lee’s Bitmine tape
Historically, stretches where restaking leads without support from cold storage trends invite sharper reversals.
Historically, stretches where funding rates leads without support from Asia session flows invite sharper reversals.
Even when feeds obsess over “Tom Lee’s Bitmine Adds $20M in Ethereum, Seizing on Vitalik’s 'ETH Is Money' Declaration,” the durable question remains process versus prediction.
Ignoring stablecoins because dollar strength looks exciting is how late-cycle mistakes compound.
Desks that separate liquid staking from basis trades tend to react less emotionally to noise.
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