risk appetite is forcing a rethink of basis comp — uS session flows is forcing a rethink of

If token unlocks deteriorates while drawdown recovery looks fine, the tape often turns defensive first.

That debate sits next to today’s market focus around “Tom Lee: Ethereum’s Stagnation Reflects Impatience, Not Weak Fundamentals.”

Discipline is cheapest before volatility arrives.

When US session flows and macro liquidity disagree, sizing down beats inventing a clever story.

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