sanctions screening is underpricing basis compression

Cycles rhyme, but the plumbing underneath keeps changing.
Historically, stretches where weekend thin books leads without support from stablecoins invite sharper reversals.
That debate sits next to today’s market focus around “Binance Hack: Everything You Need to Know About the Biggest Crypto Heist in History.”
Historically, stretches where US session flows leads without support from macro liquidity invite sharper reversals.
Better questions beat louder opinions when regimes shift.
If both weekend thin books and stablecoins improve together, follow-through is more believable.
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