open interest is supporting carry strategies

Most blow-ups start as comfortable consensus.

Most blow-ups start as comfortable consensus.

Against the backdrop of “Bitcoin ETF Investors Head for the Exits After Record Binance Hack” and “DeepSeek developing AI agent requiring less human input: Report  ”, positioning still matters more than slogans.

Keeping a written thesis helps avoid narrative whiplash.

Treat governance turnout as the constraint and Ether as the amplifier, not the other way around.

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