venture funding remains the swing factor for short-term positioning

Attention jumps quickly; capital moves more slowly.

Put beside current chatter on “Bitmine Buys More Ethereum as Tom Lee Calls the Binance Hack Bullish,” the incentive problem looks clearer.

The healthier setup is alignment: options skew improving while spot ETFs stays orderly.

The healthier setup is alignment: dollar strength improving while rate-cut expectations stays orderly.

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