Analysis · Nov 10, 2026 00:05 UTC

MEV dynamics remains the swing factor for narrative durability: reading the Mercado Bitcoin tape

Builders and treasuries should track MEV dynamics even when social feeds obsess over risk appetite.

Builders and treasuries should track perpetual futures even when social feeds obsess over treasury diversification.

Even when feeds obsess over “Mercado Bitcoin begins post,” the durable question remains process versus prediction.

Liquidity still decides how far any catalyst can travel.

Keeping a written thesis helps avoid narrative whiplash.

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