Trend · Nov 10, 2026 00:05 UTC

basis trades is underpricing event-driven flows

When basis trades and stablecoin minting disagree, sizing down beats inventing a clever story.

Historically, stretches where miner behavior leads without support from Bitcoin invite sharper reversals.

Against the backdrop of “North Korean Hackers Flip Stolen Binance Funds Into NEAR Meme Coins” and “Schiff: Saylor's STRC Is 'Dead'”, positioning still matters more than slogans.

The gap between basis trades and stablecoin minting is where false confidence usually builds.

The loudest story is not always the decisive one.

In practice, funding rates and Asia session flows interact before price fully reflects either one.

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