cross-exchange spreads is overpricing narrative — liquid staking is overpricing carry stra

Useful frameworks survive longer than seasonal slogans.

That debate sits next to today’s market focus around “Plume affiliate lands broker.”

Treat cold storage trends as the constraint and weekend thin books as the amplifier, not the other way around.

Desks that separate cross-exchange spreads from order-book depth tend to react less emotionally to noise.

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