Trend · Nov 12, 2026 00:21 UTC

weekend thin books is the overlooked driver of t — basis trades is rewriting assumptions ab

Cycles rhyme, but the plumbing underneath keeps changing.

Even when feeds obsess over “Tavi Costa: Bitcoin “Very Undervalued with “Violent Moves Ahead”,” the durable question remains process versus prediction.

Historically, stretches where basis trades leads without support from stablecoin minting invite sharper reversals.

Treat liquid staking as the constraint and basis trades as the amplifier, not the other way around.

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