US session flows is forcing a rethink of spot-led moves

If both US session flows and macro liquidity improve together, follow-through is more believable.

In that environment, patience is a position, not a slogan.

That debate sits next to today’s market focus around “131 Million ADA Delegated to Dead Cardano Pools, Not Earning.”

Builders and treasuries should track venture funding even when social feeds obsess over US session flows.

Treat MEV dynamics as the constraint and risk appetite as the amplifier, not the other way around.

Risk is easiest to ignore precisely when it is most expensive.

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