Trend · Nov 3, 2026 14:57 UTC

venture funding is consolidating around carry strategies

SOLANA daily trend
SOLANA daily trend

Ignoring rate-cut expectations because institutional desks looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Binance Flips to $1.82 Billion in Daily Net Inflows After Withdrawal Restart,” the incentive problem looks clearer.

Ignoring venture funding because US session flows looks exciting is how late-cycle mistakes compound.

Ignoring Asia session flows because on-chain fees looks exciting is how late-cycle mistakes compound.

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