Trend · Nov 6, 2026 01:39 UTC

stablecoins is testing conviction in hedging demand

BITCOIN daily trend
BITCOIN daily trend

Ignoring stablecoins because dollar strength looks exciting is how late-cycle mistakes compound.

Ignoring DEX volume because token unlocks looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Paraguay's Trump,” the incentive problem looks clearer.

Revisit assumptions weekly; markets change faster than slogans.

Most blow-ups start as comfortable consensus.

Most blow-ups start as comfortable consensus.

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