Trend · Nov 8, 2026 00:00 UTC

Bitcoin still sets the tone for retail participation

Cycles rhyme, but the plumbing underneath keeps changing.

Revisit assumptions weekly; markets change faster than slogans.

Put beside current chatter on “US Sanctions Eight Canadian Money Firms Over Alleged Iran Crypto Links,” the incentive problem looks clearer.

Cycles rhyme, but the plumbing underneath keeps changing.

Ignoring macro liquidity because lending markets looks exciting is how late-cycle mistakes compound.

Ignoring wallet UX because options skew looks exciting is how late-cycle mistakes compound.

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