venture funding is consolidating around weekend risk

Builders and treasuries should track perpetual futures even when social feeds obsess over treasury diversification.

Improvements in wallet UX without confirmation from options skew tend to fade faster.

Put beside current chatter on “TeraWulf Says AI Leasing Now Generates 83% of Revenue as Bitcoin Mining Recedes,” the incentive problem looks clearer.

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

Revisit assumptions weekly; markets change faster than slogans.

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