cycle psychology is rotating through medium-term allocation

When cycle psychology and open interest disagree, sizing down beats inventing a clever story.

Cycles rhyme, but the plumbing underneath keeps changing.

That debate sits next to today’s market focus around “Coinbase Opens USDC Borrowing Against PAX Gold.”

Ignoring liquid staking because basis trades looks exciting is how late-cycle mistakes compound.

Revisit assumptions weekly; markets change faster than slogans.

Keywords: assumptions · Crypto-Investment Leader · Keep an eye on the newest investment analysis for the crypto market. · A Leader in Blockchain Investment