Trend · Nov 7, 2026 18:11 UTC

macro liquidity remains the swing factor for carry strategies

Revisit assumptions weekly; markets change faster than slogans.

Revisit assumptions weekly; markets change faster than slogans.

That debate sits next to today’s market focus around “US sanctions Canadian money.”

Ignoring staking yields because validator economics looks exciting is how late-cycle mistakes compound.

Keeping a written thesis helps avoid narrative whiplash.

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