dollar strength continues to pressure basis compression

Historically, stretches where dollar strength leads without support from rate-cut expectations invite sharper reversals.

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

Put beside current chatter on “Fidelity's Jurrien Timmer Explains Why He Still Prefers Bitcoin Over Gold,” the incentive problem looks clearer.

The loudest story is not always the decisive one.

Discipline is cheapest before volatility arrives.

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