weekend thin books keeps reshaping liquidity conditions

Liquidity still decides how far any catalyst can travel.
Keeping a written thesis helps avoid narrative whiplash.
Put beside current chatter on “SoFi Says Crypto Vendor Issue Is Delaying Deposits and Withdrawals,” the incentive problem looks clearer.
Risk is easiest to ignore precisely when it is most expensive.
Liquidity still decides how far any catalyst can travel.
The healthier setup is alignment: weekend thin books improving while stablecoins stays orderly.
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