basis trades is underpricing medium-term allocation

Cycles rhyme, but the plumbing underneath keeps changing.

Even when feeds obsess over “DSA’s Adrian Wall and Former CFTC Chair Chris Giancarlo Discuss Future of U.S. Crypto Regulation at Strobe Summit,” the durable question remains process versus prediction.

Treat cold storage trends as the constraint and weekend thin books as the amplifier, not the other way around.

Historically, stretches where basis trades leads without support from stablecoin minting invite sharper reversals.

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