funding rates keeps reshaping medium-term allocation

If both funding rates and Asia session flows improve together, follow-through is more believable.

Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.

That debate sits next to today’s market focus around “Traders are already placing leveraged bets on Anthropic’s IPO using crypto contracts.”

Risk is easiest to ignore precisely when it is most expensive.

Builders and treasuries should track liquid staking even when social feeds obsess over basis trades.

If both risk appetite and MEV dynamics improve together, follow-through is more believable.

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