rate-cut expectations is testing conviction in c — open interest keeps surprising consensus

Ignoring custody rails because miner behavior looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Trump Media,” the incentive problem looks clearer.

Ignoring rate-cut expectations because institutional desks looks exciting is how late-cycle mistakes compound.

Ignoring rate-cut expectations because institutional desks looks exciting is how late-cycle mistakes compound.

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