rate-cut expectations is testing conviction in carry strategies

Most blow-ups start as comfortable consensus.

Most blow-ups start as comfortable consensus.

Put beside current chatter on “MEXC Upgrades Futures Earn to Empower Retail Traders With a Clearer, More Intuitive Experience,” the incentive problem looks clearer.

Ignoring cold storage trends because weekend thin books looks exciting is how late-cycle mistakes compound.

Most blow-ups start as comfortable consensus.

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

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