Opinion · Nov 2, 2026 15:07 UTC

US session flows is rewriting assumptions about basis compression

When books are thin, narratives look stronger than they are.

A simple checklist—US session flows, macro liquidity, and inventory—beats improvising under stress.

Put beside current chatter on “FATF targets crypto hubs in review of money laundering controls,” the incentive problem looks clearer.

When books are thin, narratives look stronger than they are.

Desks that separate DEX volume from token unlocks tend to react less emotionally to noise.

Positioning often matters more than the headline itself.

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