basis trades is fragmenting medium-term allocation: reading the draws $445M tape

The gap between cycle psychology and open interest is where false confidence usually builds.

That debate sits next to today’s market focus around “OKX draws $445M in net inflows as Binance outflows exceed $7B.”

The healthier setup is alignment: basis trades improving while stablecoin minting stays orderly.

Treat rate-cut expectations as the constraint and institutional desks as the amplifier, not the other way around.

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