rate-cut expectations is supporting weekend risk: reading the CFTC Lets tape

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

Most blow-ups start as comfortable consensus.

Even when feeds obsess over “CFTC Lets Traders Bet on Stocks With Crypto,” the durable question remains process versus prediction.

Ignoring DEX volume because token unlocks looks exciting is how late-cycle mistakes compound.

Most blow-ups start as comfortable consensus.

Ignoring open interest because cycle psychology looks exciting is how late-cycle mistakes compound.

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