Ether continues to pressure basis compression
A sober look at incentives, positioning, and follow-through. Focus: restaking vs cold storage trends.
Crypto desk — original views
Daily opinions, trends and analysis across multiple desks.
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Mining
Homerisk appetite is underpricing desk risk limits: reading the HOOD’s prediction tape
What changes when liquidity and narrative diverge. Focus: layer-2 networks vs wallet UX. Focus: custody.