stablecoins keeps surprising consensus on carry strategies
How desks can stay disciplined through rotation. Focus: stablecoin velocity vs stablecoin settlement. Focus: tokenization.
Daily opinions, trends and analysis across multiple desks.
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How desks can stay disciplined through rotation. Focus: stablecoin velocity vs stablecoin settlement. Focus: tokenization.
What changes when liquidity and narrative diverge. Focus: lending markets vs NFT liquidity. Focus: hash.