Opinion · Oct 29, 2026 15:45 UTC

perpetual futures keeps surprising consensus on carry strategies

DOGECOIN daily trend
DOGECOIN daily trend

A simple checklist—token unlocks, drawdown recovery, and inventory—beats improvising under stress.

If both token unlocks and drawdown recovery improve together, follow-through is more believable.

Put beside current chatter on “Why More Crypto Can Mean Less Crypto Per Treasury Share,” the incentive problem looks clearer.

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

If both on-chain fees and perpetual futures improve together, follow-through is more believable.

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