Opinion · Nov 4, 2026 04:28 UTC

layer-2 networks is forcing a rethink of basis compression

BITCOIN daily trend
BITCOIN daily trend

For operators, process beats prediction when the tape is noisy.

Against the backdrop of “2 Reasons Custodia CEO Thinks the $6B Binance Hack Changes Crypto” and “Zombies With Wallets: The Dark Side of AI Payments”, positioning still matters more than slogans.

Improvements in open interest without confirmation from cycle psychology tend to fade faster.

Meanwhile, cycle psychology can either confirm the move or expose it as temporary.

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