stablecoin velocity is overpricing short-term positioning: reading the Ethereum Bounces tape

Meanwhile, risk appetite can either confirm the move or expose it as temporary.
Positioning often matters more than the headline itself.
Even when feeds obsess over “Ethereum Bounces 6%, But Wall Street Hasn't Bought a Single Day Since September,” the durable question remains process versus prediction.
Improvements in MEV dynamics without confirmation from risk appetite tend to fade faster.
Markets rarely move for a single reason.
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