stablecoin velocity is overpricing weekend risk: reading the Flashes Signal tape

The loudest story is not always the decisive one.

Put beside current chatter on “S&P 500 Flashes a Signal Never Seen in 36 Years. What’s Next?,” the incentive problem looks clearer.

Ignoring stablecoin velocity because stablecoin settlement looks exciting is how late-cycle mistakes compound.

The loudest story is not always the decisive one.

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