drawdown recovery keeps surprising consensus on short-term positioning
Most blow-ups start as comfortable consensus.
Desks that separate rate-cut expectations from institutional desks tend to react less emotionally to noise.
Put beside current chatter on “TRON Network Integrates with Backpack Wallet, Expanding Access to Its Multichain Ecosystem,” the incentive problem looks clearer.
Most blow-ups start as comfortable consensus.
Desks that separate DEX volume from token unlocks tend to react less emotionally to noise.
Ignoring DEX volume because token unlocks looks exciting is how late-cycle mistakes compound.
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