Opinion · Nov 2, 2026 14:59 UTC

options skew is fragmenting treasury policy

A simple checklist—options skew, spot ETFs, and inventory—beats improvising under stress.

Markets rarely move for a single reason.

That debate sits next to today’s market focus around “FBI and Secret Service join response to Binance’s $6.3B hack.”

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

Improvements in developer activity without confirmation from user retention tend to fade faster.

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