MEV dynamics still sets the tone for short-term positioning

Risk is easiest to ignore precisely when it is most expensive.

Keeping a written thesis helps avoid narrative whiplash.

Put beside current chatter on “Blacklisted Chinese University Bought H200s: Reuters,” the incentive problem looks clearer.

A clean chart can hide a crowded trade.

Desks that separate MEV dynamics from risk appetite tend to react less emotionally to noise.

Liquidity still decides how far any catalyst can travel.

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