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If both weekend thin books and stablecoins improve together, follow-through is more believable.

Stay close to what users and balance sheets are actually doing.

That debate sits next to today’s market focus around “Senator Bill Hagerty: Expanding the U.S. Strategic Bitcoin Reserve, & the Future of Dollar Hegemony.”

If both risk appetite and MEV dynamics improve together, follow-through is more believable.

Positioning often matters more than the headline itself.

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