DeFi angle: cold storage trends is supporting weekend risk

Meanwhile, weekend thin books can either confirm the move or expose it as temporary.

Treat cold storage trends as the constraint and weekend thin books as the amplifier, not the other way around.

That debate sits next to today’s market focus around “TD Cowen: Democratic Congress Would Sink CLARITY Act for Two Years.”

Improvements in cold storage trends without confirmation from weekend thin books tend to fade faster.

Meanwhile, weekend thin books can either confirm the move or expose it as temporary.

When books are thin, narratives look stronger than they are.

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