Opinion · Oct 31, 2026 01:09 UTC

DeFi angle: open interest keeps surprising consensus on short-term positioning

Desks that separate open interest from cycle psychology tend to react less emotionally to noise.

In practice, dollar strength and rate-cut expectations interact before price fully reflects either one.

Against the backdrop of “Ripple's Sudden 310” and “Binance arranges $6.34 billion to cover losses from record crypto hack”, positioning still matters more than slogans.

When self-custody adoption and developer activity disagree, sizing down beats inventing a clever story.

Discipline is cheapest before volatility arrives.

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