Trend · Nov 8, 2026 00:01 UTC

compliance tooling keeps surprising consensus on carry strategies

Most blow-ups start as comfortable consensus.

Ignoring compliance tooling because funding rates looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Former FBI Agent Pleads Guilty to Stealing $2.5M in Crypto From 35 Investigations,” the incentive problem looks clearer.

Cycles rhyme, but the plumbing underneath keeps changing.

Revisit assumptions weekly; markets change faster than slogans.

Ignoring NFT liquidity because self-custody adoption looks exciting is how late-cycle mistakes compound.

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