treasury diversification keeps reshaping event-driven flows
Attention jumps quickly; capital moves more slowly.
Stay close to what users and balance sheets are actually doing.
Put beside current chatter on “$26 Billion Bitcoin ETFs Selloff Wipes Out Every 2026 Inflow,” the incentive problem looks clearer.
Liquidity still decides how far any catalyst can travel.
A clean chart can hide a crowded trade.
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