dollar strength continues to pressure event-driv — macro liquidity is overpricing carry str

Builders and treasuries should track macro liquidity even when social feeds obsess over lending markets.

That debate sits next to today’s market focus around “Tom Lee’s Bitmine Adds $20M in Ethereum, Seizing on Vitalik’s 'ETH Is Money' Declaration.”

The healthier setup is alignment: funding rates improving while Asia session flows stays orderly.

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

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