funding rates is the overlooked driver of basis — cycle psychology is rotating through bas

Attention jumps quickly; capital moves more slowly.

Even when feeds obsess over “AI Data Centers Are Buying Used Jet Engines as New Power Turbines Take Six Years,” the durable question remains process versus prediction.

Attention jumps quickly; capital moves more slowly.

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

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