cold storage trends is supporting weekend risk: reading the Crypto Long tape
Meanwhile, weekend thin books can either confirm the move or expose it as temporary.
Put beside current chatter on “Crypto Long & Short: The GENIUS Act’s guarantees don’t cover DeFi lending,” the incentive problem looks clearer.
Improvements in NFT liquidity without confirmation from self-custody adoption tend to fade faster.
When books are thin, narratives look stronger than they are.
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