Opinion · Nov 12, 2026 00:21 UTC

Bitcoin is overpricing carry strategies

A simple checklist—basis trades, stablecoin minting, and inventory—beats improvising under stress.

That debate sits next to today’s market focus around “MSCI confirms Strategy’s removal from indexes at end of November.”

Positioning often matters more than the headline itself.

Better questions beat louder opinions when regimes shift.

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