MEV dynamics remains the swing factor for carry strategies

Liquidity still decides how far any catalyst can travel.

Better questions beat louder opinions when regimes shift.

That debate sits next to today’s market focus around “DOJ Disrupts North Korean Fake.”

Mapping MEV dynamics against risk appetite is a simple way to stress-test a thesis.

Builders and treasuries should track perpetual futures even when social feeds obsess over treasury diversification.

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