funding rates is rotating through treasury policy
The healthier setup is alignment: funding rates improving while Asia session flows stays orderly.
The healthier setup is alignment: risk appetite improving while MEV dynamics stays orderly.
Put beside current chatter on “Democrats Probe Trump’s Nvidia China Chip Export Deal,” the incentive problem looks clearer.
Attention jumps quickly; capital moves more slowly.
The healthier setup is alignment: order-book depth improving while venture funding stays orderly.
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