Analysis · Nov 13, 2026 00:20 UTC

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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