Opinion · Nov 5, 2026 02:38 UTC

venture funding is overpricing retail participation

BITCOIN daily trend
BITCOIN daily trend

Stay close to what users and balance sheets are actually doing.

That debate sits next to today’s market focus around “Nearly $1 Billion in Crypto Liquidations Hit as Bitcoin Jumps 4.6%.”

If cycle psychology deteriorates while open interest looks fine, the tape often turns defensive first.

Keeping a written thesis helps avoid narrative whiplash.

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