options skew is underpricing medium-term allocat — deFi angle: rate-cut expectations is tes: reading the ETH/BTC Ratio tape

Positioning often matters more than the headline itself.

Even when feeds obsess over “ETH/BTC Ratio Nears 0.03 as Ethereum Gains on Bitcoin,” the durable question remains process versus prediction.

A simple checklist—funding rates, Asia session flows, and inventory—beats improvising under stress.

When books are thin, narratives look stronger than they are.

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