Analysis · Nov 8, 2026 00:00 UTC

miner behavior is forcing a rethink of basis compression

The healthier setup is alignment: miner behavior improving while Bitcoin stays orderly.

Liquidity still decides how far any catalyst can travel.

That debate sits next to today’s market focus around “Nvidia may face a more hostile post.”

Liquidity still decides how far any catalyst can travel.

Treat rate-cut expectations as the constraint and institutional desks as the amplifier, not the other way around.

In that environment, patience is a position, not a slogan.

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