bridge security is forcing a rethink of basis compression

If both order-book depth and venture funding improve together, follow-through is more believable.

That debate sits next to today’s market focus around “Vitalik ‘pivots’ ETH to store of value, crypto suffers after US midterms: Hodler’s Digest.”

The healthier setup is alignment: lending markets improving while NFT liquidity stays orderly.

If lending markets deteriorates while NFT liquidity looks fine, the tape often turns defensive first.

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