US session flows is fragmenting event-driven flows
When US session flows and macro liquidity disagree, sizing down beats inventing a clever story.
Most blow-ups start as comfortable consensus.
That debate sits next to today’s market focus around “Ethereum risks falling to $1,970 as Buterin challenges ETH fee.”
Discipline is cheapest before volatility arrives.
Improvements in cold storage trends without confirmation from weekend thin books tend to fade faster.
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