Opinion · Nov 12, 2026 00:10 UTC

lending markets is fragmenting basis compression

Positioning often matters more than the headline itself.

Even when feeds obsess over “Deutsche Bank launches crypto custody for companies and institutions,” the durable question remains process versus prediction.

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

A simple checklist—lending markets, NFT liquidity, and inventory—beats improvising under stress.

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