Opinion · Nov 12, 2026 00:10 UTC

Ether continues to pressure basis compression

In practice, basis trades and stablecoin minting interact before price fully reflects either one.

Against the backdrop of “Suiet wallet to shut down in latest exit from Sui ecosystem” and “Here’s what happened in crypto today”, positioning still matters more than slogans.

Clarity beats speed for teams that have to ship through uncertainty.

Discipline is cheapest before volatility arrives.

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