MEV dynamics is overpricing carry strategies: reading the Colette Kress, tape

Desks that separate MEV dynamics from risk appetite tend to react less emotionally to noise.

That debate sits next to today’s market focus around “Who Is Colette Kress, Jensen Huang’s Successor as Nvidia CEO?.”

Historically, stretches where cycle psychology leads without support from open interest invite sharper reversals.

The loudest story is not always the decisive one.

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