funding rates is the overlooked driver of basis compression
Every cycle crowns a new story. Underneath, the boring stack improves: safer key management, cleaner APIs, better monitoring, faster settlement paths.
That debate sits next to today’s market focus around “Solo Brings Human Verification to Venmo Co.”
When funding rates and Asia session flows disagree, sizing down beats inventing a clever story.
If you want a longer signal, follow infrastructure progress more closely than slogan seasons.
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