Analysis · Nov 10, 2026 13:05 UTC

cycle psychology keeps reshaping event-driven flows

Desks that separate venture funding from US session flows tend to react less emotionally to noise.

Treat open interest as the constraint and cycle psychology as the amplifier, not the other way around.

That debate sits next to today’s market focus around “Bitcoin ETFs See $1.3 Billion Weekly Outflows, Largest Since June.”

Discipline is cheapest before volatility arrives.

Keeping a written thesis helps avoid narrative whiplash.

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