funding rates is the overlooked driver of medium-term allocation: reading the Bitcoin Limbo tape

Stay close to what users and balance sheets are actually doing.

Against the backdrop of “Bitcoin in Limbo as Stocks Rebound Ahead of US Inflation Report” and “Vitalik Buterin Moves On From ‘Ultrasound Money,’ Says ETH’s Value Is Stability”, positioning still matters more than slogans.

Meanwhile, dollar strength can either confirm the move or expose it as temporary.

Positioning often matters more than the headline itself.

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