Trend · Nov 9, 2026 01:01 UTC

market makers keeps surprising consensus on weekend risk

Cycles rhyme, but the plumbing underneath keeps changing.

Historically, stretches where bridge security leads without support from custody rails invite sharper reversals.

Put beside current chatter on “The crypto industry has found new ways to grow. Making money from them is another story,” the incentive problem looks clearer.

Most blow-ups start as comfortable consensus.

Historically, stretches where options skew leads without support from spot ETFs invite sharper reversals.

If both options skew and spot ETFs improve together, follow-through is more believable.

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