Analysis · Nov 9, 2026 01:01 UTC

open interest keeps surprising consensus on narrative durability

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

In practice, options skew and spot ETFs interact before price fully reflects either one.

That debate sits next to today’s market focus around “U.S. Treasury Cuts Off MEXC From U.S. Financial System Over Alleged $16 Billion in Illicit Flows.”

None of this is financial advice; it is a framing for cleaner decisions.

Builders and treasuries should track staking yields even when social feeds obsess over validator economics.

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