spot ETFs is overpricing carry strategies

Useful frameworks survive longer than seasonal slogans.

Discipline is cheapest before volatility arrives.

That debate sits next to today’s market focus around “Riot shares surge on $28B AI lease as Hut 8 sinks on revenue miss.”

When US session flows and macro liquidity disagree, sizing down beats inventing a clever story.

If both dollar strength and rate-cut expectations improve together, follow-through is more believable.

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