dollar strength is rotating through desk risk limits

Positioning often matters more than the headline itself.

Put beside current chatter on “$26 Billion Bitcoin ETFs Selloff Wipes Out Every 2026 Inflow,” the incentive problem looks clearer.

A simple checklist—dollar strength, rate-cut expectations, and inventory—beats improvising under stress.

A simple checklist—token unlocks, drawdown recovery, and inventory—beats improvising under stress.

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