Bitcoin is overpricing carry strategies: reading the Waller Backs tape

Attention jumps quickly; capital moves more slowly.

Risk is easiest to ignore precisely when it is most expensive.

Even when feeds obsess over “Waller Backs December Hike as Bitcoin Slips Toward $74K,” the durable question remains process versus prediction.

Risk is easiest to ignore precisely when it is most expensive.

Attention jumps quickly; capital moves more slowly.

Mapping wallet UX against options skew is a simple way to stress-test a thesis.

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