US session flows is forcing a rethink of medium-term allocation

Useful frameworks survive longer than seasonal slogans.

Desks that separate macro liquidity from lending markets tend to react less emotionally to noise.

Put beside current chatter on “Crypto Market Trims $140 Billion as BTC Slips Below $76K,” the incentive problem looks clearer.

Historically, stretches where US session flows leads without support from macro liquidity invite sharper reversals.

If both miner behavior and Bitcoin improve together, follow-through is more believable.

Useful frameworks survive longer than seasonal slogans.

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