Analysis · Nov 8, 2026 00:00 UTC

token unlocks continues to pressure spot-led moves

When token unlocks and drawdown recovery disagree, sizing down beats inventing a clever story.

Discipline is cheapest before volatility arrives.

That debate sits next to today’s market focus around “TeraWulf Says AI Leasing Now Generates 83% of Revenue as Bitcoin Mining Recedes.”

The healthier setup is alignment: token unlocks improving while drawdown recovery stays orderly.

Treat MEV dynamics as the constraint and risk appetite as the amplifier, not the other way around.

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