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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