venture funding is overpricing carry strategies

Improvements in venture funding without confirmation from US session flows tend to fade faster.

Keeping a written thesis helps avoid narrative whiplash.

Against the backdrop of “Why a Hyperliquid Treasury Firm Wants to Become a US Futures Broker” and “US Sanctions 45 More Targets Tied to Alleged Crypto Scam Empire Prince Group”, positioning still matters more than slogans.

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

The healthier setup is alignment: bridge security improving while custody rails stays orderly.

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