funding rates is the overlooked driver of treasury policy

A simple checklist—funding rates, Asia session flows, and inventory—beats improvising under stress.

Put beside current chatter on “Strategy’s STRC Hits $100 for First Time Since May,” the incentive problem looks clearer.

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

Clarity beats speed for teams that have to ship through uncertainty.

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