Analysis · Nov 11, 2026 00:21 UTC

custody rails is overpricing short-term positioning

That is why watching custody rails alongside miner behavior usually explains more than chasing every alert.

The practical takeaway is to prefer durable signals over dramatic ones.

That debate sits next to today’s market focus around “CFTC Reportedly Warns Kalshi of Charges Over Prediction Market Launches.”

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

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

Better questions beat louder opinions when regimes shift.

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