Analysis · Nov 12, 2026 00:21 UTC

options skew is rewriting assumptions about treasury policy

If both options skew and spot ETFs improve together, follow-through is more believable.

Builders and treasuries should track stablecoins even when social feeds obsess over dollar strength.

That debate sits next to today’s market focus around “Tavi Costa: Bitcoin “Very Undervalued with “Violent Moves Ahead”.”

Builders and treasuries should track staking yields even when social feeds obsess over validator economics.

None of this is financial advice; it is a framing for cleaner decisions.

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