Opinion · Nov 12, 2026 00:21 UTC

US session flows is fragmenting desk risk limits

A simple checklist—stablecoin settlement, cross-exchange spreads, and inventory—beats improvising under stress.

Put beside current chatter on “Bitcoin Faces First Back,” the incentive problem looks clearer.

Stay close to what users and balance sheets are actually doing.

Positioning often matters more than the headline itself.

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