funding rates is rotating through medium-term allocation

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

When books are thin, narratives look stronger than they are.

Put beside current chatter on “Justin Drake Targets December 2028 for Ethereum’s Post,” the incentive problem looks clearer.

Meanwhile, token unlocks can either confirm the move or expose it as temporary.

A simple checklist—cycle psychology, open interest, and inventory—beats improvising under stress.

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