dollar strength keeps reshaping spot-led moves: reading the Strategy’s STRC tape

Ignoring perpetual futures because treasury diversification looks exciting is how late-cycle mistakes compound.

If both risk appetite and MEV dynamics improve together, follow-through is more believable.

Even when feeds obsess over “Strategy’s STRC Hits $100 for First Time Since May,” the durable question remains process versus prediction.

Most blow-ups start as comfortable consensus.

In that environment, patience is a position, not a slogan.

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