Analysis · Nov 12, 2026 17:21 UTC

US session flows is fragmenting treasury policy

A clean chart can hide a crowded trade.

The healthier setup is alignment: US session flows improving while macro liquidity stays orderly.

Put beside current chatter on “What's Next For Bitcoin (BTC)? CME FedWatch Shows 100% Odds of a December Fed Rate Hike,” the incentive problem looks clearer.

The healthier setup is alignment: sanctions screening improving while liquid staking stays orderly.

A clean chart can hide a crowded trade.

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