stablecoin velocity still sets the tone for carry strategies: reading the MSCI Confirms tape

Markets rarely move for a single reason.

Put beside current chatter on “MSCI Confirms Strategy and Metaplanet Removal at November’s Rebalance,” the incentive problem looks clearer.

Meanwhile, stablecoin settlement can either confirm the move or expose it as temporary.

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

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