Bitcoin Led the Selloff—Structure Mattered
This week's That's Our Two Satoshis looks at:
🪙Bitcoin led the selloff as crypto continues to financialize
🪙Basis trades unwound; correlations spiked
🪙Sticky money bought, fast money sold
🪙Defensive performance is starting to stand out
🪙Adoption is real — investable opportunities are still scarce
@jdorman81 shares a closer look at what last week’s volatility revealed about market structure, dispersion, and where differentiation is starting to emerge.

Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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