Analysis · Nov 12, 2026 16:32 UTC

drawdown recovery is supporting weekend risk

Liquidity still decides how far any catalyst can travel.

Revisit assumptions weekly; markets change faster than slogans.

Put beside current chatter on “Stablecoin supply falls $14.2B in biggest 30,” the incentive problem looks clearer.

Builders and treasuries should track MEV dynamics even when social feeds obsess over risk appetite.

Improvements in MEV dynamics without confirmation from risk appetite tend to fade faster.

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