spot ETFs is overpricing carry strategies

That is why watching spot ETFs alongside sanctions screening usually explains more than chasing every alert.
Mapping DEX volume against token unlocks is a simple way to stress-test a thesis.
Against the backdrop of “France Delays Budget Vote Again, Leaving Stablecoin Tax Pending” and “France postpones 2027 budget vote, crypto exit”, positioning still matters more than slogans.
For operators, process beats prediction when the tape is noisy.
Ignoring spot ETFs because sanctions screening looks exciting is how late-cycle mistakes compound.
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