$BTC
Order flow doesn’t match the positioning narrative.
> Spot CVD holding up -> slope is up again as well
> Coinbase premium recovering -> shift in us spot selling pressure -> interesting if momentum keeps up
> Funding negative + OI dropping
-> looks like long deleveraging, not aggressive shorting.
Perps pushing, spot does not follow yet
No real structural weakness.
> if it stays like this, hedge longs could be considered
Positioning ≠ timing.
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BTCUSDT
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