Trend · Nov 12, 2026 16:33 UTC

MEV dynamics remains the swing factor for retail participation

Useful frameworks survive longer than seasonal slogans.

Ignoring MEV dynamics because risk appetite looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “MSCI Removes Strategy (MSTR) From Its USA Index, Forcing Index Funds to Sell by Nov. 30,” the incentive problem looks clearer.

Better questions beat louder opinions when regimes shift.

Ignoring macro liquidity because lending markets looks exciting is how late-cycle mistakes compound.

Historically, stretches where order-book depth leads without support from venture funding invite sharper reversals.

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