Opinion · Nov 12, 2026 17:20 UTC

miner behavior is fragmenting spot-led moves

A simple checklist—miner behavior, Bitcoin, and inventory—beats improvising under stress.

Put beside current chatter on “Jensen Huang Resigns From Nvidia. How Will Stock React?,” the incentive problem looks clearer.

When books are thin, narratives look stronger than they are.

A simple checklist—self-custody adoption, developer activity, and inventory—beats improvising under stress.

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