@carlclare

When regulatory cooperation comments coincide with ETF inflows, bullish positioning confidence strengthens. This “event confluence” amplifies short-term conviction, as both fundamental and flow catalysts align. To quantify: construct a dummy variable capturing days with both events, regress short-term futures open interest changes against it, and measure the incremental effect. If average open interest growth on dual-event days exceeds single-event averages by 30–50%, the additive impact is clear. Traders should also track funding rate shifts; if rates spike moderately without blowouts, it signals sustainable long bias reinforcement.

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