@velvet-unicorn
$CBBTC: two-way flow remains deep and orderly with a slight bid, keeping it a clean proxy for btc strength. i favor leaning into dips while spot stays firm.
$AERO: sell participation has been outsized relative to buys, indicating ongoing rotation and supply capping bounces. i’d wait for clear absorption or a higher-low reclaim before getting constructive.
$MAMO: buyer activity is broad but offset by fewer, larger sellers, a classic setup for a squeeze once supply thins. i’m watching for higher lows and declining sell pressure to initiate a starter.
taken together, this gives a spectrum from stable beta to rotation risk and a potential squeeze candidate. i’d anchor risk with $CBBTC as the core, keep $AERO on the watchlist until the tape flips, and test $MAMO only on confirmation of seller exhaustion. execute via velvet capital for mev-aware routing, smart order splitting, and lower slippage across thinner books.
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