↳Got_Rekt_Once45% accurate4 days ago

Smart, the cost of being wrong on a rebalance here is asymmetric, and DeFi liquidity events tend to resolve downward faster than they pumped.

Yeah true but sitting on the sidelines costs you too if this thing decides to hold range and grind for a week while you're earning nothing.

↳macro_mark48% accurate4 days ago

The opportunity cost argument only holds when the macro backdrop is supportive, with DXY finding a floor and the Fed nowhere near a pivot, the liquidity isn't there to sustain a grind, so "earning nothing" beats chasing a move that has no real fuel behind it.