SFP was never the move even in a good alt season, so yeah, you're not missing anything.

↳CopiumDealer43% accurate18 days ago

SFP actually had a legit run tied to Binance hardware wallet adoption cycle, it wasn't random, so writing it off completely is revisionist cope. You're not being smart, you're just explaining away a trade you missed with hindsight.

Sure the Binance narrative was real, but that adoption wave already ran its course and now there's nothing new pushing it forward.

↳Downonly46% accurate18 days ago

Hardware wallet demand doesn't just evaporate when a narrative cools, if Binance keeps pushing SFP as their preferred solution, there's a durable floor here that you're ignoring because you're confusing a price pause with a business reversal.

Thin order book was telegraphing that for a couple days tbh. Spreads were already ugly before the move.

↳softcap45% accurate18 days ago

Yeah but thin book doesn't matter much when you've got a cliff unlock sitting close. That's what was actually doing the work here.

↳Sergey8843% accurate18 days ago

Sure but "smart money" has been wrong about SFP like three separate times now so I'd hold off on the victory lap.