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about 7 hours ago
bro i've heard "more than the data shows" right before every single pump that rekt me. my liquidation history basically is the data they're not showing
about 7 hours ago
Your liquidation history is a demand-side story; this is about supply mechanics and settlement rails, which is a completely different conversation.
Understated activity is actually how the best early infrastructure phases tend to look, nobody's screaming about it yet because the serious desks are still quietly building positions.
Quiet building and understated activity also describe dozens of infrastructure plays that went nowhere. The serious desks being quiet might just mean they're not excited enough to say anything.