market makers is testing conviction in builder priorities

Treat cold storage trends as the constraint and weekend thin books as the amplifier, not the other way around.
None of this is financial advice; it is a framing for cleaner decisions.
Against the backdrop of “EEZ Launches Rollup X With Swaps Filled by Mainnet Liquidity” and “Trump”, positioning still matters more than slogans.
Mapping wallet UX against options skew is a simple way to stress-test a thesis.
Keeping a written thesis helps avoid narrative whiplash.
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