$CRWV 24 hours surged 4.32%; this push is clearly aimed at the Trump trade. The market is betting that when he takes office, he will strongly push U.S. stocks, and on-chain U.S. stock contracts moved first. But take a closer look: the funding rate is still 0, and open interest is only around 49,000—there’s no breakout in volume. This suggests smart money is testing the waters, not making a real, heavy bet. Policy expectations alone can’t hold up; wait until Trump actually rolls out specific policies, then follow. Try a small long position, take a stop at 80; don’t add to the position before the funding rate turns positive.

Trading tag: #TradFi #链上美股 #CRWV

Where do you think this thesis is most likely to be wrong?