$CRWV dropped 3.825% over the past 24 hours; the current price is 89.25. Over the same period, the open position size is 35,897, essentially unchanged. Prices are falling but positions haven’t been exited, suggesting the decline is not driven by panic selling, but by political risk premium rising.
Regulatory or geopolitical uncertainties are weighing on the valuation of this kind of on-chain risk assets. Stable positions mean veterans are holding through it—they’re betting on a rebound after the policy “shoe” drops.
However, if the macro-political environment remains tense, capital will continue to move out of high-volatility assets into safe-haven instruments.
Trading tag: #TradFi #链上美股 #CRWV
Where do you think this assessment is most likely to be wrong?
Regulatory or geopolitical uncertainties are weighing on the valuation of this kind of on-chain risk assets. Stable positions mean veterans are holding through it—they’re betting on a rebound after the policy “shoe” drops.
However, if the macro-political environment remains tense, capital will continue to move out of high-volatility assets into safe-haven instruments.
Trading tag: #TradFi #链上美股 #CRWV
Where do you think this assessment is most likely to be wrong?