$BNC rose 8.4% over the past 24 hours; the funding rate is 0.0003127, and longs are continuing to pay.
Expectations of tariff policy adjustments are heating up, and capital is rotating from traditional macro-sensitive assets to those that benefit from policy. As a TradFi perp underlying, $BNC is absorbing part of this hedging and speculative sentiment. The funding rate is positive and the price is moving up, showing that a bullish consensus is building—though costs are also being stacked up at the same time.
The strongest counter-argument is that repeated tariff negotiations could directly interrupt the rotation logic.
Trading tag: #TradFi #链上美股 #BNC
Where do you think this thesis is most likely to be wrong?
Expectations of tariff policy adjustments are heating up, and capital is rotating from traditional macro-sensitive assets to those that benefit from policy. As a TradFi perp underlying, $BNC is absorbing part of this hedging and speculative sentiment. The funding rate is positive and the price is moving up, showing that a bullish consensus is building—though costs are also being stacked up at the same time.
The strongest counter-argument is that repeated tariff negotiations could directly interrupt the rotation logic.
Trading tag: #TradFi #链上美股 #BNC
Where do you think this thesis is most likely to be wrong?