quiet day on exchange flows, basically one name worth noting: $DEXE had $1.1M pulled off Binance and LBank, 1.8% of its market cap gone where it can't be sold from there.
positioning is where the action hid. $AGT ran +22.4% today while the crowd sat 24/76 long/short, most of them on the wrong side of the move. $SIREN is the mirror case: 74/26 long/short, price down 3.5%, and longs paying 0.106% funding to stay in a trade that's bleeding them twice.
SOL quietly picked up $4.1M in fresh positioning, 0.4% of its open interest, nothing dramatic but real money, not churn.
watching whether AGT's shorts cover or dig in tomorrow.
NFA
positioning is where the action hid. $AGT ran +22.4% today while the crowd sat 24/76 long/short, most of them on the wrong side of the move. $SIREN is the mirror case: 74/26 long/short, price down 3.5%, and longs paying 0.106% funding to stay in a trade that's bleeding them twice.
SOL quietly picked up $4.1M in fresh positioning, 0.4% of its open interest, nothing dramatic but real money, not churn.
watching whether AGT's shorts cover or dig in tomorrow.
NFA