MEV Sandwich Attacks: The Hidden Tax on DeFi Trades
Learn how MEV sandwich attacks extract value from DeFi swaps via slippage, why bots target your trades, and how to cut your exposure on every transaction.
Articles
Long-form thinking on markets, systems, and behavior. Written to explain, not to persuade.
Daily Note · 9 May: Flows In, Sentiment Hasn't Followed
Institutional flows into Bitcoin ETFs reached a nine-month streak record while retail sentiment stayed flat in Fear territory. Ethereum's derivatives structure told a different story underneath the pullback.
Why Crypto Pumps at Night
Why does crypto pump at night? Overnight moves are not random - thin liquidity and active Asian session traders amplify pressure while Western markets sleep.
Daily Note · 8 May: Supply Tightened While Sentiment Broke
Bitcoin absorbed a geopolitical shock and a sentiment drop while quietly losing 100,000 BTC from major exchange reserves. The structure and the mood are not reading the same market.
How Stablecoin Depegs Cascade Through Crypto Markets
A stablecoin depeg isn't a single asset failing. It's a liquidity event that ripples through DeFi collateral, trading pairs, and spreads before most traders notice.
Daily Note · 7 May: Rotation Moved Before Sentiment Did
Traders rotated into altcoins as BTC and ETH retreated from weekly highs - a risk-on move that arrived before sentiment fully caught up. Beneath the noise, XRP's institutional rail quietly completed its first real test.
Daily Note · 6 May: Inflows Arrived, Conviction Didn't
Bitcoin absorbed nearly a billion dollars in ETF inflows over two days and reclaimed $82K - but the options market didn't follow, and the cohort that loaded up before the ETF launch started distributing into the move.
Why Dollar Cost Averaging Beats Timing the Market
Timing the market sounds logical but fails statistically. Dollar cost averaging removes the need to be right and lets the structure of markets work in your favor.
Retracement vs Reversal: How to Tell the Difference
Retracements and reversals look identical in real time. The structural difference tells you whether the trend continues - or has quietly already ended.
Daily Note · 5 May: Sentiment Catching Up to Capital
Institutional capital was already moving before sentiment recovered. The last 24 hours reveal how far positioning had run ahead of the crowd.