Bitcoin is consolidating around builder priorities: reading the Never Wrong tape

Markets rarely move for a single reason.
When books are thin, narratives look stronger than they are.
Even when feeds obsess over “Never Wrong So Far: This Trader Bets Big on Ethereum (ETH),” the durable question remains process versus prediction.
In practice, layer-2 networks and wallet UX interact before price fully reflects either one.
Mapping drawdown recovery against restaking is a simple way to stress-test a thesis.
Meanwhile, restaking can either confirm the move or expose it as temporary.
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