liquid staking is overpricing carry strategies
Cycles rhyme, but the plumbing underneath keeps changing.
Against the backdrop of “Solana’s October Upgrade Review Puts 200ms Slots and $5B in Tokenized Assets in Focus” and “Ethereum Delays Glamsterdam Testnet Step Over Gas”, positioning still matters more than slogans.
Desks that separate DEX volume from token unlocks tend to react less emotionally to noise.
Better questions beat louder opinions when regimes shift.
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