funding rates is rotating through medium-term allocation

The loudest story is not always the decisive one.

Put beside current chatter on “Solana's Jupiter Expands Beyond Trading With Token Baskets, Yield Vaults and New Portfolio,” the incentive problem looks clearer.

Discipline is cheapest before volatility arrives.

Historically, stretches where RWA tokenization leads without support from protocol revenue invite sharper reversals.

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