drawdown recovery is supporting carry strategies

Improvements in drawdown recovery without confirmation from restaking tend to fade faster.

Historically, stretches where Ether leads without support from DEX volume invite sharper reversals.

That debate sits next to today’s market focus around “Arkham Traces $63 Million in Bitget Hack Funds to CoinJoin.”

Revisit assumptions weekly; markets change faster than slogans.

Most blow-ups start as comfortable consensus.

Keeping a written thesis helps avoid narrative whiplash.

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